tim: thank you. [applause] tim: one last question. july, the commission for unalienable rights was released. this is a commission and because important to you personally. time to get itme up and running. not everybody sees human rights in the tradition of natural law and natural rights that you, and i, and the founders and many people in this room do. can you say a few words why that commission is important? and also what is new about it. sec. pompeo: personally this is something i've cared about for a long time, since i was a young soldier and studying just war theory and the central idea is how human beings had an obligation to interact with each other, and rises, i'm an evangelical christian and i see this in my faith life as well. when it came to the state department, it came clear to me, and i saw this in my time in congress too, people throw around the words rights awful lot. actors around the world couch their evil behavior in the words of rights. and i watched the state department not have clarity about rights, there wasn't a

traders are tim seert process process carter werth dan nathan and guy adami back from the heartland. tonight on fast, buckle up, because the transports could signal a rocky road ahead. we'll tell you how to navigate it plus the chart knocking the socks off the chart master this week we'll tell what you it is. and disney goes mean girls on net friction why it's telling thestreaming giant you can't sit with us. we begin with the whacky week on wall street you'll the strive, panic, for what? nothing. markets are rallying to finish the we can basically where we started the whole week can be summed in one emoji, the giant shrug with this week in the books set sights on the week ahead look at all the stuff coming your way look carefully at this calendar. a power packed week ahead. so how are you setting yourself up. >> what's the first one? national chocolate cover pretzel day. >> the calendar was a little light on monday. so we filled if out with that day which could be big for some. >> glad people were paying attention. >> guy, how do you -- >> how do we become a society where every day

we will discuss tim's book, "america carnage." you can catch that onur website, facebk or youtube.os i'm robert. have a great weekend. nouncer: corporate funding for "washington week" is provided by -- additional funding is provided by -- koo and patricia yuen rough the yuen foundation, committed to bridging cultural differences in our communities. the corporation for public broadcasting, and by contributions to your pbs station from vieike you. thank you. [captioning performed by the national captioning institute, which is responsible for its caption content and acracy. visit ncicap.org.] -welcome back to somerset. we're over halfway through dgood half-stone heavier. so far, we have consumed 13 sandwich cakes, ds 497,000 breacks, 11 tartlets, ak two tray b, and a large macaroon. -last time... nt -i literally just o shove the whole spoon in my mouth. -...frances's dreams of becoming star baker... -oh! -...collapsed! christine triumphed... -i am feeling static! -kimberley, ruby, and howard clung ... us -oh, i jt don't want to be in

tim: it t ils us a lot of things, bob. first and foremost, what tells you is that everyone within the inner orbit certainly of the president and e oner orbit, they understand that if you are going to cross this president, if you are going to go to theo mattresses with him, you're going to lose.s there iery little incentive for anyone in his innerire, anyone in the west wing or in the administration of any authority or influence to go to-toe with hho and try talk him down, much less to even give him news he doesn't want to the hear, to try to dissuade him or buffer him from his own worst instincts asthers tcts gemously to do and largely failed tdo. there is just no compelling reason for anyone -- whether rudy giuliani or nick mulvaney or anyone else, to tell the president that what he's doing is wrong schtickally or is a president who feels athat though there are no guard rails, there is no envelope to push here, he isn his own and nobody seems to tell him he h can't do what he's doing. robert: we did see kurt volker this w

the national security council in charge russia, tim more o -- tim morrison. this comes on the eve of his scheduled testimony before the house committee. for the latest we turn to john roberts. reporter: a new development in the impeachment inquiry. tim morrison who is the top russia expert at the national security council will be leaving his position. sources tell fox news it's been expected for some time. but the timing is significant because morrison is scheduled to testify tomorrow. according to the ambassador, morrison believed military aid to ukraine was contingent on ukrainian officials opening an investigation into hunter and joe biden. president trump kept up his

