Squawk on the Street SOTS 2nd Hour: New Canadian Tariffs, AI’s Impact to Hollywood, Buzzkill for Coffee Drinkers? 07/11/25
Jul 11, 2025
Megan Casella, CNBC's trade policy correspondent, and Ben Swinburne, Morgan Stanley's media research head, dive into the recent economic turbulence stemming from substantial tariffs on Canada. They explore how these trade policies could reshape consumer prices and market dynamics. The pair also discuss AI's transformative impact on Hollywood, highlighting innovations that enhance content creation while posing challenges to traditional roles. Lastly, coffee drinkers face a buzzkill as tariffs threaten their favorite brews, marking an intriguing intersection of global trade and everyday life.
AI Snips
Chapters
Transcript
Episode notes
Tariffs as Negotiation Leverage
- The Trump administration views tariff-induced uncertainty as a negotiating strategy.
- This approach maintains pressure, encouraging countries to remain engaged in trade talks.
AI Reshaping Media Production
- AI is dramatically reducing production time and cost in media.
- This change empowers independent creators and challenges traditional talent economics.
AI and Communal Experiences
- Personalized AI-generated content risks fragmenting shared experiences.
- People will seek communal live experiences more to maintain social connection.