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Speaker 1: Bloomberg Audio Studios, podcasts, radio news.

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Speaker 2: Single best idea on the single most chaotic day I've

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Speaker 2: seen since we started doing this, not over twenty years plus,

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Speaker 2: but just in the last year and a half two years.

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Speaker 2: Today was nuts. There was a great cartoon on Nickelodeon

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Speaker 2: years ago called Angry Beavers, and the two beavers are

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Speaker 2: like brothers. I think I can't remember and they go,

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Speaker 2: that's nuts. The entire day was like that. Lisa Matteo

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Speaker 2: saved us from the get go. I can't say enough

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Speaker 2: about Lisa Matteo's ability to coalesce all the different information

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Speaker 2: that's coming in. We were focused on talking conversations with

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Speaker 2: people that actually know what they're talking about. Man Deep

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Speaker 2: Singh was brilliant on AMD. I still don't understand AMD

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Speaker 2: and open aid. If you know, let me know as well,

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Speaker 2: and many others as well. Jordan Rochester joined us from

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Speaker 2: Azuo and the politics of LDP in Japan. It moved

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Speaker 2: the markets, Japanese equities higher, the yen weaker, and critically

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Speaker 2: bu price is depressed. Here is Jordan Rochester and immigration

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Speaker 2: dynamics in Japan.

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Speaker 3: You've actually seen a big increase in the number of

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Speaker 3: foreign workers in Japan. So it's close to three point

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Speaker 3: eight percent four percent of total employees in Japan are

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Speaker 3: foreign born, and this is because of the demographic problem.

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Speaker 3: Roughly around six hundred thousand people less in Japan due

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Speaker 3: to more deaths than births is happening right here and now,

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Speaker 3: and that could be rising to a million in a

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Speaker 3: decade or so. So Japan needs immigration to fix that gap.

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Speaker 3: But you have now elected a conservative PM. She's conservative

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Speaker 3: in her ideals, and there is there's also another party

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Speaker 3: called the sense To Party in Japan, which is essentially

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Speaker 3: a position which is not as pro immigration as the

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Speaker 3: other parties are. So there is a backlash to the

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Speaker 3: rise in immigration. There is a backlash to the rise

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Speaker 3: in tourism as well culturally, and that's taking place in

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Speaker 3: Japanese politics.

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Speaker 2: Jordan Rochester and he looks at yen weakness. Here is

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Speaker 2: perhaps an opportunity. I'm sure he'll write about that. Look

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Speaker 2: to Mizuo to get Jordan Rochester's thoughts on strong Japanese yen.

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Speaker 2: We finished strong in a Chaotic show with got A

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Speaker 2: mccinda of Yale University. Absolutely a phenomenal on American politics,

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Speaker 2: our civics as well here on the centrist Republicans and

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Speaker 2: the centrist Democrats, Professor Makunda of Yale.

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Speaker 1: You are seeing people trying to push back. The New

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Speaker 1: York Times had an article saying that Seth Moulton was

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Speaker 1: going to challenge at Marquee in Massachusetts. And if Moulton runs,

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Speaker 1: he's not going to run for the left right like

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Speaker 1: he's a Marine. He's like, that's just not that's not

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Speaker 1: what is getting.

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Speaker 2: Standberger is doing pretty good in Virginia, right, that's right.

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Speaker 2: Are there more of those people out there?

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Speaker 1: I don't observe them. Andy Basher and Kentucky I think

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Speaker 1: is trying to sort of do that. But what they'll

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Speaker 1: have to thread the needle is being moderate on policy,

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Speaker 1: but not moderate and opposing Trump because if he's your

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Speaker 1: sort of saying, look like we saw GRESSI and Whitmer

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Speaker 1: really hurt herself by trying it, by seeing too willing

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Speaker 1: to work with Trump in ways the Democratic Party voters

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Speaker 1: just don't like.

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Speaker 2: Gotta mccundia University has book Picking Presidents is a must

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Speaker 2: read on the tensions of the twentieth century. Again, a

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Speaker 2: major shout out today for Lisa Matteo her for keeping

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Speaker 2: the show on the rails. We're on podcasts on Apple

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Speaker 2: and Spotify, on YouTube podcasts. It's single best idea