Matt is joined by research analyst Michael Pachter to unpack Netflix’s strong earnings report this week that included the company adding 5.9 million subscribers in Q2. They discuss what Netflix is doing right and how other streamers can learn from them, why the stock went down this week, whether the password crackdown is working, how Netflix should different ... Show More
Sep 2
Did Donald Trump Just Save Filmmaking in America?
Matt is joined by Film USA cofounders Tony Armer and Katie Pryor to discuss President Trump’s public endorsement of a federal tax credit for film production in the United States, how this could reshape filmmaking in America, how it could transform the filmmaking industry, how the ... Show More
35m 45s
Aug 28
Disney's Biggest Swings and Misses, Plus Iger vs. Eisner—With the Acquired Guys
Matt is joined by the hosts of the Acquired podcast, Ben Gilbert and David Rosenthal, to discuss their two-part series on the history of The Walt Disney Company; what surprised them the most during their deep research; Disney's most precarious investments, biggest missteps, and b ... Show More
41m 43s
Jan 2023
Netflix's Subscriber Growth, the Emerging Markets Trade, and the Fed's Inflation Take 1/20/23
Netflix shares are rising on the back of in-line revenue and an increase of over 7 million subscribers during the fourth quarter. Clockwise Capital's James Cakmak discusses the results. Plus, while the major indexes in the U.S. have faced growing pressure after a solid start to t ... Show More
45m 38s