23 Burst results for "Melissa Leo"
"melissa leo" Discussed on The Tech Guy
"Slash twit, we thank him so much for supporting the tech guy show. You support us too, by the way. Simply by using that, you full URL that way they know you saw it here. Melissa, dot com slash twin. Thank you, Melissa. Leo Laporte, the tech guy Samuel salmon are fabulous car guys here principal researcher guidehouse insights, podcaster wheel bearings medium. We were talking to Phil. I just want to wrap that up before we get into the car talk Sam. Phil was saying, he has a new HP monitor. But it's a little too small for him to read. He has macular degeneration, which means it gets harder and harder to read small text. And so there are two ways to scale a Windows machine. One is in this display control panel. There's a section called scale and layout. And you can set the scale from a 100%, which would be normal to a 125, which would be bigger. In fact, I see my Dell laptop one 25, a 125% is recommended. But you can go all the way up to 200%.
"melissa leo" Discussed on Mason & Ireland
"You made it to the status of snake six all right so joe lake michael. Here's what is michael thompson hanging out today. So given the right title light-years laker like one said that the warriors are light years ahead of every other team in the they were for a few years five years. All right Here's here's what he said he said in some way. He's asked about. Ben simmons he said in some ways it doesn't really fit what we're doing. He makes a lot of money and he can can finish games. He's very talented. The problem is we have dream on. Draymond and ben are very similar in the sense that neither one really shoots and they do a lot of the playmaking. That's one issue. The salary structure is another. That's what got tagged fifty thousand dollars for tampering with. That's ridiculous precisely. What does a difference between that and magic saying. I hope you honest wins the champion fifty thousand. I'm glad you brought this up as a comparison. Here's what should have happened. The lakers never should have been fined. For what magic's correct in the warriors should not be for this but they were. These debates are good. Michael the nba. Right when we're talking about this that means we're not talking about the nfl. We're not talking about major league baseball. We're not talking about soccer. We're talking about the nba. Whether or not been simmons would fit on the warriors is interesting. Yes i agree. Why should you lake. Because we've got five packing right but may arguing may offering rule. Yeah but you're arguing. Two wrongs make her. I just think they come after the lakers too much. they're always they. They didn't let us have the chris. Paul trade they screwed us over on that fifty thousand dollar fine which was ridiculous. You wanna change the rule. Change the rule but right now by the letter of the law by what it says in the little rule book you got it says. That's tampering. So i think it should be thousand dollars. It's a silly rule. Because what do you think goes on behind closed doors with these players in his players. Talk to each other. Hey let's play together. You need to come play with me. The nba needs to stop this old fashioned archaic rule understand. This is a new time guys. Now texting deeming each other whatever they do it and and putting together teams players they wanna play with sort of it guys is that the small market teams basically anybody outside of california or new yorker miami the teams that can't really sign free agents argue that these teams golden state and the lakers and the heat and the knicks all have a competitive advantage because they play in major markets. And that's where all the players wanna go. They always have What do you think corinne wanted to go. He left milwaukee. We'll go to la. I i'm the choir to but my i the reason i bring this up is that's why the rule exists. It's that the small markets have demanded that they have this rule. I i don't know if i would get rid of it. I'm with you michael. Any debate about nba players is good. I think it's good for the league. It's good for sports. radio fans. Enjoy it but the reason the rule exists. Is that guys like dan. Gilbert and the guys in milwaukee and the guys in philadelphia. Don't like it when the big market teams talk about their plan yet magic fine because he said he hopes championship in milwaukee got fifty thousand dollars. Ridiculous garb you but if you want to change the rule change rule in the meantime joe lake should get the exact same treatment. The magic john. You're to change the rules island. I'm glad you're here this week last week. I brought this up with a mason. And momo and greg bourbon and they didn't really agree with me tap to revisit with ireland. He's mr nba to yes arm- because you know the nba says it's going to look into changing reference reviews and the last two minutes of the game right when they wanna do gonna. They're not going gonna go to. Every out is going to be automatic. Just sort of put a put a damper on. They're not gonna look at those fingertips he retired last cushing's because one quarter against the sons the son's after fifty seven minutes. I remember time last. Two minutes went like thirty minutes. It just destroys a florida so here. So i i've come up with my usual change rules. Commonsense a nba see may select one or two but he didn't agree with with all six. Yes okay. here's the number one. The nba says no referee outbound. Rules reviews until a minute or less left in the game arlen. I'd give you to go for two minutes. I think you could sell two minutes a minute or less might be hard but if you're trying to come back on the outbound calls out of bounds no on the autobahns calling the floor as you see it okay. Our number two intentional fouls it'll be at half court to stop fast break now. Result in two free throws and possession done agree number three no more defensive three seconds a done yesterday done anything that stops the game on necessarily michael you and i have talked about. I'd be in favor of and may two in defensive. Three second stops the game necessarily so far. I'm on board with all these rules number. Four coaches challenges now only two minutes or less left in the game. No don all right number five ireland ireland or you're done on that one hundred percent island you and i on this one mason hates this one. This five ruled no more falling out the foul. The several foul results in two free throws and possession. Anyway we keep our stars. Eleven eliminates pace. You're right it does eliminate some strategy the nba. This was phil jackson's argument. The nba is the only sport in the world that takes their stars off the court unnecessarily. You can't fell out and football. You can't find out you young was out you can't fall you can't find out and soccer you. Why would you if people are pigmy to see westbrook. Ad and lebron against durant kyrie and harden. Why would you have any rule that encourages those guys not playing. I appreciate what one great president called. Strategic ry i am interested to see the strategy when somebody gets into foul trouble so i don't i just don't agree on this and i also don't think it's going to change changes. His number six ireland. This is what bothers me to. Let's say there are two minutes left in the game and you do have timeouts on the floor right for your team. Wanted to rate but at the referee's two minutes left goals to review you lose that timeout. Because you can use the review time for a time out while. I'm in favor of anything. That makes the game move gregor michael if the review if the ref's call for the review. Which team do you assign the time out. All teams lose the time because teams use that review time as a title. And just take the time. Just say well you got so you thomas up with we're going through this review so you gotta use this time for your time out. Hey it's a reason why you don't. There's such things as thirty second timeouts. Is there a reason why once all the commercials have been shown like all the mandatory breaks have been taken that all other time out shouldn't be thirty seconds. Yeah what is the same in the nfl. Thirty second timeouts unless they go to see. I mean we had thirty second. Timeouts that the rams game i mean. We seems to me that that would that would be helpful for everybody. The problem is when you're at a game. You just go dead for like four or five minutes. Just everything stops and you're just like waiting and waiting. It's different in the game than it is at home. 'cause you developed some momentum all the sudden there's a tv timeout and you're at the game stops for five or six minutes. Yeah everybody's favorite coach coach militate. Melissa leo he says my points are so good. No one would ever listen to you. They make too much sense. Thank you coach. Dave loves daughter sammy. Who's doing great state. She's good she. Yeah the the one thing though. Michael the hardest one of those to sell as masons resistance. Indicates is the no fallow. I don't get it. There are a lot of people that love the the ability to find somebody out. And i. But i'm with you. I don't like the worst thing in the world is going to a game and having a star player pickup..
"melissa leo" Discussed on The Ralph Report
"Shannon where everything is still lost on me. I used to watch what i was a kid. Everybody did bobble they. They broke at the right time. And that time of phenomenal obsession about fifty anesthesiologist. Would they were in greece. Greece's kind of made them a big to that show. They were on just for the american graffiti. Happy days. I mean it was just the right out of them to be doing then. They started that. Stick in the sixties of right out of the fifties. They were at woodstock at shiloh nausea. Nah motherfucking nabi played woodstock so they paid their dues before they got their break. That's for sure. Sam neill seventy-four can wait for that new Movie yeah hey. Mary crosby star of ice pirates and of course dallas. She shot jr spoiler immune to ruin his. She sixty two today. Melissa leo oscar winning actress who played my wife in red state. Sixty one years old actor. Walter kanungu we started checkup. Pablo check off of us. Eight thousand five hundred. Sold the bay. Where nuclear wessels spear looking at a wessels. Could you tell me you bet. We're looking for the naval base in the you. Where the nuclear wessels new. I don't know the answer to that. I think it's across the bank in alameda. That's let me let me. The killer wessels steve berlin saxophonist for the great band. Los lobos is sixty six years old today. Only fools icon producer. Actor director tyler. Perry is fifty two years old today. You can't take away what he's accomplished or the empire basically his his work is not for me. I'm not the audience for what he produces it but he is a force of nature and must be paid attention to an honored. He does good stuff with the money he makes. Yes for sure he's well he's a good humanitarian as fifty two today. Kimberly williams peasley married to brad paisley the country star. She was star before him. Though kimberly williams she was in father of the bride. And according to jim out actress. Fifty today andrew lincoln from the walking dead is forty eight and morten harket. Morten harket lead singer of allah from norway. Sixty three years old today malls hurt. That's all that's today's celebrity birthdays. I'm ralph garman. I walked the show and on tuesdays. We turn on the tv here. We go you know a.
"melissa leo" Discussed on Newsradio 1200 WOAI
"Little Richard recorded tooty fruity. You want to sing the original words, it would be to the fruity, good booty. Oh, I like that. You know, it was like 55 were probably probably would have got too much airplay 1960, the Organization of the Petroleum Exporting Countries, otherwise known as OPEC. Created at the Baghdad conference in Iran, the five founding members Iran, Iraq, Kuwait, Saudi Arabia and Venezuela. 36 years ago In 1985, the Golden Girls debuted on NBC. Betty White, the last Golden girls standing 1999 Disney world closed down for the very first time in its history that was due to Hurricane Floyd heading for Florida. Since then, his close four more times for weather. Hurricanes Frances and Jeanne in 2000 and four Matthew and 2016. Hurricane Irma in 2017. Busy world, of course, like a lot of amusement parks also closed down on September 11th 2000 and 1 12 years ago. Today 2000 and nine Patrick Swayze Died of pancreatic cancer. He was 57. Birthdays today include Amy Winehouse Travel Hearts are dying back. By Amy Winehouse WAR 1983 She would have been 38 today. Died 10 years ago. July 23rd 2011, Maybe she should have gone to rehab. Great actress Melissa Leo. 21.
