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The stage at the deal book conference lets listen in sfl back to our stage youve been with us before we thank you now. I have. One of the reason we wanted to see you was because we are right in the midst of the streaming wars. We are. Which have just begun with apple plus last week and with disney plus coming next week and i want to use this opportunity for you to help us understand how youre looking at all of these different components parts and whats about to happen to our media ecosystem. Here is where i want to start the conversation. Okay. I know you have historically said you dont have think you have any competition or if you do it is with sleep. Do you remember that line . A great line only got a couple of laughs here but you got more laughs before. When i do it its better. Thank you and so my question is now that you see whats happening in this ecosystem, an ecosystem which you effectively created or at least inspired what you think is going to happen. Look at hbo max, disney p ....
Says this is one of the best looking charts in the entire market we will tell you what it is. First do you hear that whats that that is the countdown to the next round of tariffs. Come midnight sunday tariffs creased to 5 on some of the remaining goods from china many big businesses are warning the new round of tariffs will be a direct hit to consumers but today the market rallied on renewed hopes of a trade deal. Is the market putting too much stock a trade deal happening or is it the calm before the storm . Guy. We addressed it last night. Secita is with us. We were on squawk boxa coupl of weeks ago we did like nine hours one morning. I said dont short a dull market and it has proven me and i think it will be correct for the new few days into wednesday. I dont think anything has been resolved i think the problems that got us down 800 a couple of weeks ago are the same problems that exist today. Bonds continue to get negative yields all of these are huge problems the market i think ca ....