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Apr 15, 2024
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gorman, did you become part of the homeowners' association? >> i became a board member in 2016. >> judge judy: are you still a board member? >> no, ma'am. >> judge judy: were you asked to leave? >> i was voted out, ma'am. >> judge judy: okay. each of you claim an ongoing course of conduct that is harassing withegard to a shed that you put up on your property that b
gorman, did you become part of the homeowners' association? >> i became a board member in 2016. >> judge judy: are you still a board member? >> no, ma'am. >> judge judy: were you asked to leave? >> i was voted out, ma'am. >> judge judy: okay. each of you claim an ongoing course of conduct that is harassing withegard to a shed that you put up on your property that b
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Apr 22, 2024
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andrea mitchell, democratic pollster cornell belcher and matt gorman. andrea, i have to start with you. there's a lot to unpack. let's start with president zelenskyy. what were your key takeaways from our conversation? >> that he is worried about the surge, the russian surge in what we expect to be may, june, july. this six months was critical. they had a really good chance of winning before the six months of no aid from the u.s., the weapons that only the u.s. can provide. after six months, they can lose. they can lose if the weapons don't get there soon enough. now it's supply chain. he pointed out the f-16s are still not there. they were approved a year ago. they need the long-range weapons. they still don't have the atacms, the long-range missiles. they are supposedly in the package. the administration is deciding. ukrainian officials say they have to get them. the russian artillery launches, not only do they have the ammo -- they don't have ammo, the manpower, ukraine doesn't have anymore, but russia has that huge advantage, 10-1 in the artillery,
andrea mitchell, democratic pollster cornell belcher and matt gorman. andrea, i have to start with you. there's a lot to unpack. let's start with president zelenskyy. what were your key takeaways from our conversation? >> that he is worried about the surge, the russian surge in what we expect to be may, june, july. this six months was critical. they had a really good chance of winning before the six months of no aid from the u.s., the weapons that only the u.s. can provide. after six...
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Apr 17, 2024
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as we continue to watch the senators sign the book, matt gorman, thank you. we're all going to be back as the senate trial, impeachment trial of dhs secretary alejandro mayorkas gets underway. we'll be right back after this short break. underway we'll be right back after this short break. ah, these guys are intense. with e*trade from morgan stanley, we're ready for whatever gets served up. dude, you gotta work on your trash talk. i'd rather work on saving for retirement. or college, since you like to get schooled. that's a pretty good burn, right? i thought i knew a lot about our irish roots; i was surprised to learn so many more things. there's the family name. 1892 wow. that one here is the boat they came over on. yes. wow. my name is oluseyi and some of my favorite moments throughout my life are watching sports with my dad. now, i work at comcast as part of the team that created our ai highlights technology, which uses ai to detect the major plays in a sports game. giving millions of fans, like my dad and me, new ways of catching up on their favorite sport
as we continue to watch the senators sign the book, matt gorman, thank you. we're all going to be back as the senate trial, impeachment trial of dhs secretary alejandro mayorkas gets underway. we'll be right back after this short break. underway we'll be right back after this short break. ah, these guys are intense. with e*trade from morgan stanley, we're ready for whatever gets served up. dude, you gotta work on your trash talk. i'd rather work on saving for retirement. or college, since you...
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Apr 11, 2024
04/24
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>> well, james gorman pointed out that, in january that they're spending more money, as if, you know, there was the knowledge that this is something they're dealing with, on software and systems to really be more involved here. again, i think it will impact in terms of processes. it has to. having said that, i think this is going to be an overreaction. this isn't a reason to not buy the stock. the reason not to buy the stock, there they be some dynamics in the wealth management, asset management, overall trends that i think -- look, it's been as good of a spot for that business for the last two years, and the stock's underperformed. i don't love that. i also, you know, i was reading a report by jeffries, they point out, dead capital marks are actually kind of back. equity capital markets are coming back. m and a advisory fees, they are the lowest they've been in a long time. the dynamics for the other parts of the business aren't great. those are the things i'm more worried about. these headlines are things to pay attention to but this isn't the reason why i would not be owning the st
>> well, james gorman pointed out that, in january that they're spending more money, as if, you know, there was the knowledge that this is something they're dealing with, on software and systems to really be more involved here. again, i think it will impact in terms of processes. it has to. having said that, i think this is going to be an overreaction. this isn't a reason to not buy the stock. the reason not to buy the stock, there they be some dynamics in the wealth management, asset...
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Apr 8, 2024
04/24
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mali ball, senior political correspondent for the wall street journal republican strategists might gorman is here and lulu garcia-navarro of the new york times also joins us who would like to go first know why. >> there's so much no, but in seriousness, molly, this is these are not necessarily things that we haven't heard from trimming the resolute desk situation is kind of a new one if anyone wants to >> touch that, please be my guest. >> but he was >> literally rehashing remarks that he made as president when he talked about nice immigrants right? >> well, tell me what ties all these strands together is the beginning of the general election and the lack of a pivot, if you will, from trump rhetorically, right because he is saying a lot of the same sort of polarizing shall we say things that he brought to the primary campaign? i chiefly this theme of victim hood, right? and the way that he talks about his relationship with the biden white house, with the justice department in particular, his criminal cases and so on. this was a major theme of the primary campaign, and it was six likley in
mali ball, senior political correspondent for the wall street journal republican strategists might gorman is here and lulu garcia-navarro of the new york times also joins us who would like to go first know why. >> there's so much no, but in seriousness, molly, this is these are not necessarily things that we haven't heard from trimming the resolute desk situation is kind of a new one if anyone wants to >> touch that, please be my guest. >> but he was >> literally...
