James Fontanella-Khan, the US deals reporter for the Financial Times, discusses the anticipated resurgence of mergers and acquisitions after a significant lull. He examines potential shifts in antitrust policies and the intriguing dynamics within the advertising sector, driven by AI. Fontanella-Khan also sheds light on notable trends in retail and insurance M&A activities, emphasizing private equity's role in revitalizing companies. The conversation takes a playful turn when they dive into thrifting and vintage clothing, adding a splash of personality to the serious business talk.

Entertainment industry expert Robert Armstrong and deals reporter James Fontanella-Khan discuss the Paramount-Skydance merger and the future of entertainment in Hollywood. They delve into the complexities of the deal, the competitive landscape in the streaming industry, and explore the potential impacts of consolidation. Additionally, they share predictions and banter about the Euros football final.

This week, deals reporter James Fontanella-Khan discusses the surprising financial backing Kamala Harris garnered from Wall Street, leading to a strategic push against Biden. He explains the intense courtship between Harris and financial power players, exploring how her background as a public prosecutor ignited interest. The conversation also touches on Wall Street’s delicate dance with Big Tech and the implications for economic policy. Plus, there's a lively debate on investment strategies, featuring insights about McDonald's and Bill Ackman's latest moves.