Monday AM Briefing #71

*Need* to know stories and trends for this morning & the week ahead; A Short Essay on MLB’s, NBA’s & NHL’s Potential Streaming Solution for RSNs

Here is a link to the replay of my Fireside Chat with Hedgeye’s Communications Sector Head (Internet, Media and Telecom) and Partner Andrew Freedman (NOTE: email required to watch).

As usual, we had a good, wide-ranging, and in-depth conversation. Below is a time-stamped outline of the Fireside Chat:

• Intro / Background

• 1:02 – My bio in  

• 6:35 – Netflix's (N…