Disney+ Takes on Netflix

The video discusses the impact of Disney's announcement on the options market, highlighting increased investor interest in Disney options and a rise in bearish options due to profitability concerns. It also covers the implications of Netflix's upcoming earnings and the elevated skew in Netflix options, indicating market uncertainty. The video concludes by noting Netflix's high volatility on earnings day, which is unusual for a large, mature company.

What factors contribute to the uncertainty surrounding Disney's profitability?

How has investor appetite for Disney options changed following the announcement?

What risks are associated with Netflix's upcoming earnings in relation to Disney's announcement?

What does the skew of Netflix options indicate about investor sentiment?

Why might investors be abandoning their Netflix hedges ahead of earnings?