"melissa leo" Discussed on The Adam Carolla Show
"My buddy pat. Past michael k williams. We talked about how i did a movie with about drug rehabilitation centres. He He does he was doing some drugs and bone. What's the movie. Let's call body brokers. It's it's about. It's about recovery places and how much of a scam it's and michael. Kay michael caine. Ira in the movie together with melissa leo and and he just passed away last week from finland. The end did you. Were you aware that he was that he had an issue. Yeah i think if you're still doing cocaine and fifty four years old a start questioning problem. Yeah yeah and we don't know what's in the cocaine anymore. Yeah super sad. And i didn't realize how many people knew him and how beloved he was until his past because god really really sad serving someone we haven't heard about in a while is getting sued. Milan dog whisperer. He's being sued by a young woman. Who claims that. His pit bull attacked her and ended her promising future as a star gymnast. Lydia matisse are mattis says in two thousand seventeen. She went to her mother's office building which was owned. Milan was bitten on the leg multiple times by his pit bull. Junior who allowed to just roam free off the leash. He could've used. You're just put the leash leash shea. Remember junior from the show. He was like sweetest. You'd bring him to like train. Other was he because she suffered severe leg injuries. And now the young gymnast claims she can't compete. Her lawsuit also argues. The junior was known to have a violent past and even killed queen. Latifah's dog well. That's tmz is reporting hate crime. Milan has responded to this. He argues that mattis understood the risk of walking into the office building and also maintained a history. That queen latifah's dog died after it was struck by a car. A claim which madison cysts is a cover up. She's we don't know how much he's doing for well. How much earning potential do you have as a gymnast boxes. Yeah because there's really no real market right getting paid now you could say i was going to enter blue man. That blue man group a circus or something like that or some vegas version of that that maybe you could get paid for. But it's really hard to say what your potential earnings arm from being. A junior gymnast. It is interesting though that if you're a big argument isn't my dog sweet. She's lying it's in the building. You walk into a commercial office building. Be mauled by mount. Line bob right. No that yeah. That's on her. Feral cat leopard. You got dogs frank to connie courses you know yeah i love what are connie courses. Those are italian master. Mike god looking at one of them. Yeah right now. But they'll be about one hundred and fifty pound kovin lapse of judgement. And i didn't get one. I don i got to. Wow and are they decent puppies or they chew on. The slippers amazing. They've been great abitrator. Who's not caesar. And the great. My kids low. They're good dog. What are their names. Rum low is that guy how you doing pal and sophie is the girl famously. Or maybe not so famously. But when he was a neighbor of mine. Patrick dempsey always had a rhodesian ridgeback. Oh which is a big scary dog. Further costa wrong direction if lion dogs dogs use them to hunt lines. So it's conic always thought it was a cane course over. Yeah they're telling you for dog there. You go italian mastiffs. Frank knows that So we've talked in the past. About how adam has been sort of anti soap for a long time and now that like pretty very pretty celebrities like matthew mcconaughey. Hey ashton kutcher. They're down with the cause to it's on. It's all good. Well it's not all good. Apparently you can be pretty and receive backlash about this. The college students in ames iowa greeted ashton cooker with chance of take a shower. I'll show you the second reactor you ain't is the best. He's up in iowa. He appeared on saturday on. Espn's college game day program to talk a little nca football many fans start tailgating early. They get crazy starts mocking him. Oh yeah so this summer as we talked about four ashes. Wife mila kunis sparked controversy over. How infrequently they forced their children debate and he said if you can see the dirt on him clean it up. Otherwise there's no point. Just wash your armpits and crotch. Here's how the fans greeted him when he was trying to talk about his new charity working on.
"melissa leo" Discussed on GSMC Movie Podcast
"But be prepared for the worst. This film raises some tough. Let's discuss how prisoners doesn't ever allow its characters to feel safe. So prisoners was released in twenty thirteen. It was directed by denis villeneuve. I like that last. Name villa new. I've heard this director mentioned a bunch of times and this is the first film of actually watched From him so i'm excited to talk about today. It stars jake jillian hall as detective. Loki hugh jackman as keller dover paul dottino as alex jones maria bello as gray stover terrence howard as franklin birch melissa leo as holly jones viola davis as nancy birch. David dust malkin as bob taylor. That name always a little bit and dylan. Monette as ralph dover okay. So movie is absolutely nuts It's set during the time of thanksgiving which innocence creeds time restrictions versus the cold weather because as will come to find out There's a lot of outdoor searching. So i the big fear here is that you know. They need to do a certain something before snowfall or before christmas as as they say in the movie. Now during this thanksgiving what whether it's dinner lunch whatever during this outing between the family and the dover family who are. I don't know where their connection comes from. But we know that these two families very close. It's pretty common to see on thanksgiving to families coming together. Like that and Yeah two little girls anna enjoy. Go missing. I think go and they go to look for a red whistle. And that's like the safety whistle or something. They go to go to look for it. And they don't know where the where the girls went and they look all over and eventually with the consensus has come to Because ralph dover and his friend. I believe it was like elisa That you don't really hear from either of them too much throughout the film. But they say that. When they took the girls for a walk earlier they were climbing on this. Rv and now the rv's gone so they're assuming that the guy that was in the rv probably took the kids so yeah a whole thing happens from there but then we meet our other protagonists of the story for our other. I guess main of eyes and ears so to speak detective loki who is assigned this case and apparently he doesn't ever lose cases he he's he's a very good detective now. Keller dover who is played by hugh jackman feels Things can be done much faster in his very impatient but understandably so considering that this is his daughter. He's worried about here And he decided to take matters into his own hands and Use actually begins to torture. He he kidnaps alex and he starts a torture because he's trying to get answers. So franklin Is actually helping. Keller doing this at first But upon learning of their actions His wife. Nancy convinces franklin that while they will no longer Aid in keller. or sorry. they'll no longer aid. Keller in his efforts. They're not going to do anything to stop him from. Acting on his own but They're not the they're not going to stop them but they don't want to help them anymore. And i it's it's immoral thing. I suppose because they feel bad about what they're doing so they're gonna stop but they're not going to prevent him from doing it. Which i i just don't see how that makes it any better on them. But i do kind of understand where they're coming from there so there's that Okay let's take another look here. So loki follows another lead W- there is a little bit of a vigil for these girls missing a few days at this point quite a few days and he chases suspect. Brian taylor. This random guy with a hood just comes up weirdly touches the teddy bear at the at the visual and then he makes eye contact with the policemen and they started little chase and Things are getting kinda crazy over there. Now it's in this guy's house where eventually detective lookie will find the bloodied clothes of anna enjoy And it causes all parties to the to feel a great sense of defeat. Everyone is just assuming now that the kids are dead. They've been killed. And this is going to be the end of the girls and this is gonna be a very sad ending to the story now. Eventually we learn. Both alex and brian taylor were innocent of this crime and furthermore victims of the same crime when they were children. So what we ended up finding out was that Their mother or the person that was thought to be alex's mother was actually not out his real mother but was the actual kidnapper and have been trapping kids for plenty of years with her husband. Who is now at this point deceased. But she had been trapped catching kids with her husband and alex and bryan were both two children that at some point one you know at one point or another they actually were able to capture those two kids and the way that they capture them as they catch them and then they put them in this maze. And if they're able to get out of the maze then they're able to go free and that's not without its own personal trauma which i'm sure that the two little girls. I mean they do end up getting out and I'm sure that they will have their share of trauma. However i guess the on the bright new or the bright side here is that both girls do ended up surviving and none of our main cast is killed. Although it looks like huge akrons character might get killed but We'll touch on that a little bit later. This movie was was very hard to watch at times. And there was so much grit and real nece with the dialogue and the imagery that it actually made me both sad and angry. That cases like this aren't unheard of so let me reiterate that because i i am sticking to my notes but at the same time Stuff like this does happen in real life. unfortunately and that is what makes me sad angry. And it's the fact that this movie. I mean granted. This movie i believe is fictional. what's not fictional. Is the fact that stuff like this does exist. So this movie was able to not i. I can't say beautifully portrays it but it accurately portrays what this situation would really look like. They really show the grief of the parents in the different stages and reactions from all the parents and How the police officers feel in this moment. And how messed up that the.
