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Larry Ellison’s Guarantee Ups Warner Bros. Stakes to a New Level | Bloomberg Intelligence

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December 22, 2025

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Stephen Flynn, Bloomberg Intelligence Senior Credit Analyst, discusses Larry Ellison throwing his personal fortune behind Paramount Skydance Corp.’s bid for Warner Bros. Discovery Inc., raising the stakes in a fiercely contested battle with Netflix Inc.

-Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, says that heading into the new year, the Federal Reserve may be about to pause interest-rate reductions to give it more time to assess additional data and to determine the next policy path now that rates are "within a range of plausible estimates of neutral" as Chair Jerome Powell said.

-Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses why cruise lines may edge out theme parks on 2026 cash-flow growth

-Brian Campbell, Leader of The Conference Board’s Governance & Sustainability Center discusses on new research on CEO turnover/firings, along with activist campaigns targeting CEOs

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Guests & Subjects Covered

Watch ScarletPaul LIVEBloomberg IntelligencePaul SweeneyScarlet FuLarry EllisonParamount Skydance CorpsWarner Bros Discovery Inc

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