Economic Themes and Broader Market Positioning

Gene Munster, Managing Partner at Deepwater Asset Management, breaks down Amazon’s recent slide, growing concerns flagged in the latest Bank of America investor survey, and what could stabilize — or further pressure — the sector.
Paul Hickey, Co-Founder of Bespoke Investment Group, analyzes the broader market setup and where leadership may rotate next as earnings continue to roll in.
Netflix Co-CEO Ted Sarandos on why Netflix is allowing Paramount a seven-day window to negotiate again.

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