B (4:19)

So Netflix has been making a lot.

F (4:21)

Of news this whole entire year, but.

B (4:24)

That was one of the questions is, is it going to pass over a hundred dollars anytime soon? Yes. I mean I think that's an easy target for them to hit. But I think the fallen of Netflix is a canary in the coal mine for what's to come. But the reason why I keep telling people to double down now because you see all the companies doing it. Troy, you just brought up infrastructure and data centers. But even for Paramount to come back and say, well, Larry Ellison would personally guarantee you're okay. So when people ask what to moat Netflix having that fight this weekend and all the investment that they're going to put into future content to now become our generation's version of cable, is them building a moat in front of our face? Will they go back to 100?

C (5:17)

Yes.

B (5:18)

Are we going to still see the 35, 40 year over year gains? Probably not. But could they eke out 15 to 20% gains? Yes. Is Netflix a buy? Yes. They are the verb in the category and probably one of the best run companies in the media space. Like you look at what everything Netflix has done, Disney has dropped the ball on what they should have done. Now there's a lot of regulatory reasons and personal vendettas inside of why. But would it get back to 100. Yes. Hope for the long term.

F (5:53)

Yeah, you got it.

B (5:53)

I mean, you'll be fine. You gotta.

F (5:55)

You gotta hold Netflix. I mean, Netflix has come into an interesting time. Obviously the stock split happens and then the potential merger here. It's interesting.

C (6:06)

Ernest, what's up? Look, you ever notice how building a website used to feel like running a relay race? Designer hands it to developer, developer hands it to marketing. Then everybody argues about why the button is two pixels off. Yeah, those days are over. Let me tell you why I'm locked in on Framer. Framer is different. First thing, it's not just a website builder. It's a full free design platform that. That lets you create everything. Social assets, campaign visuals, icons, vectors, all in one place. No Figma imports, no messy HTML cleaner, faster and honestly, kind of fun. And the AI features crazy. You literally chat your way to hero banners, navbars, pricing tables. All styled to your brand's colors, fonts and vibe. Like having a developer team in your laptop. And when you're ready to go live, hit publish. One time. Once Framer handles hosting blazing fast load speeds and SEO while you grab a coffee. No developers, no tickets, no handoffs. It's designer and marketer heaven. Plus, little details matter. You can customize your cursor, add playful interactions, animate on hover, your site actually feels like your brand. But here's the part that shocked me. Framer already built the fastest way to publish beautiful production ready websites. And it's now redefining how we design for the web with the recent launch of Design Pages, a free canvas based design tool. Framer is more than a site builder. It's a true all in one design platform. From social assets to campaign visuals, to vectors and icons, all the way to a live site, Framer is where ideas go live, start to finish. So you ready to design, iterate and publish all in one tool? Start creating for free@framer.com design and use promo code earn for a free month of framer pro. That's framer.com design and use promo code earn framer.com design promo code earn Rules and restrictions may apply. Earners. What's up? Look, when it comes to money, control is everything. Knowing how and when to move your dollars. That's where the Klarna card comes in. It's your debit card upgraded. You decide how to pay. Whether in full now or you plan ahead to pay later. It works anywhere. Visa accepted activation takes 30 seconds and there's zero credit impact to apply. No surprises, no stress, just smarter, more intentional spending that keeps you in control. Sign up for the Klarner card by downloading the Klarna app or learn more@klarner.com US Klarner Card Klarnarcard Pay later plans issued by Web deposits in your balance account are held in Web bank member fdic. Anywhere Visa is accepted, certain merchant product good and service restrictions apply. Some merchants do not accept virtual cards, physical card only included with a paid Klarner membership plan. Sign up for the Klarner card by downloading the Klarner app and learn more@klarner.com US Klarner card running a business is.

