![According To Sources artwork](https://is2-ssl.mzstatic.com/image/thumb/Podcasts123/v4/47/9e/12/479e12bd-c96f-61cf-2202-aa9737f7b22e/mza_2297995555875542596.jpg/100x100bb.jpg)
CNBC Contributor and Author Ron Insana
According To Sources
English - December 04, 2018 17:16 - 31 minutes - 28.6 MB - ★★★★★ - 45 ratingsInvesting Business business stocks deals merger comcast disney mergers and acquisitions stock market trading finance at&t Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: "Merger Masters" Series: Karen Finerman of Metropolitan Capital
Steven Tusa of JP Morgan has claimed superstar status for his call to sell General Electric in 2016 when it was $29 a share. At near $7 now, Tusa continues to press GE, saying shares are worth $6. As we've seen with Meredith Whitney and Mary Meeker, Wall St.'s superstar analysts often stay TOO long in their calls, prompting a term Ron calls "Guru Overshoot" We discuss this dynamic, the future for GE, the rise and fall of Eddie Lampert's Sears vision, and make some political predictions for 2020.