Eli Lake, Bloomberg Opinion columnist covering national security, on how Trump is beginning to cave on North Korea, and what the U.S. is doing in Venezuela.  Porter Bibb, Managing Partner for MediaTech Capital Partners, on media earnings and the battle for subscribers.  Author Jim Krane, fellow in energy studies at Rice University's Baker Institute in Houston, discusses his new book, "Energy Kingdoms: Oil and Political Survival in the Persian Gulf." Lanhee Chen, Research Fellow at the Hoover Institution, on the key takeaways from the State of the Union and the Democratic response. Hosted by Lisa Abramowicz and Paul Sweeney.