The Compound and Friends

Netflix and Churn

Apr 22, 2022
Will Hershey, co-founder and CEO of Roundhill Investments, dives into the current turmoil at Netflix, discussing its market decline and subscriber challenges. He shares insights on thematic investing and the evolving landscape of ETFs, particularly around emerging trends like the metaverse and cannabis. The conversation also covers social media's impact on younger investors and the challenges facing platforms like Twitter as they navigate shifting revenue models. Hershey's expertise shines as they explore how these trends shape today's financial world.
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ANECDOTE

Anguilla Vacation

  • Josh Brown vacationed in Anguilla, finding it more developed yet secluded.
  • He enjoyed the perfect weather and lack of crowds during the off-season.
ANECDOTE

Anguilla COVID Test

  • One of Josh Brown's family members needed a COVID test in Anguilla.
  • Afterwards, they enjoyed six mask-free days.
ANECDOTE

Podcast Nerves

  • Will Hershey admitted to being nervous about the podcast.
  • He compared his nervousness to a high school quarterback who threw up before games.
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