Long Google, Short Netflix

Chamath Palihapitiya said a few months ago that the cheapest inflation hedge would have been to go long on Google and short on Netflix. At the time I heard this on the All In Pod, I believe Google was around $2900 and Netflix was at $680. Today, after Netflix earning and interest rate hikes, they are around $2680 and $510, respectively. A equal long/short would net about 17% return in about 2 months. I will be watching where this goes over the next few months.