Bill Ackman talks his major investment themes and strategies, sitting down with our Scott Wapner from Delivering Alpha. Plus, Morgan talks with Kathleen McCarthy, Blackstone\u2019s Global Co-Head of Real Estate. Major averages closed higher but still on pace for a negative month. Cantor Fitzgerald\u2019s Eric Johnston and JPMorgan\u2019s David Kelly break down the market action. The Dow\u2019s worst stock so far this year, Nike, reports earnings. EToro US CEO Lule Demmissie on how retail is positioned right now.