Squawk Pod Disney CFO Hugh Johnston & Fmr. SEC Chair Jay Clayton 2/2/26
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Feb 2, 2026 Jay Clayton, former SEC chair and current U.S. Attorney for SDNY, offers a legal and regulatory lens on the Fed pick, high-profile investigations, and DOJ transparency. Conversations touch on market reaction to Kevin Warsh, handling of sensitive files like Epstein’s, and ethics questions around political and financial disclosures.
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Disney's Momentum Is Broad-Based
- Disney shows broad-based momentum with 5% revenue growth this quarter led by streaming and parks.
- Hugh Johnston says creative output and $3B movies fueled the profit gains.
Linear And Streaming Are Complementary
- Johnston treats linear and streaming as two distribution channels for the same content.
- He expects consumers to shift and Disney to be present on both channels.
Warner Sale Could Reshape Film Landscape
- Johnston notes buyers of Warner assets will affect the industry and government review will matter.
- He warns a Netflix-Warner tie-up would create an unusually large company adding IP to distribution.