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The Business

Hollywood in 2026: Disney’s next CEO, industry tariffs, and Netflix vs. YouTube

The Business

KCRW

Tv & Film

4.5697 Ratings

🗓️ 2 January 2026

⏱️ 29 minutes

🧾️ Download transcript

Summary

Kim Masters rings in the new year with Matt Belloni and Lucas Shaw to forecast what 2026 could hold for Hollywood. The trio debates Disney’s long-simmering succession question, the impact of Trump administration tariffs on the industry, and YouTube’s growing ambitions in original programming.

Plus, we revisit a conversation between Masters and Jesse Eisenberg about his award winning film, A Real Pain. The writer, director, and actor talks about the challenges of capturing the complicated feelings of the descendents of holocaust survivors while still including humor. They also talk about the special relevance that Majdanek–the concentration camp the two cousins visit in the film–has for Masters.

 

Transcript

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0:00.0

From KCRW, I'm Kim Masters, and this is The Business.

0:05.0

We're ringing in the new year with a favorite from 2025, our conversation with a real pain

0:10.5

writer, director, actor, Jesse Eisenberg. His film, which delivered an Oscar for Kieran

0:16.0

Culkin, follows two Jewish cousins who traveled to Poland as a tribute to their late grandmother.

0:21.9

Eisenberg of Polish descent himself has gotten Polish citizenship.

0:26.3

I asked him whether he ever considers leaving the U.S. for Poland.

0:30.2

I feel like I'm very lucky to be able to be more helpful during these times rather than to escape.

0:35.5

I don't even know what I would do.

0:37.0

You stop reading American news because you live in Poland?

0:39.3

I don't know.

0:40.3

Times like this just remind me of how fortunate I am

0:42.3

that I could be somebody who could help rather than somebody who needs it.

0:45.3

Jesse Eisenberg talks about the challenges of capturing the complicated feelings of the descendants

0:49.3

of Holocaust survivors, while still including humor.

0:53.3

He also tells us how Emma Stone, a producer on his

0:55.7

film, has been one of the most important supporters of his writing career. And we talk about the

1:00.7

special relevance that Medanek, the concentration camp, the two cousins visit in the film,

1:05.8

has for me. But first we banter. Stick around. It's the business from KCRW. I'm joined by two partners in banter, Matt Bellany, of course, and Lucas Shaw of Bloomberg. Happy New Year, guys. We are here. We're going to make some predictions. We're going to embarrass ourselves. Do you want me to go first? Or would one of you like to embarrass himself before I embarrass myself? You go. Matt likes to embarrass himself. But I think you should go first.

1:32.8

It is your show. What if I take Matt's prediction? That would be awkward. You won't. Go for it.

1:37.8

I'm not going for humor. I'm going for actual prediction. Okay. So we've all been waiting on

1:42.7

Disney succession. Yeah. Like it has been

1:45.4

drawn out. I have been told that it's down to Dana Walden, who runs the TV stuff, and Josh

...

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