Thomas Eagan: No Expectations for Viacom-CBS Merger

The transcript discusses the unlikely merger between CBS and Viacom, highlighting the potential market cap implications. It draws a parallel to Game of Thrones, noting the Red Stones' control over the trust. The discussion shifts to Viacom's business prospects, acknowledging their current challenges but suggesting a potential turnaround, similar to Time Warner's success with Turner.

What is the expected outcome of Les Moonves taking over Viacom according to the text?

How does the speaker believe CBS's market cap would be affected if they were to merge with Viacom?

Who currently has the upper hand in the trust mentioned in the text?

What challenges does Viacom face according to the speaker?

What example does the speaker give to suggest that a turnaround is possible for Viacom?