"melissa leo" Discussed on Hotboxin' with Mike Tyson
"Wasn't accident a- because you're a cop is you know what i'm seeing. A funny thing is i've seen a copy isley. Might listen who everybody is. They know they had trouble with dickie for. Oh did you way. They grabbed him because he was getting in trouble all time. Cups don't like people human beings that'd be aerospace though. You know a lot of trouble. Whatever i don't know it's just one of those things. I was in the wrong place at the right time. Where guest can i can only imagine. Those flashlights are like six pounds. They're heavy maybe ten. When it hit me ned at eric would. I didn't get days me but everything went cold zinc ice on my head. Yeah i hate all lawsuit against these guys. Nah i didn't do it here i am. I yeah you you've been you've been able to have your cool. I'm cool with him. All get along with him on. I was just. I the guy that did it. I seen him years later. I said listen five. Few thought i was going to do something. I never gonna do anything. I says. But you know in are just you know i hold no grudge. Whatever i don't want to deal with that for so my life you know what i mean. That ain't whatever. Mickey thank you so much for doing a over. Not guys right was just in a bad predicament. You're talking about the cop down. It's crazy what are you gonna do. Yeah it's over can't bring it back to the dictate your future. And your brother dicky. He's still alive the pastor. Now he's all. I need a. He's done in jumped out of windows and stuff all that stuff. I gotta tell you. My i gotta tell you or watching the movie to fighter mike. While christian bale up in paramount pitches thought about sixty four came off for a dry run. The power dickey jumping out of the window right. He's he's. he's looking at lake diesel mark because they disagree brother like he didn't do it so the movie gets over so much. Is the dickie dickie when you are jumping out of the window. It will look like you didn't do it. He goes yeah. I did it but i went out the third for the second barrels because i myself he goes. I didn't catch we catch me. I flew they would never catch me. And then fox. Yeah the fire fighter make you like is it. Surreal freely here that you have featured filibuster life with an a list celebrities. It's crazy because You know christian bale one academy award Melissa leo went on that kademi. Well play my mom. it's crazy kid. Small small skinny wakened from low might be like you know what i mean so i never knew anything like that. What happened. i just but that's just like it was my fate. I guess on knew anything. I'd i would happen if it happened. It was like was great. Movie come out grade. you know rachel. The golden glow krista doodle chris. The last name was christopher doodo danley. I guy i think. The greek name was greek guide now with the global time. Yeah had the ban the one fifty six and one sixty five sixty five those guys so many people that you want that to here. Yeah wingers you want you did you. You find out wing on one one the golden then when he opens the air boat would Fighter lost final not low low low bundling and the nationals in them. And you beat them at a guy. Jim benson for big way. Name is in the big big big way of a guy might again start him and win. Round thirty seconds bound. That was it one day like an addict. Holy yeah mike just in there's a lot of knockoffs back no amateur by those. He did he because he mike was mike. Mike pompeo was mobile. Michael was a speed and accuracy. His speed has punches was. That's what speed is power. And when he has. I won't cuss habomai. You know what i mean. As little punches those accenture punch the the sequel the father trying to They're trying to do a part to hear time. Hopefully it gets done with wonderful. Yeah if we get that going with the trilogy with gatt in friendship in mandatory because we became best friends you know it was beautiful purse. Yeah he was a great guy you know it was crazy like anybody else but he had biggest heart you wanna you know you can see the him but his house even bigger on on the outside of the ring is beloved. Yeah great guy yes pretty cool to do what do you think jamie foxx playing mike in his his movie. Yeah well the yeah. We'll say that's my She'll be good to the has to be the every every good boxer movies always you know they become part of america now the rocky movies. I jim with the guy. Ning for guiding. What's the guy in late for. Flynn how if play gentleman. Jim corbett is beautiful. Filing served with the message was beautiful life after boxing mickey housing. Obviously you obviously your movie your book your you know your your do motivational. Speaking now doing adult live train. Now you know live tran. You can train anybody anywhere in the world tummy. Little tell tell us a little a little bit about that. I always talk to your business partner. Amount of seems like it's Revenue of good. It's you know you can train live with any of the trainers from wrestling too wrestling boxing. win With the best in the world won't be world champions on the platform so we'll be launching it soon so you basically try. Boxing wrestling style. We're going to start with that and then we're going to branch off until age live shows and different things like that. Yeah we big. Plus mickey would apparel company as cooman. Hopefully hopefully that. Hopefully it takes off because this rulli I think it's really. It's it's a new idea that could really Revolutionize sportsman percent you know any If you wanna talk to a fighter. That's on the on the thing on the to do a boxing training or wrestling. You can talk to someone. Just ask them more like a motivational thing for a half hour. Or how did you feel in this fight when you were knock down all you whatever whatever you know what i mean maybe film to yeah that to content and different content. Yeah like i said. I got mickey ward apparel. He got your whole eli mess. Life has really transitioned from boxing now to life. How's that transition been for you easy go. there's a lot of projects. Glad again hitting them abuse. You miss it. I say no i missed. I missed a condition of wait. I missed a. I got the. Ct eve provides vibes. Post concussion so. I can inspire anymore. I would like to maybe But i can't get hit. No more and i'm actually donate my brain when i pass because i'm in that study mike with with the football players and all that like i'm good would it be guys stay healthy and stuff. You know what i mean. So and all that. But there's a lot of guys out there that don't remember their own name or walkway. The you know. What i mean is and sad. You know what i mean. But so i tell you we'll make you for you for being a lot of for being in a lot of wars. What solve saw fights i. would you know people annoy. He's i don't know if he's you know. Yeah and i'm good. I'm good my wife can see a guy like angry. I as if it is different things with concussions. People go to drink and drugs. People do people wanna hurt people. People want to be hit with whatever might be my all different effects on concussions. People will get tired of people get angry. People get whatever these surges with a gaudy fight at my ashtray. To and the third fighting a ninth round. Mike knows not that i was a seven or something a left hook on top of the head home. My brain shifted in my skull. May my eye muscles gotta wax housing double From seven hundred hundred a tenth. I was on and i couldn't stop on my. I'm saying dickie. I'm and of course the three of them. I can't see raise There's only about that that the.
"melissa leo" Discussed on The Adam Carolla Show
"To hang by the way. I should preface with. This was my first concert. I know three songs that being said. I'm going to do a deep dive and also fuck you bread but but this guy was getting outta mind drunkenly carried out by like nine staff members. Just drag during. Where do we go now of that part of the song and he's singing it as well which i thought was very raw. He was regarded. I had no problem. Those are the guys you want by the way have no. They recognize that. They're so fucked up. They should be at the show anymore. Here's a lasting. I'll say from the concert experience. I'm standing out from my buddy to to finish his Deal in the bathroom. Got a couple of cocktails. Some woman walks by. Who looks like. do you remember the mom. The mom of amy adams and the fighter. I think it was north eleo melissa. Melissa leo the fighter shave her head give it a bigger boobs and a tank top. That doesn't fit and have her walk by me. Do a double take and then come up to you with. Let's just say thrasher breath and grabbed me by the shirt and try to force. Try to kiss me. And at first i thought it was like it was so unexpected and like i just had enough of a buzz going to where i could like you know. Restrain her remain. And then i thought she'd maybe try and then laugh it off and then she grabbed the back of my neck and doug her like tony the tiger claws into my neck. I still have the marks on my neck and made me go back. And then she pulled me close and her kiss turned into a head but we bonk heads just back up. And i go fuck and this guy's day right next to me and he was like oh shit and i go and then she goes worth you. Just kiss me. i wouldn't have fucked up. And i'm saying is if she was the governor of new york we'd want her head on a pike right now. But we're not you can laugh at all. Generally got assaulted last night legitimately and the guy who who is at the little table sharing space for our beverages. She walks away and the guy goes. I feel bad. i go. Why he goes. She looked at me and goes. Watch this right before she did that. I go look. I mean so. How's your fiance doing knowing that you're leaving her for this woman. What she's taking it. Well she also knew was coming. I told her i go. Look sweetheart if i go you your your clothes fit and i dig that but i'm looking for a gal with a shaved head with melissa. Leo thrasher clip vibe. And if she knows how to take charge meaning grabbed the back of my head in public and ahead. Bud is foreplay in some countries. Danny cover they cover any songs. Do they cover any famously. Knock on heaven's door living lead die. Oh yourself or god tyrel live and let die. They did These are the people in your neighborhood from sesame street. Seventy the devil for. I think for interview with the vampire. Wow they did get outta my dreams. Get into my car. But i believe i thought was odd choice. Nice see i try to do that. You have to the shoulders in new york. He does do that really well. And it's exciting when he does it. But it's one of those concerts where you go you know. I don't know how you guys feel about the people that wear the concert shirt at the concert. Played out so they put it on. They buy it at the concert and put it on. I'm willing to say ninety six percent of showing up having owned that piece of time. Where you guys come down on the out stamp on the concert t shirt. Did they have to wait until all those venues and then bring the shirts back. And then the notary the same pressing hold inaccuracy stamping. You gotta wait. Just wait until the end of the war and then you recall gone. Yeah sorry. So adam i have a question because i did actual try to do any sort of comedy or stuff in between songs because because when i saw the stones they must have had a writer or something right horrible jones because i saw them in anaheim california and mix stops the song. Goes i alright. Did you call is have trafficky or this so you just took the monterey. Oh wow god. Everyone's like just cut a place that his faction goco painting black something something something all right. Well that's a great question. Brad because i think you remember when i told you when i went to vegas and got high and went and saw celine dion. She had she. she's coming off. Probably her ten thousand show. And i think you know understandably so is like look i know i got. That's the way it is in my back pocket. I'm gonna close on my heart will go on with an insane amount of cgi rain coming down on me or maybe it's cuomo come either way. There's there's going to be closer qualcomm. Thrash glitz great lineup. Circle gets the square. So so i'm watching the show and in between each song she would disco. So has everybody feeling tonight. And you're like and then she's like look at my dress. It's so yellow. it's so yeah no. It's so gyro yellow. it's so yellow and everyone's like yeah. No one's debating the color like what else you got. And then she's like looking at me. It's so yellow. it's like that. She paused and goes celine dion. And guess what i'm telling you. I was just the edible at just kicked enough to where i was like. This is better than prior. But she did maybe fifteen to seventeen more times throughout the show where she made us. My buddy are like were there. Writers like i was saying like what is this one side stage that was the condiment pun worked or herbie and like i you know like i want to have the shows for me now. I saw celine dion in vegas probably about the same time minus the edible and i thought i was thinking as you were saying it see. I'm lame because i saw selene. Dion you eight pot and saw selene dion your cool and like i don't like that like you wanted to color. Remind your laying eight abaga of weed. Oh well now. You're right here on every few say edible you can then go. Do whatever thing that anyone would make fun of now. It's ironic for you to be fair. You can go too far. Because when i shot heroin and went and saw the wiggles. Yeah i was not as cool in your in your defense. They were handing out pre show. So that's on them very much so we got a lot of range and i would bet you if you took a poll of the partisan crowd at fenway. Last night and asks. Who's seen selene dion. The last twenty five months. I do not know anybody. Short of the susan powder who tried to sexually assault you. It's a deep dive. Paul headed chick from the tv. Dumped the insanity. I don't she's also one of these workout people who gives you super pointing tips like her whole thing was like you've gotta breath. You gotta breathe and then you can let it you take it in. He you let it out like you put you. You have to bring it all right. Who amongst us who's watching. This is forgot to breathe in the last two days. But but i'll bet you you're the only guy in that stadium that saw selene. Dion is the concert before. Pray that you book ended. The i pray with selene. Dion to johnson roses. And you didn't step on it with any wallflowers or something. But i am taking my sister. I flew out for birthday. And we're going back to fenway on friday to see new-kids-on-the-block your face. And that's only because you know joe and this is like a hometown show really so to get dirt tae to open love nothing more than to hear dirty cover. Please don't go girl brother-in-law. Oh yeah yeah. I can't tell you. By the way the amount of love he's received from From friends and new fans especially with and some of his fans from the discussion from us playing his music. But brad i think that is the move. He needs to start now. tackling is at arena of just slow ninety s rb pop ballads and look. He just fought in a ufc cage match in auburn washington. What's what does it dur- take do by the way that on a bumper sticker kids. He does. he's a great dad. What would you say no microphone especially the fucking cage fighter with your ass in a rap battle and then fucking put you in a figure. Four shock you out. It's so funny. What i used to joke to him because his Son my nephew jackson. Who's about to be. i think..