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Apr 3, 2024
04/24
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-- by the way, gorman is on the board of disney. >> yes, he is. >> but the last two quarters of morgan stanley were suboptimal. >> they were. that's one reason why it drags dramatically the rest of the group. >> gold has been incredibly hot. >>> we're getting ism services in about 15, but first, some pmis. let's get back to rick santelli. hey, rick. >> yes, these are s&p global. this is the services and composite. these are final reads. these will replace the readings of a couple of weeks ago. 51.7 was the mid-month read. it remainz at 51.7. what is noteworthy here, 14 consecutive months over 50. obviously, the service side is humming along better than the manufacturing side. and 51.7, well, it's the weakest of the year. as a matter of fact, you have to go back to, well, a december of last year to find a lower number, but nonetheless, still all above 50. if you look at the composite, there was a subtle change. 52.1 versus 52.2. also 14 consecutive readings above 50, and all of them are hovering right in the 52 range january, february, and this march final. yields, wow. yields have zoom
-- by the way, gorman is on the board of disney. >> yes, he is. >> but the last two quarters of morgan stanley were suboptimal. >> they were. that's one reason why it drags dramatically the rest of the group. >> gold has been incredibly hot. >>> we're getting ism services in about 15, but first, some pmis. let's get back to rick santelli. hey, rick. >> yes, these are s&p global. this is the services and composite. these are final reads. these will...
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Apr 9, 2024
04/24
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extremely low, because farmers in 50-60 % supported pis, and only 10% supported the civil platform, or gorman coalition of prime minister tusk, i think he will draw conclusions from this, that it is necessary to tell the truth first of all, not to look for justification of all bits of polish, polish farmers, polish rural people. the situation may turn out to be a bit complicated, or it may seem so, but here we do not want to enter into these discussions, instead, we just need to tell the truth and present an alternative view on these matters, of course, solving their questions, and then, i think, support will be greater and not there will be this anti-ukrainian hysteria. people's deputy of ukraine, mykola knyazhytskyi, who is the co-chairman of the verkhovna rada's group on interparliamentary relations with the republic of poland, says that... tusk's hopes for the victory of his party over pis due to flirting with the peasants did not come true, and this gives a chance for a fairer position for poland during the negotiations on ukraine's membership in the european union should start such nego
extremely low, because farmers in 50-60 % supported pis, and only 10% supported the civil platform, or gorman coalition of prime minister tusk, i think he will draw conclusions from this, that it is necessary to tell the truth first of all, not to look for justification of all bits of polish, polish farmers, polish rural people. the situation may turn out to be a bit complicated, or it may seem so, but here we do not want to enter into these discussions, instead, we just need to tell the truth...
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Apr 3, 2024
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. >> to all of you on that cheery note that gorman, let me start with you because look, this is a thing that donald trump does regularly tries to basically take some criticism of him, flip it around on a ted, use it to his own advantage. he's also trying to do that. he's he's doing that in both places, right? both a bloodbath language and trying to say joe biden is a threat to democracy we've, got two things going on. one, an issue, immigration where republicans do have strength, but to them trying to flip this messaging about democracy on its head like swing voters do not buy that. we see in the polling. what do you make of how he was campaigning yesterday and whether he is in the space that he needs to be if they the space is campaign advisers want him to be, let me put it this >> is working. i mean, you saw the wall street journal showing ways a five out of six or six out of seven swing states. he has a lead above. >> yeah, we can actually show everybody. yes. >> me. look, it is working and look. >> this is a tactic we've >> seen for decades and politics, right? take a weakness or pe
. >> to all of you on that cheery note that gorman, let me start with you because look, this is a thing that donald trump does regularly tries to basically take some criticism of him, flip it around on a ted, use it to his own advantage. he's also trying to do that. he's he's doing that in both places, right? both a bloodbath language and trying to say joe biden is a threat to democracy we've, got two things going on. one, an issue, immigration where republicans do have strength, but to...
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Apr 24, 2024
04/24
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matt gorman, former senior adviser to tim scott's presidential campaign and fester care, who is pfizer, to senator bernie sanders? welcome all. ron vladimir putin, tucker carlson, mitch mcconnell. yeah. walk into a bar. question mark. yeah. who's missing in that sentence? donald trump. >> i mean, sure. tucker carlson ended up where he should have been interviewing vladimir putin. but mitch mcconnell is kinda punching down and kind of ignoring the elephant, i guess, party in the room, which is donald trump and donald trump's demon possession of ukraine his resistance to this trump in the end, i mean i think in the end, he was hands-off, but certainly his opposition, was interesting. >> i think there's actually met the senator from missouri who point like it out on the first vote. when the senate, when a majority of senate republicans voted against this as a standalone, that virtually everyone elected to the senate, republican elected senate after 2018 voted against it, right basically the republicans in the trump era. yeah, are are dubious of america's traditional role there are still o
matt gorman, former senior adviser to tim scott's presidential campaign and fester care, who is pfizer, to senator bernie sanders? welcome all. ron vladimir putin, tucker carlson, mitch mcconnell. yeah. walk into a bar. question mark. yeah. who's missing in that sentence? donald trump. >> i mean, sure. tucker carlson ended up where he should have been interviewing vladimir putin. but mitch mcconnell is kinda punching down and kind of ignoring the elephant, i guess, party in the room,...
