The Trade That Made Us Go “Hmm…” And Countdown to Netflix Earnings 4/17/23
Apr 17, 2023•44 min
Episode description
Commercial real estate has taken a beating in the wake of the banking crisis, but one of our traders says it might be a case of “so bad it’s good.” We lay out the case for a few Office REITs that may be worth a look. And it’s been a year since Netflix reported its first subscriber loss since 2011. How’s it fared since then?