Mediatech Capital Partners' Porter Bibb talks about cable losing to on-demand, media earnings and the continued hemorrhage in print ad revenue. Ron Biscardi, co-founder and CEO of Context Capital Partners, discusses the health of the hedge fund industry, "speed dating" for hedge funds and key findings in their European Allocator Trends Report. Marc Chandler, the global head of currency strategy at Brown Brothers Harriman, talks about the BOE, the dollar and the pound. Finally, Bloomberg Intelligence's Caitlin Webber tells Pimm Fox and Lisa Abramowicz how consumer goods could be collateral damage if China trade talks fail.