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Apr 24, 2024
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we have doug clinton coming up in just a little bit. in the meantime, your scorecard with 60 minutes to go in regulation and it looks like that major averages unable to get much going for most of the day today. interest rates have ticked a bit higher. maybe that is stopping things, maybe we are just waiting and seeing now for meta and the others that ended the day ahead. sector action pretty swift, too. leading the day today, that gives you the kind of day it has been pretty stable utilities in the green, so doesn't mean there hasn't been some standouts in the session both up and down. visa is a learner after winnings, but teledyne is down 10% on its own results. let's take ou to the talk of the tape. will mega caps deliver, and where do stocks go from here? let's ask cnbc contributor, back with me at post 9. >> great to be with you, as always. >> you say you are more bullish now than you were t the start of this month. >> yeah. >> why? >> i think we have to put down draft on perception of hawkishness. we have some rates making some sto
we have doug clinton coming up in just a little bit. in the meantime, your scorecard with 60 minutes to go in regulation and it looks like that major averages unable to get much going for most of the day today. interest rates have ticked a bit higher. maybe that is stopping things, maybe we are just waiting and seeing now for meta and the others that ended the day ahead. sector action pretty swift, too. leading the day today, that gives you the kind of day it has been pretty stable utilities in...
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joining me infrastructure capital management jay hatfield, deepwater, cofounder doug clinton. doug, let me start with you on this letter. it felt like good old-fashioned wall street capitalism. to a degree it felt like he was talking his book. the thing is, not only america, the world is moving away, populism is taking over, notion of all alliances he is talking about we should lead, a lot of people listening pay for and sometimes even fight for. >> that's right. it was a little bit after throw it felt like. in the world i live in now i focus on tech. we look at regulation in america some of our moist powerful, most important companies are under at stack from the government and i think that weakens us internationally and i think dimon made that point in this letter. he talked about basal iii a little bit. how some of those policies could hurt american companies and their ability to compete internationally. charles: i saw something, jay, america innovates, china copies, europe regulates. europe, all these american companies are changing the world are going through hell with eur
joining me infrastructure capital management jay hatfield, deepwater, cofounder doug clinton. doug, let me start with you on this letter. it felt like good old-fashioned wall street capitalism. to a degree it felt like he was talking his book. the thing is, not only america, the world is moving away, populism is taking over, notion of all alliances he is talking about we should lead, a lot of people listening pay for and sometimes even fight for. >> that's right. it was a little bit after...
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Apr 24, 2024
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we have doug clinton coming up in just a little bit. in the meantime, your scorecard with 60 minutes to go in regulation and it looks like that major averages unable to get much going for most of the day today.
we have doug clinton coming up in just a little bit. in the meantime, your scorecard with 60 minutes to go in regulation and it looks like that major averages unable to get much going for most of the day today.
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Apr 15, 2024
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six are still magnificent, joining us now doug clinton, deep water asset management partner. is tesla the one that got -- booted out. >> we have ev demand questions that have been popping up over the last few quarters. we have questions now about whether they're going to build the low cost model 2. price cuts on fsd. i think that investors are still questioning now is tesla still one of the magnificent 7. for us it's clear there are six that are incredible companies. i think tesla's still a really great company but it's the one that has the most to prove. >> the six that do remain for the most part are being animated maybe with the exclusion of amazon and apple by the ai excitement. is that correct? obviously there's been some break in momentum in things like apple, but what would you right now at today's prices prefer to emphasize in terms of these names? >> i think one thing that struck me this weekend, we think about the global conflict that we're dealing with, something we were saying last october when we were concerned more in the markets about rising rates is all these
six are still magnificent, joining us now doug clinton, deep water asset management partner. is tesla the one that got -- booted out. >> we have ev demand questions that have been popping up over the last few quarters. we have questions now about whether they're going to build the low cost model 2. price cuts on fsd. i think that investors are still questioning now is tesla still one of the magnificent 7. for us it's clear there are six that are incredible companies. i think tesla's still...
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Apr 8, 2024
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doug schoen, former clinton polling expert. how does this play with republicans and see what the president is doing now? >> on the abortion issue? >> yes. >> i think it is a smart move by him pointing out that this is an issue that needs to be resolved as close to voters as you can get and nothing is closer than state governments and so legislation coming from state governments is going to make a whole lot more sense than the idea that you will have nine men in black robes on the supreme court declare for 50 years that there is some abortion right, constitutional right to abortion which never existed in the constitution except by fiat written by nine men in black robes. i think this is where most americans are. obviously i have a position on abortion. i have an opinion about abortion and i won't like all of the laws that every state comes up with. i will probably not like the law that california comes up with but i can live with it if i know that the people in california have made that decision. >> harris: by the way, some wome
doug schoen, former clinton polling expert. how does this play with republicans and see what the president is doing now? >> on the abortion issue? >> yes. >> i think it is a smart move by him pointing out that this is an issue that needs to be resolved as close to voters as you can get and nothing is closer than state governments and so legislation coming from state governments is going to make a whole lot more sense than the idea that you will have nine men in black robes on...