"melissa leo" Discussed on CNBC's Fast Money
"Melissa leo. Tonight's trader lineup. Tim seymour dan nathan karen finer than guy dommie tonight on past the great crackdown continues china turning up the heat again today in. Us listed chinese stocks. Power traders are protecting their exposure to the regulatory route. Plus bitcoin breaking out the crypto currency soaring. Back above that forty thousand dollar level breakdown. What is driving this big move. And we're watching shares of intel and the after hours the ceo kicking off a webcast right now with update chipmakers. Plans for the future will break in with any big headlines here but we start off with an earnings learned tesla. The stock is higher after posting of being place report. The company's call kicks off in less than thirty minutes from now. Let's get straight to fill about with more fell melissa. This is the first quarter that tesla's net income top two billion dollars. The company easily beating the on both the top and the bottom line its earnings per share a buck. Forty five street was expecting the company or ninety eight cents a share revenue coming in much better than expected not a surprise but the record deliveries that the company saw eleven point nine. Six billion dollars versus the estimate of eleven point. Three billion dollars that was in terms of revenue. But it's the outlook. That's getting a lot of attention specifically what's happening with the factories outside of berlin germany as well as outside of austin texas and tesla says model wipe production not deliveries but production. We'll begin in austin and berlin this year. Then you've got cyber truck production in austin which will start subsequent to the model why that didn't say it would be next year. They didn't say it was definitely going to be this year. Just that it's subsequent to the model y and then you've got the test the semi launch. That is definitely moving to next year. That will also be built at the gigafactory. In austin remember. The company delivered three hundred eighty five thousand vehicles in the first half of this year. Some were expecting them to potentially talk about a full year guidance in terms of deliveries the. They've not said that so far in their released whether that comes up on the call in a few minutes remains to be seen the estimate. The consensus on the street is for the company to deliver eight hundred sixty one thousand vehicles to other notes automotive gross margins coming in at twenty five point eight percent that is excluding the zev credits the credits that are sold to other auto makers so that they can be in compliance with regulations. If you were to add in the ass zev credits. Their gross margin would top twenty eight percent and finally they're also going to be taking a twenty three million dollar. Bitcoin impairment charge. So those are all the numbers within the numbers from tesla but again a significant day that this company is topped a billion dollars in net income for the first time in any quarter. And it's ten times greater in terms of the natkin income in the second quarter of this year than it was in the second quarter of last. So you clearly see the growth here. Melissa commentary fail about the liquidity how they have sufficiently equity to fund its current product roadmap as well as expansion i would imagine that would be sort of comforting to investors as well. They don't necessarily need to do a secondary in order to operation's going right. They don't need to do a secondary. And i think one of the other things that i think people will be focused on in this call. What's happening with the execution. In china in the investor deck that was released not a whole lot of commentary in terms of what's happening in china. And we've talked about this before. Melissa there are reports that come out of china that are widely different than what ultimately is coming out from the government in terms vehicle deliveries etc. So i think some commentary. There is what people will be focused on during the conference call. I'm sure the question will come up. How much granularity. They give us that remains to be seen. All right fell. Keep thank you philip. Kaga forest trade tesla which is up by about two percent after hours. Dan nathan where do you go with this Well we go. With fifty percent of the global auto market share six hundred and thirty billion market cap. They have probably two percent global market share right and then they have what eleven twelve percent of the market share. This is just not a considerable market share for that market cap. And i just think that all that competitions coming. I know you guys all heard that for a couple of years so i'll probably pass it off the stocks been going sideways. I i the last month or so. Adult people don't seem to be as excited as the bodas about some of those numbers. I i have to. I start with the positives that i do. Think that this company in terms of their mix and the growth in the profitability. These are all great if you take away some of the the emissions credits Still better than expected that gross margin probably five full percentage points above where the street was so. Let me fall into the dan side that most people expect me to guy. I mean it's simply about the margins here. Don't reflect tech company with multiple the the revenue mix for lower price vehicles especially in china brought down the sp two percent. And i think it's going to continue to be an issue. I think If you think about the us market or the global market their their current their current line of cars does not really address. I think seventy five percent of the affordability factor. That i think. I'm not sure if some of the other big competitors are able to do that yet either. But i still think that they're not really hitting the affordability factor to get a bigger share of marketplace so ultimately to me it is about multiple. It is about growing competition. And i think they are now a big global complex enterprise and. They showed that they've had a lot of trouble. You know being matt. So i think the risk of getting big for them is that i think there's a little trouble but the operational leverage in this quarter shows that they got more profitable as they got bigger and it shows that they are actually able to execute as a global operational player doesn't die. I mean i feel like. I'm compelled to be a little bit more optimistic about tesla given the two bears that i have here at the nasdaq market site. But where do you stand here. You know isn't there something to be said for the first mover advantage to the premium to the brand that it has to the loyalty that has with customers and to the fact that it has basically stamped out of the bear cases pillars. Yeah i mean look to mundane can speak themselves. Obviously i don't think they're bears as much. They are trying to point out the fact that they're doing a lot of great things but as certain point valuation and market share matters. I think this is one of those quarters. Where if you're a naysayer you could point to evaluation in fact the competition is catching up. And if you're a tussle bully say look. This is the most staggering quarter. We've seen in. Oh by the way they did. It was seventeen to nineteen percent fewer tax credits adding to the bottom line. There are a lot of good things here. I'll say this last quarter. In april. I think the stock after my hours straight from seven fifty down to seven twenty five and we brought forth a new game. This time tomorrow. And i said this time tomorrow tests will be seven hundred fifty dollars stock and a month later was traded five sixty. Now here we are at six seventy that path past support or past resistance or pass support becomes resistance. You know i think this stock gotta get above seven twenty five to have a meaningful rally. My inclination is it probably fails north seven hundred all right so karen. Tim was making an interesting point in terms of the competition. Do we actually do. We put it in the same category competition as general motors. I understand that is upping. Its game and all that but we'll have a vehicle that will directly challenge tesla's lineup..
"melissa leo" Discussed on Podcast RadioViajera
"He bought disease. Cinemas like lowery cintas lopez. Tennessee area acapella. You derailment is not melissa. Leo talamante are in lazaga. Are to talk about it in the marine komo demos mental another marco's katie for mine is medic diuretic whether they like it to the same also in kassian pedal in doing saya. Marcos have less the loss eighty theaters go purchased mathewson tanning. No other eat tundra tuna committed to not only to lower your pretend the real. I just picked mario agenda in last guards on knock one thousand okeydokey a. Mighty therapy in chronic is contemporaneous. Scenically on dimple. Minimal coronado siegler eastern theater career. Casey stella intern tondo for they are the agenda while ago. Yes you do now his darla contra any you're with them in the area the peace-task opponent opponent la lady raspy look internal allowed idea. Market tight him. Play because this is where the lady they convenient or the maria in the gambian lodging mushrooms as manhattan. I see them with Comment saying the for gotta legally disorder. Yom important muskie symbolic our chapel hill minority in in Missiles momentos tancredi para proletarian own lay story. Be a complete commentary. The rumble of wiggle k. k. Norio mundo she lamented the holiday breath you scrawny carson to the hunter at a necessarily the into cricket however i push labrador from the west. And they're on their best and their revolutionary and novella isos combat the members the capacity. ns habitat. They don't get going to theaters that others maharani though the hospital perumal medical shalala sober pal have rather jericho longer gave them idea idea. Though announced the beta and ham book locate sascha data within the scene into decision. Tools are in kimmelman tacori. The is that there's we are theon in millennia. Isa gorilla like adoc mccarthy. Though i mean like anderson donald scholar. You're going to see that. Okay la la. La la salle continued at least thirty. Three hundred are siempre lobby. Sione alkali star and does he. Lotto cash oregon. Kista khemayes ask marathon. Pour que como come into our lives. Crony cardinals on walks. Moment of practicum indigo. See lord of the place. Sheila by savas aretha lorsch.
