
The Compound and Friends Netflix and Churn
Apr 22, 2022
Will Hershey, co-founder and CEO of Roundhill Investments, dives into the current turmoil at Netflix, discussing its market decline and subscriber challenges. He shares insights on thematic investing and the evolving landscape of ETFs, particularly around emerging trends like the metaverse and cannabis. The conversation also covers social media's impact on younger investors and the challenges facing platforms like Twitter as they navigate shifting revenue models. Hershey's expertise shines as they explore how these trends shape today's financial world.
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Thematic ETF Popularity
- Thematic ETFs gained popularity during the pandemic, partially thanks to Cathie Wood's ARK Invest.
- These funds often stray from their stated theme by including large-cap tech stocks.
Netflix Subscriber Loss
- Netflix lost subscribers for the first time in a quarter, resulting in a significant stock drop.
- This drop mirrors similar declines in other large-cap tech companies like Facebook.
Tech Stock Losses
- The S&P 500's seemingly modest decline masks substantial losses in individual tech stocks.
- This concentrated pain in tech highlights the risks of speculative investments.