i just spoke to tim cook. also the cfo. a very bullish outlook heading into the holiday season. in fact the u.s. economy to them looks very strong. i asked them, given that the interest rate cut that we got today from the federal reserve, does that help the consumer. from what they see, tim cook feels very good about the u.s. as for china, china has been really a laggard this year. he says that the bottom was hit in december and january. things have picked up. in fact for this year they might be down in terms of sales in china down 2%. which is not bad, given where they came from. the lagging iphone sales that really hammered the stock at the start of this year. as for tariffs, given that tim cook speaks a lot to president trump as weave seen, i asked him about u.s. china trade, how is that going right now? he doesn't know if the u.s. december tariffs will be repealed. ipads and iphones might be impacted with 15% increase in tariffs, from what he sees, he doesn't know anything we don't know, he is just going off what he has

where tim morrison did say that i backed it up and others said he's not and tim morrison did not backhere was quid pro quo with the ukraine and either funding or a meeting with the president of the united states. >> did tim morrison say that sondland told him that the president said he would release the funding if the ukraine announces his investigation? >> i can't tell you what he did say, and i can tell you what he didn't say, and he didn't say any of those things that have been reported and here's the point that i make a point to frequently which i think is kind of important. it's not proper. it's illegal and we're not permitted to go into a classified hearing or a confidential deposition and walk out and tell you what happened, but it is not against the law for people to come out and lie to you and the reports that you're getting are a lot of people that are misrepresenting for their own purposes what's happened behind closed doors and i assure you what was happening behind closed doors, it would not be happening behind closed doors. >> you would happen if all of them would have b

yes, tim. >> looks like mythy. >> hello kitty. >> i don't know. >> i'm also a buyer but you know timabout the gap if you look at the april gap from 120 to 130 and kept on going that was when they launched the disney plus service. so investors really expecting a lot of news about disney plus on the call next week i don't think they'll get it maybe the guidance disappoints a bit and maybe you have the opportunity to buy into the gap a bit. but i like it a buy little at 130, 125 because a year out it's. >> mikey likes it. wow the devg voted but are you buying or selling tim's pitch for disney vote in our poll at cnbc "fast money" we get you the results later. up next a scary good month which namered s led the rally and how to trade them. don't go anywhere, much more "fast money" after this. their medicare options...ere people go to learn about before they're on medicare. come on in. you're turning 65 soon? yep. and you're retiring at 67? that's the plan! well, you've come to the right place. it's also a great time to learn about an aarp medicare supplement insurance plan, insured by uni

how has tim cook been able to walk that line where people aren't saying, oh, shame on tim cook and throwur iphone the google pixel. >> that's a really good point hooch more than 97% of political contributions coming from apple employees have been going to democrats. for that matter, most of the u.s. business community, 70% republican for major businesses were not supportive of president trump in 2016 and again now in our surveys most are not voting for his re-election. nonetheless, and tim cook doesn't get political, but he also doesn't come off as haughty. whether or not either side of the aisle finds themselves with tim cook, he talks rationally and takes independent issues on a couple issues such as on immigration policy early on was one and climate issues climate concerns where he has put out messages to employees but would go to the white house first, often jared kushner and give them a heads up warning and wouldn't make it personal to explain why they take a different point of view. that's been very effective the advanced warning plus he has celebrated the administration sometimes

i could be in other parts of the country and tim scott -- why did you mention tim scott?hy didn't you take more credit? because honestly, it was his idea to get it done together. tim, i do not think we could have acted better person than scott turner to make this vision come true. it is the hottest thing there is. i do not think there has been anything like it. [applause] pres. trump: fantastic job, what a job. jonathan holifield, who is with me, and j ron smith, who is with me, i want to thank him as well. where is j. oron? there he is. he doesn't want credit. he usually stays back there -- i want you to be right where you should be, but what a job you guys have done. thank you. a very special night's to someone who worked tirelessly to get this law passed -- a very special thanks to someone who worked tirelessly to get this law passed. he worked, and i told lindsay aside and i said, he could be a liberal. jared kushner. he could be a liberal. [cheers and applause] he wanted to get that through. he came to me, i said, jared, ok. just don't ever come again, please. just l

