Content Spend Efficiency: Netflix vs Disney

This week’s episode covers everything from inflation pressures in Canada to the biggest trends shaping global markets. Simon and Dan dig into Netflix’s earnings and its revised bid for Warner Bros/HBO, Taiwan Semiconductor’s explosive AI-driven growth, and what BlackRock’s latest results reveal about the future of private credit and alternative assets.

Tickers of stocks discussed: NFLX, TSM, BLK

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