Rates Are in a 'Normal, Short-Term Freak Out,' Grisanti Says

The transcript discusses market growth, value investing, and the impact of rising rates on tech stocks, particularly in relation to the Chinese market. It highlights the performance of companies like Facebook and Netflix, and examines the economic cycle and fiscal policy's role in economic growth. The conversation also touches on credit spreads and the potential for a fiscal cliff post-2019.

Discuss the potential future of Netflix as indicated in the text.

What is the significance of the bipartisan budget bill mentioned in the text?