plus tim eyeing a stock about to break out and gives us the name and why he says it's a home run.fast money" straight ahead. >> y owned. with more than 85 years of experience over multiple market cycles. with portfolio managers who are encouraged to do what's right over what's popular. focused on helping me achieve my investors' unique goals. can i find an investment firm that gets long term the way i do? with capital group, i can. talk to your advisor or consultant for investment risks and information. talk to your advisor or consultant ...owning and running the biggesta small business is finding the right people. in hiring our first recruiter, we decided to post a job on linkedin. they had to have worked... ...at a recruiter firm and be bilingual. when we saw ana maria's profile... ...she had a ton of experience in hr. the interview went really well. and she seemed like someone who could really sell mckenzie to perspective employees. we found the best person to find the best person for us. post a job today at linkedin.com/grow . >>> welcome back to "fast money. markets having a

what do you want to hear from tim morrison? >> i want to hear exactly what he knows about what the president said to the president of ukraine. we have a transcript. it's important that we go through the process of hearing from the witnesses who were actually there and listened in on the phone call. you all know as part of the committee, i can't get into the specific testimony of what i've heard but i can say that my impression after hearing many of these witnesses is that there was -- that the president did try to use the leverage of the united states government for political favors, for political purposes. and perhaps that's what we'll hear again today. i'm anxious to hear his testimony. >> you know what's interesting is that some of our sources say that what tim morrison may say is that, y es, he was on that call, but he didn't think anything untorrid happened. could it change your impression if that's the case? >> that would be an interesting perspective or take from a witness, but certainly there's been a lot of concern exp

they bring in tim morrison.orrison who resigned his postal the white house was absolutely supportive of the president and candid about his judgment of that phone call. >> tim has a lot of credibility. he is a friend of mine. he served with former senator jon kyl as his aide. i don't know why he resigned. it might have been conflicting advice and whether he should or should not testify. but the result was not what the democrats hoped for. unlike a lot of these deep state cry babies saying donald trump cut us on the process with ukraine. tim was actually on the phone call. one of the few people in this mix who were and he said there was nothing illegal in that call. of course we already know that from the transcript. but it's nice to have a first-hand witness affirm that. lou: we just learned that tim morrison's last day on the job will be tomorrow, chris. let's turn to this colonel vindman. he's an interesting fellow. he talked about the interagency and the consensus of the interagency and he was informing people

his name is tim morrison. and our reporting is -- or the reporting around it is he will corroborate bill taylor's testimony that directly implicates president trump in a quid pro quo with ukraine. but tim morrison will contend he did not see anything wrong with what the president did. so joining us now, bianna golodryga and john lockhart. okay so the reporting is that tim morrison, he's a top russia and europe adviser to president trump on the national security council. so let's just remind people of what bill taylor testified to. it was the same call. he went on to describe a conversation that ambassador sondland had with mr. yermak in warsaw. mr. yermak is a president zelensky aide. he told him the money would not come until president zelensky committed to pursue the burisma investigation. i was alarmed by what mr. morrison told me. this was the first time i had heard that the security assistance not just the white house meating was conditioned on the investigations. that seems to be the pivotal moment. tim

[ laughter ] you're stuck with tim meadows. [ laughter ] >> seth: no ones ever stuck with tim meadowskeep in touch with a lot of people chris rock and i are good friends. i feel like i'm name dropping. i have normal friends too -- >> seth: yeah. >> that aren't - >> seth: do you want to say a couple of their names? >> mike maddocks [ laughter ] >> seth: okay, great >> mark beltzman [ laughter ] >> seth: okay, great i feel like that covers it >> david floyd >> seth: yeah, those are great >> yeah. >> seth: now, that's officially not name dropping if you throw some of those in [ laughter ] >> yeah, so -- >> seth: you - >> but i -- oh, you know i would tell you is, i see forte >> seth: oh, will forte. >> will forte. >> seth: yeah, from my era one of the best. >> yes we occasionally we'll work out at the same gym. >> seth: yeah. >> and i'm always wearing a "late night" -- a -- your shirt show >> seth: a t-shirt yeah >> show shirt. >> seth: yeah. we give our guests t-shirts. >> yeah. >> seth: 'cause we want you to go out and promote the show. >> yes [ laughter ] >> so i'm doing my part. >> s

