In this podcast episode, the hosts dive into Netflix's entry into live sports, addressing some technical hiccups that occurred during a boxing match. They explore Netflix's dual subscription strategy, which includes both ad-free and ad-supported options. The conversation then shifts to Spirit Airlines, examining its recent bankruptcy filing and the various factors that led to its decline, while comparing its business model to that of traditional airlines. Finally, the episode turns to the luxury goods market, discussing the recent slowdown in sales, especially in China. The hosts highlight the contrasting performances of LVMH and Tapestry, showcasing their different strategies in market positioning and brand management.
