question. how many democrat national conventions have been held in chicago? six, eight, 10, or 12? what do you say, ash? ashley: um, boy, i'll go with number two, eight. stuart: lauren? lauren: number one, six. stuart: i'm going to go really high number. i'm going to go with 10. reveal, please? the answer is 12, for heavens sake. chicago is also hosted 14 republican national conventions. the last time the dnc was held in chicago was 28 years ago in that memorable year 1996. who could forget, 1968 i remember it very well. all right, sports fans, the retailers are on the upside this morning. times up for us. neil, it's yours. neil: all right thank you, stuart. be safe out there. we are following up on what you've been following, stuart in this market that is forgetting what happened two weeks ago

today. remember meltdown monday, that was then, this is now so a lot of attention as democrats kickoff their convention on kamala and of course, that guy donald, and how he is responding to what kamala is saying but what if i told you the guy on the far right of your picture, for those listening on the radio that be jerome powell, the chairman of the federal reserve and talking in jackson hole, wyoming where he's laying out the interest rate land where he is making it obvious he will indeed cut rates next month but maybe not by the half point so were hoping for something even bigger than that. that was then. lou basenese with us right now. for my money if you're looking at money he is the most important game in town for the time being, jerome powell. >> he is. he holds the power of the interest rates right now. i think like you mentioned in the intro here. we're looking at 50 basis points, people calling for more possibly two weeks ago and now we have -- neil: you to your credit were not melting down. >> no, and we said let's not get selective amnesia.

fed powell was saying before that that look we'll be constructive, data-dependent. the data came in weaker than expected two weeks ago and everyone freaked out to make it worse and later the next week -- neil: you know what i think also was wise? it didn't want to do the bidding of the markets and look like it was held captive, that i get because every fed chairman, fed policy board says that, but if they had moved early, had they done something big, it probably would have sent out even bigger panic signals right? >> i think we talked about that and i said it be a catastrophic message because everyone assumes the fed has an early look at the data and more insight than the rest of us so if the fed came in after one bad jobs report and said we're cutting an emergency meeting there's only a couple of emergency cuts. you go back to covid there was one. you go back to 2007 or 2008 the financial crisis after the collapse of bear stearns those were not good moments in the markets so if the fed came in two weeks ago and said we're making an emergency cut it would have sent the markets lower and the signal that the recession is

going to happen and now no one is is talking. neil: you and i were talking during the break before the start of the show and neil, people pay me for this , so don't ask too many questions. he didn't say that. but the one thing i wonder is have we switched to the point where good news is genuinely good news and we don't trade averse to it? like in other words you wanted some bad news because that would compel the fed to do something, but if it's too bad, you worry about the whole floor falling through. >> i think you're exactly right. good news especially good growth news is good news. so the economy growing, the labor market growing, retail sales growing, those are now going to be rewarded and applauded, because it shows that a soft landing is still in the picture. that a measured interest rate cut regime is going to work, abdomen that we can get on to corporate profitability growing again which is ultimately -- neil: earnings have been good right? there's some signal difficulty here and there but by and large

not the for en shall reporting of bad news that ken fisher was reminding us you get ahead of the serious downturn. >> right the last numbers i saw s&p 500 companies are reporting about 11% increase in profits in the second quarter. it's expected to accelerate in the back half of the year so that's a really good metric to follow for where the marketses going next. where is corporate profitability going? if it was going down heading south, then we would have to worry. we're seeing a few more companies than normal mention recession on their quarterly calls but two quarters ago it was a.i. so you don't want to pay -- neil: a.i. technology in general, your thoughts? >> still like it. meta is most for investors here. two quarters ago the company got beat up because they were investing, and this quarter they got rewarded because those investments started paying off in better advertising revenue so you'll look at microsoft, investing heavily, amazon, alphabet. neil: got it my friend good seeing you lou basenese. so one of the best of the best. want to go to madison alworth, out in chicago.

she's sort of weighing on how democrats are responding to a very different market. very different even thought of the economy from what they were thinking little more than two weeks ago this day. madison? reporter: hey, neil. yeah, hello from the dnc. you know, it's remarkable in less than a month, democrats have gone from disagreeing over a biden re-election bid to showing a united front here at the united center, all behind kamala harris. this is going to be a big week and kicking it off is president joe biden. he's set to give a speech tonight to pass the baton to vice president harris but aids said it's not a goodbye speech. it's being framed as a pivot to the future. he's not expected to stay for the rest of the dnc and listen to the speakers. some of whom were involved in the effort to oust him from his re-election campaign. now, there is more bad blood playing out in the streets. tens of thousands of people are protesting this very event, taking to the streets to call out the war on gaza, calling

