my guest is chris albrecht from starz.gely, each time we speak, twice in the last year there are stories involving your company and consolidation. the latest, a bloomberg story saying you're in talks with amc about getting together. is it true? >> if i had a dollar for every time there was a rumor about starz, you and i could retire. in an industry where people are closely aligned, we all do business together, conversations are going on all the time. that being said, i canthe premi brands, starz one of them, are more valuable than before. people looking to innovate the way tv gets to consumers. >> the talk of consolidation is also one because of perceived weakness. the idea that being amc or starz or lion's gate, scripps, all of these companies need to figure out a way to get together, to exert more power with the carriers and to have more of a presence in the changing landscape. do you believe that? >> yes, i do think that there's a good business rationale for different companies coming together. that's the beginning of a

and chris albrecht will join david faber and that is at 10:45 a.m. eastern time. here is what is coming up in the second half of "fast money." mark zuckerburg, will there be more of the same this time around. we dig if later on. but starting with the call of the day in the financials. >>> we saw that group rallying today. goldman sachs saying that the bank selloff is over done. xof down 7% and the s&p 500 is only down 5%. goldman points to jp morgan as the best defensive play and bank of america as the best self-help play saying it doesn't need a rate hike to improve earnings. karen, what do you think of this call? >> i like it. it had the banks move. i agree. bank of america is a different story than j.p. morgan but still not expensive relative to it self-over time. i like them both. >> do we have any -- >> and citi. >> and do we have a short of the yield curve. >> there is absolutely that risk. i don't think anybody can tell you where the yield curve will go. i don't think the fed knows where it is headed so how can we say. and goal man sacks to me is overdone.