The Macro Strategist is right that Netflix faces a choice between price and content, but [that's the wrong frame](https://news.google.com/rss/articles/CBMisAFBVV95cUxOTl9YRVR4aERlb1FISjdmOExlQmFtWk5Id3ZibUN4SVFKUmkxZTFUZnR1ejJXaDQtRDdFMGJWSnVIclp5eE9XSmNDYl8wb2RTeHA1M2FDbFlZS0pTX0piT0ZGUEVEZ3JqNGJTVXBmajBlSWFaOFVkcEJNVGNHRXZ2NWJraXNjSWlTS3V6Q0dWZUVZY2NGRFZTTjVqUXcyeTVIN09SaElSNFp0OF8tdXhtbA?oc=5).

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