Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." The government shutdown is officially over, but investors are bracing for more volatility as the data fog slowly lifts. Meanwhile, White House economist Kevin Hassett says the October jobs report will be released without a reading of the unemployment rate. Disney taking the earnings spotlight this morning… the company says its new Avatar movie and other blockbusters will weigh on results. We talk to Disney CFO Hugh Johnston. And Michael Burry is making another bold move. His hedge fund Scion has terminated its SEC registration. We talk about what’s next for the "Big Short" investor.
Chapters:
00:00:00 – Open Interest
00:02:06 – Disney Flags Near-Term Costs
00:04:16 – AI Demand Fuels Cisco Earnings Forecast
00:05:59 – Record US Government Shutdown Ends
00:11:00 – High Interest | Zelenskiy, Epstein, Michael Burry
00:14:19 – Hugh Johnston, Disney | Ending 2025 Momentum
00:23:07 – Stocks to Watch | Cisco
00:24:04 – Seema Shah, Principal Asset Management | Data-Scarce Recovery
00:33:07 – Top Calls | Dollar Tree, Nike, Circle
00:34:43 – Burry’s Scion Terminates SEC Registration
00:40:14 – Memory-Chip Stocks Fall After Japanese Peer’s Result
00:45:35 – Cameron Dawson NewEdge Wealth | Investors Await Return of US Economic Data
00:53:00 – Disney Board to Name Successor
01:00:31 – Ukraine President Volodymyr Zelenskiy with Oliver Crook
01:05:45 – Dave Auerbach Hoya Capital Real Estate | REITS Continue to Underperform the S&P
01:15:27 – Record US Government Shutdown Ends
01:21:03 – David Mericle Goldman Sachs | Investors Await Return of US Economic Data
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