jim o'neill stays with us. we also need to talk about netflix.se shares rallied in trading after crushing third-quarter earnings. users,ded 7 million easily beating estimates. they now plan to add a record 29 billion customers, and it appears their record-setting programming is pulling off -- paying off. they have released hours of new movies, and specials, helping attract new subscribers. joining us now is alex webb. first of all, this is a huge surprise. from almost nowhere, they are doing well. they have been doing well, but the concern is could they sustain this rate of spending? shows,said, hours of new the first time ever breaking the 500 hour mark. that was the skepticism, they spent all this money, can they deliver subscribers? it seems yes. they have good analysts. they have worked out that if you put in a certain amount, you get a certain amount out and it is paying off. francine: we had concerns going in. are they dispelled? that,a big concern is even if they deliver, how many people are willing to subscribe? secondly, can internet fee

john: i do not know that jim o'neill is too happy with the briic hypothesis at this point.oe: it worked for like a decade. john: i know some of the prehistory of this. -- it stands for brazil, russia, india, and china, four countries with very little in common with each other, which goldman sachs decided would make a really sensible investment strategy. in the aftermath of 9/11, there was a g7 meeting and jim o'neill made a deal that of -- a geopolitical point that the world needs better brics. he said it was time for emerging economies to get together and throw their weight around and try to exert more influence on the g7. about a year and a half later, having coined the term brics, somebody in the global goldman sachs marketing department -- not that i am being cynical -- they decided what a great idea this was and started picking up on the bric concept as an investment idea. and they made a mint out of that for about five years. it popped into thousand seven. romaine: is the growth story still there in e.m.? the biggest story has not been emerging markets. it has been u.

nypd commissioner jim o'neill, u.s. attorney jeffrey berman for the southern district of new york. the atf, fbi, u.s. secret service and chief of u.s. capitol police will be all there. they're throwing everything they have got at this. i want to bring in former fbi profiler clint van zandt and joyce vance. her father-in-law was killed by a mail bomb. we have talked in the last few days about this. nothing was detonated. is beside the point. at this point. someone targeted people very deliberately in the united states. thank god to our law enforcement they got him. we talked last night and we were all pretty sure they would get whoever was behind this but this remains one of the serious weeks in u.s. history in terms of danger and terrorism. >> well, it is incredibly serious and the law reflects that treating an attempt to put a bomb in place in an effort to hurt someone as seriously as it would treat the situation in many ways as if the bomb went off. the important thing here is we now have a defendant in custody. hopefully he can lead law enforcement to his bombmaking factory. the

jim o'neill, the man who burned that whole.the term bricks -- a few months ago was saying italy may not be emerging-market, but saying they look like a risky country, why should they be part of the g7?, etc. if they are not going to accept migrants, what that will mean for the future of the zone. shery: still ahead, credit suisse sees reason to be bullish after our conversation, even if there we have these -- even after we have these headwinds. we will see if the recovery can be sustained. haidi: the bears are on the prowl in hong kong. we look at trade tensions amid rising u.s. rates. this is bloomberg. ♪ shery: this is "daybreak: asia." says: our next guest underway to the hun sen index, joining us now from hong kong. in a week that is absent mainland markets because of the national holiday, you saw a horrible day for hong kong markets yesterday. do you see this as being a sustained phenomenon? >> regrettably i do. this is operating in the opposite direction, given that hong kong is experiencing outflows. it indeed means asse

you did jim o'neill teach logarithms? >> i learned them in college a few years ago.. you logarithms? he can't distribute the new communist party theme to industry. that is interesting. i don't the key gets down to the second derivatives. i think what we're going to be sing, and let's go back to your original question, is the ionomy has enough resilience think to overcome this downturn. a slight downturn. it is not even a very big one, but it does make a difference. theyther benefit is that are diversifying. this is an economy that is diversifying. they make all lot of high in technology items. that is part of their quest to .e a dominant all of those things will enhance productivity over the medium-term. the government is trying to put resources into the sectors. so i'm not overly concerned -- if they can continue to deleverage a move capital into the most productive parts of the economy, they may not grow as rapidly as they did four or five years ago but i still think -- if you look at diversification, what could be the biggest mistake? is it doing too fast or too s

them to go for it but it was a big moment that republicans like tip o'neill the irish catholic a storyteller putting his arm around you. jim right was standoffish, tactical his vision was a clawback power and democrats were telling them you are getting walked all over so after a couple of months of this he kind of deserves that. so now spring of 1989 critical mass even the ethics watchdogs groups you have to resign nobody has ever resigned because of ethics he has to resign we can find the speech online to offer the resignation literally as a sacrifice and says i offer my resignation as a sacrifice for this institution would have infected it and he's talking about and it on - - newt gingrich. [laughter] and his policies and it will preserve his house but in reality right around the same time gingrich claimed repeat on - - republican leadership and he said that makes him number two that puts them in the republican leadership and puts them in position and then a couple years later when they get that majority nobody saw it coming until it happened they made him speaker. >> host: in the way that you frame the fight. >> one of

the final candidate is jim wright, he enters late which is a bad move because other folks have been getting commitments. however, folks like o'neill were not happy with their choices so, o'neill indirectly and discreetly recruits right to run and other folks are helping in the campaign. wright does not have the personality flaws, he is on public works committees so he's done favors for members and he is from texas with has a large state delegation and is a southerner and more conservative. lots of folks think this is a last-minute, try to stop burton because the democratic party will move left . >> i will move on to what actually happened. policy is an issue, ideology is an issue, burton is upfront and things that will help him get elected in the more liberal democratic party. jim wright needs to get all the southerners to support him as a base because his concern is with more southerners into leadership. state delegations in texas and california are big and can play a role of seniority so junior members lean more towards boling and burton, but then helping fouts -- folks in urban areas. so, everyone gets together and they have th

jim sciutto/cnn: "at cnn, we're gonna be right back."authorities responded quickly and in mass."james p. o'neill/new york city police commissioner: "responding officers identified a device that appeared to be a live, explosive device. additionally, there was an envelope containing white powder that was discovered as part of that original packaging."the package addressed to former cia director john brennan who has appeared on cnn air but is not a cnn contributor.he's just one of many targets - multiple other bombs were intercepted by authorities today.one bomb... mailed to former president barack obama's home in dc, where the secret service found it during a routine mail screening procedure before it made it to their home.another bomb... mailed to former president bill and hillary clinton's home, north of new york city. this was also intercepted by the secret service. a bomb... sent to former is attorney eric holder had the wrong address and was returned to debbie wasserman schultz's office in florida, because that was the return label on the package.most recently a trump critic congresswoman max

i'm jim cramer and i will see you tomorrow male announcer: this week on undercover boss... [rock music] the ceo of o'neillne of the biggest action sports apparel companies in the world... - what's up, dude? - nothing, just chilling. - right on. announcer: goes undercover posing as a medical school dropout... - done. announcer: his employees think he's on a reality show competing to win money to open his own surf shop. - what's up, buddy? - you jesus? - yup, nice to meet you, man. - nice to meet you. ♪ announcer: by giving up his surfboard and skateboard to work in the field... - we've got a great selection of backpacks, one of which i'm wearing right now. - okay. announcer: toby finds out that not everyone is stoked about working at o'neill... - you know, i wish i didn't have to keep clicking "enter." it gives you a lot of room to mess up. - some of the designers are, like, real prima donnas.