Speaker 1: Bloomberg Audio Studios, podcasts, radio news.
Speaker 2: Single best idea. Really one of the hallmarks here in
Speaker 2: De May is just endless good conversation an economics, finance, investment,
Speaker 2: and international relations has just been wonderfully strong. James Travenis
Speaker 2: has been a huge supporter of all that we've done
Speaker 2: over the years. He has an agreement with CNN where
Speaker 2: you can see him literally it seems daily, given the
Speaker 2: war in Iran. He writes for Bloomberg Opinion as well.
Speaker 2: He has put together a third of three books two
Speaker 2: thousand and thirty four, two thousand and fifty four and
Speaker 2: now two thousand and eighty four. They are blindingly short, shocking, shocking,
Speaker 2: shocking reads. Of two thousand and thirty four, a number
Speaker 2: of years ago, was my book of the summer. It
Speaker 2: is absolutely underously shocking of everything we know about the
Speaker 2: future of our world. James Travitas on the present part
Speaker 2: of our world Iran.
Speaker 3: We don't understand how they see themselves, and we think
Speaker 3: of them as this kind of annoying mid size power
Speaker 3: in the Middle East. That's not how they see themselves.
Speaker 3: Tom They see themselves as the inheritors of the Persian Empire.
Speaker 3: From two thousand, five hundred years ago. They truly believe
Speaker 3: in that kind of destiny. And I say this as
Speaker 3: a proud Greek American. It was only the Greeks who
Speaker 3: finally stopped them at the edge of Europe two thousand
Speaker 3: years ago. That's the mental map they hold. And until
Speaker 3: we understand that, we are going to have a great
Speaker 3: deal of difficulty dealing with them.
Speaker 2: How about a hat trick of books out of that
Speaker 2: comment from Admiralstervitas twenty eighty four is the present book again,
Speaker 2: I can't say enough about a novel of future war.
Speaker 2: He became acclaimed after his retirement from NATO Supreme Commander
Speaker 2: of NATO for his Leader's Bookshelf. It is the single
Speaker 2: best book on intelligent reading I've ever seen. I can't
Speaker 2: say enough about it. I'll put it out on Twitter
Speaker 2: and LinkedIn the Leader's Bookshelf, which got this street. He's
Speaker 2: sent over five hundred thousand book copies. I mean, you know,
Speaker 2: he works with Carlisle, works with the Rockefeller Foundation and
Speaker 2: has been prodigiously successful in book writing. And the final
Speaker 2: book off of that to bring up the Iran angle
Speaker 2: is Volley Nasser Nasr. I interviewed him years ago with
Speaker 2: Francine lacro Volley Nasser's one volub in Iran. You're gonna
Speaker 2: hear a lot more about that from him. Oh, I'm
Speaker 2: halfway through it now. I would suggest the zeitgeist this
Speaker 2: weekend was simple. Sheila Caaulu is with Jeffries and she
Speaker 2: would speak on this interesting offering. People are concerned about
Speaker 2: the mass, the size, the magnitude of the musk set
Speaker 2: of offerings and what they'll do to the index funds.
Speaker 2: Shila Cayulu of Jeffreys.
Speaker 1: We've been thinking about who gets punted. Is it an
Speaker 1: airspace name, is it a tech name? Is it, you know,
Speaker 1: a common communication name, because this, you know, SpaceX could
Speaker 1: be an aerooname. Do you punt a defense name that's underperformed,
Speaker 1: do you punt a winner? Or do you just not
Speaker 1: look at names without growth, names that aren't leveraged to AI,
Speaker 1: names that aren't leverage to aerospace. And I think that's
Speaker 1: what the market is telling us. That's all investors care for. Hypergrowth,
Speaker 1: that's AI, that's space, that's commercial. Aerospace is still there
Speaker 1: once Iran resolves itself.
Speaker 2: Just total classics. Sheila Caulu. There with some delicate questions
Speaker 2: within the registration of this initial public offering on the
Speaker 2: Musk Consort sham of companies. Paul's read the whole document,
Speaker 2: I mean I haven't read the whole document. As well,
Speaker 2: on podcasts where at Apple or at Spotify a YouTube podcasts,
Speaker 2: it's single best idea