Hugh Johnston

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.

Jonny Fine, Global Head of Investment Grade Credit Strategy at Goldman Sachs, shares insights on the shifting corporate financing landscape. Meanwhile, Hugh Johnston, CFO of Disney, reveals impressive earnings and the company’s future plans for Abu Dhabi amidst fluctuating demand in China. The discussion also touches on the pharmaceutical industry's challenges due to tariffs and the current housing market dynamics, highlighting market tensions and emerging opportunities in a rapidly changing economic environment.

Hugh Johnston, CFO of The Walt Disney Company, dives into Disney's financial landscape, highlighting a mixed Q4 with earnings surpassing expectations but sales falling short. He elaborates on significant investments in streaming and upcoming blockbusters like Zootopia 2 and Avatar: Fire and Ash, which are poised to boost growth. Johnston also discusses strategies for achieving streaming profitability by 2026 and shares insights on negotiations with YouTube TV, while revealing promising engagement statistics from the new ESPN app.

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 The Walt Disney Company, shares insights on Disney's latest earnings, navigating a tough streaming landscape, and the impact of YouTube TV negotiations. He discusses the company's strong parks performance and the strategic advantages of its IP-driven ecosystem. Mark Bertolini, CEO of Oscar Health, dives into the rising insurance premiums and challenges of the Affordable Care Act. He proposes innovative solutions like qualified accounts to empower consumers and tackle inefficiencies in the healthcare system.

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.