kamala harris "killer kamala" and using anti-semitism language that calls for the end of israel. protesters threatening to hold their vote with the hopes to persuade harris to be outwardly more progressive. >> i'm here toed because i want the biden-harris administration and i want vice president harris to know that there are people who are not willing to vote for her if she is going to continue to fund the israelis. reporter: now, over the course of the week more than 200 groups plan on protesting in the city. the majority being anti-israel. estimates show there could be as many as 100,000 protesters but they can't stop harris from becoming the nominee because well, she already is. harris and walz were voted in virtually as the top of the ticket earlier this month, so we're expecting to hear more policy from them. neil when it comes to the economy we heard her first policy position on the economy this friday calling for things like price protections. we expect a lot more of that here at the dnc as the speeches

kickoff. neil? neil: republicans criticize that and a lot of even liberals but it does sound good to voters who just like this kind of stuff aunt don't really go line-by-line through the weeds so that could be interesting to see how that follows through. madison thank you very much. madison alworth. we've got grady trimble getting a sense of what donald trump is doing during this convention week. he's not ignoring it to put it mildly. grady is in york, pennsylvania. reporter: not at all, neil. today's stop for former president trump is the first of many for him and also his runningmate, senator j.d. vance in york, trump rather will be in york this afternoon while vance is in philly and they are sort of offering counter-programming to the democratic national convection and trying to blunt any possible surge that vice president kamala harris could experience as a result of that convention, so this battleground blitz will take place all week long. trump is expected to hit several states on the east coast and in

the midwest before heading out to arizona. he and vance will visit the border and then to nevada. as republicans call on the former president to stick to the policies and stay away from name-calling, there are themes for everyday this week. today's is the economy. make america wealthy again. i mentioned vance is also in the keystone state today. he's in philly talking economic policy. he and trump are going after harris for inflation and for her flip-flop from calling for a fracking ban in 2019 to now, walking that back. trump at a rally here in pa this weekend said a harris walz victory would mean the end of the state's energy industry. >> kamala imposed a natural gas export ban to cripple pennsylvania energy producers. you do know that she's against this whole energy thing that you have going which is by far the most important thing you have from an economic standpoint, a jobs standpoint. she's against it.

reporter: so, our latest fox news power rankings give us a sense of where voters are on the issues specifically and former president trump leads harris on the issues especially the big ones that people care about like the economy and immigration, but a new quinnipiac poll out a few days ago for this battleground state shows harris actually has a three-point lead in pennsylvania so she's sunning after she kind of took over-the-top of the ticket but the former president speaking object the economy in an appropriate setting this afternoon, neil, it's a manufacturing facility behind me and you can see the crowd already lined up. a smaller event, not a rally like he usually does but still folks here to try to get a glimpse of him nonetheless. neil: grady thank you very much, grady trimble in york, pennsylvania. want to go to molly bald the "wall street journal" senior political correspondent. molly we're trying to keep up with a lot of this criticism coming from republican donors we'll talk to a little bit later in this show and those who support donald trump to say stick to the issues and quit

the name-calling. he's having a devil of a time doing that. what do you make of that? >> well, look. as grady was just saying, trump is ahead on a lot of the issues that are important to voters so a lot of republicans believe he be better off sticking to those issues and having that be the message that voters are hearing out of his campaign. instead of this constant litany of, you know, outrages and as you say, the name-calling. i think for trump it's difficult to go against his instincts. he believes he wins when he fights, and i think he seems annoyed that the other side is getting so much attention. that there is so much enthusiasm for kamala harris since she took joe biden's place on the top of the ticket, that she's getting big crowds. so he's clearly hoping to try to bring the spotlight back to him in some way given that he would

like to seize the momentum back in this campaign. the question is how to do that and i must say that the weaker the democratic convention is a difficult week to try to do that given how much attention is going to be focused on what's happening here in chicago with the democrats. neil: i notice with each convention that the ticket in question gets a little bit of a bump, so kamala harris can expect that coming out of this one, but most bumps are short-lived as we go through the sentiment in the campaign year. i can remember michael duchacas leading the 88th presidential convention with a 28-point lead. we know what happened to him so it doesn't last, but obviously, when you get into the fall, when you get past labor day, all bets are off and then you have this debate. it might be a one and only debate. what do you make of the importance of that? >> i think the debate is very important, because what we see both anecdotally and in all the polls is that while kamala harris has a lot of momentum voters don't feel like they know her. they know who he is but they

don't know what she's about so she really does need to communicate i think to a lot of the electorate what the idea is behind her candidacy and to demonstrate that she has what it takes in some of the polling i've seen, the biggest hesitation that voters have is whether she's ready to be president and so to see her go toe-to-toe with donald trump to see her layout her positions up against him in-person i think is going to be very important. also important is if she can, you know, do some media interviews, offer more access, go off script, off the teleprompter. the convention week isn't necessarily the venue to do that but when you talk about polling i am a little bit allergic to all of these historical analogies just because i think number one, it's a small sample size of elections and the landscape is always changing, but number two, this is very much an unprecedented campaign. we have not had a switcheroo like this on the top of the ticket in the past to compare it to.

