Thomas Barkin, President of the Richmond Federal Reserve Bank, shares his insights on interest rates and the Federal Reserve's policy under a potential second Trump administration. Hugh Johnston, CFO of The Walt Disney Company, discusses the company's recent earnings report, including trends in their streaming services and park performance. The conversation covers how tariffs and economic factors shape financial strategies and consumer preferences, while exploring the complexities of the bond market amid geopolitical uncertainty.

Steve Eisman, Mark Zandi, and Hugh Johnston discuss US deficit, Fed rate cuts, Disney's Q2 report, streaming, and parks division outlook. Topics include solar tariffs, investing trends in AI, caution in stock market, and Marvel movie disappointments. Also covers economic forum, inflation, interest rates, debt impact, potential economic slowdown, and Disney's strong business performance and streaming strategy.

Hugh Johnston, CFO of Disney, shares insights on the company’s impressive first quarter earnings. He highlights the success of Disney’s movie studios and streaming services, while addressing a slight dip in Disney Plus subscribers. Johnston discusses the resilience of Disney's international parks amid global challenges and the active negotiations related to Hulu. He also reveals strategies for streaming growth, including the use of AI in content production, and how Disney caters to stable consumer preferences across different age groups.

In this engaging discussion, Hugh Johnston, CFO of Disney, shares insights on the company’s financial performance and future strategies. He emphasizes Disney's strategic investments in streaming and experiences, noting a positive shift in profitability. Johnston discusses the move from quantity to quality in entertainment, including exciting revivals of beloved franchises. The talk also covers ESPN's direct-to-consumer launch and how Disney is adapting to digital transformation, alongside personal finance tips for smart investments.

Hugh Johnston, Disney's CFO, discusses the company's impressive financial performance and innovative streaming strategies. He shares insights into Disney's commitment to high-quality content and the interconnectedness of its entertainment ecosystem. Emma Taylor from Barclays delves into the anticipated tech IPO boom in 2025, discussing reasons behind recent delays and the role of AI in shaping the market. David Lee, CFO of Webtoon, highlights how the platform is leveraging AI for storytelling, showcasing its impressive revenue growth amidst evolving user demographics.

Governor Wes Moore, a former Wall Streeter turned nonprofit CEO, discusses the Harris-Walz ticket and its implications for swing states. He emphasizes the importance of collaboration between business and government for economic growth. Hugh Johnston, Disney's CFO, shares insights on the company’s quarterly earnings and the recent price hikes in streaming services. The conversation also touches on the evolving entertainment landscape and the complexities of political dynamics affecting business interests.

Hugh Johnston, the CFO of Disney, shares insights on the company's mixed financial results, revealing challenges in theme parks while celebrating a streaming profit. Michael Darda, a chief economist, discusses his predictive call regarding the end of the soft landing amid soft jobs data. William Dudley, former New York Fed President, explores the Fed's ongoing challenges and his latest op-ed. Nouriel Roubini delves into the changing dynamics between the Fed and Treasury, raising concerns about economic uncertainty and investment strategies.

Disney's CFO Hugh Johnston discusses Disney's strong Q2 earnings, focusing on theme parks and streaming. They explore growth strategies for the streaming business, including programming, bundling, cost reduction, and technology for recommendation engines.

Disney CFO, Hugh Johnston, discusses cost-cutting efforts, the new sports bundle with Fox and Warner Bros. Discovery, and meeting viewers' needs. They emphasize delivering a great product and focus on bringing joy to families.

Disney CFO Hugh Johnston discusses cutting costs, the new sports bundle with Fox and Warner Bros. Discovery, meeting viewers where they are, the potential impact of a sports bundle on cable networks and independent bidding for sports rights, challenges of a three-way JV, success in China, and avoiding boycotts.