with charters, spin off of key assets and now i'm pleased to be joined by liberty media's chairman john maloney john, so glad we could do this in addition to our annual sit-down that we did a couple of weeks ago that i should say will be available on our cnbc pro starting later today what is going to happen now, john, to liberty media, specifically to f1, which is going to comprise what many investors will consider the company? >> first of all, david, i watching greg being interviewed and listening to his presentation this morning, he is a fabulous executive he's done wonderful things for me and my shareholders and we certainly hope that our futures will come back together at some point when he's rested up. and i certainly personally would invest in anything greg wants to do so i can't say enough about greg positively just simplification really ean that each one of the liberty vehicles will be separate public companies defined really by a singular set of businesses so, formula 1 becomes an asset-backed company in the racing business, with f1 and dorna, with one balance sheet, and with the curr

john malone returning as ceo. we will break it down. softbank set to become nvidia's first blackwell chip customer with plans to build japan's most powerful a.i. super computer. >>> let's begin with the markets and cpi this morning. core, jim, 33 on year. december cut odds went up a little bit this morning. >> it's really housing. housing is responsible for a big chunk. 65% of the total increase. i point that apparel had been really bad. apparel is now really good. medical care bad. motor vehicle insurance, 14%. david, we should go in that business. we have become way to day to day when it comes to bond. for example, home depot. october is accelerating. the stock goes from 412, 420, plummets, then finishes at 403. if we play that game every day, we will just become traders. i may suggest that maybe things are with tax rates lower, more optimism, you buy stocks like home depot. >> so you prefer to think about things rather than tariffs, labor supply shrinking, anything like that? >> i just think -- >> higher deficit spending? >> right. i

. >> david did a great interview with john malone. i don't know if you saw it or not, but he was comparing -- john malone was comparing netflix -- they're going to do $40 billion in revenue next year with warner brothers/discovery, who's going to do $40 billion. netflix will do $24 earnings against that and warner brothers will lose money. people are coming to the realization it's netflix's world and we have to do something. you know, as the old saying goes, best time on the planet was 20 years ago, the next best time is today and today is that day. >> i think so much of it depends on the structure, right? how much debt is going on with this, if not a lot, then you can see this as a cash flow machine. we talked about at&t, going to zero. that didn't happen, right? so i'm not as maybe pessimistic as you sound, although i think mom and dad are getting divorced, they just wanted to spin it a different way. great, we'll have two christmas, one here, one there, it doesn't work out that way in the end. >> when were you going to tell us? >>

is this just a matter of john malone's companies consolidating or does it say more about the media landscapeic: it is the former. there is a lot to talk about in the broader landscape that needs to happen strategically. from liberty's perspective, it is about simplifying their structure. from charter's standpoint, the transaction was well received by shareholders. sonali: you were talking about m&a opportunities. what about the ipo opportunities? are you anywhere near as excited about that? eric: we are really hopeful but a little more nervous. if you look at it big picture, the number of public companies over 20 years has been cut in half. there are so many barriers right now to be public that frankly exist regardless of changes in the administration. this is where i think the regulators need to look closely at what they have done to really diminish demand to be public. on the other hand, private assets have figured out ways to take share and drive more liquidity and opportunities for eight broader set of investors to invest in those things -- private equity firms are talking about private

i will also have my annual interview with john malone as well.ohn being the interim ceo, what kind of bakeoff do you imagine is going to happen now to effectively be what might be described as the head of f1, right? >> i don't know. and frankly, it's not completely clear to me what the plan will be in terms of f1, the opportunities there. malone is serious when he talks about simplifying. that said, i think he's perhaps complicating his life a little bit in the interim by becoming ceo again. >> right. >> but that's where the focus is, ndrew. atlanta braves, all of these entities that had so much complexity, because they were part of the liberty family, and so many transactions in part for tax efficiencies have been resolved. i named one other with charter, the other with live. the expectation will be is there a possibility of another transaction involving f1, or what will the plan be. certainly going to talk to maffei tomorrow. >> charter, live nation, sirrus, trip adviser, zillow. >> they're not involved with that, but that's right. he will keep