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Apr 4, 2024
04/24
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they've got gorman doing the succession with parker, but gorman's a hitter, and i think that made a lot of people feel, wait a second, we got a new guy, fresh perspective, let's go with this. i would like to know, why did iss go with peltz and not with disney? i don't want to say iger, because i never felt this was peltz versus iger. you may disagree with that, but i never felt it was that. >> yeah, well, listen, it did get fairly personal, of course, is it may have been as much ike perlmutter and iger. that said, iger got 94% of the votes cast in favor of his directorship. peltz, as we reported yesterday, 31% versus some 63% for the director that he was targeting. so, you know, a decisivevictory here for disney. as you typically do when you prepare for an interview, i went back and read through the transcript from our interview of february of '23. i read through our interview from sun valley. i read through andrew's interview with iger from his deal book and julia's more recently from the first quarter numbers. jim, one thing is that iger did make certain promises that he's already kep
they've got gorman doing the succession with parker, but gorman's a hitter, and i think that made a lot of people feel, wait a second, we got a new guy, fresh perspective, let's go with this. i would like to know, why did iss go with peltz and not with disney? i don't want to say iger, because i never felt this was peltz versus iger. you may disagree with that, but i never felt it was that. >> yeah, well, listen, it did get fairly personal, of course, is it may have been as much ike...
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Apr 18, 2024
04/24
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biden's proposals for aid to ukraine, so rhys gorman, this is a parliamentary, american correspondent, wrote 7 hours ago that he had a conversation with johnson and he told him the following phrase: look, history judges us against what we do, and now is a critical time for it, right now, and i can... some selfish decisions or something else, but i do now what, what i believe is the right thing to do, and i think that providing lethal weapons to ukraine now is critical, and i'm willing to take personal risks to do so, so if johnson says that, then hopefully , which is a little crooked, but also from this quote. we understand that there is pressure, which trumpist johnson calls personal risks, so there is someone who is behind this pressure, russia, trump himself, personally, it is unknown, but if the leader of the republican faction complains about these personal risks in america in order to to give weapons to ukraine in war against moscow, strange times we live with you, are with us. is that dmytro zabavin, mr. dmytro, deputy of the mariupol city council, congratulations, good morning
biden's proposals for aid to ukraine, so rhys gorman, this is a parliamentary, american correspondent, wrote 7 hours ago that he had a conversation with johnson and he told him the following phrase: look, history judges us against what we do, and now is a critical time for it, right now, and i can... some selfish decisions or something else, but i do now what, what i believe is the right thing to do, and i think that providing lethal weapons to ukraine now is critical, and i'm willing to take...
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Apr 4, 2024
04/24
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mark parker, james gorman, heading up that committee. i just have a hard time imagining that it would go anywhere near the i said of his tenure. the key will be if somebody does comes in and how long that transition is, and iger was not willing to give me a timeline. he wasn't willing to go there. >> is the betting it would be an insider or someone from the outside? do you know? >> i think it's too earlier. there's certainly a number of candidates internally. this is not a company that's gone outside, as you know, tyler. if you want to go back when iger succeeded eisner, there were some outside candidates. meg whitman was in there. my guess is the higher likelihood they'll have an internal candidates. >> what's next, then, for nelson peltz? what's he got, i don't know, 3 billion dollars of shares? >> yeah. >> what's he likely to do? he can, i suppose, be satisfied that his stockholdings are worth more than they were when this all started. >> he will point to that. certainly there has been a benefit. don't forget, most of that is made up
mark parker, james gorman, heading up that committee. i just have a hard time imagining that it would go anywhere near the i said of his tenure. the key will be if somebody does comes in and how long that transition is, and iger was not willing to give me a timeline. he wasn't willing to go there. >> is the betting it would be an insider or someone from the outside? do you know? >> i think it's too earlier. there's certainly a number of candidates internally. this is not a company...
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Apr 4, 2024
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. >> james gorman said it. a lot of what peltz was looking at is stuff they have already done. >>> let's talk about apple. reportedly looking at developing home robots after abandoning the electric vehicle ambitions. according to bloomberg, they are looking to build robots to follow you around the home and a tabletop device to use robot you cans for a display screen. if you are doing a facetime call and if you went like this with your head, the screen on the other end would do the same thing. move a little closer to the jetsons. >> i was more interested, by the way, of the new lom. if you believe the -- >> large language model? >> it could be better than chatgpt. >> they have promised that for the developers conference. >> if you believe that model is going to be as good. >> we need a robot following me around? what would it do? >> if it did the dishes, that would be cool. >> i don't think it would do that. i have three dogs following me around. i'm not sure it can help me. file my nails or something? >> i'm no
. >> james gorman said it. a lot of what peltz was looking at is stuff they have already done. >>> let's talk about apple. reportedly looking at developing home robots after abandoning the electric vehicle ambitions. according to bloomberg, they are looking to build robots to follow you around the home and a tabletop device to use robot you cans for a display screen. if you are doing a facetime call and if you went like this with your head, the screen on the other end would do...
