Zack Silver, an analyst at B. Riley, recaps what happened at Liberty Media's Investor Day, including Liberty's bullishness for tech companies, Liberty's plan to launch a SPAC, and how Liberty has handled the pandemic overall. Then, we discuss his newest coverage, CuriosityStream (CURI), a new streaming service that recently went public through a SPAC.Chapters0:00 Intro and Background3:30 What separates the best buy-siders Zack interacts with7:00 Shentel (SHEN): the most interesting stock in Zack's universe9:20 WideOpenWest (WOW): the most undervalued name in his coverage11:30 Takeaways from Liberty Investor Day14:20 Liberty SPAC discussion21:40 Does Liberty have tech platform envy?23:10 How did Liberty respond to the pandemic? Were they aggressive enough?25:50 Zack's bull case for SiriusXM (SIRI)28:00 Brief technical issues causes Andrew to slightly panic28:45 Technical issues end, panic stops, SIRI bull case resumes36:59 CuriosityStream (CURI) background and overview40:34 Why would someone pay for CURI when they have Netflix?44:30 Is CURI better as an acquisition target than standalone?51:41 Can CURI succeed if Discovery gets more serious about D2C?56:50 Is Zack more worried about Discovery or Netflix competing with CURI?1:02:10 If CURI works, what do they look like three to five years from now?