"melissa leo" Discussed on WTF with Marc Maron Podcast
"Course. So when. He told me i was like well. I'm going to the garage man. I'm not going to do You know because all the interviews. I've done for this movie and virtually so i was well. You know i've been thinking about the movie i've been thinking about. Elsa i watched the other one and the other movies one that was easier to find Run with the hunted. I watched and i couldn't find the other one. The other one seems to be harder to find the other. One i think has been Yeah it's been. It's been pulled from the internet because of marilyn manson or what. I'm not certain but around the same time that happened. It it really. Yeah yeah it's called. Let me make you immortal make it. They don't alert you like you know you're part of this and i You know The company that we did that deal with I have some issues with so. Yeah yeah yeah you know So yeah i mean so. Where do you live now. I live in woodstock new york right now. Oh yeah you've been up there. I've been there about six years really. Yeah you buy a farm no no. I wish i could afford an apartment. No i live. I live on. You know a nice house on a piece of land. And i actually just bought a house in tulsa. Where i'm from the back going back. I do a lot of work there. A lot of movies and Yeah you know. Yeah i mean i I don't have any sense. Like i grew up in new mexico driven through oklahoma right. I've only talked to a couple of people who are actually from oklahoma. I talked to wayne from. Oklahoma city pointer. And i talked to. Tim blake nelson. Yeah london one of the great oklahoma jews. One of the five and one of the five. I know the other four and You know i know. There's a rough history to it by. I you grew up your whole life in tulsa. Until i was eighteen. Yeah yeah like what is that. What did you like what. Where's your family there for generations. You know i was just getting the history from my grandmother about all the really. Yeah so they were in missouri before that right and people wanted to leave missouri. Even then i guess yeah i mean i. It's still it's still. It's still rough And they moved to indian territory And she doesn't know why really yeah ever her. Her grandparents her grandparents. Yeah and she was giving me that in today's goascoran she was telling me all this was really interesting. And yeah so. She's been there ever since. Wow and the indian territory. Part sounds interesting. Yeah it is interesting. And i guess were were native or portion thereof but by whoever guess it was my great grandmother. Yeah didn't sign the scrolls for fear of being you know What do you mean the scroll like. So what i apparently i'm gonna i'm gonna watch this but You know if you signed the scrolls will call them You basically are on record as having a native american person yep and you can get free healthcare and all these kinds of things you know money exact exactly yeah so anyway Free healthcare in the casino money. Exactly yeah the new perk. Yeah the american dream. Yeah but so. You don't know you got. No proof is what you're saying you're not going to be able to produce your movie with any of that weird casino money now. No but if you did know what tribe do you think it would be a creek is. I've been told. I can't imagine like this talking about now. The expanse of all those people and where they ended up is horrifying and you can feel the weight of it though. There can't it's it's heavy. Yeah yeah i can tell us i imagine. Just the you know on the streets Yeah i mean there's there's a tosses an interesting place and i've grown to realize that the longer i was away from it and now the more on their An older there's a lot of history there Right draws you to it still other than like. Hey there's at stories to Just work yeah. I mean i we have made i guess Five movies there now and so you got to in the can. That aren't out. Yeah okay well. We've just wrapped one in montana. Actually that was not shot in oklahoma. But i was called ida red. No that one's coming out this fall. We just shot a movie called candy. Land which is about a lot lizards Horror movie That comes out why i was hoping it was about the board game It's you know so. He got melissa leo in the new two again read. Yeah yeah. I love that woman. She's amazing yeah movie about that movie is about. It's kind of like you know once After we got done with body brokers. I needed to kind of Take a break from the social responsibility of a movie like that. And and you know. I love Seventies you know. Crime semi and kind of an omar. Two straight time or yeah to get away or i love composite peckinpah all day long. Yeah i used to do a yearly peckinpah film festival really the at bag. I go all the way back to like. Ride the high country in all the way through to just watch him. I love him. I love the like I can watch bring me the head of fatal garcia. That's my my favorite..
"melissa leo" Discussed on WTF with Marc Maron Podcast
"Trae hell on monday and john swab. Today john suave also in recovery. Got a bit of time and it turns out these movies. He made both Running with the hunted. Is that what. It's called the hunted. I think and body brokers come from you'll his direct experience and i. It's it's pretty devastating and pretty dark and this is a dark tail but he is sober and he does seem grounded and You know it's a hell of a story. Oklahoma story but i was. I was thrilled to talk to him. This is a heavy recovery week. Big recovery week here on on Wt f some dark tales. That the end up. Okay man there is hope there is hope you can get off it. You can stop it. I just talked to a person. The i kinda know but kinda grew up with. They have a drinking problem. I mean it's something so common there needs to be an open dialogue around it but you can recover. You can change as my two guests this week speak to body brokers is now available to buy rent on digital and on demand platforms. Are you can watch it on cinemax. Starting tomorrow joy ninth. He's got a new film as well coming out without most of the same cast. Melissa leo in the crew i to read Begins playing on the festival circuit in august. And we'll be coming to theaters waiter this year. I didn't know what to expect and And i was glad. I talked to this guy because i i really. I think that the work he did was was important in china. Light on something and certainly humanized. Very dark The dark world of addiction. But also the the very dark world of recovery scamming. So this is me talking to john. Swab what are you doing here. Just come in for came in. You know i've been listening to this show Longtime really dude. I mean nine years. Wow so uh thanks. Yeah of.
"melissa leo" Discussed on WTF with Marc Maron Podcast
"How how. How are you yeah. How's it going with you. You get that thing fixed. It'll grow out it'll grow out you know. I mean it's been a long time since you've you've had a nice haircut. You know you forget you forget you forget that sometimes it takes time a. It's okay if people think you're talking to out. It's just a natural transition period. Where all excited to not be crying. We're excited to not have to be in the house. All the time with the people we love barely where you know. It's it's still a transition time. Nothing is normal. There is no collective culture everything is fragmented. Nobody knows what the other person knows. Because we're drawing from different perceptions of reality different lenses different portals their mining our minds and we are locking in to the one that suits that best has nothing to do with reality. So nobody's on the same page. But i hope you're well are you. How's the finger. How's the to- how's the leg. Has the ankle has the neck. How's the ears the ears. okay. I'm telling you your hair looks fine right. I'm sorry you had to put the cat down. I'm sorry you had to put the dog down. I'm sorry two fish died. The kids got to learn sometime right. I mean that's what fisher for not my idea. How's it going folks look a couple of things on the mind first of all john. Swab is here john. Swab is a director who directed body brokers which i liked a lot That that's the reason. I talked to. Melissa leo a while back i also wanted to talk about it. With michael k williams. I mean it's about drugs. it's about recovery. It's about the dark side of the recovery racket. The business the rehab. The business moving money through the sickness of others. Something that happens a lot. I would argue that. Almost all of american capitalism is built on that one way or the other but this was specifically about the The rackets that grew out of the money being given Through obamacare to rehab centers in rehab clinics and and drug treatment related medical procedures. I thought it was a great subject. A great move very compelling dark. But i talked to john. I wanted to talk to suave about it. A watch his other movies one of them. I couldn't find the other one. But i'll get back to that in a minute. W t f with marc maron is sponsored by better help online therapy as we begin to see light at the end of the covid tunnel. A lot of people are still feeling down and emotionally out of sorts. You may not feel depressed or at a total loss. But if you're feeling a little bit off for your relationships are suffering. That could be a sign. You should talk to somebody online..
"melissa leo" Discussed on Pop Culture Leftovers
"Spencer and and and most of mccarthy to play superheroes and i think that's a great idea i seen we. We've seen it down the comics. There's a valiant called faith and faith does not look like you know every superhero that you muscle bound physically athletic and all this stuff but she just looks like a regular person and and that's what they did here. It's just the comedy didn't land for me. I just did not find this funny or interesting and i. it's. I'll give it a low. Toss it just because of jason bateman performances. The crab had me laughing. Did you just say hello. Toss it slightly lower than i said a low taste. I said low taste that. I said lo taste is a low. Taste it for me. Just because jason basement just because jason bateman. This has been happening a lot. Recently from me be watching films their very well made you know like like shut wild like the facts not all the effects below the effects on plane and technically from a technical standpoint. These films made very well sat through the share. A loft like twice terrible like from start to finish and i didn't find the crab. Jesus name forty loved crab. Fuck you. I love the crap. The crap is fucking great. Jason baby isn't crab man was funny. See i loved abatement but that walk in soap with bullshit. I loved it. i died. I talk into either rewind it. I watched the second time. Dan i was like did. I just see what i saw. I mean you know. I'm melissa mccarthy's very hit and miss to me anyway. I like really don't underst- get what she's doing. Just the whole frikkie device fucking cringe comedy look anyway and then other films i think she's absolutely fucking brilliant was so she's really hit and miss octavia. Spencer is amazing everything she does and she just had she was just like like one light very code but boring. It's because of writing. It's the writing anything to do. There was no there was no peaks and troughs in the drama or the relationships or anything and the fucking jokes were shit and it was art. Artas days i thought it was. It was crap cat. And i was i said did gain this because i'm dude. She dissuades now at shit so she. She didn't eat pump clemency for terrible she was. She didn't even know what the hell she was with us. Elf it was. it was too shiny. Los in this one was taylor. Moesby played tracy. Who was the daughter. I thought she was great. She was the best actor in this fucking terrible bill and melissa leo who played alley..
"melissa leo" Discussed on Pop Culture Leftovers
"The ones in between it's just it's all been like character vice character development interesting events happening but so much more small scale just like the first series of the first season of little events in these small stories told Every episode and like when you know when rick in meets morgan for the first time. It's it's mostly just like him and morgan and his kid and yeah that is. That's probably what wants to episodes. It's just those little moments and it's all about like humanity and grey areas of morality and stuff like that and that's where we're getting back to and this because things have calmed down since the fucking giant hold is a pass through and shit like that and we back to get back to what i used to love about walking in the first place which was the things and the way the coach had written it. And it's it's just back on top of really enjoyed it and we've got storm troopers. I don't know about all right. Let's talk about thunder force on that flex to childhood. Best friends reunite as an unlikely crimefighting duo. When one invents a formula that gives ordinary people superpower's forces written and directed by ben. Falcone and stars. Melissa mccarthy octavia spencer jason bateman. Bobby kind of ali palm clementine taylor moesby melissa leo. It is the fifth collaboration between mccarthy and her husband foul coun- and hopefully it's the final one. Because i am sick of these to working together. Because i do not like their movies. So yeah. I'm not a fan of her working with her husband. I just don't think they're just not in my opinion. They're just not really good movies. What were the other films they did together. I think another one netflix. One that i saw recently. You're catching me off guard about movies that i don't like to begin with so let me have a look. You can do that me. I'll find out what your thoughts are. Though what would you think about well. I'll get into a little bit. Here's here's the thing. This big event happens and people that are sociopaths.
"melissa leo" Discussed on Podcast RadioViajera
"The komo a momentous Circular parkway housing unit. I'm thirty and they were in for the rally. Pork remain reminisced crashing combative role of freedom. which issue. moore's i look at. I mean thing it. I really even oriented intelligent lesson pharmacy. Their mass. if you don't give up into four separate ways Acolyte off buddy. Down the onus game key i i am honored the brisket zima has a combat. The museum dallas a member of the at a body order offered total lung charity in a forty nine ers cisco for everyone gilbert police k. This allows the the komo biddle of choices for anthony terry and bingoing which will come in quantum astro. Boy larry. Yes out doorstop theon. Terrell maintains we think i see no the pickup. Wanna talk on the school rich dame the neyla. The story of nope don't show up oil under same shape on the bush. Luckily yes. I can throw look paranoia. They match for whom the roach erectile shows important be mark more women. The tango mental analysts in britain. What you see my mother jalis a guinea. Fm which is she went on. We ask him when he got more research on my phone. I'm able not only s a maria. Mark bushel apoyo in the the bottom which per day the wto e shambo moloto in in look for interesting when mission as combative up by homeport weldon e capital. Hoy for the problem is sorted to work when the guangdong informants out of the in august korean. Not even lucia proprietary protocol there salary either to unesco the turkistan mutual mass info galaxy. Okay okay neither are we are. We are going to be neither about coronary negga for not therapa. Finish hollywood oppa Boys the diplomat west and serious effort while to erosion relative are alpert metropolitan. We're not gonna be murky delegates shop honest. Donate the former combination. Most people there and melissa leo in a up to what you were a of iraq continuing in animal. Lowest sympathize standard time impala per pace.
