Let's get to McDonald's this morning. They did serve up an earnings beat. EPS and revenue came in ahead of expectations.Global comps up 38. Let's bring in Evercore ISI analyst David Palmer has a buy and a 350 target on the stock. David, good to see you.Comps were a bright spot and yet the commentary was, I guess, qualitatively a little cautious. What's your take on it. >> It was actually a really good earnings call.the the Q&A uh really focused on the fact that they need to do more on value for that 50% of ...

Welcome back. Plenty to talk about with our next guest, a titan on Wall Street who's not shy when it comes to his concerns around tariffs, the national debt, and risks ahead for equities. Joining us this morning, a mega family office chairman and CEO, Leon Coopermanman.Leah, it's great to have you back. Appreciate the time this morning. My pleasure.A few weeks ago, you were on the tape saying that you felt the multiple seems far too high. I have a feeling that probably hasn't changed. No, there's only a cou ...