Entertainment: The Smartphone Is Eating Hollywood | The Decade Ahead
About this episode
The episode discusses the transformation of digital entertainment and its potential as an investment opportunity over the next decade.
Digital entertainment has already transformed how we spend our time, but the next decade could see it become an even bigger investing opportunity. In this episode, Bryce and Ren unpack the forces driving the industry's growth, from the rise of the global middle class and mobile gaming to AI-powered content creation, and explore the companies and ETFs giving investors exposure to one of the world's fastest-growing sectors. In this episode: 00:00 – Why digital entertainment is booming 02:56 – Emerging markets and the rise of the global middle class 04:16 – Mobile gaming becomes the biggest force in gaming 08:13 – How AI is changing streaming and entertainment 10:09 – Advertising, gaming economics and industry growth 18:01 – Key investment risks and competitive pressures 22:26 – Stocks to watch across streaming, gaming and music 30:37 – ETFs and final investing takeaways Stocks & ETFs Mentioned: Netflix (NASDAQ: NFLX), Warner Bros. Discovery (NASDAQ: WBD), Paramount Skydance Corp (NASDAQ: PSKY), Electronic Arts (NASDAQ: EA), Apple (NASDAQ: AAPL), Spotify (NYSE: SPOT), Instagram (NASDAQ: META), AppLovin (NASDAQ: APP), Duolingo (NASDAQ: DUOL), Alphabet (NASDAQ: GOOGL), Amazon…
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