"melissa leo" Discussed on Podcast | Show me the ROI
"Swallow a key. Kids use abaza things as stink vitals. Momentos jackie sign side of something to their new piece. Tyra don't become old is. Bill is promoting killed saying who would as the kitching farming. He'll take them too key putting quantum poking para demise police kyoko veto. The ski over is case michigan. Mary staggered gossip. By contract multi. Nasa which you they i gotta as you'll be yearly dived marchinko phone. Whore she'll say Goes into the big allergy cheat out based process the my teaching if they're compensation possessively ritchie producing which up putting those same. Probably compare so as keith. Commander mills amigos opening human. You reaching the opening giovinazzo daily thing. They in the convoy esfahan young. Come up is saw camera toy. Pass cammisa flooding. The is a lioma with them is because no elevated. I suffered a movie. Don't venus is offering the excuse adding that measured by michelle gossage through day michelle. Ma mainly engaging tacoma china's bang could affect rock today from to super is complemented. Opri started japan. This is key thing to follow the most of his sports cashier on sabet Daij hippie two thousand per se it does will to mattiello's that pre and i'm annoying us officials in movie. This told us some fate sinks size primaeval you'll moines to there should background violin console of my lowest evolving obama's by ovilla inconsistencies oprah jet to stay incompatible a by virus invite us for mats but which case she webinars reduce mice for the main thing to sport is lost boys exxon lead. Melissa leo nasa winter for job this lynch also key but also jammie tiny goes into tuesday. Yotam bang goes to demise juma plataforma on getting back an jiaguo saint louis who is lose dailies bap by serious methodologies years later this goma pot the former judge dotage calling phillies means nepotism causing delays. Him up yeah. My mom has caused this scrap but his wife lost avenue. Excuse some mice. Being chilies does not process mice positively weighing the don't quite palace which leads us to prevent a cookie been officials mice fast animal amir gca fica april. Getting going to lose your vein this decision. You know serious speeds this because this is just a. She does sewing room as precluding. Missiles fittings given canasta this could. Malaria is recruiting source. Brady's procuring pistols. You fittings fittings because so process. Commerce salvat gac bing mice thing cities f. Gecas pretty offer. I may incas evi. Jaguar divest job passover keyscafe Eagle them being pie to those girls. Kitty genius on that you've put dutch. Overstock wail is while my vest as coachie mass seen how makes some janey is dog on. I had her in toronto myself. Sow mia name as you. Pay your labor his years because they've been talked offers ways off in time does shoes. He bissau curtail veep mathematical. Il-sop optionality thing portuguese until they go..
America’s Zombie Companies Have Racked Up $1.4 Trillion of Debt
"Zombie apocalypse on wall street. Hundreds of big name companies wants american icons are now among the walking dead names like boeing carnival delta exxon macy's. They aren't making enough money to pay the interest. On the mountains of debt they feasted on during the pandemic. Nearly two hundred companies have joined the zombie ranked since march and their numbers are growing total debt obligations now nearly one point four trillion dollars. So is there any hope for the walking dead here guy. I mean what's interesting. Is that a lot of these names. They are names that we talk about trading on this show. So how should we start thinking about this before we get in the walking dead. I just want to point out. That's a great job by our crack. staff leading. With of course the cranberries zombie which is a bit of an obvious choice in the great delors. Oh reared who lost too soon. She was obviously the founder of the band wonderful vocalist. I might have gone a different direction. And maybe we could've played something like this for example. Melissa leo the crack staff is listening into the show. Why the zombies. No it's important to point out the folks at home. It's more important than actually trading our first topic in what is known as the block of the. It's not it's not more important. And i and we'll talk about the black and we'll talk about zombie companies because i think it's important and last night we mentioned macy's and you talked about one hundred dollars table. Then tim said might be the thousand dollar table. And i think collectively. We thought there was a real good chance that with test that nine fifty five level which was the june high and i think it got up to nine twenty five today on two or three times normal volume. Now's the time to be taking profits. A lotta shorts have been squeezed other companies that you mentioned delta for example. I think that's a completely different ballgame. But what i will say. This counterintuitive is. This may seem if the economy starts to get better. You would think this is good for these companies but that means interest rates economic higher. And that's going to cripple some of these companies. We talked about it last night. And i'm sure one of our guests coming out. We'll talk about that again. Tim how do you start thinking about macy's and that debt that they apparently can't service. I mean when i think about dombi i think about that thriller video and i know guys got that red leather jacket with all the zippers on it. So just just to be clear. I think when i think about those companies you just mentioned they're all they're all different in terms of their Potential to be proper zombies a great band by the way. But i think you know boeing not assam company You know it's not Boeing is a company that has the ability to raise debt. But more importantly yes. Boeing's business has been totally disrupted boeing. His burned through so much cast in the last year. And it will burn through some castro most of twenty-one but it will be free cash flow positive by twenty two in probably be neutral by the fourth quarter so calling them assam company. I think is absurd. Calling macy's zombie company is something that's at least a fair analysis although again macy's showed that free cash flow with something that they expect they're going to have in twenty twenty one two and a company that raised a lot of money To to at least be able to fight another day including having a three billion dollar asset back facility is something you don't do cartwheels over macy's position right now but the recovery there and i'm long so i've made this clear. I actually think there's more of a recovery story even though i don't think macy's gets better overnight. Delta relative to other airlines is not even close to his ambi- story dealt is actually going to start to make money towards the fourth quarter of next year and we're not talking about a normalized business. We're talking about a business where odyssey international comes under a lot of pressure. So i also just think that the fed and the role that the fed is playing here and the role that the fed will play just through talking About the bazooka in their pocket means a lot of these debt markets. Don't have a whole lot of an impact in the next six months To what people think they're gonna do. I really don't expect it so it doesn't matter that these companies zombie companies it doesn't matter that delta added twenty four billion dollars in debt since the pandemic started by baldwin. At what point do we start getting worried about that. Debt load and these companies guy made the point that if the economy gets better you would think that that'd be better for these companies that can make more money they can etc said sell more whatever they make but then interest rates go higher. So how do you weigh that. Yeah those are all interesting. Factors that keep into To keep in the front of your mind. And tim did a good job of laying out the differences of these companies. But speaking to your question right the commonality of all these of these companies that they have as you have looted to have added significant portions of the balance sheet this year and they're burning through cash at a rate and their revenues are down at rates that we just haven't seen we're talking about you know seven and a half billion dollars of cash burn and eighteen billion dollars of casper burn boeing's example seven and a half carnivals example. So you have this push pushing pull situation. What i will say is that you've seen across the board. All these companies put one thing. I right and that is runway. And so they've taken on this debts that they have enough cash to get them to their next stop in order for them to continue to be able to operate what we've seen is them trying to achieve operating leverage by reducing staff count. And that is what. I think the topic that we're kind of trying to speak to. Here's when you start slashing human capital when you stop investing in capital expenditures when you stop innovating that is what leads you to being somewhat of a dead zombie company even after you've getting on the other side of this debt service coverage ratio also something to keep in mind. You can't meet your interest. Can't meet your debt service coverage ratio. You got serious problems dan. Yeah i think bond would makes a great point there and just look at our auto industry over the last ten years and obviously gm came out of bankruptcy ten years and wiped out a lot of that debt but they had a huge government interests that was really carried along and probably hurt them a lot of different ways as far as innovation and the way the bhawan just described it. It's clearly hurt for a lot of ways and look at the auto companies are doing really well right now so i think that's a great point. The other point on this make about this is that this is the world that we live in. It's the world that a lot of parts of our planet have been looking at japan over the last thirty years or whatever and then we are going to be saddled with debt whether it's consumers whether it's sovereign balance-sheets whatever the heck it is corporates. That's just the way it is. And that's why interest rates are really never gonna meaningfully. Go up again. Because we can't service all the debt and just make one other point if you think about twenty twenty and what's happened here. Obviously the fed has done their job. They hit this crisis early to make sure that we did not have large-scale bankruptcies right of some major corporations which would really snowball the unemployment situation here but let me just tell you this here. We are now four months out from expanded unemployment benefits. Were heading into the holiday season. We're in a very rocky transition and a lame duck. Congress and there is no more fiscal stimulus for small businesses and consumers. That need it really bad. So the fact that we have a trillion dollars for a bunch of companies that were buying eighty five percent using their free cash flow to eighty five percent of their free cash flow to buy back their stock over the last five years. The airlines and we can't bail out restaurants so we can't bail out consumers that is really troubling to me. Yeah we're really tough spot right now in terms of that bridge to the other side waiting for that other side for the vaccines actually be distributed and as well as injected into the arms of americans