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Apr 3, 2024
04/24
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what i like, and i saw in my career is they have james golf -- gorman, executive chairman open morgan stanley on the disney board. he went through a much more difficult period of succession back in 2009 or 2010 and he's going to be a board member that bob iger is going to look to. i don't think bob iger wants to go past 20 6 but we brought lot to questions a a lot of investors had about implementing a plan, not just having one. now we're going to see disney results. haidi: how does this play out with future proxy battles? does that mean we'll see boards programs invest more in these anti-activist responses? >> they're always there and i think -- the important thing that investors want and in this case with disney, 1/3 of the investors -- but the institutions want to stay transparent. they want to see a strategy that makes sense and also see results. bob iger is very capable to do that. i think when you look across entertainment, another one, it won't be a proxy battle but paramount is considering selling the company given that it's a small player in the changing world from linear netw
what i like, and i saw in my career is they have james golf -- gorman, executive chairman open morgan stanley on the disney board. he went through a much more difficult period of succession back in 2009 or 2010 and he's going to be a board member that bob iger is going to look to. i don't think bob iger wants to go past 20 6 but we brought lot to questions a a lot of investors had about implementing a plan, not just having one. now we're going to see disney results. haidi: how does this play...
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Apr 3, 2024
04/24
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that is why iger and james gorman on the board to help succession. it's a challenge to find somebody with that type of operational expertise, period. when you look at the espn piece that they are carving into its own business and parks and resorts and experience and the rest of the business, the streaming and studios, they need three strong leaders that sort of have a ceo that is great at running those three leaders. each leader will have to be different. this is the problem a lot of massive companies, whether it is apple or microsoft or whatever, they become so big and profitable can one person run all this? this is a challenge for a lot of big companies including disney. where did we go from here with succession planning? finding another iger is obvious he not going to happen. caroline: one reason iger might want to hand over the baton sooner is he's done with mudslinging from people like elon musk. musk said he would support peltz joining the board. he has an ax to grind against bob iger. what do you make of that? ross: hopefully elon can keep his
that is why iger and james gorman on the board to help succession. it's a challenge to find somebody with that type of operational expertise, period. when you look at the espn piece that they are carving into its own business and parks and resorts and experience and the rest of the business, the streaming and studios, they need three strong leaders that sort of have a ceo that is great at running those three leaders. each leader will have to be different. this is the problem a lot of massive...
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Apr 23, 2024
04/24
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a great debate now targeted victory executive president matt gorman is here and former biden campaign surrogate kevin walling. gentlemen, we may, i will ask my team. can we see those live pictures what's going on at columbia university right now? in the meantime, i want to talk about this both sides comment. there it is. okay. so we're rocking a new day here and the protestors have now gotten back on the columbia campus. the campus is allowing this. this is private property. they've told police to keep a perimeter around the school, the college, but not to come on unless they call. jewish students like the one i had on set with me earlier this hour say they are too afraid to go back to school and take advantage of the hybrid situation, a day-by-day calling whether or not they feel safe enough to go on campus. no cops, they do have the columbia safety agents with young david telling me earlier this hour they don't make him feel safe. so we'll see what happens. there is a movement afoot demanding protestors to eliminate safety agents. they'll own the campus. that's what's going on right
a great debate now targeted victory executive president matt gorman is here and former biden campaign surrogate kevin walling. gentlemen, we may, i will ask my team. can we see those live pictures what's going on at columbia university right now? in the meantime, i want to talk about this both sides comment. there it is. okay. so we're rocking a new day here and the protestors have now gotten back on the columbia campus. the campus is allowing this. this is private property. they've told police...
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Apr 2, 2024
04/24
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and we spoke to james gorman on the committee. they have to get it right. >>> meantime, tape remains challenged. still sub-5200. utilities and energy the only two sectors that are green. 10-year come off a little bit, 4.36 but the long bond above 4.5. still to come, tech is the worst sector in the market. there is a reset coming for that group? we'll discuss that after our break. xwch l - so this is pickleball? - pickle! ah, these guys are intense. with e*trade from morgan stanley, we're ready for whatever gets served up. dude, you gotta work on your trash talk. i'd rather work on saving for retirement. or college, since you like to get schooled. that's a pretty good burn, right? switch to shopify and sell smarter at every stage of your business. take full control of your brand with your own custom store. scale faster with tools that let you manage every sale from every channel. and sell more with the best converting checkout on the planet. a lot more. take your business to the next stage when you switch to shopify. when i was you
and we spoke to james gorman on the committee. they have to get it right. >>> meantime, tape remains challenged. still sub-5200. utilities and energy the only two sectors that are green. 10-year come off a little bit, 4.36 but the long bond above 4.5. still to come, tech is the worst sector in the market. there is a reset coming for that group? we'll discuss that after our break. xwch l - so this is pickleball? - pickle! ah, these guys are intense. with e*trade from morgan stanley,...
