Netflix and Churn
The Compound and Friends
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Navigating Thematic Investments and Streaming Value
This chapter examines the impact of rising living costs on consumer perceptions of streaming services like Netflix, comparing their value against traditional DVD purchases. It then shifts focus to thematic investing, analyzing the emergence and challenges of thematic ETFs in the current market. The discussion includes trends in assets under management, the influence of popular culture on investment strategies, and the evolving role of major financial institutions in thematic investing.
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