policy leader has been sentenced to a year in prison, named john malone was convicted of making full statements when denying allegations of corruption from his presidential campaign essential distresses to unseat me and prevent him from running. and the next election may faces at least full trials on criminal charges, including bribery and corruption. he said he will appeal against the sentence a protest i by indigenous memory politicians as disruptive new zealand parliament. the paper form the ceremonial, don't the hika in a display of defiance against the bill. promoted by members of the white went coalition. government legislation aims to change interpretations of these evenings founding freed c syfy and of course his crown unmarried chief in 1814 thousands of people are taking part and then 9 died. 9 day protests against the bill and equality in india is capital remains and that the severe category is toxic. smoke continues to engulf the city will far as ease of implemented new measures to keep systems and safe. but some say the actions of many, we actually don't tackle the root

being embraced by the biggest telecommunication companies, despite the fact that the likes of a john maloneks that it's, you know, all -- that much of that spend will not result in a return. >> and can you speak to -- i know it's a parent company of our network, but they were very crowing about telco on comcast. >> wireless. yeah. comcast is adding a lot of wireless. >> they're very bullish on that. >> yeah. it's growing. there's no doubt. the they're reselling verizon. >> broadband -- has broadband stopped growing? >> broadband was down -- broadband was up, you know, but you've got the -- finally, the -- remember, the government was helping people pay their broadband bills, and that stopped. you finally started to see the -- this last -- this was the last quarter where you're going to see significant declines. one reason why charter was upgraded again today, our parent company, comcast, is reversing after, of course, sort of a bump from, really, more from the plan to potentially spin off cable networks. >> they hired morgan stanley to take a look. >> there may be some other banks as well t

next week, you'll see my interview that i taped with john malone, just to give a bit of a tease.imagine, he talks about warner bros. discovery, which has been a horrible performer. >> well -- >> horrible. >> well, okay. >> disastrous. >> disastrous? >> disastrous. you want to take a look at a long-term chart since they closed the warner deal? >> yes. >> disastrous. >> i think there's real acceleration and profitability here. >> give me that chart, will you please? my partner here -- >> well, that was -- >> five years, down 70%. what do you call that, partner? >> suboptimal. >> thank you. >> but david, i just think that every quarter is going to be more subs, more profit, more revenue. >> international is the key for them. >> thank you, right. >> roll out direct to consumer internationally and as you might imagine, malone has thoughts on that. >> why don't we have that interview yet? last time i got to malone, there were so many gems that changed how you felt about stocks. >> we roll it out on investor day for liberty, so i twin it with an interview with greg, with chris winfrey f

one is, that -- i mean there is -- i talk to john malone a few weeks back.ughts about it because he still owns 18 plus million shares of this company. but frankly, he's eclipsed by a guy i mentioned earlier by jericho, a hedge fund that's been focused on tnt for many years, had an incredible year because of the ownership of applovin, last showed jericho owning 22.4 million shares, maybe they've been buying more. you know, what is the reasoning behind it? i will go to malone and you can at least hear -- i got something from our interview a few weeks back on sort of netflix and warner brothers discovery and what he hopes will happen. take a listen. >> the number one attribute i thought discovery brought to the table was international presence. discovery had worked very hard to develop relationships internationally pretty much every country on the planet in local language with local content, with local sports, on multiple channels and if you were going to introduce new programming, entertainment programming, the warner brothers guys historically had licensed th

passed her t grant malone is ing toome from the historic st john missionary bapst church from the trd warof houston, texas. honored to stand and honored to pray. i say in her final committal, she called me her peonal pastor. th is a aven moment for me. but god is a burden bearer. let's go to him. father, we thank you. thank you for the privilege of prayer. thank you for the expert audience of knowing who you are. we thank you that your daughter knew who you were and had a real, nuine relationship with you. our father. we tha you for these who have thered here today. bless our gatherin let your spirit be in this place. spirit of the living god. fall fresh in this house. it may he been the capal, but it is a sanctuary. now. so let your spirit emanate in this place. fill the room as only you ca bless us so at when we leave this place we are better than when we came. so simply what i'm aing is you have your way and we know if you have your way, burdens will be strong and yokes will beroken when you have ur way. so we pray this bring the name you taug us to pray in the name of jesus. the c