it's very possible that kamala harris has already gotten the bump she was going to get out of being the new person on top of the ticket. it's also possible that this momentum that she sees will continue and she will open an even wider lead. we just don't know and that's why we just have to keep watching. neil: know you're right about all of the above but molly let me ask you a little bit about the backdrop for this in the markets. two weeks ago this very day it'll look like it be potentially problematic news, not only for investors that was an understatement as the dow fell more than a thousand points but maybe for the control of the white house and that we were going to go into a meltdown. of course now we even at the time was saying some of the ingredients that be routine in a meltdown were not evidencing themselves so this could prove to be just a one and done event. we don't know what the next few weeks and months hold, but the markets held up, the economy and some of the numbers are holding up better than thought. i want to get your thought on how that translates, you know, politically. >> yeah, well look. i'm not an expert in financial

markets but i do think that the stabilizing of the economy particularly a lot of democrats reflects that the underlying fundamentals are strong enough they don't have to worry too much about another sort of implosion like this , and in fact, there may be positive news for them if there is a fed rate cut before the election, but it is a reminder too that politics is largely determined by events and there's several months to go in this race. you can't look at any particular snapshot in time before election day, and say that we know how things are going to go. there's a lot that can happen. there's still, you know, hot wars going on in the middle east and in europe, something can happen there. something can happen somewhere else. something can happen in the markets with the economy, so experts will say a lot is baked in in terms of how american voters are feeling about things, how they feel about donald trump and how they feel about the direction america is going

in. it's going to be hard to change those perceptions in a major way between now and november, but there's a lot of ground to cover and that's why we run out the tape. neil: you're right about all of the above. molly great catching up, thank you very much. molly ball of the "wall street journal." as molly was pointing out a lot is statistics and noise but a lot comes together. one of the more intriguing developments i follow is how ceo's are feeling and chief financial officers are feeling and recent surveys, especially one by the financial times talking about corporate bosses feeling a little bit better about their customers, and their propensity to spend and that backdrop coming off what was an arguably pretty good quarterly series of earnings reports out of the top american companies on average are earning 11% to 12% more than last year at this time and furthermore giving good guidance, that could portend continued stability. it doesn't mean that the federal reserve won't cut rates. they just might not cut as much and for wall street these days, that might be okay.

and for voters, that too might be okay. after this. ♪ (grandpa vo) i'm the richest guy in the world. hi baby! (woman 1 vo) i have inherited the best traditions. (woman 2 vo) i have a great boss... it's me. (man 1 vo) i have people, people i can count on. (man 2 vo) i have time to give (grandma vo) and a million stories to share. (grandpa vo) if that's not rich, i don't know what is. (vo) the key to being rich is knowing what counts.

gum problems could be the start of a domino effect parodontax active gum repair breath freshener clinically proven to help reverse the 4 signs of early gum disease a toothpaste from parodontax, the gum experts.

(fisher investments) at fisher investments we may look like other money managers, but we're different. (other money manager) you can't be that different. (fisher investments) we are. we have a team of specialists not only in investing, but also also in financial and estate planning and more. (other money manager) your clients rely on you for all that? (fisher investments) yes. and as a fiduciary, we always put their interests first. (other money manager) but you still sell commission -based products, right? (fisher investments) no. we have a simple management fee structured so we do better when our clients do better. (other money manager) huh, we're more different than i thought! (fisher investments) at fisher investments, we're clearly different.

ryan t. writes, "moving is stressful. can you help me take one thing off of my to do list?” ugh, moving's the worst. with xfinity, you can transfer your internet in just a few taps. just a few easy moves. did somebody say “easy moves”? ♪ ♪ oh no. no, i was talking about moving your internet. this will move the internet. ♪ ♪ ooh, ooh. -let's keep it professional. professional dancers! -ok! stay connected during your move with the best in home wifi. easily transfer your services in the xfinity app.