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Apr 26, 2024
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democratic pollster and former clinton advisor doug schoen and g.o.p. fundraising -- fundraiser noel. doug, do you first. how will this play out? have at it. >> i think it is going to play out ultimately in the short term to joe biden's advantage with the image of donald trump on trial, not able to campaign, not able to be in a visual setting that enhances his candidacy. but longer term, as inflation continues to be an issue, prices at the pump, prices in the grocery store going up, i ultimately think it's going to work against joe biden and what we know from political history is unrest on campus works against the democratic party, particularly when you have conventions that could be out of control, potentially, in chicago. so longer-term i think it works for us for trump. >> sandra: noel, dig in there. the former president was departing a few moments ago, he chose to say the economy is falling apart at oil prices are up. >> absolutely, and i agree with doug that i think that inflation in the long term is going to -- here is where i disagree. with the t
democratic pollster and former clinton advisor doug schoen and g.o.p. fundraising -- fundraiser noel. doug, do you first. how will this play out? have at it. >> i think it is going to play out ultimately in the short term to joe biden's advantage with the image of donald trump on trial, not able to campaign, not able to be in a visual setting that enhances his candidacy. but longer term, as inflation continues to be an issue, prices at the pump, prices in the grocery store going up, i...
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Apr 6, 2024
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, the democratic strategist bill clinton white house political director, he found that the americans have voted against the party in power in 10 out of the last 12 elections. there is really almost, instead of an incumbency advantage that american presidents used to have, campaigning from the rose garden, it's almost the opposite now. it's an incumbency disadvantage, i think, that president biden is looking at. the deep unpopularity of many incumbents, not just this particular one. >> it seems like you talk about the history, ex-presidents often have a glow that coalesces around them as the years pass. certainly that seems to be happening, no matter with trump, no matter how appalling his four years in office were. the fact of the matter is, he's a candidate again, it's not like he's retired, and the stuff he's saying right now is equally appalling. i guess i wonder why you think the amnesia from his years passed extends to the forgiveness of his lack of coherent policy or any policy at all that would make sense other than xenophobic and bigoted immigration rhetoric. >> i think this
, the democratic strategist bill clinton white house political director, he found that the americans have voted against the party in power in 10 out of the last 12 elections. there is really almost, instead of an incumbency advantage that american presidents used to have, campaigning from the rose garden, it's almost the opposite now. it's an incumbency disadvantage, i think, that president biden is looking at. the deep unpopularity of many incumbents, not just this particular one. >> it...
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Apr 14, 2024
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president clinton and secretary clinton. how does it feel to be back? >> great. >> [laughter] >> what do you guys think about 2024? thank you. >> thank you all. ♪ >> secretary clinton, who is your dress by? >> the honorable dr. leo brainard -- dr. lael brainard. ♪ the honorable mr. greenfield. -- the honorable linda thomas greenfield and mr. greenfield. the honorable antony blinken, secretary of state and the honorable evan m. ryan. the honorable alejandra mayorkas. ♪ -- alejandro mayorkas. the honorable roy cooper, governor of north carolina, and mrs. cooper. ms. ashley biden and ms. finnegan biden. the honorable janet yellen, secretary of the treasury, and the honorable adewale adeyemo, deputy secretary of the treasury. the honorable gina raimondo, secretary of commerce. >> before dinner was served, the two first couples descended the staircase in the white house's cross hall for their official portrait from the evening -- portrait of the evening. ♪ ♪ ♪ ♪ ♪ and finally, a peek into the dinner itself, the only view the public gets for t
president clinton and secretary clinton. how does it feel to be back? >> great. >> [laughter] >> what do you guys think about 2024? thank you. >> thank you all. ♪ >> secretary clinton, who is your dress by? >> the honorable dr. leo brainard -- dr. lael brainard. ♪ the honorable mr. greenfield. -- the honorable linda thomas greenfield and mr. greenfield. the honorable antony blinken, secretary of state and the honorable evan m. ryan. the honorable...
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Apr 24, 2024
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doug collins from georgia and mark penn is here, former clinton advisor. democratic bowl stir. i'm going to start with you. uncommitted. they saved this our revolution group that you saw the director of a couple minutes ago says that the next battleground is going to be maryland. may 14th. they have 107,000 members that he says he is getting ready to mobilize to vote. just say no to joe. what's your reaction? >> my reaction is it is sort of a pop revolution, really. getting some uncommitted votes. they are not going to vote for donald trump. the uncommitted vote, frankly, is pretty small. 3%, 4%. it is smaller than the nikki haley vote. they have the democratic party pretty well consolidated. their beliefs by a minority of democrats. he is getting 90% democrats -- >> harris: but when you look at the sliver of difference, i don't know that democrats don't have anything to worry about with these people. we are getting into the hundreds of thousands potentially. in the primary vote in michigan. >> yeah, this may be -- i will agree with mark on this. the problem you have, where i w
doug collins from georgia and mark penn is here, former clinton advisor. democratic bowl stir. i'm going to start with you. uncommitted. they saved this our revolution group that you saw the director of a couple minutes ago says that the next battleground is going to be maryland. may 14th. they have 107,000 members that he says he is getting ready to mobilize to vote. just say no to joe. what's your reaction? >> my reaction is it is sort of a pop revolution, really. getting some...
