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A Healthy Pullback (EP.357)

Animal Spirits Podcast

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Trends in Private vs. Public Firms and Financial Performance of Netflix

This chapter delves into the dynamics of large firms being private instead of public in the US, exploring factors like regulations and private equity. It also discusses Bank of America's representation of consumer activity, trends in credit card delinquencies, and the resilience of banks in commercial real estate. Additionally, there is an analysis of Netflix's financial success and revenue growth, emphasizing its strong performance and user experience advantage in streaming.

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