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.

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.