Oakmark, the fourth largest Warner Brother Discovery shareholder joins to show to discuss the bidding war between Netflix and Paramount Skydance, which they say is far from over. Then could allowing Nvidia to export select chips to China actually slow down domestic advances in the region? That argument, this hour. Plus, Mastercard just out with its 2026 economic outlook. The findings, first on CNBC. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