D (9:02)

Hard enough, so why make it harder with a dozen different apps that don't talk to each other? One for sales, another for inventory, a separate one for accounting? Before you know it, you are drowning in software instead of growing your business. This is where Odin Odoo comes in. Odoo is the only business software you'll ever need. It's an all in one, fully integrated platform that handles everything CRM, accounting, inventory, E commerce, HR and more. No more app overload, no more juggling logins, just one seamless system that makes work easier. And the best part? Odoo replaces multiple expensive platforms for a fraction of the cost. It's built to grow with your business whether you are just starting out or already scaling up. Plus, it's easy to use, customizable and designed to streamline every process so you can focus on what really matters running your business. Thousands of businesses have made the switch, so why not you try Odoo for free@odoo.com that's o d o o.com hey.

E (10:02)

It'S Ryan Seacrest for Albertsons and Safeway. The holiday season can be exhausting with all the parties and the end of year celebrations. But don't forget to take care of yourself by stocking up on your favorite nutritional products. Now through December 30th. Shop in store and online and save on items like Cliff Snack Bars, Luna Bars, Boost Nutritional Energy Drinks, Premier Protein Shakes, Z Bar Variety Packs, Open Nature Powder and Body Fortress Protein powder offers end Dec. 30. Restrictions apply. Offers may vary. Visit albertsons or safeway.com for more details.

A (10:34)

Ten athletes will face the toughest job interview in fitness that will push past physical and mental breaking points. You are the fittest of the fit. Only one of you will leave here with an IFIT contract worth $250,000. This is where mindset comes in. Someone will be eliminated. Pressure is coming down.

G (10:59)

Trainer Games on Prime Video January 8th.

E (11:01)

Watch the trailer on trainer games.com because.

F (11:05)

This is their quarter. Like, this is the quarter where you start to see what they're rolling out for their future. Obviously, another fight. More live sports. With the NFL happening on Christmas here, Stranger Things is. Is blowing out all of its expectations. But inside of that, they got the Diddy documentary. Like, I know we can say what we want, how we feel about it, but you're Talking about over 3 billion views for a documentary that you didn't even expect to be on the docket.

B (11:31)

Yep.

F (11:32)

And so that tells you, all right, this, this, there's growth here. People are really watching it. And people are subscribing at records. And then you go into the. The Iheart deal and it's like, okay, well, that's significant because now they want to be a part of your daily life.

B (11:48)

Right.

F (11:49)

Because when you watch Netflix, you watch a show, you're done with it in a day. Well, how can I become a part of your daily life if I don't have sports every day? What are people doing every day? Well, a lot of people are listening to podcasts on a daily basis.

B (12:01)

Yeah.

F (12:01)

And if they have the video component, you're probably watching that on a daily basis or at some point during your week. So if I can be part of your weekly schedule as opposed to, hey, Stranger Things is. Is done. I watch it all. Or switch.

B (12:13)

Seasonal.

F (12:14)

It's seasonal. I'm done with it. Remember when Narcos was a thing, we were, you know, we're done with that in a weekend. How can I become part of your everyday ritual if I can't do it in live sports, I'm gonna do it in something that is also entertaining you, which is podcast, which is a huge business. Obviously, you know, we're a part of that business. The growth is there, the potential is there. This merger has kind of curveballed it a little bit, but I still like Netflix long term. I'm in. I got a few positions in Netflix.

B (12:42)

Hope for the long term. Yo, but we've been screaming the same thing. Like, just hold. Be faithful to your portfolio so you can be free. Put it in chat. None of this three month, six months. Everything has to be five years. Like, everyone in tech is playing 20 and 30 year games right now. Larry Ellison is personally guaranteeing billions of dollars for the benefit of his son. And people are worried about a three month run. Hold for. I've been telling you since beginning, hold for five years, stay inside. Because a lot of y' all who popping it on the gram, you're hurting right now. Derek just told you, I can see who living through the business. You got lifestyle businesses and then guess what, they keep raising the prices on everything. Yeah, lifestyle games.

