{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/8c560a52-84ff-4b06-b819-f4e9bd6e85ef/6a596b197a878a33802ecdd3?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"Entertainment: The Smartphone Is Eating Hollywood | The Decade Ahead","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/6113c4e58b49030d2716f6e0/1784252231315-31e56280-e3b5-4c6f-a259-b3292af0b03f.jpeg?height=200","description":"<p>Digital entertainment has already transformed how we spend our time, but the next decade could see it become an even bigger investing opportunity. In this episode, Bryce and Ren unpack the forces driving the industry's growth, from the rise of the global middle class and mobile gaming to AI-powered content creation, and explore the companies and ETFs giving investors exposure to one of the world's fastest-growing sectors.</p><p><br></p><p><strong>In this episode:</strong></p><p>00:00 – Why digital entertainment is booming</p><p>02:56 – Emerging markets and the rise of the global middle class</p><p>04:16 – Mobile gaming becomes the biggest force in gaming</p><p>08:13 – How AI is changing streaming and entertainment</p><p>10:09 – Advertising, gaming economics and industry growth</p><p>18:01 – Key investment risks and competitive pressures</p><p>22:26 – Stocks to watch across streaming, gaming and music</p><p>30:37 – ETFs and final investing takeaways</p><p><br></p><p>Stocks &amp; ETFs Mentioned: Netflix (NASDAQ: NFLX), Warner Bros. Discovery (NASDAQ: WBD), Paramount Skydance Corp (NASDAQ: PSKY), Electronic Arts (NASDAQ: EA), Apple (NASDAQ: AAPL), Spotify (NYSE: SPOT), Instagram (NASDAQ: META), AppLovin (NASDAQ: APP), Duolingo (NASDAQ: DUOL), Alphabet (NASDAQ: GOOGL), Amazon (NASDAQ: AMZN), Microsoft (NASDAQ: MSFT), Disney (NYSE: DIS), Take-Two Interactive (NASDAQ: TTWO), Tencent (HKEX: 0700), Nintendo (TYO: 7974), Sony (TYO: 6758), Cover Corporation (TYO: 5253), Universal Music Group (EURONEXT: UMG), VanEck Video Gaming and Esports ETF (ASX: ESPO), Betashares Video Games and Esports ETF (ASX: GAME), iShares Evolved U.S. Media and Technology ETF (NYSEARCA: IEME), Communication Services Select Sector SPDR Fund (NYSEARCA: XLC), Invesco Dynamic Leisure and Entertainment ETF (NYSEARCA: PEJ), Mastercard (NYSE: MA), Visa (NYSE: V)</p><p><br></p><p>This episode of Equity Mates - The Decade Ahead is brought to you by ANZ Business Start Right.</p><p><br></p><p>———</p><p><br></p><p>Want to get involved in the podcast? Record a <a href=\"https://tinyurl.com/4uw5f58j\" rel=\"noopener noreferrer\" target=\"_blank\">voice note</a> or <a href=\"https://tinyurl.com/2hyfsrw7\" rel=\"noopener noreferrer\" target=\"_blank\">send us a message</a></p><p><br></p><p><br></p><p>And come and join the conversation in the Equity Mates <a href=\"https://www.facebook.com/groups/equitymates/\" rel=\"noopener noreferrer\" target=\"_blank\">Facebook Discussion Group</a>.</p><p><br></p><p>———</p><p><br></p><p>Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve <a href=\"https://linktr.ee/equitymates\" rel=\"noopener noreferrer\" target=\"_blank\">got you covered</a>.</p><p><br></p><p>Keep up with the news moving markets with our <a href=\"https://tinyurl.com/2saau2ky\" rel=\"noopener noreferrer\" target=\"_blank\">daily newsletter</a> and podcast (<a href=\"https://tinyurl.com/2zmumf7v\" rel=\"noopener noreferrer\" target=\"_blank\">Apple</a> | <a href=\"https://tinyurl.com/mr4x8tae\" rel=\"noopener noreferrer\" target=\"_blank\">Spotify</a>)</p><p><br></p><p>We’re particularly excited to share our latest show: Basis Points</p><p><br></p><p>Listen to the podcast (Apple | Spotify)</p><p><br></p><p>Watch on <a href=\"https://tinyurl.com/yc596wem\" rel=\"noopener noreferrer\" target=\"_blank\">YouTube</a></p><p><br></p><p>Read the <a href=\"https://basispoints.beehiiv.com/\" rel=\"noopener noreferrer\" target=\"_blank\">monthly email</a></p><p><br></p><p>———</p><p><br></p><p>Looking for some of our favourite research tools?</p><p>Download our free <a href=\"https://tinyurl.com/7k2z7ebx\" rel=\"noopener noreferrer\" target=\"_blank\">Basics of ETF handbook</a></p><p>Or our free <a href=\"https://tinyurl.com/4zjkm3pt\" rel=\"noopener noreferrer\" target=\"_blank\">4-step stock checklist</a></p><p>Find company information on <a href=\"https://www.tikr.com/?ref=equitymates\" rel=\"noopener noreferrer\" target=\"_blank\">TIKR</a></p><p>Research reports from <a href=\"https://goodresearch.com.au/ref/equitymates/\" rel=\"noopener noreferrer\" target=\"_blank\">Good Research</a></p><p>Track your portfolio with <a href=\"https://www.sharesight.com/au/equitymates/\" rel=\"noopener noreferrer\" target=\"_blank\">Sharesight</a></p><p><br></p><p>———</p><p><br></p><p>This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697.</p>","author_name":"Equity Mates Media"}