It's Jordan Jackson. Nice to have you here at Post9 as well. It's a pretty big week.Got the Fed, you got Oracle, Broadcom. What are you thinking about. >> Well, we're keeping an eye on the Fed.Obviously, we think the Fed's going to cut rates. Um I think you are going to see a number of dissensions. Obviously, uh Mir's likely going to favor more aggressive easing.We could see a couple descents uh for for no easing at all. It's funny when we were uh penning our outlook AI lift and economic drift, uh we titled ...

Yeah, it's been quite a few days over at Apple and lots of big shots out there in Certino. They're getting new careers for the holidays. Now, we saw several changes in just the last seven days on top of several departures over the last few months.Now, someone not leaving Kelly, that would be Chip boss Johnny Scroogi. Bloomberg kind of set up some red flags over the weekend with a report that said Sruji told CEO Tim Cook he wants to step down from the his position but this morning in a memo to staff told the ...

Market Analysis & Trends - The housing market is not broken, but functioning as designed, rewarding scarcity and disincentivizing mobility [8] - High mortgage rates contribute to scarcity, as approximately 90% of home loans in the United States are under a certain percentage, discouraging movement [9] - 46% year-to-date listings in the United States are coming off the market, not primarily due to price dissatisfaction, but because selling is too expensive [12] - Seasonality and ego (not wanting to miss 2021 COVID prices) also play a role in homes coming off the market, particularly in markets like Miami, Denver, and Houston [13] - Inventory, not rates, will primarily affect pricing [15] Policy & Regulation - The IRS tax code 121 from 1997 allows for a $500,000 deduction in capital gains on a home for married filing jointly, which is outdated considering the median home price in 1997 was $124,000 [10] - The current tax code disincentivizes people from selling homes with large gains, leading to empty nesters staying in large homes [11] - Raising the capital gains exclusion, potentially to $1 million, could incentivize Americans to move [15] Company Strategy & Innovation - Sirant has 1500 agents across 14 major markets nationwide [1] - Sirant has a partnership with T-Mobile to bring "SuperMo" to its AI operating system for salespeople, called "simple" [1][2] - Sirant's founder created a show called "House of Sirant" and chose Netflix over other platforms [6]

week. We're joined now on that note by Rick Reer. He's Black Rockck CIO of Global Fixed Income.He is head of the firm's allocation team as well. I'm glad we could catch up with you, Rick. Welcome back.>> Thanks a lot. Thanks for having me, Scott. >> I assume you expect a cut on Wednesday.Yeah, I don't think it's definitive, but I uh I mean, you're going to have a cut and I think the markets almost almost universally think it'll be a hawkish cut and that he will have to give some time to you have a number of ...

We are joined now by Wed Bush Star analyst Dan Ives. It's good to have you here. Um, how significant is this.>> It's a watershed moment if it plays out and I believe it will. Look, I mean, our whole view is >> you don't want to give Huawei and China Tech more power by by taking Nvidia out of that market. That's what they've done.And what that you're talking about what could be 15 20 billion a year. And I think this shows and we've seen it being in DC a bunch the last few months. I mean, you're seeing changi ...

Today, Bitcoin wrestles with the $90,000 mark to kick off [music] the week. Black Rockck files for a staked Ether ETF. And The Wolf of All Streets host Scott Melker breaks down what's driving the crypto market as we head into year end.[music] Welcome to CNBC's Crypto World. I'm McKenzie Sagalips. Major cryptocurrencies are in the green to kick off the week as investors await the Fed's last meeting of this year later this week.Bitcoin, it's pretty much unchanged, still trading just below that $90,000 level. ...

Let's talk about it all with Kate Moore, chief investment officer at City Wealth. Kate, good to see you again. How relevant, if at all, maybe it's not, is this Federal Reserve decision on Wednesday.>> Look, it's super relevant. I think we can agree that everyone in the market is watching this and that, you know, participants, whether you're equity investors or multi-asset investors or rates investors, are really concerned with the tone of the Fed coming out of this rate decision. not so much the action itse ...

Thanks. >> Yeah, that was awesome. Our next guest just downgraded Netflix to neutral on this blockbuster deal, assuming they get it.He warns it could put the company in an extended period of uncertainty and risks and question its intentions to use Warner Brothers film and TV library in quote unquote non-detailed ways. Let's bring in Barton Crockett. He covers internet media at Rosenblot.You should just, you know, go argue uh for the to the DOJ, Barton, and just say don't worry about it. There is a terrible ...

Meanwhile, Tiger Global is announcing announcing the launch of its 17th venture capital fund to raise about $2 billion. Dear Jabosa has the details in tech check. What are the targets now.Dearra, >> so Kelly, this is essentially a strategic reset. You could think of it like that. Tiger has been one of the biggest forces in the startup ecosystem over the last half decade, but the last few years have been marked by heavy markdowns and slower deployment.Now, according to the letter and an investor call audio t ...

Industry Concerns Regarding Potential Acquisition - The film industry is experiencing a major depression with decreased competition, fewer productions, and declining box office attendance [4] - There is significant worry in Hollywood about job retention and production capability following potential acquisitions [7] - Concerns exist regarding the impartiality of regulators' decisions, particularly concerning potential influence from Donald Trump's connections [10] - Anxiety exists within Hollywood's creative sector regarding potential acquisitions, as each company presents unique challenges [10] - There are fears about financial consolidation and the potential collapse of the film industry [13] Potential Impacts of Consolidation - Consolidations in various industries, including film, often lead to thousands of job losses and reduced competitiveness [3] - Consolidations may result in higher prices for consumers [3] - The industry is already weak, raising questions about whether Netflix is a savior or a threat [5] Considerations for the Future - The industry seeks clarity on plans for job retention and production capability from potential acquirers [6] - There is a need to bring jobs and production shoots back to the United States from overseas competition [7] - Freedom of expression for creatives and journalists is crucial, without fear of reprisal [12][13]