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Apr 4, 2024
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suggested, well, inflation will be stickier, or i wouldn't be surprised if we get no cuts like james gorman. on this note, we do have the headlines now from the richmond fed president barkin. >> barkin saying it's smart for the fed to take our time before beginning the process, remember that word, the process, of toggling rates down. he thinks they ought to cut rates but not necessarily right a away. he's optimistic keeping rates can bring them back to the target. he's looking for inflation to decline and he wants it to be sustained and he wants it to broaden to more goods. we've heard that from a bunch of fed folks, the idea of broadening the decline. higher rates, he believes, is yet to come especially showing up in balance sheets of corporations and higher interest payments. the economy is less vulnerable to a slowdown. companies spent time preparing for one that didn't happen. a couple other points, he says the risk of continued shelter and service inflation is something he's watching carefully because goods prices, which have been negative, have started to normalize. he believes the fe
suggested, well, inflation will be stickier, or i wouldn't be surprised if we get no cuts like james gorman. on this note, we do have the headlines now from the richmond fed president barkin. >> barkin saying it's smart for the fed to take our time before beginning the process, remember that word, the process, of toggling rates down. he thinks they ought to cut rates but not necessarily right a away. he's optimistic keeping rates can bring them back to the target. he's looking for...
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Apr 1, 2024
04/24
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and matt gorman, adviser for the tim scott campaign. and vaughn hillyard is here with me on set. trump is clearly in an escalating attack mode, but why now, is trump getting under his skin? i mean, it, i don't know, the clock ticking on the hush money trial which is starting in two weeks, right? is it about the losing the fund raising race against joe biden, all of the above? >> $175 million and he has to post bond on thursday. look, the clock is ticking for donald trump on every single front. the family business, the legal, the political. this is the moment here where donald trump is watching all of this come to a head. and for anybody that has a truth social account, if you were to look at those 75 posts, boy, it hits the spectrum. he posted an article from a right wing commentator that suggested that he was thechosen one, he posted another link calling it the crucifixion of donald trump, he posted about fani willis. i mean, donald trump is who he's always been. last christmas he said jack smith would go rot in hell. but this is for donald trump here ultimately the political, a
and matt gorman, adviser for the tim scott campaign. and vaughn hillyard is here with me on set. trump is clearly in an escalating attack mode, but why now, is trump getting under his skin? i mean, it, i don't know, the clock ticking on the hush money trial which is starting in two weeks, right? is it about the losing the fund raising race against joe biden, all of the above? >> $175 million and he has to post bond on thursday. look, the clock is ticking for donald trump on every single...
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bringing on someone with like james gorman from morgan stanley who did it right there under a lot of pressure, you know, i think that will be an issue. but again, everybody wins. you know, the stock's up over 50% since last october. but there's more upside here for a sock that was once el well above -- a stock that was once well above 200. so i would look to really good execution across the areas that have been troubling. entertainment is 45% of revenue, 8 of operating profit. the theme parks are doing great and sports is a keeper for the long term. liz: well, if you compare disney's performance year over year with with the s&p 500, because i was looking at this, it's underperforming. i mean, the s&p over the past year, 52 weeks, up 26. we've seen disney's stock continue to go down today, so i think it's give or take disney's been up about 19-20%. this is year. so year to date disney has outperformed. what we'd love to see is year over year because that's the s&p 500 comparison, i think, that shows over the relatively short term, you know, people would like to see a better performanc
bringing on someone with like james gorman from morgan stanley who did it right there under a lot of pressure, you know, i think that will be an issue. but again, everybody wins. you know, the stock's up over 50% since last october. but there's more upside here for a sock that was once el well above -- a stock that was once well above 200. so i would look to really good execution across the areas that have been troubling. entertainment is 45% of revenue, 8 of operating profit. the theme parks...
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Apr 4, 2024
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we have a succession committee that our chairman chairs and james gorman who just joined the board is on. they met seven times last year and will meet more this year. they're confident they'll choose the right person at the right time. >> after that interview, trian told jim cramer he's heard all this before and it hasn't been enough. >> i had no issue with bob. the only issue i had with bob was the succession plan, which, again, is at the feet of the board, not with management. my issue in this fight was with the board. i don't believe the board was doing their job. that's the problem here. if they did, then they would have had a succession plan that works. >> disney shares are up frac shanally today. so will disney and the board be able to meet the shareholder demands? let's ask alex sherman out with a new piece today, laying out what the company needs to do next. there's a note this morning highlighting a new risk now that this one isle behind us, saying that iger could stay longer than his 2026 contract. do you believe that's possible, and do you see that as a good or bad thing? >
we have a succession committee that our chairman chairs and james gorman who just joined the board is on. they met seven times last year and will meet more this year. they're confident they'll choose the right person at the right time. >> after that interview, trian told jim cramer he's heard all this before and it hasn't been enough. >> i had no issue with bob. the only issue i had with bob was the succession plan, which, again, is at the feet of the board, not with management. my...
