After Disney’s quarterly results, CFO Hugh Johnston discusses the company’s business, potential successors to Bob Iger, and Netflix’s planned purchase of Warner Brothers Discovery’s film assets. The Fed-critical Kevin Warsh is President Trump’s pick for Federal Reserve chair. Former SEC Chair and current U.S. attorney for the Southern District of New York Jay Clayton discusses the choice and its impact on the investor sentiment. Plus, Clayton weighs in on the Epstein files and Don Lemon’s arrest. Other stories in the headlines: silver and gold prices, resolving a partial government shutdown, and Nvidia CEO Jensen Huang is clarifying details of the company’s investments in OpenAI.

Hugh Johnston - 18:27

Jay Clayton - 34:55

In this episode:

Becky Quick, @BeckyQuick

Joe Kernen, @JoeSquawk

Andrew Ross Sorkin, @andrewrsorkin

Katie Kramer, @Kramer_Katie

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Disney CFO Hugh Johnston & Fmr. SEC Chair Jay Clayton 2/2/26

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