James Fontanella-Khan

James Fontanella-Khan, FT U.S. finance editor, dives into the intense bidding war for Warner Brothers Discovery, spotlighting surprise entrants like Comcast and Netflix. He discusses how financial backing from David Ellison gives Paramount a competitive edge. Meanwhile, Thomas Hale, FT Shanghai correspondent, sheds light on China's murky economic data, explaining discrepancies in official statistics and their implications. Together, they unravel the intertwined fates of Hollywood deals and China's opaque economic landscape.

James Fontanella-Khan, U.S. finance editor at the Financial Times, brings expertise in pharma M&A to the discussion. He explores the fierce battle between Novo Nordisk and Pfizer over Metsera, analyzing whether this merger indicates strength in the sector. The conversation dives into the political pressures facing drug companies, the role of patent cliffs, and dramatic bidding wars that drive high valuations. They also debate if recent Nasdaq trends signify a buying opportunity. A deep dive into the complexities of Big Pharma unfolds!

Oliver Barnes, a US deals correspondent focused on mergers in Hollywood, joins James Fontanella-Khan, the US financial editor at the Financial Times, for a lively discussion about the bidding war for Warner Bros. Discovery. They delve into Netflix's strategic entry into the auction, the surprising move by Paramount with an all-cash offer, and the implications of antitrust concerns. The conversation also explores the influence of politics on the auction dynamics and how consolidation might benefit indie cinema. Tune in for insights on a pivotal moment in the entertainment industry!

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.