"This is this fast money. I'm Melissa Leo Traders on the Desk Tim Seymour Karen Feinerman Johnathan and guide Dommie just breaking a little while ago Oracle. CEO Mark Her taking a leave of absence due to health related reasons since the stock selling off after hours. Conference call expected within the hour. We'll keep you updated as the story develops then if you didn't know SAS. SAS stands for software off whereas service but it could soon stan for software as a source of pain down nineteen percents these scales Hong Kong stock exchange launches an aggressive thirty seven billion dollars bid for it wait for a London stock exchange. We'll get perspective from one of their biggest rivals. CME group chairman and CEO Terry Duffy joins US exclusively here here on set but I it's still on and we are talking about the great rotation so many here on this desk. I've been skeptical of maybe even Poo pooing at times the sector showing continuing strength the Russell banks retail just to name a few so what is going to make you a believer guy. It's a fascinating question. Market has an uncanny way not that I need help by the way of making me look extraordinarily silly and here we are as as we just heard within a percent suddenly all time high the S. and P. Five hundred and everything looks fantastic. When do I become a believer I. I don't know the answer that question but I'll say is the headwinds that exist in a couple of weeks ago looked really haven't gone away all that much. Yes rates have backed up a little bit. Probably a healthy move yes to go. Market is an exploding to the upside. Maybe maybe some of the concerns with the China deal situation of Hong Kong have abated but they haven't gone away. There's still there. The markets is looking pass them so I don't know how to answer that question because it concerns since I have. I don't think it get resolved in one day. Well I know how to answer the question like when the rest of believers simple when the rest of Maga- makes the new high and apple is on its way to doing that. It's about ten bucks from the all time highs last September. I'd love to see Google Amazon participate again. Those are three and a half trillion dollars. Dollars of mega cap the largest in the market the other one. You know you mentioned the Russell. I'd like to see the Russell breakout above the seven month range and really kind of get people thinking about okay well. Maybe small caps have digested a lot of the bad news in the ready to go a little bit so those are two areas. I want to focus on. I'm not so interested in seeing Alcoa rally twenty percent off. Its you know that doesn't really convey about too much yet. Karen you know I I love to buy when things are trading down into gers. I'm kind of more more inclined to sell. Some things are trading up and injures less. I talked about taking a little money off table selling by Selig's. JP Morgan calls I I why do on something like a united rental that has obviously participated to the downside heart and back to the upside hard. I still think it's attractive here name like Fedex that Tim and I talked about a lot. That's unknown news. Whatsoever is gone for line one forty nine to whatever one seventy one. I liked it higher than one seventy one so even though that one's up a lot. I'll hang onto things like that the vix today coming in a lot. I want to own volatility here because I think we are one tweet away from going back to those markets you you seem so fresh in my mind they could be any second week could be the Mcginn Tim even sort of on board the rotation since it. You pointed it out to sort of I don't WanNa say a believer Uber but you acknowledge. Its its presence here. Why don't you try to die down your gender. Your Rangers Rangers compatriot here well. He's missed. I've moved from three twenty five down to one forty five on the ten year in effectively six months. Maybe seven months was was was way way too. Excessive relative to the fundamentals in the US economy maybe not to the global economy and I continue to think that some of this rated namic was a function of buns pulling us down in a relative value trait. I think some small and this is not full. Reconciliation and Hong Kong has been important to set the tone tone for at least we're regionally. There's a little more stability going into October talks. Which I think are very important. Unfortunately I'm not sure what we're going to get out of that but then we had reaffirmation of the US S. consumer off a couple of data points and that's the ice and the services I assume which is really the backbone of our country not a manufacturing reading and so while we know the PM is going down down around the world. I think that's been part of the story. The most important from a market perspective is I think we've had these rotations many times in many cycles throughout the last last two years so it's easy to pooh-poohed at the market almost nothing but I actually think you know if if you look at where retail is retail underperform the S. and P. almost twenty percent for a year until suddenly it it makes a lot of that back up recently if you look at what's going on and transports and banks but the thing about it is that the valuations to me do make some sense and we sat around here and we talked talked about food stocks. We talked about restaurant stocks. We talked about things that really were tough to explain and I think the markets rationalization is that those things can only go so high and recession question is off the table for the next six months. That's where the central bank at your back. That's been the justification and it didn't happen three days ago. This happened three weeks ago. When when the rest of the world started rallying relative to our market. Thanks for educating us but do you think that was particularly bullish. When you're the president of the United States vote head Fed should go to lower grades two zero arowar negatively lower because to me that doesn't elicit a whole heck of a lot of confidence in this economy. Is Picking up because you saw good services number less so you're talking about psychology. Do you want one. I'm in an AP economics class again. I think we've got a case where the macro data doesn't add up to a market that should be falling off a cliff with soot and you just mentioned that the last two years the market hasn't done much because you said that you've acknowledged the fact that we've seen lots of rotation so you know the thing is here. We are three thousand the S&P eighty five hundred and we'll make a new high. Do you think we're going straight up. Do you think we're GONNA go to thirty thirty and then go straight up. Five seven eight percent not particularly weekly likely if you look at over the last two years when we made new incremental high. We've gone down a lot. I mean I don't think I don't think most of our audiences is making a call on the market out so and so I think people are investing in stocks. They are themselves rotating in and out the fact that the semi's which I think are again been an easy target of volatility and the volatility in that space has been enormous but semi's are to make another fresh high and semi's are still up almost now they make that fresh high. They'll be nine percent from June of two thousand eighteen when everyone everyone said that's it that's it. I'll take ten percent and I'll take ten percent of the time. We don't really ten percent to thirty percent drawdowns. I mean does that. Make aren't trading those drawdown. I look I understand those people another individual again. I understand statistics and I understand standard deviations and we are split up to tell me that that people should not have been investing in things that overall business you. Are you saying that because they went up a lot and they went down a lot. They were on investable during this period and I think most people aren't trading like that. What's the flip side to not believing in this rotation. What's it's the flipside to necessarily know if you don't believe that this rotation is for real. What did the market do the have. I've been training opportunities listen. I'm the first to tell you I mean I thought the market's going down for quite some time I don't hide from it but within the context of that we brought up some pretty good training opportunities we as a matter Arafat couple of weeks ago. We power pitched bank at a time when nobody likes you did if you recall that was pretty much universally th you know pooh-poohed you use that word but not me by the viewing audience and that's gone from six to one and a half. I think closes sixty nine today so within the context of being a non believer there are trading opportunities again by only the point is everything that got us down to where we were a month and a half two months ago have not gone away. It's gotten a little bit clearer but they haven't gone away and I think in a fifteen fixed accounts point. It's just too it doesn't make sense with the backdrop that that's out there right now all right well. Our next guest says the value rotation can continue and new highs are coming with it. Let's bringing Margaret Kalonovik global head of quantitative and derivatives strategy at J.P Morgan market's always great to see you so you have a bunch of skeptics on the dust in terms of this rotation so so what has to answer guys original question what has changed to make you believe that this value rotation is here. We'll first positioning is extremely low so if you look at the sort of hedge from equity exposure it's about zero percentile so close to all time lows match in two thousand eight. If you look at the individual investors a I will be our sentiment is basically similar to two two thousand eight so a lot of these early price in the market right like and positioning is very low then generally. There's upside. That's pure mechanics. This is not even a economics one to one so so so so that's that's something that we can sort of hold onto low positioning and then you had some positive things within mentioned already. You know so you have a services in us. You had a little bit on Brexit a little bit on a little bit on Hong Kong Essay are and then you had this October negotiations so if we we have like two to three weeks before October where we still have a buyback full force when the Biggs declined from twenty two to fourteen fifteen so all the sort of systematic folks who actually really ever and you have discretion investor who's basically zeroed invested in the market so that's what we think you can continue now why valutation can continue so people adds to market the first thing they will close the short while net positioning get zero percent but the gross positioning gross exposure according to JP Morgan prime is ninety nine percent out so you have like a massive longshore trade where people are super long low vault of quality momentum and growth and they're super short value so if they want to increase the increase the net exporter. I don't think they're going to triple quadruple on software and stuff like that. They'll close some of the energy oil than gas some of the some of the banks and other value stuff so we think that this can continue okay so it can continue in our view until October in October. Basically you have negotiations anything. Anything can happen right so if the negotiations blow up we go back. Even negotiations actually produce some results. I think this loss for a full year like in two thousand sixteen and Seventeen when when it lost more than eighteen months so that's very strategic trade so strategic is until October right and in October. I think we need to reassess. If there is actually progress towards its radio this can can be new two thousand seventeen eighty two thousand two thousand sixteen age seventy two kinloss another eighteen months if the if we have more of the same back you know back and forth tweeting and stuff like that then we go back to software guy thinks will when when you say we go back if there are stumbling blocks oxen trade does that mean that we re-test the ten year yield lows like legal retail would have on
Latest from the Stock Market
"I'm Melissa Leo Best Carter Worth Tim Seymour's Karen fighter men and guide dominated Tommy. The countdown is on its apple's big event tomorrow. Will it be enough to convince enthusiasts the world over to trade up in the middle of trade war also ahead activists investor. Elliott management taking a three billion dollar stake in at and T. A. Saying ix nay on the bank they see a sixty percents upside potential traitors take a second look and Boeing pausing using stress tests on its new triple. Seven after issue is discovered. We've got the details ahead. We begin with the Big Bang breakout on the day. The S. and P. Five hundred ended in the red checkout. He's he's moves from City Bank. America Wells Fargo David Morgan all firmly in the green for wait a minute. It was just a few days ago. The racer plunging yield curves inverting cats and dogs living together together and now look so the banks turned a big corner guy this desk by the way cats and dogs living together guy who's not sorry sorry who had a cat or a dog. I guess well how good question to answer on TV well. Let's go to the marketplace Sultana think they've turned the corner at all but what happened is everything got a little ahead of itself and it's not like we haven't talked about this. We're not saying this in a vacuum. Go back Tuesday. I think before Memorial Day we actually power-pitch some of the banks specifically it was city saying that you know what boring markets slow week into a holiday markets probably GONNA rally the toto's probably gotten and ahead of itself when city trades that discount to tangible book historically over the last couple of years. It's been a buy and that's pretty much what's happening. I mean I don't think again. The landscape has gotten better for the banks. Necessarily just the trading landscape in the short term has so the city have more room yeah probably overshoot seventy two like it undershot to sixty one but I think the the headwinds that they faced still exists today are some rays of sunshine based on what the CFO told the Barclay Financial Services Conference today that they expect growth in the back. AH The year that there are other parts of the business that can offset some of the losses or the softness in sort of the rate sensitive businesses so can you sort of extrapolate that some of the other brings thinking. Maybe things aren't as bad as people thought yeah I think I think that what the price they were trading at before. Two days ago really reflected a lot of things so I don't think I more that a lot of bed extra too much penalties there. I think if you think about where Citibank was trading you know well under ten times earnings a three percent yield. JP Morgan tend to change times earning a three and a half percent yield Bank of America under ten times earnings. I mean that's a lot about news priced in and their business models aren't all interest income right. There's a lot of other income in there as well so I think you know the market just saying Oh the whole book of Big Money Center banks is a giant two year tenure spread it must be going to zero didn't make sense. I'm not selling them here. I think they're