What is the Joy & Fun Basket?

The Joy & Fun Basket is a curated collection of 15 entertainment and leisure companies available on Nemo's platform. It includes market leaders spanning theme parks, streaming services, gaming, and cruise companies that capitalize on humanity's endless appetite for joy and memorable experiences.

What is the experience economy?

The experience economy refers to the shift where consumers, especially Millennials and Gen Z, prioritize spending on experiences over possessions. Instead of buying more stuff, people want memories, adventures, and emotional connections like concerts, cruises, or gaming experiences.

What is the lipstick effect in entertainment investing?

The lipstick effect describes how consumers maintain small indulgences even when cutting major expenses during economic downturns. For example, a family might postpone buying a new car but still take children to a theme park or continue streaming subscriptions.

Are entertainment stocks recession-proof?

Entertainment stocks show remarkable resilience during economic downturns because the psychological need for escapism and emotional comfort actually increases during tough times. While not completely recession-proof, entertainment spending often holds up better than luxury goods and big-ticket purchases.

How do entertainment companies make money from intellectual property?

Entertainment companies monetize intellectual property across multiple platforms: theatrical releases, streaming rights, theme park attractions, merchandise, video games, and licensing deals. Each revenue stream reinforces the others, creating a virtuous cycle that strengthens overall brand value for decades.

What are the main risks of investing in entertainment stocks?

Key risks include cyclical performance tied to consumer confidence, significant upfront content investments with uncertain returns, intense competition from new platforms, rapidly shifting consumer preferences, and potential regulatory changes regarding data privacy and content standards.

Why do entertainment companies perform well during uncertainty?

Entertainment companies with diverse portfolios rarely see all revenue streams decline simultaneously. Disney exemplified this during the pandemic when closed theme parks were offset by exploding streaming services. Strong intellectual property and multiple platforms provide defensive characteristics.

What drives growth in the entertainment sector?

Growth drivers include the expanding global middle class creating new markets, technological advances enabling immersive experiences, the irreversible experience economy trend, and demographic shifts favoring experiential spending among younger generations with aging populations having time and resources for entertainment.

How is technology changing entertainment investing?

The digital-physical fusion creates hybrid experiences where companies monetize intellectual property across multiple platforms simultaneously. Theme parks incorporate AR features, streaming services become interactive, and gaming develops VR extensions, opening entirely new revenue streams.

Top entertainment companies in Joy & Fun Basket?

The basket includes The Walt Disney Company (DIS) with its diverse parks-to-streaming portfolio, Sony Corporation (SONY) capitalizing on gaming's experience economy through PlayStation, and Carnival Corporation (CCL) representing the cruise industry's focus on selling memories and experiences.

How to invest in Joy & Fun Basket with small amounts?

The Joy & Fun Basket is available on Nemo's ADGM-regulated platform offering commission-free investing and fractional shares starting from just $1. This makes entertainment and leisure investing accessible regardless of budget size through AI-driven insights and thematic portfolios.

The Joy Economy: Why Entertainment Stocks Are Smiling All the Way to the Bank

• 6 min read

• Published on 25 July 2025

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The Joy Economy: Why Entertainment Stocks Are Smiling All the Way to the Bank

• 6 min read

• Published on 25 July 2025

Entertainment & Leisure investments show resilience during economic downturns.
The shift to an experience economy boosts the Joy & Fun Basket stocks.
Fusing digital and physical experiences creates new revenue for entertainment companies.
Strong intellectual property provides a durable competitive advantage in the sector.

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15 Handpicked stocks

Investing in Joy? A Surprisingly Serious Proposition

Let's be honest, the world can feel like a rather grim place at times. Between the endless news cycle and the rising cost of, well, everything, the simple human need for a bit of escapism has never felt more essential. And while you might think that fun is the first thing to go when wallets get tight, I’ve come to believe that the business of creating joy is one of the most resilient and interesting investment stories out there. It’s a sector built not on spreadsheets, but on the fundamental human desire to be entertained.

View the full Basket:Joy & Fun Basket

15 Handpicked stocks

Fun's Surprising Resilience

You would think that in an economic downturn, the first things people cut are the non-essentials. The holidays, the cinema trips, the concerts. But the data tells a rather different story. It turns out that while we might postpone buying a new car or a fancy watch, we cling to our small indulgences with surprising tenacity. Economists call it the “lipstick effect”, the idea that we’ll still buy small treats to cheer ourselves up. I call it common sense.

When times are tough, a couple of hours lost in a film or a video game isn’t a luxury, it’s a psychological necessity. This makes the entertainment sector what I’d call defensively attractive. Companies that provide these affordable escapes often see their demand hold up remarkably well. They are selling something far more valuable than a product, they are selling a break from reality, and that’s a service that is always in demand.

View the full Basket:Joy & Fun Basket

15 Handpicked stocks

The Great Shift from Stuff to Stories

There’s another, deeper trend at play here. I look at my children’s generation, and it’s clear they don’t value possessions in the same way my parents did. The status symbol is no longer the car on the drive, it’s the photo from the festival, the memory of a great trip, or the achievement unlocked in a sprawling online game. We are living through a great shift from a goods economy to an experience economy.

People are increasingly choosing to spend their money on creating memories, not on accumulating more stuff to dust. This is a seismic shift that companies from theme park operators to video game developers are perfectly placed to benefit from. They aren't just selling a ticket or a disc, they are the architects of modern memory-making. They build the worlds we want to inhabit, even if only for a little while.

View the full Basket:Joy & Fun Basket

15 Handpicked stocks

View the full Basket:Joy & Fun Basket

15 Handpicked stocks

View the full Basket:Joy & Fun Basket

15 Handpicked stocks

View the full Basket:Joy & Fun Basket

15 Handpicked stocks

View the full Basket:Joy & Fun Basket

15 Handpicked stocks

View the full Basket:Joy & Fun Basket

15 Handpicked stocks

View the full Basket:Joy & Fun Basket

15 Handpicked stocks

Hey! We are Nemo.

Download the App

Scan the QR code to download the Nemo app and start investing on Nemo today

Invest Today on Nemo

The Joy Economy: Why Entertainment Stocks Are Smiling All the Way to the Bank

The Joy Economy: Why Entertainment Stocks Are Smiling All the Way to the Bank

Investing in Joy? A Surprisingly Serious Proposition

Fun's Surprising Resilience

The Great Shift from Stuff to Stories

Investing in Joy? A Surprisingly Serious Proposition

Fun's Surprising Resilience

The Great Shift from Stuff to Stories

The Enduring Power of a Good Yarn

A Sobering Dose of Reality

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