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

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.