# Jay Hatfield: Why Netflix Could Be Ready for a Comeback After Earnings

Page: https://stenobird.com/podcast/the-weekly-money-clip-6866050/jay-hatfield-why-netflix-could-be-ready-for-a-comeback-after-earnings
Text version: https://stenobird.com/podcast/the-weekly-money-clip-6866050/jay-hatfield-why-netflix-could-be-ready-for-a-comeback-after-earnings.md
Podcast: [Biz Talk Today TV](https://stenobird.com/podcast/the-weekly-money-clip-6866050)
Published: 2026-07-15T22:59:00+00:00
Episode link: https://traffic.megaphone.fm/FPMN8359010354.mp3
Audio file: https://traffic.megaphone.fm/FPMN8359010354.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-weekly-money-clip-6866050/episodes/jay-hatfield-why-netflix-could-be-ready-for-a-comeback-after-earnings
Duration seconds: 170

## Resource

Is Wall Street overlooking Netflix? Ahead of the company's quarterly earnings report, Jay Hatfield, CEO of Infrastructure Capital Management and CIO of ICAP ETFs, explains why he recently added Netflix ($NFLX) to his portfolio despite the stock's disappointing reaction to its last earnings report. In this Hatfield Economics clip, Jay breaks down Netflix's valuation, growth outlook, and why he believes hedge fund positioning—not the company's fundamentals—created an attractive buying opportunity. He also compares Netflix's risk profile to high-beta AI names like Broadcom and explains why "boring" can sometimes be a winning investment strategy. With earnings just around the corner, is Netflix poised to surprise Wall Street? 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠support@biztalktodaytv.com ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📲 Download the Biz Talk Today TV app on Apple & Android devices. 📢 Disclaimer: The views and opinions expressed on this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or their affiliated entities and distribution partners. Content produced by CrossCheck Media across video, audio, and digital platforms is provided for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, tax, or gambling advice, nor as a recommendation to buy or sell any security, asset, wager, or strategy. All investments and wagers involve risk, including the possible loss of principal or money placed on a bet. Past performance and…

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