and tim, you've fwt a big day tomorrow. >> it's exciting tomorrow -- what is october?tion for a charity i've been involved in regular to stand on that's me playing the drums. it's a wonderful wonderful moment sold out times square hard rock cafe raising money for a charity that effectively does prosthetic limbs and corrective surgeries for kids in emerging markets changing lives at a time when you can do it. you can still show up tickets left go to altso.org and support it's a great charity. >> your band is jam partners >> jam partners. >> playing for an hour. >> playing for an hour do a 70s set it's kind of cool. i know it sounds boring but those maybe get guy out for it. >> i hope you wear that shirt. >> the shiny shirt i think i parked that shirt in the -- in the pile that's made the scrap pile thank you. >> time for final trade pete. >> you know he is talk about chips with texas instruments opinion where they're the category it's not great. that's why they suffered micron technology this is going higher giddyup. >> tim. >> high in apple you have to be aware of the

to preserve our constitution, our democracy, our basic integrity, he should be impeached. >> so, tim, timely or two weeks late? >> two weeks late. elizabeth warren, the night this stuff broke or the day after this stuff broke called it for what it was, the trump's call to ukraine. she said it was an impeachable offense and he should be impeached. i'm not carrying elizabeth warren's water. what democrats need to do for a slate that can take on donald trump. it took joe biden far too long to respond to trump's attacks on his son and his integrity. he sort of let this sit out there for far too long. trump ended up controlling the narrative. biden looked indecisive, unsure of himself. i don't think that has anything to do with his age. but it is complicated by the fact that he doesn't speak in a linear fashion enough. he can devolve into word salad and we're still in the early stages of this game. and i think the reason that elizabeth warren has surged in the polls, regardless of what people think about her policies or ideology, is that she has done her homework. she's worked hard and she

why will tim morrison's testimony be important? >> first of all, it's important because it exists at all. remember the white house counsel has said we don't want anyone corporating. but morrison will be the first white house official to break ranks and agree to testify. but what makes him important is that morrison offered the most direct testimony yet that there was widespread understanding within the executive branch that the aid to ukraine was conditioned on the provision of dirt on joe biden. >> bill taylor. >> yes. >> and tim morrison is part of what he heard and how he knows that. >> correct. and ambassador sondland was much more vague about what went on. and there is some conflict, not total conflict between sondland and taylor. it would be significant if morrison corroborated taylor that this quid pro quo was wide withly known and acted upon on the branch. >> so from the opening remarks where tim morrison played a role. during the same phone call i had with tim morrison, he went on to describe a conversation he had with mr.

tim ryan is a bit of an enigma to me right now.out and covered him in iowa, and he is a very good campaigner. i want to give him credit for that. he wins his races and democrats basically begged him to run for governor in 2018. he has floated the idea of running for any number of positions over the years and did not bite until this year, when he decided to -- well, he ran against nancy pelosi for democratic leader, but that was really the first time. now he is running for president. as far as the presidential race is concerned with tim ryan, i think people were open to the idea of him testing the waters, because why not? it is a big field, go out there and see if you have something to say, see if he connects with voters, but he had a pretty endedl first two weeks, up getting cotton hill posterized by tulsi gabbard and bernie sanders. one of them had the taliban-al qaeda gaffe as far as who attacked us on 9/11, bernie sanders selling the stickers that say "i wrote the damn bill." he did not make the third debate and that was the end