bringi was only 23stuff. when i was first diagnosed with non-melanoma skin cancer. 40 years later, i've had almost 20 mohs surgeries. i had just accepted that the pain and the scars were going to be part of my life. but when i was diagnosed with two basal cells on my face, i became determined to find an alternative to surgery. if you, like millions of others, are affected by skin cancer... it's important to know that surgery isn't the only option. there's another choice. gentlecure. it sounded like everything i had been looking for. gentlecure uses low energy x-rays to kill skin cancer cells with a 99% cure rate. plus, there's no cutting, no surgical scarring and no downtime. i'm so glad i did it. it was successful in every way. to learn more, call today

or go to gentlecure.com neil: you know, we were talking with our guests and talking throughout this show of what were you thinking and going through two weeks ago this very day. all of the major averages were careening and tech was giving back everything it had gained. that was then. a big come back for some of the tech players not all but particularly nvidia which i believe reports earnings next week so that could be a development. tesla of course which was getting shall cabbiesed back and forth but had just reached highs a few weeks ago and then of course those difficulties selling cars abroad, but bottom line for the magnificent 7 by and large jonathan hoenig, the capital's pig hedge fund manager fox news contributor. jonathan so much we can get into but first on technologies since that has been really the the bellweather for this bull market and it was called into

question two weeks ago. you did not call it into question. why not? >> neil, no, look. nvidia and some of the mag7 stocks have made tremendous recoveries. nvidia 27, 28% in just two weeks but i still contend you have to look at the long-term and when i look at the mag7 names tremendous companies but i think of stocks like oh, i don't know, motorola, nokia, erikson, sun sn microsystems. they were the mag7 from 20-25 year ago so my expectation and how i'm allocating client assets is looking for the next big growth areas and as you said a lot of the big mag7 have come back but value stocks are now breaking out, international stocks are now breaking out, so i still think you don't want to bet against stocks but look to those areas of the market that are dirt cheap like the ones i've mentioned and just not in the news everyday like the mag7 has been for years. neil: you know a lot of people were wondering if we have a meltdown, what would it look like? no two meltdowns are alike. i get that, but there were some

features to this one that caught ken fisher's attention that didn't warrant the selling that we saw. normally companies are in the middle of massive layoffs before you start seeing that punctuate and you have terrible guidance coming out of most companies. not just a few. what do you think of that? >> well neil, respectfully to ken fisher who is obviously extraordinarily experienced and knows his stuff it's simply not always the case. oftentimes stocks are leading indicators. in 2,022, facebook fell off the map and started to deteriorate in the early part of the year and people felt it was just a problem with facebook and ended up being a problem with tech stocks so tech has been the leader so the question isn't is tech going to go away. i don't think so but the real growth if you're looking to invest in the next growth stocks, isn't going to be in the ones necessarily we already know and on valuation basis alone, neil, value stocks are trading at 10 or 12 times earnings. so even with discount these

stocks are far more expensive than anything sustainable long-term. neil: when you talk about value you're talking about small cap stocks that have indeed come back a lot more from where they were but they still aren't getting the appreciable bounce that a lot of people had hoped for as there be this transition or at least widening out. what does that tell you? does it worry you? >> neil the big moves take time and i think about the last bull market, for example, in gold. gold went up every year from 2001-2010 but it wasn't really until 2007-2008 with the financial crisis people started getting interested in it so my whole theory is you have to watch price, and the price to me indicates that not only is gold moving higher. we talked about on this program just a couple weeks ago but again those small, international names that are going to benefit not only from lower interest rates but also a weaker dollar which is a trend i'm seeing in the marketplace now so apple, meta, facebook, you know, tesla,

great companies but over-valued stocks in my opinion and not where you want to be putting money for the next three to five years. neil: interesting stuff, jonathan. always good seeing you my friend, jonathan hoenig on all. you've probably heard that kamala harris has already laid out a plan to try to freeze the food prices among other prices, because you're being gouged. the food industry has come back to say whoa whoa whoa wait a minute. have you checked our margins and now we have a big player in the meat industry to say man have i got a beef with you. see what i did there? a beef with you. >> [laughter] neil: okay, it's basic cable, friends. work with me, after this. ♪ protect against rsv with arexvy. arexvy is a vaccine used to prevent lower respiratory disease from rsv in people 60 years and older. arexvy does not protect everyone and is not for those with severe allergic reactions to its ingredients.

those with weakened immune systems may have a lower response to the vaccine. the most common side effects are injection site pain, fatigue, muscle pain, headache, and joint pain. arexvy is number one in rsv vaccine shots. rsv? make it arexvy.

