

Jay Trades and SBF's Substack + Award season and Netflix's content strategy with Lon Harris | E1656
Jan 12, 2023
Lon Harris, a streaming media expert, joins the conversation to share insights on the current award season and Netflix's unique content strategy. He emphasizes how Netflix’s approach is akin to crafting a 'gourmet cheeseburger,' evolving from a DVD rental service to a content powerhouse. The discussion includes predictions for key Oscar contenders like Michelle Yeoh and Cate Blanchett, alongside a critique of Sam Bankman-Fried's controversial new Substack. Tune in for a mix of finance and film buzz!
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Long-Term Investment Strategy
- Consider long-term growth potential when investing.
- Focus on companies you believe can grow five times larger in ten years.
Apple Investment
- Jason Calacanis bought more Apple stock, citing their stock buybacks and cash flow.
- He believes Apple's AR technology and developer community will give them an edge over competitors like Meta.
Amazon Investment
- Jason bought Amazon stock due to their layoffs, believing increased efficiency will boost profits.
- He thinks Amazon's healthcare potential is promising and less susceptible to regulatory scrutiny.