The guys discuss an exceptionally strong 10-year auction yesterday in the bond market. The auction saw a high level of international demand and a fairly low domestic participation. Disney earnings showed a miss on subscriber count but a beat on profit, sending the stock upwards 7% before market open today. Affirm continues to get punished in this market as their stock fell another 20% with terrible earnings reports. A bidding war between Jim Ratcliffe and the Qataris continues over the purchase of Manchester United.

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