Disney’s new CEO faces first challenge
FT News Briefing
Forhecz Topher
4.4 • 1.3K Ratings
🗓️ 5 May 2026
⏱️ 11 minutes
🧾️ Download transcript
Summary
The US and Iran traded fire in the Strait of Hormuz, and Anthropic formed a more than $1.5bn joint venture with Wall Street groups including Blackstone, Hellman & Friedman and Goldman Sachs. Plus, the FT’s Anna Nicolaou explains whether Disney’s chief executive can handle the latest challenge thrown by the Trump administration.
Mentioned in this podcast:
US to ‘guide’ stranded ships out of Strait of Hormuz, says Trump
Blackstone and Goldman among backers for $1.5bn JV with Anthropic
Trump vs Kimmel: inside Disney chief Josh D’Amaro’s baptism of fire
‘Plastic shock’ hits Asia as Iran oil crisis strangles supplies
Note: The FT does not use generative AI to voice its podcasts
Today’s FT News Briefing was hosted and edited by Marc Filippino, and produced by Katya Kumkova and Saffeya Ahmed. Our show was mixed by Sam Giovinco. Additional help from Michael Lello. Our executive producer is Topher Forhecz. Cheryl Brumley is the FT’s Global Head of Audio. The show’s theme music is by Metaphor Music.
Read a transcript of this episode on FT.com
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Transcript
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| 0:00.0 | Good morning from the Financial Times. Today is Tuesday, May 5th, and this is your FT News Briefing. |
| 0:08.7 | The U.S. Iran's ceasefire is more fragile than ever, and Anthropic is boasting a new partnership with Wall Street. |
| 0:16.0 | Plus, Josh tomorrow is less than two months into his new gig as Disney CEO, and boy, has it been eventful. |
| 0:23.0 | A lot of people say he's actually quite similar to Bob Eiger. |
| 0:25.8 | That being said, even Bob Eiger, he struggled quite a bit with how to handle Trump with how to handle these political issues. |
| 0:34.1 | I'm Mark Filipino, and here's the news you need to start your day. |
| 0:43.4 | Thank you. shoes. I'm Mark Filipino, and here's the news you need to start your day. The U.S. military says it traded fire with Tehran near the critical strait of Hormuz yesterday. |
| 0:48.7 | A fifth of the world's oil used to flow through the street. But since the war started at the end |
| 0:53.4 | of February, it's effectively |
| 0:54.9 | been shut and oil tankers have been stuck. U.S. President Donald Trump started a plan on Monday to help |
| 1:01.3 | guide tankers out of the strait. Iran, however, said it would attack any naval vessels that tried. |
| 1:07.7 | It says it launched missiles and drones yesterday at the U.S. Navy in order to defend |
| 1:11.7 | its own ships. The strait isn't the only place in the field of fire either. The UAE said it |
| 1:17.8 | intercepted several missiles and drones launched from Iran yesterday. One sparked a fire at a major |
| 1:23.6 | petrochemical site. The escalation sent Brent crude to as much as $115 a barrel. |
| 1:35.5 | AI Giant Anthropic is teaming up with some of Wall Street's biggest companies. On Monday, |
| 1:41.0 | Anthropic announced a new joint venture with the likes of Blackstone and Goldman Sachs. |
| 1:45.7 | The new consulting business will deploy Anthropics tools across their investment portfolios, |
| 1:50.5 | and some are saying this could speed up the adoption of AI all around. |
| 1:54.8 | Ryan McMurrow is our West Coast Finance correspondent. |
| 1:57.3 | He's been covering this story for us in San Francisco. |
| 1:59.4 | Hi, Ryan. |
... |
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