the strategy of tim cook to rely less on iphone sales, that seems to be working?iphone sales, tim cook realises it's only going to grow so much so then it's about how do you get more revenue out of end users and if you look at it, it's very closely tied to the iphone. it's still very crucial. it's important to keep the momentum going but at the same time, keep growing its other product lines and services. of course, still among many consumers, the company is known as an iphone company. that sector faces a lot of competition, doesn't it? it's remarkable with the iphone11. with its earlier product, the competition was rising much out of iphone because of some of the photography options, with the iphone 11 series, apple has come back in the race and a lot of people are buying a new iphonejust a lot of people are buying a new iphone just because of that. staying with the text, south korea's samsung says chip sales should pick up in 2020 after the company reported a 56% fall in third—quarter operating profit. the company is reeling from a prolonged industry downturn bu

tim mcveigh said he never went there.aim to have seen mcveigh at elohim city. and probably the strongest evidence that he was there is a ticket he received from an arkansas highway patrolman about four miles into arkansas from oklahoma on a road that takes you straight to elohim city. so if he wasn't at elohim city, where was he? >> timothy mcveigh made some calls to elohim city. he drove near the area, we know, but beyond that, any connection to elohim city or the notion that there were others involved is speculation heaped on top of speculation. >> but even assuming others were involved, why would mcveigh so strongly insist that he acted alone? with help only from nichols and fortier? >> he believed that in lying, he would protect the others, so they wouldn't be convicted. and he spun a series of lies to shield the others. >> i think it's possible that there were other people that helped along the way, but did not know they were helping with the bombing. but i believe that the only one who's actually knew what they were

the top white house official on the national security council in charge russia, tim more o -- tim morrison. this comes on the eve of his scheduled testimony before the house committee. for the latest we turn to john roberts. reporter: a new development in the impeachment inquiry. tim morrison who is the top russia expert at the national security council will be leaving his position. sources tell fox news it's been expected for some time. but the timing is significant because morrison is scheduled to testify tomorrow. according to the ambassador, morrison believed military aid to ukraine was contingent on ukrainian officials opening an investigation into hunter and joe biden. president trump kept up his criticism of lieutenant colonel alexander vindman saying the never trumper witness could find no quid pro quo in the transcript of the call. according to the "new york times" vindman testified crucial words and phrases were edited out much that final transcript of that july 25 call. vindman said president trump made reference to a video of joe biden talking about corruption in ukraine. vindm

back for round two are tim robinson and tim alberta.ugene, thank you for writing about this topic. i've been thinking about this week. perfect phone call to me? it's arby's. we made too many roast beef sandwiches. get down here and help us. that's a perfect one. but no one describes phone calls as perfect. >> no. no one does. and thus it's memorable when somebody does, and when somebody does it -- >> he branded it. >> over and over again. he's branding it. this is something he's good at, right? look at all the buildings that other people built and owned around new york that he had his name on. he is good at branding. >> he owns joe biden's story in ukraine now. >> exactly, exactly. it's donald trump's one great talent. it's amazing that people don't recognize that and realize that if you want to get your message out, you have to get out there. you have to -- you have to play on that terrain, and you to define the playing field or he will. and he will define it to his advantage. >> hey, tim, you're well sourced within the pence team of v

i'm melissa lee traders tim seymour. karen finerman and guy adami and joined by mark tepper president of strategic wealth prrnlts. the businessest day of the earnings season in the books visa intel, gilead on the radar tonight. we have the latest from each on the quarters but beginning with the stocks to watch in the after hours that would be azmodan. the tech giant falling hard offer a earnings miss. we have full team coverage stapg by to break down results gene munster firing up the red phone in minneapolis we kick-off with more on the amazon big quarter josh lipton live in san francisco. >> besides the bottom and top obviously investors concentrate on the q 4 guided are guidance light. between 86 and 86.5 billion. obviously for investors that's critical q 4, the holiday quarter dy just have a call with amazon cfo brian osafe ski. there are one-time items he mentioned weighing on q 4. he mention add consumption tax kicking in japan, from 8% to 10%. that created prebuying in september having a net negative impact in q 4

here's a company where i know tim will speak to the valuation where you see a downshift in eps growth year over year and expected in 2020 but you're seeing sales growth at 20% on a pe 2 growth it's going to start to look expensive. the last time we saw it nearing 2 was 2013 the stock had a down year in 2014 so it might be getting rich on some of these metrics, especially when you think about regulatory and competition in the cloud and some of these other areas. >> i would want to bring up that i could see this at roughly 18.5 times. i think it's too cheap for all the drivers they have. i agree with what you're saying and there's risks to the company. by the way, love ruth porat. i think she's bringing more transparency when she talks about some of the sloppiness of the quarter modeling out, she's someone that you listen to and don't take this as a smoke screen i think she's bringing a lot of transparency as we get more into the capital market side of what they do, i think you listen to that but again if you look at google sites, around 20% i think is what you want to see if we're look

