CNBC Television
'A House of Dynamite': Kathryn Bigelow & Noah Oppenheim on the making of the film
11/6/2025, 1:13:38 PM
Economic Summary
- Missile defense testing shows roughly a 61% success rate over the last 25 years, implying limited reliability and potential pressure to increase defense R&D and procurement spending to improve intercept capability.
- The New START treaty is set to expire at year-end, so renegotiation or failure to extend it could raise geopolitical tensions and prompt renewed arms buildups, affecting long-term defense budgets and global strategic stability.
- Cultural products like the Netflix (NFLX) film can shape public discourse on national security, potentially influencing policy priorities and public support for arms control or defense expenditures while also delivering commercial value to the platform.
Bullish
- High-profile Netflix film could boost engagement and subscriber retention for Netflix (NFLX).
- Public debate spurred by the film might accelerate arms-control negotiations or defensive technology investment.
Bearish
- Missile defense has a modest testing record (~61%), leaving significant vulnerability to incoming ICBMs.
- Expiration of New START risks renewed arms competition and higher defense spending if talks fail.
Bullish tickers
NFLX
NFLX
Bullish
Hit film drives engagement, visibility, and potential subscriber growth for Netflix.
Bearish
Movie controversy or limited box-office/subscriber impact could blunt long-term upside for Netflix.
People mentioned
Catherine BigelowNoah OppenheimJeremy RennerVladimir PutinAndrewJoe