Welcome back to What I’m Hearing, and a happy Rosh Hashanah to all who celebrate.

Programming note: I’m back on CNBC Squawk Box at 6:50 a.m. Eastern tomorrow, and I did a long interview about the strike with Sam Fragoso on the Talk Easy podcast (here). This week on The Town: Lucas Shaw and I debated whether CAA is worth $7 billion; Endeavor’s Mark Shapiro explained how WWE and UFC will work together; and CNBC’s Alex Sherman updated the Disney succession race. Subscribe here and here.

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Discussed in this issue: Drew Barrymore, Ted Sarandos, Joe Cohen, Bob Iger, Duncan Crabtree-Ireland, Stephen Huvane, Kenya Barris, Angharad Wood, Byron Allen, Russell Brand, Carol Lombardini, Oprah Winfrey, Bryan Lourd… and Jeremy Strong’s condo.

But first…