—— tim and charlotte said. like that we are finally getting somewhere. we were surprised, because obviously she left the country and it's a complete turnaround for us, really. we were not expecting that at all. police investigating the crash in northamptonshire say they will fly to the united states to interview anne sacoolas as soon as their visas are in place. they say they will then bring the information back, handed to the crown prosecution service and it is they who will decide if she is to be charged. —— hand it to the crown prosecution service. harry's family want the home office to then seek the extradition of anne sacoolas. they say it is britain where harry died and a britain where any consequences should be faced. duncan kennedy, bbc news. hello, i'm gavin ramjaun and this is sport today live from the bbc sport centre. coming up on this programme... kroos control. real madrid are off the mark, with a first win in champions league this season. turning it around in turin. juventus come back to stop lok

>> today, juan carlos has invited tim luke and me to see the culmination of that effort... what?ck kuster's collection, on display for the very first time. i cannot believe this. hollywood glamour everywhere? hello! >> i have categorized by the vintage actors on this wall and the vintage actress on this wall over here. >> wow, hotties over here and babes over here. i like it. jack met all of these people face-to-face? >> he saw them face-to-face, and they all handed their signature to jack. on this part of the gallery, i have all these boxes full of signatures. >> latin tv hosts, mexican stars, soaps. >> british actresses, ballet and dance. >> the forties, the fifties, the sixties, you name it, i have them all. >> oh, my god. >> what do you think that jack would say if he saw this room? >> i can almost see his face right now. he will be absolutely thrilled to see what i've done with his collection, exactly what he wanted me to. >> it's beautiful. >> well, my collection would not be complete if i don't have -- >> exactly. >> what's a jamie colby going for nowadays? >> especially w

but to tim's point you have to wait -- you sort of want to wait to the return of the max but you can't wait for the exact return because then you miss the run up into the return of the max but if you got in early, this is the type of event that you see so unfortunately now you're benched if you're a about bull in boeing. >> if you look at the chart there it looks like it lost about $90 from early march, 90 or maybe $100 a share from early march. maybe it's getting to a point it's investigatable. kaern you own some airlines. >> i do, right. >> this whole situation is messing with their numbers and their ability to transport passengers. >> right, well it's -- depends on which airlines. you have southwest having a ton of exposure. some others like delta for example which actually has been. >> delta little or none. >> delta has been the beneficiary of the capacity that others can't meet because any don't have the planes yet. but delta also had incremental expenses trying to service those customers. so it's lab of a mixed bag i'm not sure carb shall i thought boeing was acting well, stopped

but tim morrison is right there in the white house. and tim morrison is a bolton guy. either the president who either resigned or fired -- you'd have to think that tim morrison shares some of that. >> exactly right. aaron, your thoughts. >> we were all waiting for bill taylor's testimony for weeks. we knew this was going to be a big one because of the text messages we saw. the next big one is tim morrison because he can corroborate this testimony. but i also think it's important to remember what senator ron johnson said about this. he said pretty similar to what bill taylor testified to, which was that he had heard from gordon sondland that that military assistance was in fact tied to these investigations that he wasn't comfortable with it. we basically have two sources who are attesting to that. gordon sondland was involved in this. we have sondland saying he doesn't remember making such request to ukraine. but if we get a third source here and it's tim morrison, that's going to be a very significant set of circumstances. >> i want to read from peter baker a friend of