♪ in any business, you ride the line between numbers and people. what's right for the business and what's best for everyone who depends on it. solving today's challenges while creating future opportunities. it takes balance. cla - cpas, consultants, and wealth advisors.

we'll get you there. your best defense against erosion and cavities is strong enamel. nothing beats it. i recommend pronamel active shield because it actively shields the enamel to defend against erosion and cavities. i think that this product is a gamechanger for my patients. try pronamel mouthwash. everywhere but the seat. the seat is leather. alan, we get it. you love your bike. we do, too. that's why we're america's number-one motorcycle insurer. but do you have to wedge it into everything? what? i don't do that. this reminds me of my bike. the wolf was about the size of my new motorcycle. have you seen it, by the way? happy birthday, grandma! really? look how the brushstrokes follow the line of the gas tank. -hey! -hey!

brought my plus-one. jamie? tamra, izzy and emma... they respond to emails with phone-calls... and they don't "circle back" they're already there. they wear business sneakers and pad their keyboards with something that makes their clickety- clacking... clickety-clackier. but no one loves logistics as much as they do. you need tamra, izzy and emma. they need a retirement plan. work with principal so we can help you with a retirement and benefits plan that's right for your team.

let our expertise round out yours. neil: all right food for thought. go after the controversy or the guys that provide the food especially when you say they're rigging prices. we'll be talking to a big meat industry association leader who says wait a minute. that is follow. kelly saberi on what the kamala harris camp is dealing with after this. kelly? reporter: yeah, neil. well, we've been speaking to mom and pop grocers here in chicago about how they would feel about putting a ban on price gouging and price fixing so she tells

me, barb eastman, one of the owners of happy foods, that this would not help their bottom line. take a listen. >> as a grocery store that's how you adjust is the supply chain, so we have a lot of beef that comes in that we can grind. our grinds go down, you know, in price. or if we get good deals on bacon, the bacon goes down so we adjust all the time and you can't have price fixed because then you can't adjust. reporter: profit margins in the grocery industry are already at their lowest level since 2019, hitting 1.6%. fixing prices could lead to even tighter margins, forcing some stores to close entirely or to cut costs potentially by having to fire their employees, so it may be a lose-lose for both local grocers like eastman, and for consumers because by decreasing competition, you inadvertently increase prices. now we haven't gotten a lot of details about what harris' plan be to put an end to price

gouging on on the other hand fixed-prices but eastman tells me she's not considering what the other factors are that go into higher prices at the grocery store including the increased cost of shipping and transportation as well as the unpredictability of farming including weather events and also disease outbreaks like avian flu, which she says have contributed to the rising price of eggs we're currently seeing in the store. neil: as i was saying the meat industry is saying fat chance that's going on here and yes i do have other meet analogies i plan to use throughout the course of the interview because i have chris young, the executive director of american association of meat processors and chris you're understandably ticked off that this isn't a fair shot at you guys right? >> yeah, neil, thanks for having me on. neil: thank you. >> you need to look at all of the factors of what goes into the costing of bringing good wholesome products especially protein to the consumer and i don't think we're getting a fair

shake when it looks at that and what the costing has gone up under the biden administration for the last four years almost and you look back and see what farmers are paying and you look back and see what the meat industry is paying for the things we need to do to supply that i don't think she's given the meat industry a fair shake. neil: why do you think she did it and targeted not you specifically but the food industry more broadly, where the margins are pretty narrow. i mean, i think like an apple it has profit margins of what, 35%. you guys if you're lucky 2%. what did you think of that? >> yeah, i don't know. you need to go back and look at what their administration has done. one of the big things is energy is a huge part of what's affecting the farmers and that gets passed on to the industry and passed on to the consumer. i don't know why it's targeting. i think that the vice president just needs to go back and look

at the policies she's been apart of for the last three and a half years and look at how that has affected the industry. neil: but how have you been dealing with this? of course you are getting hit with the same pressures we all are so there is different cuts of meat, people might go for less expensive cuts, we've been looking at food inflation where people might go with the store brand when it comes to coffee or the store branded eggs when it comes to just dairy products and the like. there's less wiggle room, if you want high-quality beef but how do you deal with that? >> well, that's very difficult, because like you can't just go for a cheaper cutoff beef, right? if you're going to harvest the beef you harvest the whole animal, and so there's only certainly amount of, if you want to call it cheap cuts, but that's being not fair to the animal, but for us, it's trying to find places, small margins, a half ae

place else and it's veryfficults with the farmer and you look at the diesel cost now, you know, four to five years ago diesel was $2 a gallon now it's up to close to $5 a gallon and that goes to the bottom line and when the farmers are looking at the higher prices for fertilizer and feed and those different types of things they eventually have to pass that on to us in the industry, and then for us, a lot of the things that we do, packaging and such is all from a petroleum-based product, when we're packaging with plastics and vacuum packaged bags and those things. all those costs go up including labor and insurance costs and transportation costs, all of it goes up and it just continues to make the bottom line thinner. neil: if you think about it and you know this far better than i do, chris, it all started with oil-related costs and then that goes into pretty much everything and up the food chain quite literally we go, so when the administration does this , rather than just even at least

