Which Industries Will See Consolidation in 2015?

The transcript discusses the challenges in the stock market, focusing on John Malone's influence and the impact of losing Disney rights to Netflix. It analyzes global deal volumes, highlighting transformative deals and CEO confidence. The discussion includes major deals like Pfizer's attempt to buy AstraZeneca and Comcast's deal with Time Warner Cable. The outlook for 2015 is optimistic, with expectations of continued market activity despite challenges like limited private equity involvement and foreign buyer dynamics.

What changes in CEO confidence were observed in the market, according to the text?

What were the expectations for the market in 2015 based on the discussion?