. >> let's bring in todd gordon. , good morning good to see you. >> good morning, frank how are you? >> what did you make of the statements from jeff gundlach and uncertainty from investors despite the thoughts about a hawkish cut, people were poorly positioned going into the fed decision >> yeah, you know, i don't know if i push back from the beginning to say poorly positioned what an amazing year it's been here things get a little wonking in the summertime and bonus and locking in and the retesting of the 50-day average i'm not that surprised it is a narrow range up. i listened to jeff gundlach intently i do believe bigger picture we're in a secular bull market i believe we're in the a.i. and quantum computing and on the cusp of the concerns we have with budget deficit. i think the concept of real rates has to come no in year yeah, we're running 4% to 4.5%, but the persistent inflation which leads to real 2% rates which is the same thing it was three years ago. >> okay. some of the things you are leaning on are the

todd gordon. >> after the break, another stock getting a huge boost by buying bitcoin.nt long. we will reveal the name and the power check. and how much is actually owned after the break. what if your mobile network wasn't just built to work out here... ...but was designed differently to also give you blazing fast wifi where you are most of the time? reliable 5g, plus wifi speeds up to a gig where you need it most. xfinity mobile. xfinity internet customers, ask how to get a free 5g phone and a second unlimited line free for a year. . >>> welcome back. time for a quick power check. shares of united health and medicine is turning into a new waiver agreement accenting the deadline for closing the closure. the new deadline is 10 days after the final court decision is issued in the lawsuit or december 31st, 2025. whichever is higher. >> we should check on unh. that is stock that has done terribly over the last month. there will be a ton of regulatory scrutiny as a look to any other combinations or so forth into 2025. >> netflix is saying in a statement that nearly 65 millio

so joining me now is todd gordon and said there is more than meets the eye when it comes to this company about hymns him and hers. >> what i like, as a trade, there is three major headwinds facing this company but it is at all-time highs. the three things at top, we could go where you like, there is a lot of confusion at the fda with the two biggest competitor, nova nordisk and the shortage status. i've looked up and down this and it is hard to make kind of make headway through the fda. but as of now, novo glp 1 is still on the list which makes the compounders like hims able to be seen over-the-counter. it is 10% of the revenue and amazon is moving in and then making the incoming administration is not viewed to be friendly toward these with the health care kick. so the stock is acting well. >> so some undercurrents but you still like what you see. what is the trade on this one? >> i hold it, courtney. it is been volatile. 25 was the big breakout level. i have a 1% allocation, i'd like to see this thing move back up to new highs to add my other 1% on to get up to 2%. as you said, the comp

gordon chang joins me now. is that count one, focusing on energy to turn the screws on china? >> certainly, todd.r one thing to do with russ ian threat. we have european countries submissive to the kremlin, they need lng from russia. what we have in biden administration is pause on permitting of new facilities. day one of the trump administration, we can sell lng to europe and of course to our allies in asia, specifically japan and south korea. this is what the trump administr administration wanted to do first term. >> todd: china is battling economic stagnation, w"wall street journal" writing, millions of young chinese struggle to find jobs and many migrant workers are notes getting paid and beijing is bracing for return to white house with president-elect trump promise of heavy tariffs likely to heap more stress on the chinese economy. they mention tariffs. how much will donald trump tariffs force china hand to do what we want? >> those tariffs can force china to do what we want and the reason is xi jinping, chinese leader, his goal is to rescue the chinese economy with foreign sales. u.s. is b