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Apr 17, 2024
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. >> harris: matt gorman and kevin walling. great to see you both. matt, the president is complaining he is stuck in court. it is not hurting him. may even be helping him raise money. it has so far. what is going on with biden that his words aren't helping him? >> biden has a tremendous advantage. go to swing states when trump is stuck in manhattan. you look at the clips and what sticks out to me the biden campaign doesn't have an overarching message. one day talking about democracy, next day talking about the economy. also what that clip shows it doesn't know how to attack trump. i feel like it's the same attacks hillary worked against trump. i know those attacks, trump and taxes and trump as a businessman is baked in. when trump was president. if voters care about the same attacks of a decade ago, they don't know how to attack trump and defend biden's record. >> harris: kevin, pick it up here. democracy is not on the top three on any list i've seen, yet we have heard biden talk a lot about the democracy. inflation might be, the border is, immigrati
. >> harris: matt gorman and kevin walling. great to see you both. matt, the president is complaining he is stuck in court. it is not hurting him. may even be helping him raise money. it has so far. what is going on with biden that his words aren't helping him? >> biden has a tremendous advantage. go to swing states when trump is stuck in manhattan. you look at the clips and what sticks out to me the biden campaign doesn't have an overarching message. one day talking about...
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Apr 6, 2024
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with us today the is targeted victory vice president matt gorman and democratic analyst arkansas ally air mesh. -- ari air mesh. she laid it out pretty great there. there's a big fund raising gap. pride preponderancen is ahead, way up on president trump, but president trump hoping to beat that one-day record today. how important is this fund raising game at this point? what does the big gap mean particularly for the former president, president trump, at this stage in the game, matt? >> yeah. it's a big gap so far, but i think what you saw are the rnc -- with the rnc and the trump campaign, that'll do a large part to shrink the gap. tonight, if it's $40 some odd million, that'll shrink it even further. i think kind of broadly as you look at that a graphic that you showed before w not all those folks were on trump's e team in the primary p. as -- i used to work for tim scott. know that firsthand. more than anything, folks are coming together, the team's reassembling. and as we get into the general election, folks are pushing in the right direction now. molly: yeah. the biden campaign se
with us today the is targeted victory vice president matt gorman and democratic analyst arkansas ally air mesh. -- ari air mesh. she laid it out pretty great there. there's a big fund raising gap. pride preponderancen is ahead, way up on president trump, but president trump hoping to beat that one-day record today. how important is this fund raising game at this point? what does the big gap mean particularly for the former president, president trump, at this stage in the game, matt? >>...
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Apr 3, 2024
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can you gorman -- can you go more into why this has not happened? why have we achieved for looks like a soft landing, inflation coming down and unemployment remaining low? what are the factors that have played out? the related question. do we think this will continue over the next year or two? chair powell: i have always had the view went always said that because of the unusual origins of this inflation and its differences from other prior episodes, there was a path to getting inflation back down and restoring price stability sustainably to 2% without the large job losses and increases in unemployment which have been typical of prior tightening cycles. the reason was some part of this was independent of demand. if you have to get all the inflation reduction gains from suppressing demand, chances are, that will involve a weight on employment and economic activity significant leak. here we had the situation for, again, semiconductors. you cannot buy a car at the time when people wanted cars because there were moving to the suburbs because they did not
can you gorman -- can you go more into why this has not happened? why have we achieved for looks like a soft landing, inflation coming down and unemployment remaining low? what are the factors that have played out? the related question. do we think this will continue over the next year or two? chair powell: i have always had the view went always said that because of the unusual origins of this inflation and its differences from other prior episodes, there was a path to getting inflation back...
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Apr 1, 2024
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as james gorman has said. >> i actually think that would be the most bullish thing that could happen, it would suggest, inflation is a problem, the economy is fine, it can withstand rates at these levelsn sustain rates at this level. people are wishing for rate cuts, and i've said, be careful what you wish for, the inflation genie i think is right back out of the bottle in the form of all the things you mentioned at the top of the show, and the fact that gold is rallying, with the dollar going higher, and yields moving the way they're moving is really interesting, and i think significant, melms. >> i agree with everything you said. i think it would be that he's not raising rates, because things are good, and dhint need to, i mean, it would seem like this isn't a great time to start cutting, you want that dry powder when you need that dry powder, right? we don't need it right now. so, i -- i'm surprised there's still three on the table. i -- i agree with your open. could be two, could be one, wouldn't be so shocking. three is more surprising than zero, i would think. >> right. but to d
as james gorman has said. >> i actually think that would be the most bullish thing that could happen, it would suggest, inflation is a problem, the economy is fine, it can withstand rates at these levelsn sustain rates at this level. people are wishing for rate cuts, and i've said, be careful what you wish for, the inflation genie i think is right back out of the bottle in the form of all the things you mentioned at the top of the show, and the fact that gold is rallying, with the dollar...
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. >> we've had people coming out, bostic yesterday, gorman, a number -- >> saying no cuts -- >> we had six fed officials today who basically reiterated what powell said yesterday. >> that's what i thought was more dovish. >> well, look. what i'm going to tell you is, we've questioned why equities haven't responded to the dynamic that actually there might not be rate cuts this year when they priced in six or three or whatever, and at some point, equity markets have to respond. i think -- i mean, i'm not making light of the geopolitics, but i do think this was a broken record by the fed today. >> part of the conversation that we've had here is the answer to the question of, what would the markets do if we said tomorrow that there would be no cuts. and we all said, not all, but many people have said that the markets would do fine, because that means that growth is actually in tact. that story remains in tact. so, what is different today? if it's the fed today, what is the difference between today and -- >> because the fed's data dependent, but they're not. they're kind of saying, we're go
. >> we've had people coming out, bostic yesterday, gorman, a number -- >> saying no cuts -- >> we had six fed officials today who basically reiterated what powell said yesterday. >> that's what i thought was more dovish. >> well, look. what i'm going to tell you is, we've questioned why equities haven't responded to the dynamic that actually there might not be rate cuts this year when they priced in six or three or whatever, and at some point, equity markets have...