share in the blame, does that bug you? when you're presented as the boogy man? >> yeah, i think it bothers all of us in the industry whether you're a large company or down to the companies that we represent. we represent about 1,700 companies mostly small and very small and these folks are working very hard to provide their local communities with proteins, good wholesome proteins and then when you're trying to do this and make it cost effective and also trying to meet your bottom line to continue to employ your employees and pay them so they can have a liveable wage, it becomes frustrating when you see the vice president come out and accuse us as an industry of gouging when all you need to do is take a step back and look at the different things that were put in this by this current administration, especially the president, day one, you

know, with the swipe of a pen closes the keystone pipeline and starts to take away our energy independence which is a direct correlation as to where we are today. neil: yeah, people have to remember and again, to what you were pointing out, chris. even if you don't want to take the sole blame for this price run-up, you have to share and a good chunk of it and if you're honest with the american people and say we botched some things early on rather than saying let's go after the grocery store guys, let's go after the food guys as if you're in collusion with one another, i think that just makes a bad situation worse but we'll see. chris thanks for explaining how it all works in your industry. people forget that. thank you for coming. >> thank you, neil. neil: all right, chris young. in the meantime we are following a couple of other developments, how all of this factors into how democrats are going to be received in this newly-minted democratic ticket. a lot of what you're seeing on the left hand of the screen could be very helpful. in other words the markets

come back to say nothing of the economy, not going into a freefall. it could be a powerful one-two punch or it could be very short-lived. history has some dramatic examples of both, after this. ♪ moving forward with node-positive breast cancer. my fear of recurrence could've held me back. but i'm staying focused. and doing more to prevent recurrence. verzenio is specifically for hr-positive, her2-negative, node-positive early breast cancer with a high chance of returning, as determined by your doctor

when added to hormone therapy. verzenio reduces the risk of recurrence versus hormone therapy alone. diarrhea is common, may be severe, or cause dehydration or infection. at the first sign, call your doctor, start an antidiarrheal, and drink fluids. before taking verzenio, tell your doctor about any fever, chills, or other signs of infection. verzenio may cause low white blood cell counts, which may cause serious infection that can lead to death. life-threatening lung inflammation can occur. tell your doctor about any new or worsening trouble breathing, cough, or chest pain. serious liver problems can happen. symptoms include fatigue, appetite loss, stomach pain, and bleeding or bruising. blood clots that can lead to death have occurred. tell your doctor if you have pain or swelling in your arms or legs, shortness of breath, chest pain and rapid breathing or heart rate, or if you are nursing, pregnant, or plan to be. i'm focusing on what counts. talk to your doctor about reducing your risk. ♪

new centrum menopause supplements help unpause life when symptoms pause it. with a multivitamin plus hot flash support. daily zz for quality sleep. and enxtra for focus and clarity. centrum, powered by clinically studied ingredients. investment opportunities are everywhere you turn. but at t. rowe price, we're letting curiosity light the way. asking smart questions about opportunities like advances in healthcare. and how these innovations will create a healthier world tomorrow. better questions. better outcomes.

♪ oh in a factory, there was a glove ♪ ♪ a tougher kind of glove, ♪ ♪ like you never did see... ♪ ♪ now the cloth is strong ♪ ♪ stronger than the flames ♪ ♪ the flame is in the heart ♪ ♪ and the heart is in the work ♪ ♪ the work builds the life ♪ ♪ where we're safe at home... ♪ jpmorganchase invests in manufacturing to help create stronger communities. ♪ make the green grass grow all around all around ♪ ♪ make the green grass grow all around ♪ ♪ i was only 23 when i was first diagnosed with non-melanoma skin cancer. 40 years later, i've had almost 20 mohs surgeries. i had just accepted that the pain and the scars were going to be part of my life. but when i was diagnosed with two basal cells on my face, i became determined to find an alternative to surgery.

if you, like millions of others, are affected by skin cancer... it's important to know that surgery isn't the only option. there's another choice. gentlecure. it sounded like everything i had been looking for. gentlecure uses low energy x-rays to kill skin cancer cells with a 99% cure rate. plus, there's no cutting, no surgical scarring and no downtime. i'm so glad i did it. it was successful in every way. to learn more, call today or go to gentlecure.com

neil: all right what an incredible democratic convention we're looking at right now, where joe biden in a little more than a month ago was looking for the equivalent of a coronation and indeed looked like he would get it and now he is just the opening act and then leaving soon after tonight. we have carlie cupperman the democratic pollster. carlie, it is amazing and i always think without getting poetic here, had he just put off that debate that he was in a rush to get going early in the summer to september, none of this be going on for him. it's debatable how the ticket be fairing right now if that were the case but be that as it may, what do you think of it? >> i think that's right, neil.

