Brian Stewart

speaker

910 appearances 18 recordings 2 series first heard Feb 2025 last heard 10 Apr

Brian Stewart’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 8 in all, peaking in Feb 2026 with 4.

Appearances

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Wall Street Breakfast · Wall Street Roundup: Nvidia beats and drops in edgy market · 27 Feb 2026 podcast

It's still not a done deal.

I would also point to another investing experts conversation I had a couple months ago with Dan Rayburn, who is truly a capital E expert on the space and talking about there is really nothing to talk about until the deal is signed.

There's a lot of succession like plot points afoot, I think.

But it does seem like Paramount is going to get that deal barring regulation interference.

Anything to add there?

I don't think you're alone.

I think that's it's a lot of romanticism around that name.

And Rita Hayworth is walking down a hologram red carpet and we're back to the old glamour.

Anecdotally, I've also seen, I think it's important to point out that we are in the beginning slash midst of this AI changeover of society and how work exists and how it's performed.

I've heard anecdotally from a number of people at a number of publicly traded companies and non-publicly traded companies that there were a lot of layoffs.

For, you know, because AI has has has enabled that to happen.

But then a lot of those, maybe not a lot, but a good portion of those people have been rehired because management realized that.

There might be some efficiencies, but they don't work out because they don't exactly equal one whole person's acumen and life experience and ability to really trouble all the things that we know that humans are capable of.

AI can't solve for all of that.

The business will suffer without long-term corporate know-how and all the things that humans provide.

So I think there is...

genuine fear and also genuine planning for this change for obvious reasons.

But I think also we are still in the TBD phase of this.

We don't really know how this is.

It's certainly significantly going to change things.

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