Ian Dunlap
Market commentator and guest on the episode who offers bullish analysis on Netflix and broader media deal dynamics, focusing on long-term investing theses.
Best podcasts with Ian Dunlap
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Dec 28, 2025 • 9min
Is Netflix the New Cable? Mega Deals, Paramount Drama & Why You Should Hold Long-Term
Ian Dunlap, a market commentator known for his bullish insights, joins the discussion on Netflix's evolving strategy. They unpack how Netflix’s foray into live events and partnerships is redefining entertainment, making it akin to traditional cable. The chat navigates the potential for Netflix to rebound over $100, while emphasizing the importance of long-term investment strategies. Additionally, the conversation touches on Larry Ellison's major media moves and the implications of industry consolidation, urging investors to think beyond short-term gains.
Jul 6, 2025 • 15min
Can Apple Regain Its Throne? The Battle of Trillion-Dollar Tech Giants
In this engaging discussion, investor Ian Dunlap breaks down the competitive landscape of tech giants, emphasizing the potential challenges Apple faces in maintaining its market lead. He stresses the necessity for Apple to invest in AI and blockchain to stay relevant. The conversation also covers emerging competitors like Google and Amazon, exploring their strategies and innovations. Ian shares insights on identifying promising stocks amid market fluctuations, urging investors to focus on fundamentals. It's a must-listen for anyone looking to navigate the tech investment arena!
