Why am I extra bullish on podcasts right now?

TV and film producers prepare for potential post-strike production logjam

Once the actors’ strike ends the shows and movies still need to be made and the backlog will be big.

Content owners (Disney, Nickelodeon, Dr. Seuss, PBS, etc.) have been turning to audio to fill the entertainment gap and ad dollars are pulling back from TV because of the lack of new content.

The longer it lasts the more likely habits are to change in a meaningful way towards channels producing new entertainment.

Shocks cause shifts.