Mario Gabelli

Mario Gabelli, a veteran media investor and CEO of Gamco Investors, dives into the dynamics of major players like Warner Bros. Discovery and Netflix. Meanwhile, Sam Altman, CEO of OpenAI, unveils exciting details about their new partnership with Disney, including a content licensing deal that empowers Disney with 200 characters. He discusses the impact on revenue, compute needs, and upcoming AI models while emphasizing the importance of respecting intellectual property. Together, they explore the evolving landscape of media and technology.

Mario Gabelli, fondatore e CEO di GAMCO Investors, è un leggendario value investor statunitense. Parla della dinamica dei mercati e dell'impatto dell'AI sulle aziende. Discutono dell'importanza della diversificazione, evidenziando titoli come Manchester United e Telecom Italia. Gabelli analizza anche il debito pubblico statunitense e le opportunità di investimenti in Europa. Infine, esplora come i dazi potrebbero influenzare l'economia, sottolineando la necessità di crescita fiscale per stabilizzare i mercati.

Mario Gabelli, a veteran investor and CEO of GAMCO Investors, shares insights on navigating investment amid rising tariffs and reveals stock picks like National Fuel Gas and BNY. Larry Culp, GE Aerospace's CEO, discusses robust aerospace demand, innovative workforce training, and AI's transformative role in manufacturing and engine maintenance. Together, they explore the implications of tariffs on industries and the potential risks in private credit markets, highlighting innovation and adaptability as key strategies for investors.

Ted Leonsis, founder and CEO of Monumental Sports, shares insights on a possible IPO and the future of his franchise teams like the Wizards and Capitals. Mario Gabelli, chairman and CEO of GAMCO Investors, reveals his investment strategy in a revitalized IPO market. The conversation also touches on the evolving landscape of sports as an investment, the integration of technology in fan experiences, and the implications of Rupert Murdoch’s succession saga for media dynamics. It's an engaging look at the intersection of sports and finance!

Scott Bessent, U.S. Treasury Secretary, shares insights on trade negotiations with South Korea and tensions with China, emphasizing the complexities of international diplomacy. He also discusses his plans for filling upcoming vacancies at the Federal Reserve. Meanwhile, billionaire investor Mario Gabelli reflects on his long-term investment in Paramount Global, the merger with Skydance, and strategies to revitalize Hollywood. They explore the impact of AI on jobs and the evolving media landscape marked by significant corporate earnings from tech giants like Microsoft and Meta.