Breakaway - Investing & Finance
Breakaway from the haters and mainstream thought. Learn about Investing, Finance and the Economy in a plain english and entertaining way. Understand the business environment and make money investing. Uncertainty in the markets driven by crisis, anarchy, politics and craziness is simply opportunity. Facts and truth here.
Breakaway - Investing & Finance
Netflix, Inauguration-Inspiration, DOGE, AI
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Sean Hathaway
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Episode 80
Open
Chiefs vs Eagles
Inauguration
- Carrie Underwood! A cappella
- Elon on planting Flag on Mars: Mark at 1:30
- Tech heavy weights in attendance per WSJ.
- Exec orders: my favorite: Everything will be revealed," Trump said while signing.
- Give the pen to RFK Jr.
- What about Epstein and Diddy?!?!
Markets
- Markets Up 3% YTD. That’s great 30 days in.
- NVIDIA down 17% on pressure the Chinese AI company DeepSeek.
Congressional Trading:
- Insider trading by Congress from AOC Play at 0:15 min.
- Here are the top political traders of 2024.
- 25 congressmen beat the markets. 6 people at or over 100%.
Netflix
- Huge flywheel of momentum!
- Stock close to $1000!!
- Bernstein hikes to $1200. Rosenblaut $1500
- Absolute RECORD number of subs!! 19m subs…biggest quarter EVER! 301m members
- More subs in US now than Cable. 80-90m vs 70m.
- Investor Letter
- Big hits: Squid Game, Carry-on. And live: Jake Paul & Tyson and NFL.
- 2025: Stranger Things, Wednesday, Squid Game… Happy Gilmore 2 ?!! More sports.
- Spending more on content $16b+ than Market cap of paramount ($7.3b and WB $25b)
- From WSJ
Ads:
- From Greg Peters
- Q4 was 55% signups with ads. Barely monetized!!
- Engagement is healthy with ads.
- Goal is to make offering better for advertising.
- Doubled ads revenue in 2024. Expect to double again in 2025!
- Using own ad server and tech stack!
- Enhanced targeting. Better measurement. Better relevance to users and advertisers.
DOGE
- Shouldn’t be bi-partisan.
- Argentina is now in a budget surplus! Eliminated 100’s of regulations.
- Jaime Dimon on Doge
- Trump signed an Executive Order directing all federal employees to return to full time in person work.
- 6% of federal workers go to office?
- A report from the Government Accountability Office (GAO) found that during early 2023, 17 out of 24 federal agency headquarters buildings in Washington, D.C., were operating at 25% capacity or less.
- DOGE $784 MILLION in taxpayer dollars for a new U.S. embassy in South Sudan, initiated in 2023. This is not a reasonable expenditure.
Project Stargate
Project Stargate is a $500 billion investment aimed at building AI infrastructure across the United States.
Oracle CEO, Larry Ellison on Cancer detection