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Single best Idea. What an interesting show today, And I must admit, given the emotion out there within our political economy, the number of people lining up and saying, you know what, this is transitory to borrow a phrase from the FED a long time ago. Really impressive today, amazing conversations. Rich Greenfield came in today. He is with light Shed. He does media analysis, and I want to take a moment
as I did in the show and explain this. Sell side analysts, securities analysts have to be very brave when they put a CELL rating on a stock. Usually it's by and Hold, and if they have the courage to say this isn't going to work out, they get an enormous on a heat from the company and all the people around a given company. Rich Greenfield, pushing twenty years ago, was the bravest guy in the street. He put a CEL rating on a stock. I'm not going to mention
it doesn't matter now. It's ancient history, and they really went after him, and the whole industry rallied around Rich Greenfield years ago when he had the courage of his convictions. Here is Rich Greenfield on Netflix.
When you think about what Netflix has done in terms of amoring home to you that when you get home at night, when you finish up work, you get to your house, you get into your living room. What's at that moment of truth? Do you choose Netflix? Do you choose linear television? Do you choose Disney Plus, Ulu, Paramount plus? Like they want you to win. That moment of choice is the most important place. And if you look at who's winning it right now, it's really two platforms. It's
really Netflix. On the video side, it's Netflix YouTube Rich Greenfield.
And as I said, there, you heard me say, it's classic. That is classic Rich Greenfield. He is at lightshed, I should point out later in the interview he doubled Netflix with Spotify. He was very constructive on the changes moving forward for Spotify is a big winner. Recently, Anastasia Amaroso came in today. What an historic conversation with her, I think two three days after the invasion of Ukraine by Putin by Russia for her growing up in Eastern Europe.
Very emotional. I asked her, she's a bull. She's a bull, optimistic on Wall Street, She's been optimistic, She's optimistic on America, Anastasia Amoroso on American exceptionalism.
It is an exceptional and outstanding place that nowhere else can you replicate that. And I do travel globally, you know, I immigrated to the US when I was sixteen. But nowhere else can you get the same stability of government, believe it or not, as you get in the United States. Nowhere else can you get this pro business mentality, even though we argue about the deregulation here and there, and nowhere else frankly can you get the same opportunity set as you do here. So it is truly truly an
exceptional place. And this is why when I think about investing, you know, yes, while it's tempting to go invest in emerging markets or maybe trade around in Europe and Japan, you know, if you're a long term investor, you have to focus on the pillars that you know are going to be there. And I think the pillars of American exceptionalism will be here.
An stage Mrooso, I should say of I Capital this morning, we'll keep this short today and video earnings out this afternoon. We'll touch on that tomorrow. I am sure across the nation on your commute, good Morning ninety nine one FM in Washington, Bloomberg eleven three to zero in New York, Boston ninety two nine FM, and all of our digital distribution. We're on YouTube, Subscribe to Bloomberg podcasts and on YouTube podcasts. This is single best idea