Bloomberg Intelligence's Anand Srinivasan and Brooke Sutherland, a deals columnist at Bloomberg Gadfly, talk about news that Broadcom is offering $130 billion for Qualcomm in a landmark tech deal. Craig Johnson, president of Customer Growth Partners, discusses Michael Kors' second quarter earnings and his 17th annual holiday retail forecast. Aaron Brown, a Bloomberg Prophet and former managing director and head of financial market research at AQR Capital Management, tells Pimm Fox and Lisa Abramowicz plausible outcomes for CME's foray into bitcoin. Finally, Jim Vogel, an interest rate strategist at FTN Financial, discusses the tax bill impact on the deficit, treasuries and thoughts on Fed Chair nominee Powell and NY Fed President Bill Dudley stepping down.