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cover of episode Lessons in corporate governance from the Trump-Musk spat

Lessons in corporate governance from the Trump-Musk spat

2025/6/6
logo of podcast Marketplace Morning Report

Marketplace Morning Report
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Alicia Reese
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Eric Gordon
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Paul Dergarabedian
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David Brancaccio: 我认为埃隆·马斯克与特朗普的争端揭示了公司治理中的一些问题。作为上市公司CEO，马斯克似乎没有受到足够的约束，他的个人行为可能会损害股东价值。董事会应该发挥作用，但他们常常是CEO的“哈巴狗”，无法有效制约CEO的行为。此外，政府利用行政手段惩罚企业领导人的做法也值得警惕。 Eric Gordon: 作为公司法律师，我认为CEO和董事会负有信托责任，必须保护股东的利益。董事会应该限制CEO损害股东价值的行为。然而，在实践中，董事会常常是CEO的“哈巴狗”，尤其是在CEO拥有大量股份的情况下。即使董事会没有实际权力，他们也可能需要做做样子，以避免其他股东起诉他们未履行职责。此外，总统公开惩罚敌对者是不寻常的，通常他们会秘密地使用IRS或SEC来惩罚。不仅是IRS，SEC有时也被用来惩罚政治敌人。

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It's a public breakup of sorts: Elon Musk thinks President Donald Trump's "big, beautiful bill" is bloated and financially destructive. In response, Trump is threatening moves that will hurt Musk's companies including SpaceX and Tesla. We'll discuss what it says about how companies manage their CEOs. Plus, try not to finish all the popcorn before the movie starts. AMC says it will show even more ads ahead of feature films starting in July.