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Apr 22, 2024
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. >> yeah, not gorman. >> what is your sense of how the politics of this have been breaking for donald trump over the quest's last week as the country has watched jury selection look, there's nbc news plot yesterday that it really huge, 42, 42% or so. the outcome of this trial, how you view it's pretty much based on who you're voting for. i don't think that changes quite honestly much after this and listening incredibly drastic happens. but i think where trump is concerned journal what he can control. i think we talked a lot about what he can't control, what he can show last week you went to this bodega had a messaging of that talks about something other than the trial, about himself. he was about immigration, crime, migrant crisis, winning issues forum kenny, keep doing that. >> can you keep talking about something other than himself when it comes to this trial? and also, can he shou have video of him that isn't just him sitting in a courtroom. >> yeah. >> if he can keep lightening from striking in north carolina, which has kept him rally this weekend kate bedingfield the biden at tea
. >> yeah, not gorman. >> what is your sense of how the politics of this have been breaking for donald trump over the quest's last week as the country has watched jury selection look, there's nbc news plot yesterday that it really huge, 42, 42% or so. the outcome of this trial, how you view it's pretty much based on who you're voting for. i don't think that changes quite honestly much after this and listening incredibly drastic happens. but i think where trump is concerned journal...
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he cares about people anyway, near a hot mic, gorman, so i'm going kam. thank you. one and all. appreciate it. some breaking news just in on donald trump's efforts to delay the new york hush money trial well, that set to start in a matter of days. we're going to bring you that breaking news plus uh, judges sharp response when a january 6 rioter tried to apologize for his so-called sins during the capital, right? stay with us the day you get your clear choice. dental implants makes every day let's dig in day a chow down day a tick, a big bite day a perfectly delicious day >> love my new teeth day because you're clear choice day is the day everything is back on the menu a clear choice day changes every day. schedule, a free console i have type two diabetes, but i manage it. well. it's little pill with the big story to tell. i take once-daily jati easy ones but again, it's worked 24/7 in your body to flush out some sugar and four adults with type two diabetes and heart disease, giardia can lower the risk of cardiovascular death >> serious side effects may include ketoacidosis that
he cares about people anyway, near a hot mic, gorman, so i'm going kam. thank you. one and all. appreciate it. some breaking news just in on donald trump's efforts to delay the new york hush money trial well, that set to start in a matter of days. we're going to bring you that breaking news plus uh, judges sharp response when a january 6 rioter tried to apologize for his so-called sins during the capital, right? stay with us the day you get your clear choice. dental implants makes every day...
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Apr 17, 2024
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let's bring and cnn political analyst and historian leah wright rigueur republican strategists, matt gorman, and new york times journalists lulu garcia-navarro, guys. thanks so much for being with us. i mean, what did you think matt a few moments ago when we heard donald trump saying, i'll let you know after the trial is over, what i think of these prospective jurors, i suppose. i mean, you know, that's what that's what you'd expect them to say. i think the tone is what i would recommend to you. you don't want to, you don't want to say one way or another because also, not only is there the park, but also the legal part, right. if you say they're fair and then something happens but i thought what was most interesting was we talked about this earlier this week so how he's going to be able to campaign when he's in a courtroom, go new a bodega, i thought was smart a granite. it was in harlem, wasn't that far away from the courthouse, but at least provide an opportunity for the media to see him outside of the courtroom, get some sort of message across. and as we all know, he's trying to appeal t
let's bring and cnn political analyst and historian leah wright rigueur republican strategists, matt gorman, and new york times journalists lulu garcia-navarro, guys. thanks so much for being with us. i mean, what did you think matt a few moments ago when we heard donald trump saying, i'll let you know after the trial is over, what i think of these prospective jurors, i suppose. i mean, you know, that's what that's what you'd expect them to say. i think the tone is what i would recommend to...
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Apr 9, 2024
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. >> gorman is going to do a good job on the search because he's a hitter. >> i'll come back to you. own it here or not? >> yes. i would own it. peltz is out, i would own it. >> what's that mean? >> i think nelson peltz i understand took a very big profit. >> however, pearlmutter still owns the shares? >> per mutter is very charitable. big supporter of trump. perlmutter cancer center, made calls, raised about $500 million. >> got robert downey hinting a return to marvell. so that's good. >> it's a big win. a big, big win. >> ge aerospace down almost 2. goldman assumes a buy at 190. there is reporting about a squeeze in travel capacity in the airline business because traffic is going to surpass prepandemic we think. boeing deliveries and airbus deliveries, they've kind of slowed. >> yeah, they have. take a look at the incredible action in rtx, greg hayes' swan song. that's thegood analog and not seeing any letdown. i remember positive with ge aerospace and really positive on all the other parts of it. i think they're really good. >> you thought vernova was your top of the three? >> i
. >> gorman is going to do a good job on the search because he's a hitter. >> i'll come back to you. own it here or not? >> yes. i would own it. peltz is out, i would own it. >> what's that mean? >> i think nelson peltz i understand took a very big profit. >> however, pearlmutter still owns the shares? >> per mutter is very charitable. big supporter of trump. perlmutter cancer center, made calls, raised about $500 million. >> got robert downey...
