Wall Street Breakfast Hollywood gets the tariff treatment
6 snips
Sep 29, 2025 Trump's announcement of 100% tariffs on foreign-made films stirs debates over its potential impact on global production. The record-breaking $55 billion buyout of Electronic Arts highlights financing strategies and the influence of geopolitical investors. Meanwhile, the SEC is pushing for semi-annual reporting, aiming for more streamlined corporate disclosures. BMO raises the S&P 500 target to 7,000, driven by optimism in earnings and AI advancements. This blend of politics, finance, and market strategies makes for an engaging discussion.
AI Snips
Chapters
Transcript
Episode notes
100% Movie Tariff Proposal
- President Trump announced a plan to impose 100% tariffs on movies made outside the U.S. to protect domestic film production.
- The move faces legal and practical hurdles because films are co-financed internationally and distributed digitally.
Globalized Film Production Limits Tariffs
- Modern film production often involves international financing and digital distribution, complicating unilateral tariff enforcement.
- Production also shifts to countries like Canada and New Zealand for tax reasons, limiting how tariffs could curb overseas shoots.
EA's Record $55B Leveraged Buyout
- Electronic Arts agreed to go private in a $55 billion leveraged buyout led by Silver Lake, PIF, and Affinity Partners.
- The transaction mixes equity rollover and about $20 billion in debt financing, making it the largest LBO ever.