Episode

How Netflix is using AI to save cash

Podcast: MoneywebNOW
Published: Jul 20, 2026
Duration seconds: 1297
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Canonical source: https://iono.fm/e/1697956
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Summary

Nick Kunze from Sanlam Private Wealth unpacks the sharp selloff in tech, with the Nasdaq now down more than 8%, while US bank earnings continue to impress. Warren Buhai from STANLIB Asset Management asks whether AI remains a compelling investment opportunity or if it's becoming a growing source of risk. Keith McLachlan of Element Investment Managers weighs in on Netflix's results, the decision to stop reporting engagement data, and why the market hit the stock.