tim cook is selling a lot of phones everywhere. now, it's china is not as great as you'd like, but does it really matter? this is not a phone story. when they decided that they were no longer going to release the granularity of the phones, most of the people i talked to said, ha ha, that's because phones are bad. what the reality was exactly what tim cook said, which is that phones are only a piece to the puzzle now i listen to service revenue. it's no longer just as big as a toaster kind of thing. that's what they used to do, say it's as big as a bread box no this is a company that has a multiple that's way too low given the fact that it's consistent and that china does not seem to be the be all and end all of what's going to happen. >> the bears argue it's exactly that the multiples had an incredible run just this quarter. so where should the multiple end up if we're 20 now 21 >> geeze, i don't know, this is a weak quarter a transitioned quarter this is a quarter that's supposed to be bad we've got 5g ahead of us they had a camer

despite some bumps tim thought life was good for vince and his family. but shortly after returning from afghanistan, vince's second tour there, tim got an unsettling call from him. >> the sound of his voice it was as if something happened i wanted you to know what was going on. but he wouldn't tell me anything. >> a few days later on february 3rd, vince and jessie went out to dinner to celebrate his safe return at a place called o'charley's. they started driving home towards back toward the base but started down this dark and winding road where evil was waiting. coming up -- a wife's harrowing tale. soon after, another driver makes an alarming discovery. >> i tried yelling at him to see if he was awake, alert, something. >> when "dateline" continues. something. >> when "dateline" continues pay your lips some attention. the chapstick total hydration collection. exfoliate nourish naturally enhance your lips. chapstick. put your lips first. so the thing no one tells you about tampons? you gotta change sizes to match your flow. only tampax pearl makes five.

tim seymour. mike khouw dan nathan guy adami on the show beyond me down more than 50% no the three months heading up to the lock up expiration next we can we debate the alternative ending will home builders rip s&p closing fiefd just shy of a record high. the largest gain in sixweeks could next woke, the biggest for earnings season finally push us over the line, guy. >> it appears that way melissa. >> you think so. >> somebody on the hook. clearly i questioned this for weeks, incorrectly today all you need to know is at one point azmodan down about 3.5% 4%. nasdaq higher at the time. amazon closes done a percent or so something benign. nasdaq grinds high are i mean it's incredible to me that in the wake of what i think is some serious negative news around the globe the market pushes high are. we'll know more next week. for me the most important day of the week is wednesday is when you hear from apple and facebook but even on bad earnings stocks seem to want to go high are. that tells you all you n

still with us tonight, mimi rocah and tim o'brien. tim, is that the guardrail theory of donald trump, and does it require self-knowledge to not hire a yes person to be next to you? >> the thing is, the statement from john kelly actually shows how little he understands trump because it doesn't matter in the white house or around trump if you're a yes man or a yes woman or a no man or a no woman. trump doesn't take advice from anybody. at the end of the day, one of the reasons he's a dangerous executive is because he's ungovernable and he's ungovernable because he doesn't listen to anyone else. so i think that's the first problem. the second problem is, remember kelly's own tenure, a week after he got the job, he was sitting next to trump at bedminster when trump said he was going to unleash fire and fury on north korea. kelly had to sit there stone faced. it was during kelly's tenure as chief of staff that the president routinely obstructed justice. that was documented fully by bob mueller. he clearly didn't rein in the president from

taylor: that was tim nolan of macquarrie.es to streaming zuckerberg, the cousin of mark zuckerberg, is no stranger to the media landscape. she is the founder and ceo of zuckerberg media. she sat down with francine lacqua to discuss the evolution of content, the need for consolidation, and the evolving role for females in the industry. randi: 100 million hours of video uploaded just to youtube, and that is one channel on one day, every day there is over one billion posts on facebook. you are right, it is who is out there listening to your content is everyone else is constantly making your content? francine: is it going to go down? in five or 10 years, what will we be looking at? randi: i think there will be a later of kind of curation like at museums. i think there will just be so much content it will be just exhaustion, and now people are looking for experts to tell them what to watch. i think the pendulum is almost shifting back again to the bigger need for expert voices in news, in different areas because people are bombard

