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Prof G Markets · Oct 22, 2025 · 28 min

Netflix Stumbles on Earnings — While Warner Bros. Looks for a Buyer

Ed Elson speaks with Jason Bazinet, Managing Director of Media and Entertainment Research at Citigroup, about why Netflix’s stock fell following its earnings, and the odds it could throw its hat in the ring for Warner Bros. Discovery. Then Ed is joined by Alex Heath, author of the Sources newsletter and co-host of the Access podcast, to discuss OpenAI’s new web browser and whether it’s actually a threat to Google. Check out our latest Prof G Markets newsletter Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice Follow Prof G Markets on Instagram Follow Ed on Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices

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show notes

Ed Elson speaks with Jason Bazinet, Managing Director of Media and Entertainment Research at Citigroup, about why Netflix’s stock fell following its earnings, and the odds it could throw its hat in the ring for Warner Bros. Discovery. Then Ed is joined by Alex Heath, author of the Sources newsletter and co-host of the Access podcast, to discuss OpenAI’s new web browser and whether it’s actually a threat to Google. 

Check out our latest Prof G Markets newsletter

Order "The Algebra of Wealth" out now

Subscribe to No Mercy / No Malice

Follow Prof G Markets on Instagram

Follow Ed on Instagram and X

Follow Scott on Instagram

Learn more about your ad choices. Visit podcastchoices.com/adchoices

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