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cover of episode CEOs on Trump with Jeff Sonnenfeld 3/14/25

CEOs on Trump with Jeff Sonnenfeld 3/14/25

2025/3/14
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Jeffrey Sonnenfeld
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Leslie Picker
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Jeffrey Sonnenfeld: 我与来自不同行业的100位CEO进行了交流，其中60%是共和党人，30%是民主党人，10%是无党派人士。他们普遍感到沮丧，并且对总统的政策可能导致的市场波动感到担忧。他们对关税政策的反复无常感到担忧，这使得他们难以做出重大的投资决策。最初，他们的乐观情绪并非来自关税政策，而是来自放松管制、低企业税率和减少政府支出等因素。然而，这些因素现在都被弄乱了，导致了不确定性。企业界已经吸取了教训，他们现在正在通过集体行动，而不是公开对抗的方式来与政府沟通，以影响政府的决策。 他们已经学会了如何通过战略性的、小规模的集体行动与特朗普沟通，从而影响他的决策。他们认识到，直接对抗这种强势的个性是行不通的，而通过集体行动可以更好地与他沟通并达成共识。 他们正在以一种不张扬的方式回应政府政策，避免公开对抗。 Leslie Picker: 高盛CEO戴维·所罗门认为，当前的政策环境复杂，客户在政策明朗之前会谨慎行事。他指出，美国政策方向不明朗，特别是关税问题，可能会影响企业情绪和盈利。尽管存在不确定性，但他同时也注意到，由于监管环境的变化预期，CEO的情绪已经发生了重大转变，并购活动有所增加。

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This week, CEOs convened to discuss their relationship with the White House. Jeff Sonnenfeld from Yale's School of Management shares his thoughts on corporate America's dynamics with the administration, CEO sentiments, and policy impacts. Plus, Senate Minority Leader Chuck Schumer, D-N.Y., says he is supporting the Republican's six-month funding bill to prevent a government shutdown. Also, Ontario Premier Doug Ford described his meeting with Commerce Secretary Howard Lutnick as "positive" and "productive," following disputes over tariffs. Then, Compass is in advanced talks to acquire Warren Buffett’s real estate brokerage and Marvel Entertainment is accelerating its production move out of China due to the ongoing trade war.

 

Leslie Picker - 17:16

Jeff Sonnenfeld - 18:47

 

Jeff Sonnenfeld, @JeffSonnenfeld)

Leslie Picker, @LesliePicker)

Becky Quick, @BeckyQuick)

Joe Kernen, @JoeSquawk)

Andrew Ross Sorkin, @andrewrsorkin)

Katie Kramer, @Kramer_Katie)