tim morrison is his name.s a russia and europe adviser on the national security council set to testify next week. he was named 15 times in taylor's opening statement. so joining me now is democratic congressman ted lieu, a member of the foreign affairs committee. i'm so glad that you're here. thank you, congressman. i really appreciate it. >> thank you, don. >> this is very significant because not only is morrison expected to corroborate taylor's testimony, he also listened to that july 25th phone call. what do you want to know from him? >> thank you, don, for your question. let me first say that impeachment is one of the gravest powers of congress, second only to the power to declare war. it must always be our last option, reserved for these rare instances where we can't wait until the next election. we might be at one of those instances now. bill taylor's testimony was devastating to the president. we expect morrison to corroborate parts of it. and bill taylor essentially laid out a quid pro quo between the

>> tim morrison is key because he was on that july 25th call.ep referencing back to between trump and zelensky when the president urged, asked for a favor from zelensky to investigate, to look into biden and biden and his son. but tim morrison told lawmakers today that he was not worried about the legal nature of that conversation. he said, quote, in his opening statement today, i was not concerned that anything illegal was discussed. but he did turn over the transcript of that call to the lawyers at the white house. and he says the reason for that is because of how politically divisive washington is right now. and so he wanted to make sure that they were looking over it. he was worried about it leaking out because of how divisive washington is and also because of how it would be perceived by the ukrainians. the fact they'd be looking at u.s. assistance in a different way. but the other key element here and abby referenced this is that he did back up what we heard from bill taylor. he's the top u.s. diplomat in ukraine and he is the one who said

i do think -- the cnn report was terrific on tim morrison. i do wonder whether he's going to say that he saw a problem with this because based on the cnn reporting, he's not going to say that. and some of this, john, comes down to, on the defense, the republicans have had, this is their issue with the process. transcripts are not being released. their argument is that details are being cherry-picked. now i still think this is objectively not a great set of facts. their argument is that it's in the shading of those facts, and so it sounds like morrison is going to corroborate a fair amount of what bill taylor said. it also sounds if the cnn report is accurate as if morrison is going to say, he didn't see a problem with this phone call. and then we get down what the republican argument has been that it's in the eye of the beholder. >> one of the people who did see a problem with it that we also might fhear from next week is john bolton. john bolton is also at the center of all of this. and from the reporting behind the scenes, he did have a pro

and i also struggle with the word profit that you use i think tim touches on this. for a profit the trade must close. and i don't think we have enough evidence to say any of the trades closed. >> no, but hypothetically you're aid traer and if you make a trade and a few days later you sit on $180 million profit, i don't know i might take that i may not. i may have faith it's going higher but i might take that and be okay with if i'm sittingen oh a 1.5 billion gain i might take that every trade has two sides. somebody who believes for whatever reason the s&p is going up somebody on the other side believes it's not going up but you have to admit in the trump era when we've been talking about the tariff negotiations which seem to be on some sort of roller coaster and nevered ending basis which no one hassed idea of what they're trying to accomplish we know of volatility around the pronouncement whether they go well orp not if you the g 7 i says the talks back on call from china leaders they disavow even people in the white house saying trump conflated several conversati

i spoke with tim nolan of macquarrie. tim: the stock had come down 175 to 100.y the international expansion that we talk about. roku going from zero to some large number internationally, and we think they can get to their size internationally that they are in the u.s. now, in about three years. connected tv advertising which is the growth story, is growing strongly. roku built itself a terrific position to keep growing. taylor: let me parse down a few points you hit on, one from the stock falling from 170 to 99 in a matter of three weeks. how much of this was purely from a multiple standpoint it looked cheap? tim: you could certainly argue it got quite expensive. a number of software related stocks traded down quite heavily rotationso sector going on at the time as much as anything. to 170 inwent from 55 the space of three to four to five months. any time you get that quick a move, it is not surprising for to come back and take a breath. there was increased use of competition. we heard about amazon fire tv and comcast. , thecompetition coming wrong combination o