Earn Your Leisure

In this insightful Market Mondays clip, Rashad Bilal, Ian Dunlap, and Troy Millings break down Netflix’s strategy and the latest shake-ups in the streaming and media industries. The hosts debate whether Netflix can reclaim $100+ per share and if it’s still a top buy for long-term investors—even as seismic changes hit Paramount and major players like Larry Ellison double down on media investments. The conversation kicks off with Rashad Bilal sharing why Netflix’s push into live events, like big fight nights and sports, is building a new moat around its business—transforming them into this generation’s version of cable. Ian Dunlap reinforces the bullish outlook, reminding investors that while big year-over-year gains might slow, Netflix is still one of the best-run companies in media. The hosts urge viewers to get comfortable with longer holding periods, noting that industry giants are playing 20- to 30-year games while everyday investors sometimes focus way too much on 3- to