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.
In this episode:
00:00 – Why digital entertainment is booming
02:56 – Emerging markets and the rise of the global middle class
04:16 – Mobile gaming becomes the biggest force in gaming
08:13 – How AI is changing streaming and entertainment
10:09 – Advertising, gaming economics and industry growth
18:01 – Key investment risks and competitive pressures
22:26 – Stocks to watch across streaming, gaming and music
30:37 – ETFs and final investing takeaways
Stocks & 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)
This episode of Equity Mates - The Decade Ahead is brought to you by ANZ Business Start Right.
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