1
00:00:02,520 --> 00:00:10,000
Speaker 1: Bloomberg Audio Studios, podcasts, radio news.

2
00:00:12,600 --> 00:00:16,560
Speaker 2: A single best idea is to try to develop conversation

3
00:00:16,760 --> 00:00:20,959
Speaker 2: with experts on this war. I look at all the

4
00:00:20,960 --> 00:00:23,919
Speaker 2: different back and forth. It's out there, and there's a

5
00:00:23,960 --> 00:00:26,520
Speaker 2: lot of good people out there, and they're doing yeoman's duty,

6
00:00:26,600 --> 00:00:29,800
Speaker 2: like reading in that Richard Haas with a fabulous essay

7
00:00:29,800 --> 00:00:34,920
Speaker 2: in Financial Times, pushing against the conventional wisdom. We're just

8
00:00:34,960 --> 00:00:38,840
Speaker 2: trying to get experts that really know what they're talking about.

9
00:00:38,920 --> 00:00:44,640
Speaker 2: Leslie Paulti Guzman is expert on LNG, which means cutter

10
00:00:45,000 --> 00:00:48,800
Speaker 2: and Doha. She's with Energy Vista Leslie Paulty Guzman on

11
00:00:48,880 --> 00:00:50,080
Speaker 2: day ten of the war.

12
00:00:50,560 --> 00:00:53,920
Speaker 1: The duration of the conflict we really impact how long.

13
00:00:53,960 --> 00:00:56,080
Speaker 1: We'll see how your price is on oil. There are

14
00:00:56,120 --> 00:00:59,760
Speaker 1: mitigation strategies that are going to be developed fast. Even

15
00:01:00,000 --> 00:01:05,440
Speaker 1: the US government right now announced shipping reinsurance for Marriting

16
00:01:05,560 --> 00:01:07,480
Speaker 1: because right now the problem is the straight of Hormus

17
00:01:07,520 --> 00:01:09,720
Speaker 1: for oil. That's the biggest problem, as well as some

18
00:01:10,040 --> 00:01:14,160
Speaker 1: hitting of infrastructure. Strikes on infrastructure oil infrastructure, but the

19
00:01:14,480 --> 00:01:19,280
Speaker 1: transit of the Strait of Hormus is a big handicap

20
00:01:19,440 --> 00:01:20,960
Speaker 1: right now for trade.

21
00:01:21,400 --> 00:01:25,559
Speaker 2: Let's see Paulty Guzman there with Energy Vista, all sorts

22
00:01:25,600 --> 00:01:27,679
Speaker 2: of good people to mention today on the show Tacia

23
00:01:27,680 --> 00:01:32,680
Speaker 2: Anadare with Bloomberg Markets. I can't say enough about her chart.

24
00:01:33,200 --> 00:01:36,640
Speaker 2: She had all the different conflicts from nineteen ninety the

25
00:01:36,720 --> 00:01:40,360
Speaker 2: number of days of those conflicts. I think we're in

26
00:01:40,440 --> 00:01:45,360
Speaker 2: day eleven by her counting the correlation the stocks and

27
00:01:45,400 --> 00:01:49,320
Speaker 2: then the drawdown. It's amazing how each conflict has a

28
00:01:49,400 --> 00:01:53,720
Speaker 2: different picture on this one and it was without questioning

29
00:01:53,720 --> 00:01:57,160
Speaker 2: our interview of the day. Gonor Montevali is a Queen

30
00:01:57,240 --> 00:02:02,080
Speaker 2: Victoria Street in London. She is our expert and aroun

31
00:02:02,200 --> 00:02:05,640
Speaker 2: an emotional conversation with Goner Montevali.

32
00:02:06,000 --> 00:02:09,240
Speaker 3: The Islamic Republic has spent a huge amount of resources

33
00:02:09,280 --> 00:02:13,880
Speaker 3: and time entrenching itself very deeply and creating what was

34
00:02:14,000 --> 00:02:18,040
Speaker 3: very a very strong nation state. And it's almost the

35
00:02:18,120 --> 00:02:20,840
Speaker 3: kind of opposite situation you had in Afghanistan and to

36
00:02:20,880 --> 00:02:24,400
Speaker 3: an extent, in Iraq, where the state institutions were generally

37
00:02:24,760 --> 00:02:29,160
Speaker 3: quite weak and there were smaller countries, much much smaller

38
00:02:29,160 --> 00:02:32,440
Speaker 3: economies compared to Iran's. This is a very different situation.

39
00:02:33,040 --> 00:02:36,720
Speaker 3: The hardliners who are in charge and now have actually

40
00:02:36,800 --> 00:02:41,320
Speaker 3: consolidated their power even further since Harmony's killing with the

41
00:02:41,320 --> 00:02:45,480
Speaker 3: appointment of Harmone's son. Are holding on for as long

42
00:02:45,520 --> 00:02:47,400
Speaker 3: as they can, and they're going to hold on tightly

43
00:02:47,800 --> 00:02:50,000
Speaker 3: to power because they have a huge amount.

44
00:02:49,800 --> 00:02:52,480
Speaker 2: To lose in this colnor Mount of Vali. With all

45
00:02:52,520 --> 00:02:54,840
Speaker 2: of our work, I can't say enough about the work

46
00:02:54,880 --> 00:02:58,240
Speaker 2: being done off at London Desk as a general tendency,

47
00:02:58,280 --> 00:03:02,040
Speaker 2: obviously in Washington as well with President and the Administration,

48
00:03:02,360 --> 00:03:06,720
Speaker 2: with our Pentagon, but London driving a lot of our conversation.

49
00:03:06,800 --> 00:03:10,799
Speaker 2: I'd also mentioned our offices and Istanbul and Dubai as

50
00:03:10,840 --> 00:03:15,720
Speaker 2: well on podcasts at Apple, at Spotify, on YouTube podcasts.

51
00:03:15,760 --> 00:03:19,920
Speaker 2: It's single best idea