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Helena Wang
Research analyst (at Philips/Philips Security in the episode) who provides financial and strategic analysis of Netflix's earnings and positioning.
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9 snips
Jan 21, 2026
• 42min
Trump Rattles Europe Defense Tech Stocks
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Anne-Marie Horden, a Bloomberg Surveillance co-host reporting from Davos, shares insights on Trump's Greenland remarks and their implications for European security concerns. Helena Wang, a research analyst at Philips, dives into Netflix's disappointing earnings, highlighting mounting programming costs and strategic challenges ahead. Together, they explore the competitive landscape of streaming and the potential impact of mergers in the industry. Tune in for a mix of geopolitical analysis and financial forecasting!
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