i think that the june 27 debate marked the beginning of one of the most shocking periods in american politics and joe biden had to accept the reality of the situation that changed dramatically from his debate, but unfortunately, or fortunately, what we saw at that debate performance was exacerbating the attack that had been made against joe biden for a really long time, and i think it's one thing for the republicans and donald trump to be advocating and arguing for that point but when the american public sees it and then you have three or four weeks of polling that shows this incredible shift in public sentiment biden ultimately did have to respond to and step aside based on what took place and for the democrats they are probably relieved this happened in june rather than september. neil: i wonder is it really a credit to kamala harris, to be more likable, certainly than joe

biden or more compelling or is it donald trump and people just not liking him, and that almost anyone but joe biden be favored? >> i think there's a reaction to what feels like vibrancy and enthusiasm and excitement around her. she presents such a stark contrast to what was this presidential election between two older men and i think people are excited about her and also it's a reaction to such a contrast that she presents between herself and donald trump in so many different ways by the way she speaks in terms of her forward-looking and optimistic messaging in contrast to trump's anger and his whole theme along the lines of everything going wrong with america, and so i think to some extent it's anyone but biden but also people are responding positively to her message right now. neil: you know, donald trump says he gets all the heat

for calling her names because she calls him names. his just seem to me, at least, far childish but your thoughts? >> yeah, i absolutely agree but look, trump was able to pave a way in 2016 by coming up with these names that had broke through a field of republican primary candidates. neil: absolutely and it clearly worked. >> it did, but it really hasn't been working in the last few weeks and he's trying out different ones. neil: are democrats surprised to that point, i'm sorry i jumped on you there, but that he is not changing? that he gets into these issues and then he veers into these attacks and the killer is he leads and dominates and scores points on some of these issues whether you agree with his approach or not they resonate but the series of personal attacks and whether she's actually black or whether she's stupid, i think the american people just get to a point, just

get back to your knitting, powell, and tell us what you're going to do. it veers on craziness but again -- >> yeah, this is trump being trump, and he's got tons of advisors around him and people who are trying so hard to get him back on-message because he is perceived to be stronger than harris is right now in terms of the economy, and in terms of immigration and these are the two issues he was leading on against biden and it was largely propelling him to have the lead in the race, and now, at a time where he needs to be hammering on that harder than ever, he almost can't help himself by going on these -- neil: it's hurting him because the one thing that she's absorbing some early body blows is this economic plan that even democrats are calling gimmicky, freezing prices and normally this be an opportunity to pound that to hell but because of all of this other stuff it's not so i'm sure and we'll talk to one key republican donor in a second but i'm sure some democrats must be counting their blessings

for that. >> yeah, i mean, you're seeing left-leaning editorial boards coming out and being critical of harris and some of the populous policy she's come out with that do get and connect to voters moreso than really getting in the weeds of economic policy, and trump has touched on it to an extent in his most recent rally, trying to reference her but it's overshadowed when he pivots to the personal attacks on her character. neil: it always does both sides have to be careful with that but carlie great catching up thank you so much. now, an aforementioned donor and big player, very much liked and respected by donald trump is hal lambert the former ron desantis donor, point bridge capital founder and ceo. so hal, i'll continue what i was raising with carlie, that donald trump has a lot to offer on policies, on the border, on the economy, on the tenuous nature of some of these numbers we've been seeing but he gets sidetracked and i know maybe for all i know you've been among

those telling him, sir, let's keep to the issues because you win this hands down when you stick to the issues but he's not. he can't. he won't. what do you think? >> well, i haven't been telling him anything on that but i will say this , neil. you know, maybe, just maybe, trump is very happy with the democrat ticket and he doesn't want it changed out at conventions, so i mean, perhaps that's part of the strategy. if you think about it -- neil: this is him being happy. wait, wait, this is him being happy with this. you've got kamala and that's okay with him, but she has surged in these polls. i guess he must think it's a short-lived event. >> i personally think it's a short-lived event. look, no one knows what her policies are. she's got favorability ratings that have gone up or the democrat party's favorability has gone up because everyone was so down on biden but if you look at your own fox news poll, 35% of the country only 35% is happy with the direction of the country which is down 10 points from

where biden took over, so it's still way under water there. trump's favorability ratings are actually at a four-point high. he's four-year high i should say. he's four years, he hasn't been favorable this high in four years so trump is doing fine. look it's expected that she's going to get this. neil: but he's not doing fine, right, hal? i understand what you're saying and you're far from one to talk book, but i mean, he's not doing fine. yet on the issues, he resonates fine. he has a compelling advantage on the economy, on the border but invariably he slips into this and i understand he's resentful and angry about this switcheroo. other people raised the same thing but it is what it is, and here we be. are you worried he's blowing it? >> i'm actually not worried he's blowing it. i think what you're going to see here is see the democrats this week. they will put out a bunch of smoke and mirrors and stay away from real policy agenda. they are just going to try to make this a hyped deal where hey aren't we all happy, joyous.

