Disney and YouTube Are Beefin’ & What’s Behind the ‘K-Shaped’ Economy?

Morning Brew Daily

Morning Brew

Business News, News, Business

4.4 • 3K Ratings

🗓️ 3 November 2025

⏱️ 26 minutes

🔗️ Recording | iTunes | RSS

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Summary

Episode 705: Neal and Toby discuss the ‘k-shaped’ economy where wealthy Americans are spending like nothing’s wrong, while lower-income earnings are pulling back their spending. Then, Disney pulls its content off of YouTube TV as content negotiations go south. Also, CEOs from Nvidia, Samsung, and Hyundai were spotted eating fried chicken in Seoul, which sent fried chicken stocks flying. Also, Egypt unveils its $1 billion Grand Egyptian Museum, aiming to be the best museum in the world. Finally, what you need to know in the week ahead. Learn more at usbank.com/splitcard Get your MBD live show tickets here! https://www.tinyurl.com/MBD-HOLIDAY Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here:⁠ ⁠⁠https://www.swap.fm/l/mbd-note⁠⁠⁠ Watch Morning Brew Daily Here:⁠ ⁠⁠https://www.youtube.com/@MorningBrewDailyShow⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	This message is brought to you by Apple Card.
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0:20.0	Terms and more at Applecard.com.
0:23.9	Good morning, Brew Daily show.
0:26.4	I'm Neil Fryman.
0:27.2	And I'm Toby Howell.
0:28.2	Today, the economy is bifurcating into the have and have-nots.
0:32.2	Then Disney and YouTube TV are beefing, leaving sports fans to suffer.
0:37.3	It's Monday, November 3rd, let's ride.
0:44.1	Good morning and hope you soaked in your extra hour of sleep yesterday.
0:47.7	You probably needed it after Halloween took a toll on the body.
0:51.3	Here's a cool anniversary that happened over the weekend.
0:53.7	Sunday marked 25
0:54.8	years of continuous human presence in space. November 2nd, 2000 was the day the crew of Expedition
1:01.0	1 entered the International Space Station, and since then, there's always been at least
1:05.6	one human living in space. All told, more than 280 people from 27 countries have rotated through the
1:11.7	space station, conducting scientific experiments in microgravity, and doing the more pedestrian
1:16.1	chores required to keep up a facility that's as big as a six-bedroom house. But Toby, this house
	...

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