Is Netflix a tech stock, a media stock or a combination of both? Netflix just blew past growth expectations when last week investors were wary after Disney’s decision to pull content. Which is more important content or the delivery of content? Today Rob takes on the topic of companies like Netflix with swagger. Other topics include:

A bond market bubble?

North Korea threatening nuclear war

The future for Ford and General Motors

The Feds raising interest rates

The Santa Rosa fires

The Equifax breakd