you've heard joy over and over again. that's what the theme is going to be and then once that's over, i think the policy is really going to take over. people start to pay attention. the average person starts to pay attention after labor day and you're going to see hammering her on her gimmicks which is what you call. they are gimmicks for the economy. they aren't serious policy positions on basically anything, so -- neil: but you're right on that. even on the left, i'm jumping on you but i'm bipartisanly rude. i jumped on carlie as well, but hal, these are indeed gimmicks that even the left has said don't add up and from the new york times, the washington postal these other publications and even fellow obama top economic officials say they aren't really helping your cause, but i'm wondering if she is chasing or this ticket is chasing a large group of voters for whom the details of this stuff don't matter as much as the message. you're doing things that will help me, the common man or woman, and she's already

portraying him and that ticket, the republican ticket, has appealing to the not-common man. the elite. >> are you accusing her of buying votes? i mean, because that's effectively what that is, is yes, she's trying to appeal -- neil: it's working right? >> by buying their votes. i don't know that it really is. i think most people, look. the democrats that are going to vote for kamala harris were going to vote for joe biden too. we're talking about the independents in the middle, where are they going to fall and ultimately they are going to fall to trump because these gimmicks they realize are not real. neil: but you know, i followed your career very closely. i've never heard you call anyone a name personally or otherwise. you stuck to issues, you're a substantive human being. that can resonate. always good seeing you my friend, thank you very much. >> thank you, neil. thank you. neil: we'll have more, after this.

what the biggest companies deliver is exceptional customer experience. what makes it possible is unmatched connectivity and 5g solutions from t-mobile for business.

t-mobile connects 100,000 delta airlines employees. powers tractor supply stores nationwide with reliable 5g business internet. and helps red bull revolutionize coverage of live events. this is how business goes further with t-mobile for business. business. it's not a nine-to-five proposition. it's all day and into the night. it's all the things that keep this world turning. it's the go-tos that keep us going. the places we cheer. trust. hang out. and check in. they all choose the advanced network solutions and round the clock partnership from comcast business. powering more businesses than anyone. powering possibilities.

why do couples a sleep number smart bed? i need help with her snoring. sleep number does that. thank you. during our biggest sale of the year, save 50% on the sleep number limited edition smart bed shop now at a sleep number store near you.

neil: all those guys are geniuses, and this any genius could figure out is a miserable situation to be in if you're trying to fly anywhere today, whether you're in the direct line of storms and rain delays or you have to get to that neck of the woods because of those storms and rain delays, well 1,500 flights already postponed or outright canceled jonathan serri keeping track. all mother nature, right, jonathan? >> yeah, it is mother nature, neil, and it's not only the storms today but also airlines trying to rebook

passengers whose flights were disrupted over the weekend. in fact it was horrible on sunday. more than 1,300 flights within, into, or out of the us were canceled according to the online tracking service "flightaware." new york's laguardia airport led the nation with one in three inbound and outbound flieds flis canceled. >> they said it's out of their control because of weather that they can't pay for hotel and couldn't pay for food or anything. >> the bags aren't here. >> an faa spokesperson tells fox news this summer we'll see more planes in the skies, frequent bad weather and increased use of the nations air space. we are continuously working to address these challenges. even though hurricane ernesto stayed well out to sea its been creating dangerous surf along the east coast.

social media captured images on friday of some north carolina beach homes getting battered by the waves and on the south carolina coast, neil, two men died in the rough surf there. officials believe they were caught in dangerous rip currents neil back to you. neil: those are treacherous. they mean it, it can drag you out hundreds, thousands of feet before you even know it. great reporting, jonathan. thank you. i hope people are aware of all of this whether you're flying or swimming but it is a very real threat and a very real problem. in the meantime, i'll leave you with the dow up about 239 points across-the-board market averages are doing something they weren't doing two weeks ago. very different market now let's see if my colleagues and friends on "the big money show" can keep it going. they usually can. if i don't botch up something. brian: we'll give it the best effort we can. hello i'm brian brenberg. jackie: i'm jackie deangelis. taylor: i'm taylor riggs