In this episode, Magellan’s Portfolio Manager Arvid Streimann and Magellan Sector Head of Finance and Technology Ryan Joyce go behind the screens to take an in-depth look at the history and current state of streaming services, the importance of scale, Hollywood strikes, and regulation.

They also reveal how one of the industry leaders, Netflix, has adapted its strategy and is likely to benefit from its latest crackdown on password sharing.

You can listen to the episode below:

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