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?

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

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

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What challenges does Viacom face according to the speaker?

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

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