still attracted. I'll actually question because we've had one kind of from a market position. Technicals Protective Talk and fundamentals. I'll talk to you the context of the overall market this this could you could make a comparison to the first quarter twenty sixteen when we're worried about global growth and banks essentially got through this period where once we got the sense that recession was off the table banks want on argue a very historic run for them relative to at least the cycle. Citibank's up thirteen percent eight days. It's up close to sixteen percent in sixteen days if you look at the X. L. F. It's basically kept pace with the SNP. Despite all of the things things that have happened to bank so the most important thing that happened today and I hate hyperbole may but I will tell you I think this is one of the most extraordinary trading days of the year that no one's talking about impressive was flat and yet you had banks three percent. You had expertise three and a half percent. You would transfer this is a major day for the march is not about the banks banks right. It's a behavioral thing. Is You look at the one hundred. What was the best performing stock the more beaten down. You were the better your slumber J. Lead. You Got Simon Property. You've got things like I mean in hindsight which is literally down eighty percent. Ge in the top ten so it's it's not a bank story although it is that's part of the story because they matter the most. It's simply dead. Cat bounces and dead cats do bounds but do they really come to life. No they're still dead heartbeat. It was more about deflation isn't as bad as you thought. I'm not going to tell you that deflation because I believe it's there's some stuff as leftover from the crisis but but deflation as it was exemplified and illustrated through bond yields around the world through gold going through the roof through everything else that was related to acid replacing going through the floor. The rally today are asset based their reflationary based and that's very exciting sites the retail these are retails that won't exist at some point in three five seven whether it's an urban outfitters. Tayo Ay and it's again it's it's it wasn't specific the banks the fact that it was craft. Ge tells you it was just an unwinding. If there's two sides here on this side of the desk extraordinary training day or just dead cats that's bouncing to make extraordinary trading day in terms of the move in yield terms everything he pointed out was extraordinary the context of what we've seen but I tend to sort of I I well. It should come as no surprise ten more with Carter Worth. I do think these are bounces within the framework of things that have just been oversold. I mean you mentioned Simon Properties. These go back and look where it bottomed out in April. Two Thousand Eighteen look where recently bought them at so you can understand the bounce slumber. J. has been left for dead. I mean we've talked about it. Seemingly for a year and a half trying at least I have tried to ascertain when the bottom would be unsuccessfully. We've seen moves like this before. This will be so again. I guess the fact that the SNP when he was unchanged today bowls could say what that someone constructive bears could say it should have been up twenty five handles on a day like today the other flipside of what happened today was growth oath at any price which had been where everyone wanted to go no matter what terrible complete reversal names like crowd strike or zoom right just absolutely getting annihilated highlighted today so you're just a rotation is just everything that didn't work now pile into that everything that did work time to bail but the question is exactly. I can't can't be in a crowd strikers in there too expensive. They're expensive. Yes two days ago even down ten percent too expensive for me. I think would momentum goes out. Those kind of names have were down to maybe more it's not. It's not terribly surprising that a crowd strike in company and their ilk are going down. Maybe on a daily today or just not rallying as much what's been interesting. Is that Koogle Amazon anything. That's been defensive relative momentum but actually you know they. They tend to be low momentum. Stocks in in difficult times in the market are under performing to Carter cares rights talk about. I don't know anything changed slumber J. in the last week in fact I think lenders as got some tough times ahead of them but when I look at some of the other parts of the market including the transports that are very real companies that are not going out of business that I don't think they're dead. Cat bounces. I'm not saying the world has gotten better in two days. I'm I'm telling you that it's always about positioning. It's always about where I think. The market momentum is we've got an ECB meeting coming up in a few days it's also going to I think help tell the tale of work. Global yields yields go because I think that the European Union is the one that was dragging global yields down and we know that the machines momentum is on both sides momentum down or some momentum up in if I go and when it flips. It's the you get these levers going on both sides but it doesn't usually last that long. At what point do you think I mean. Would you would take a lot of time and a lot more of this kind of thing. Because we saw the bouncing we saw in the certainly bouncing today. You just need in a lot more than I I agree cars. I don't think anything can you can't say suddenly it's it's all good for all these things that have underperformed for long time but for the last three weeks we've seen the DAX ax outperforming the machine emerging markets outperformed so This isn't a one day phenomenon today. It was a bit of an exclamation point on things that really suffer from deflation all right her neck. Scott says you may WanNa pump the brakes on the banks especially ahead of next week's. Fed Meeting joining us now. Steve chaperone equity strategists portfolio manager at Federated Investors Steve Great Great to see you again. so is it just the banks or is it all of these sectors that were dead cats bouncing Carter. I don't know if I'd do as far as the dead cat I. I'm somewhere in between I think Carter and Tim here and what I mean by that is it's very enticing when you look at the move in the banks today and you put it in the overall context then that context has rate rates bottom two weeks you go and have moved higher. The city surprise index bounced into positive territory week ago and value in general has moved up so there's an inclination to want US okay this is. This is the move in the value cyclicals that we've been waiting for. I think you need a little bit of confirmation on that. I think you need see what the Fed does in a week. I think they need to deliver against market expectations I think. ECB similarly has to at least provide some some delivering. I think this meeting is not as important as the one that comes in November when Christine lagarde takes over but move the ball forward and then I think you need the data that continue to come in strongly. If what we're talking about is a global reflation trade because the stimulus that's been put in the system helps the economy to move in the in the back half of the year. That's incredibly bullish and so I'm enticed by it but I'm not willing to kind of jump all in on it just yet so how are you. How are you positioned in the market right now. It sounds like like your you want to see how the data plays out. It sounds like you think I mean the federal probably cut twenty-five deliver on something that's sort of in the expected realm the the data is a little bit of a question mark at this point. So what do you do you think about the market right now is really a battle between the P and the right the P. should be higher. We've taken the discount outrage for stocks and we've cut it in half the only reason why the market isn't higher is because the market's concerned about recession and so they're worried about that e part so I think what it really comes comes down to is how our earnings gonNA come through and that's why trade matters. That's why Hong Kong brexit matters our view. Is that our base case. Scenarios earnings are going to be okay. They're going to be flat right to slightly up. You're going to get a revaluation higher because of those lower yields and that's where you play out over the next six to twelve months however over the course of the next month or so. I WANNA WANNA see how that goes. I want to see how the Fed goes. I WANNA see how earning season so when we were here earlier in the year we were eight percent overweight.
Denzel Washington, Stellan Skarsgard and Christine Baranowski Julie Walters Pierce Brosnan discussed on Rush Limbaugh
"The TV series and continuing from two thousand fourteen predecessor Denzel Washington. Stars is retired CIA operative who gets back in, the game, when one, of his, close friends, is brutally murdered factions ruler, also stars Pedro PASCAL Ashton Sanders. Melissa Leo and Bill Pullman Ten. Years later the attitudes, are back in the romantic comedy, mama Mia, here we go again sequel to the two thousand eight film based on the, musical this time the action, flashes back, to show how Meryl Streep's Donna arrived on the island matter three suitors and raised her daughter is a single parent Christine Baranowski Julie Walters Pierce Brosnan Stellan Skarsgard. Colin Firth Dominic Cooper and Amanda Cypriot returned from the original joined by. Newcomers share and Andy Garcia and the found footage wars sequel unfriendly dark web is also out when a twenty something gets his hands on a new laptop that's full of mysterious files during a video conference, call with his friends he finds out that they're spyware and that the laptops owner is watching and once the computer back. Collingwood would l. Rebecca Witten house Betty Gabriel and Andrew Lees star. Still in theaters are hotel Transylvania three and man, and the, wasp skyscraper, being credible, to Andranik, world fallen kingdom and that That's your weekend box office preview. On iheartradio Water's. Just backed forest Alexa play KOA on iheartradio Here you go.
'Mamma Mia! Here We Go Again': Abba returns
"Sequel heavy weekend starting with equalizer to based on the TV series and continuing from its two thousand. Fourteen predecessor Denzel Washington stars is a retired CIA operative who gets back in the game when one of his close friends is, brutally, murdered, actions roller also, stars, Pedro, PASCAL Ashton Sanders Melissa Leo and Bill Pullman Ten years later, the ABA tunes are back in, the romantic, comedy mama Mia here we go again sequel to the two thousand eight film, based on the musical this, time the, action flashes back to show how Meryl Streep's Donna arrived on the island three suitors and raised her daughter is a single parent Christine Baranowski Julie Walters Pierce Brosnan. Stellan Skarsgard Colin Firth Dominic Cooper and Amanda ciphered return from the original. Joined by newcomers share and Andy Garcia and the found footage wars sequel unfriendly dark web is also out when it twenty something gets his hands on a new laptop that's full of mysterious files during a. Video conference call with his friends he, finds, out that, they're spyware and that the laptops owner is watching and once the computer back Collingwood l. Rebecca Witten. House Betty Gabriel and Andrew Lees star still in theaters are hotel Transylvania..
Like the cheap gas app? Now you can find cheap beer too!
"Understand that you know you maybe leo needs a did this a little bit your your with gas buddy the app correct yes uhhuh is that the app you're talking about basically yeah we're now we're we're very similar app active talk aghast but in dealt with some issues we have an app called get cheap beer oh wow the price of beer issues the price of beer in geo location uploaded by users that's a great idea i love that idea actually on air we lost about a month ago and we're launching in phoenix and right now we've got three thousand posts in the last month of people and we have a cash reward which each week the person with the most upload posts of beer prices in the store one hundred bucks of the twelve week community five hundred bucks and we just issued the first five hundred dollar reward to one of the guys who has been up loading force for the last month over and phoenix so i think i'm i'm getting the the that you should use this on the show no how here on twitter have you heard of that show no yeah melissa leo list nobody else that's i'm getting told to email padre at twit dot tv and i think that that would be a question that they would deep dive into real real well they're twit dot com dot tv tv that's lille gentlemen yup yup that's it yep and padre twit dot tv yeah and i think you'll get some good play on there because that's a it's funny i mean i think it's interesting i don't know if it's something that i'm gonna dress on the show on radio but i find it really fascinating so i think chance download the cap you'll take a look at we've got a broad span right now it's showing all the posts all over we've actually had post from australian england and canada every place but you'll see all the posts that are in there it's a soul interactive you know it's all geo located so pictures as a beer download it chance take.