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Apr 8, 2024
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and all of this people to gather in support of him what you get former president trump is doug bergen, the governor of north dakota, tim scott, the senator from south carolina. you do not see nikki haley. you do not see it mike pence. you do not see george w. bush the fillmore republican president. you do not see dick cheney the former republican vice president. that base is still eluding him. but i don't think there's anything getting around he raised a lot of money last night his campaign is saying it's enough for him to run. martha: roger i'm not sure how much the average voter carriers who shows up at the things i do not know people across america, the battleground states and let's put the polls we got last week are sitting on the breakfaround thebreakfast tabley morning saying this person was there and that person wasn't there. buwhat we are seeing in these numbers it's a very important pole at back steps of the numbers we saw in previous poles. trump is the head and everett battleground state by a few points. some margins are bigger than others you can see clearly here. tied in
and all of this people to gather in support of him what you get former president trump is doug bergen, the governor of north dakota, tim scott, the senator from south carolina. you do not see nikki haley. you do not see it mike pence. you do not see george w. bush the fillmore republican president. you do not see dick cheney the former republican vice president. that base is still eluding him. but i don't think there's anything getting around he raised a lot of money last night his campaign is...
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Apr 7, 2024
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and all those people to gather in support of him what you get for four president trump is doug berg him, the governor of north dakota, tim scott's from south carolina, you do not seem -- see nikki haley or mike pence, you don't see george w. bush you do not see dyck chain either former republican vice president. that base is still eluding him but i don't thing there is any getting around, he raise a lot of money last night with his campaign saying its enough or him to run! >> i'm not sure how much the average voter cares who shows about these things could go after people across america on the battleground states we got last week are sitting around say this person was there and this person wasn't but we are seeing with these numbers is a very important polling a backs up some of the numbers we saw in previous polls as well that trump is ahead in every single battleground state. by a few points. tight in the state wisconsin what's your take? >> it's up for grabs. seen these numbers here is it's favouring trump, it will require president biden to get out there and president trump will
and all those people to gather in support of him what you get for four president trump is doug berg him, the governor of north dakota, tim scott's from south carolina, you do not seem -- see nikki haley or mike pence, you don't see george w. bush you do not see dyck chain either former republican vice president. that base is still eluding him but i don't thing there is any getting around, he raise a lot of money last night with his campaign saying its enough or him to run! >> i'm not sure...
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Apr 4, 2024
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karen finney, and also with us republican strategist and former rnc communications director, doug hi doug, let's let's talk about nebraska and how it divid up its eltoral college votet isn't nner take all, biden got one of the five in 2020, that's kinda mean it's just what's expected, right? trump got for how big of a deal would it be to make nebraska winner-take-all? >> it would only be a big deal if it comes down to one electoral vote. right? so this is sort of a big deal also not, but if you get into political nerd talk, this is super interesting. it's super exciting. also have a similar dynamic in in main. so this is the red dot are sorry, this is the blue.in nebraska in main, we have the red dot, which is sort of like the seinfeld sweater. but ultimately, look, if it comes down welcome to this one electoral vote, then both campaigns have a bigger issue here that they've got to worry about. bigger trouble then who wins this one? >> it's not entirely impossible. no, hear me nerd out on this, right? because there is this possibility of a 2609 to 2609 if nebraska were to go winner-t
karen finney, and also with us republican strategist and former rnc communications director, doug hi doug, let's let's talk about nebraska and how it divid up its eltoral college votet isn't nner take all, biden got one of the five in 2020, that's kinda mean it's just what's expected, right? trump got for how big of a deal would it be to make nebraska winner-take-all? >> it would only be a big deal if it comes down to one electoral vote. right? so this is sort of a big deal also not, but...
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Apr 6, 2024
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senator tim scott, vivek ramaswamy and doug burgum are also expected to be some of the high profile guests. if trump rakes in more than $40 million tonight, it would be almost double the amount president biden and former president obama and clinton raised at a star-studded fundraiser in radio city music if hall week -- last week. they loised -- boasted a $26 the million haul. president trump has created a fund raising jug is or naught among -- jugger announcement among republicans. the rnc and if trump campaign are one unified operation and focused on victory. but the biden campaign taking a hit at trump's guest list. a deputy campaign manager saying this: it sure looks like trump's campaign is hiding behind a few billionaires at a mar-a-lago and is struggling to attract donor enthusiasm that the powers winning campaigns. unlike trump, we've got nothing to hide and everything to be proud of. our program is showings historic strength and sends a clear signal that our coalition is motivated and growing by the month. the biden team says this morning they raised more than $900 million in march
senator tim scott, vivek ramaswamy and doug burgum are also expected to be some of the high profile guests. if trump rakes in more than $40 million tonight, it would be almost double the amount president biden and former president obama and clinton raised at a star-studded fundraiser in radio city music if hall week -- last week. they loised -- boasted a $26 the million haul. president trump has created a fund raising jug is or naught among -- jugger announcement among republicans. the rnc and...