F (13:28)

The Larry Ellison thing is, I mean we've been talking about him for a year now in terms of the moves that he's making, obviously from Stargate. And then with tick tock, tick tock quietly, like all the news with the Paramount potential merger with Warner Brothers, you know, they got approved and now they got 50 ownership in TikTok which you know, kind of said like if you look at who's doing the cloud server for TikTok, it was Oracle. In 2020, they got that deal. They were going to be the leader to be in the investment. But him saying, Look, I'm putting 40 billion up guaranteed is interesting because two weeks ago when the CFO of Netflix was on, he said that that was not part of the deal. Two weeks later, now they got a personal guarantee for 40 billion which tell you how important to them having that network is in terms of spreading the messages that they want, have a control of the messages that they want and having media. So one thing that the Ellison Group and I say group because David is the son at the head of Skydance in Paramount. Larry is obviously the dad and head of Oracle. They don't have a media arm the way that they want to.

C (14:33)

Right.

F (14:33)

And I told during that class, look, Paramount does not make money. Skydance does make some money, but not enough to have this merger. Where were they going to get the back end? Dad said, look, I know I'm worth 250. His 40 guaranteed forecast deal, all cash deal.

B (14:51)

Because in the next election, if you can go back into that White House and say, well, I can get you 36 more million viewers per month, that'll secure the financing that you need for.

F (15:01)

The other ventures to go.

B (15:02)

Well, this is war Games. That's why like the tone that you it's like it is not time to play at all. Notice and the people who sold off their companies in the last few years. The UFC selling was interesting. Then Dana ended up in the White House and on the board of Meta Meta's involvement in the White House. Vince McMahon walking away. But then they cut his legs from underneath him and told every little secret that was the first Diddy doc to lower the valuation. Please, I am begging you. Because you don't know when we're gonna end the show. Just one day we just gonna pop up and be like, it's been fun. Deploy capital into the best assets on Earth.

C (15:43)

This episode is brought to you by PNC Bank. A lot of people think podcasts about work are boring, and sure, they definitely can be. But understanding a professional's routine shows us how they achieve their success little by little, day after day. It's like banking with PNC Bank. It might seem boring to save, plan and make calculated decisions with your bank, but keeping your money boring is what helps you live a more happily fulfilled life. PNC Bank Brilliantly boring since 1865 Brilliantly boring since 1865 is a service mark of the PNC Financial Service Group, Inc. PNC Bank National Association Member FDIC hey.

E (16:25)

It'S Ryan Seacrest for Albertsons and Safeway. Flu season is here and the in store pharmacy has you covered with a free flu shot with most insurance plans. And as a thank you, get up to $20 off your grocery purchase. Plus it's coughing cold season. Stock up on all the season's essentials and get ready for relief with discounts on items like Halls, Menthol Cough Drops, Tylenol Cold and Flu and Mucinex Fast Max products. Offer ends December 30th. Restrictions apply and offers may vary by location. Visit Albertsons or Safeway.com for more details.

A (16:55)

Ten athletes will face the toughest job interview in fitness that will push past physical and mental breaking points. You are the fittest of the fit. Only one of you will leave here with an IFIT contract worth $250,000. This is where mindset comes in. Someone will be eliminated. Pressure is coming down.

G (17:20)

Trainer games on Prime Video January 8th.

E (17:23)

Watch the trailer on trainergames.com Season 2.

A (17:25)

Of Unrivaled Basketball is here and the talent is unreal. Paige Beckers, Nafiza Collier, Kelsey Plumb, Brianna Stewart and more are back to to redefine the game. Unrivaled basketball season two, sponsored by Samsung Galaxy Tips off January 5th on TNT, TruTV and HBO.

G (17:40)

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A (18:51)

That we're not just in your community, but that we're part of it. It matters that we're here for you when you need us, day or night, and we want everyone to feel welcomed and rewarded. It matters that CVS is here to fill your prescriptions and here to fill your craving for a tasty and, yeah, healthy snack. At cvs, we're proud to serve your community because we believe where you get your medicine matters. So Visit us@cvs.com or just come by our store. We can't wait to meet you. Store hours vary by location. This is an iHeart podcast. Guaranteed Human.