Analyzing Netflix's Ad Strategy, Presidential Race Updates, and Market Portfolio Insights

Netflix shares fell immediately following its Q2 earnings report but slowly pared the losses over the next hour. Former NBC Entertainment Co-Chair Ben Silverman breaks down what the latest numbers mean and the broader state of the entertainment industry while DoubleVerify CEO Mark Zagorski, a ad partner of Netflix, breaks down the ad tier. Plus, Evercore’s Julian Emanuel on managing a red vs blue portfolio as the election draws closer.