Sept. 18 -- Jessica-Reif Cohen, media analyst at Bank of America Merrill Lynch, and Bloomberg's Alex Sherman discuss the impact of cord-cutting on the cable industry. They speak on "Bloomberg Markets." Cohen and her family do not own shares of Disney, but her firm owns a stake greater than one percent. Cohen owns shares of Fox, but her family and firm do not, but Fox is an investment banking client of her firm. Cohen owns shares of Comcast, while her family does not, but her firm owns a stake greater than one percent and Comcast is an investment banking client of her firm.