Charles Peabody, President of Portales Partners LLC, on bank earnings and why the picture isn't as rosy as the market seems to think. Tara Lachapelle, Deals, Telecom and Media Columnist for Bloomberg Opinion columnist, on Disney's new video service which undercuts Netflix. Mike Buchanan, Deputy Chief Investment Officer at Western Asset Management, on credit markets, the Fed, and the firm's new global outlook. Shira Ovide, Bloomberg technology columnist, on why investors are going to have a hard time valuing Uber.