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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 All-in-One

Marketplace All-in-One
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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CEO应该有责任避免因个人行为损害公司价值。埃隆·马斯克与特朗普的争端引发了关于公司治理的讨论，尤其是在CEO行为对公司产生重大影响时，董事会应如何履行其职责。作为公众公司的CEO，马斯克公开批评总统政策，导致特斯拉股价下跌，这是否违反了他对股东的信托责任？ Eric Gordon: 作为一名公司律师，我认为CEO和董事会对股东负有信托责任，有义务保护股东的利益。然而，在实践中，董事会往往是CEO的傀儡，尤其是在CEO拥有公司大量股份的情况下。在这种情况下，即使CEO的行为可能损害公司价值，董事会也很难对其进行有效约束。此外，总统利用政府权力公开惩罚与自己意见不合的公司是不寻常的，但历史上也存在利用税务局等机构打击政敌的先例。我认为，在马斯克事件中，公司治理的结构性问题以及政治干预的风险都暴露了出来。

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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.