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The Compound and Friends

Netflix and Churn

The Compound and Friends

Josh Brown

Business News, News, Investing, Business

4.72.2K Ratings

🗓️ 22 April 2022

⏱️ 100 minutes

🧾️ Download transcript

Summary

On episode 43 of The Compound & Friends, Ben Carlson, Will Hershey, and Downtown Josh Brown discuss: trouble at Netflix, thematic investing, metaverse ETFs, the future of Twitter, and much more! This episode is sponsored by KraneShares. To learn more about KraneShares' suite of China-focused and climate themed ETFs, visit: kraneshares.com/?adsource=wealthcast Check out the latest in financial blogger fashion at: https://www.idontshop.com Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/disclosures/ Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

Joshua's a 30-infer. Oh, where about? I was in Anguila. Nice. Which is my favorite place in the world.

0:05.7

And only been there once. I went there in 04 and

0:09.9

it's very different now. It's like much more developed the island. Yep, but it still feels like you're in the middle of nowhere.

0:16.7

It sounds nice. Which is what you want to look at for.

0:22.2

The resort was full for the week

0:24.9

but you could go like a long time without walking near anybody else.

0:29.8

How's the weather? Perfect. Like literally perfect. So April, we're starting to get maybe too hot soon. Yeah.

0:39.1

In their off season, they were telling me that the island's

0:42.5

Visitorship drops to 30% of what it is in the winter. It sounds about right. So they're like dying for more more things.

0:50.5

Is it a little one where we have to do a puddle jumper to get there? You fly to St. Martin. No, you fly private, come on.

0:57.5

No. Fly jet blue to St. Martin. And then is that what you named it? Jet blue? You're here. That's what I name my private jet. Like a suit on that one.

1:06.5

Mine will be jet brown. You fly jet blue and then you take like a 30 minute boat ride from the airport in St. Martin to North

1:15.5

to the southern tip of the island. And then a 10 minute taxi. It's like it's easier than it sounds.

1:22.4

The hard part was the medical shit. You have to do a COVID test within 48 hours of arriving in St. Martin.

1:29.7

Then you have to do a COVID test to go back to St. Martin from Anguela. Your last day on your trip.

1:36.9

And they schedule the stuff for you, but like if you don't have it, you're not leaving. Yeah. Hawaii was like that too.

1:43.6

You had to go they had like very specific places. Which is where you go Hawaii.

1:47.4

Big Island. Okay. When during during pandemic. Yeah. Like maybe a year ago. Something like that.

1:53.6

I get it. Once you get to the island, nobody has a mask on. No. Well, we're done. Aren't we over? Mass or now we're over. But like like even

2:03.5

ubers there. Well, I think they made me or tried to make me. But it was so it was such a relief. You go through

2:09.4

the medical thing. One of us. So they're like when was your last booster? When was your vaccine? My

2:15.6

daughter is fully vaccinated. But I think like enough time went by where she didn't qualify. So they're like

...

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