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Analyst Michael Nathanson: We're selling Viacom, buying Discovery

ViacomCBS and Discovery both feel in trading Monday, though not nearly as much as last week amid the forced liquidation of those positions linked to Archegos Capital. Michael Nathanson, senior analyst at MoffettNathanson, joined "Squawk Box" on Tuesday to discuss.
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Tue, Mar 30 20218:17 AM EDT