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you either felt that james gorman had just tanked it so that he could come in hot, or he could say, listen, when he's ebullient about m&a, and about ipos, i mean, david, that's your world. >> it is. >> welcome to it. i'm back no your world now. >> the m&a world, i would not share that ebullience. there's a level of business that will continue to get done. as we get closer to the election, i think, certainly, from the perspective of companies considering a large transformative deal, which we have seen very few, of course, harder and harder to get done. so, we'll see. >> can i have a little comedy hour? do you mind? can we sneak comedy in? and i ain't talk c-o-m-i-t-y. the ftc apparently wants to block tapestry buying capri. that's stupid. that's okay. you can use the word. >> yes. >> it will not -- i mean, i guess they're looking at the 0.7 increase in apparel over the course of the last year. but this is being blocked, i don't know, because of jimmy choo? is jimmy choo the issue here? or is it michael kohrs? >> i'm not certain. i'm aware of what you're discussing, of course, if that it has
you either felt that james gorman had just tanked it so that he could come in hot, or he could say, listen, when he's ebullient about m&a, and about ipos, i mean, david, that's your world. >> it is. >> welcome to it. i'm back no your world now. >> the m&a world, i would not share that ebullience. there's a level of business that will continue to get done. as we get closer to the election, i think, certainly, from the perspective of companies considering a large...
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Apr 19, 2024
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. >> i can't shake some of the ceo commentary we've gottenen from the brngs, thinking of james gorman saying i don't think we're going to have any rate cuts this year or ceo in the tech space or in the food space, saying the economy is too strong they're not going to cut rates this year? >> well, actually, they should cut rates if inflation goes down even if the economy goes on. that is the super best case for stocks,s as we know going forward. inflation going down and economy staying strong they -- don't forget, they regard the current 5.3% fed funds rate as restrictive and if they see inflation moving towards their goal, long run, they think that the fed funds should be 2.6. i don't think it should be that low. i really think it should be 3.5 to 4, but that's still a point and a half below where we are today. they regard the current levels as restrictive if inflation goes down, they will lower those rates just on that basis alone even if the economy chugs along. >> okay. jeremy siegel, thank you very much for weighing in. >> thank you. >> appreciate it the bulls will like to hear th
. >> i can't shake some of the ceo commentary we've gottenen from the brngs, thinking of james gorman saying i don't think we're going to have any rate cuts this year or ceo in the tech space or in the food space, saying the economy is too strong they're not going to cut rates this year? >> well, actually, they should cut rates if inflation goes down even if the economy goes on. that is the super best case for stocks,s as we know going forward. inflation going down and economy...
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Apr 1, 2024
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bob iger's first day back was my first day on the board and we added two new members james gorman who oversaw a successful transition at morgan stanley, mark parker, we have calvin mcdonald and mary barra on the succession committee and the process, i feel, as a relatively new board member, the process is really buttoned up. i also feel strongly about the talent on the rest of the board. mel is on the board and oversaw some great succession planning at coca-cola when james quincey was anointed the new ceo. there is a ton of expertise and it's our number one priority. >> carolyn, there is the possibility should nelson peltz win that board seat you have to be thinking ability succession a lot sooner, mr. iger may say i'm not up for this. would the board be prepared for that outcome? >> the way i look at it as a board member and shareholder, we look at the track record of success since he came back and we want there to be harmony in the board room and also to be really good debate because there is a lot happening in the consumer media landscape. consumer behavior is shifting dramatically
bob iger's first day back was my first day on the board and we added two new members james gorman who oversaw a successful transition at morgan stanley, mark parker, we have calvin mcdonald and mary barra on the succession committee and the process, i feel, as a relatively new board member, the process is really buttoned up. i also feel strongly about the talent on the rest of the board. mel is on the board and oversaw some great succession planning at coca-cola when james quincey was anointed...
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Apr 5, 2024
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heard from mike, james gorman, through his own succession, mark barger and taking it as they should seriously. >> one more in the media space and then go broader. paramount. >> heard of it. >> you've heard of it. involved in the middle of it. >> a bit. >> a question how a transaction can take place so shareholders are treated fairly, so the redstone family can get as much money as they can. can you speak how this could work, or not? >> obviously, i can't really address it other than to say all parties involved share redstone and her position, the committee representing public shelters and their position, b shares, are taking every day exquisitely seriously in terms of doing the right thing. the right review. the right thing for the company in the short term and the long term and just highly focused. >> do you think there's a deal in the next 30 days? >> you know i can't say that, my question is why negotiate exclusively with one party if there's a potential higher offer? >> you know i can't say that either. i can tell you -- >> theoretically. >> theoretically you would do something weighing a
heard from mike, james gorman, through his own succession, mark barger and taking it as they should seriously. >> one more in the media space and then go broader. paramount. >> heard of it. >> you've heard of it. involved in the middle of it. >> a bit. >> a question how a transaction can take place so shareholders are treated fairly, so the redstone family can get as much money as they can. can you speak how this could work, or not? >> obviously, i can't...