WEBVTT - Single Best Idea with Tom Keene: James Stavridis and Sheila Kahyaoglu

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<v Speaker 1>Bloomberg Audio Studios, podcasts, radio news.

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<v Speaker 2>Single best idea. Really one of the hallmarks here in

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<v Speaker 2>De May is just endless good conversation an economics, finance, investment,

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<v Speaker 2>and international relations has just been wonderfully strong. James Travenis

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<v Speaker 2>has been a huge supporter of all that we've done

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<v Speaker 2>over the years. He has an agreement with CNN where

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<v Speaker 2>you can see him literally it seems daily, given the

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<v Speaker 2>war in Iran. He writes for Bloomberg Opinion as well.

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<v Speaker 2>He has put together a third of three books two

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<v Speaker 2>thousand and thirty four, two thousand and fifty four and

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<v Speaker 2>now two thousand and eighty four. They are blindingly short, shocking, shocking,

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<v Speaker 2>shocking reads. Of two thousand and thirty four, a number

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<v Speaker 2>of years ago, was my book of the summer. It

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<v Speaker 2>is absolutely underously shocking of everything we know about the

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<v Speaker 2>future of our world. James Travitas on the present part

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<v Speaker 2>of our world Iran.

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<v Speaker 3>We don't understand how they see themselves, and we think

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<v Speaker 3>of them as this kind of annoying mid size power

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<v Speaker 3>in the Middle East. That's not how they see themselves.

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<v Speaker 3>Tom They see themselves as the inheritors of the Persian Empire.

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<v Speaker 3>From two thousand, five hundred years ago. They truly believe

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<v Speaker 3>in that kind of destiny. And I say this as

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<v Speaker 3>a proud Greek American. It was only the Greeks who

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<v Speaker 3>finally stopped them at the edge of Europe two thousand

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<v Speaker 3>years ago. That's the mental map they hold. And until

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<v Speaker 3>we understand that, we are going to have a great

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<v Speaker 3>deal of difficulty dealing with them.

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<v Speaker 2>How about a hat trick of books out of that

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<v Speaker 2>comment from Admiralstervitas twenty eighty four is the present book again,

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<v Speaker 2>I can't say enough about a novel of future war.

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<v Speaker 2>He became acclaimed after his retirement from NATO Supreme Commander

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<v Speaker 2>of NATO for his Leader's Bookshelf. It is the single

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<v Speaker 2>best book on intelligent reading I've ever seen. I can't

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<v Speaker 2>say enough about it. I'll put it out on Twitter

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<v Speaker 2>and LinkedIn the Leader's Bookshelf, which got this street. He's

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<v Speaker 2>sent over five hundred thousand book copies. I mean, you know,

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<v Speaker 2>he works with Carlisle, works with the Rockefeller Foundation and

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<v Speaker 2>has been prodigiously successful in book writing. And the final

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<v Speaker 2>book off of that to bring up the Iran angle

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<v Speaker 2>is Volley Nasser Nasr. I interviewed him years ago with

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<v Speaker 2>Francine lacro Volley Nasser's one volub in Iran. You're gonna

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<v Speaker 2>hear a lot more about that from him. Oh, I'm

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<v Speaker 2>halfway through it now. I would suggest the zeitgeist this

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<v Speaker 2>weekend was simple. Sheila Caaulu is with Jeffries and she

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<v Speaker 2>would speak on this interesting offering. People are concerned about

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<v Speaker 2>the mass, the size, the magnitude of the musk set

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<v Speaker 2>of offerings and what they'll do to the index funds.

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<v Speaker 2>Shila Cayulu of Jeffreys.

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<v Speaker 1>We've been thinking about who gets punted. Is it an

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<v Speaker 1>airspace name, is it a tech name? Is it, you know,

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<v Speaker 1>a common communication name, because this, you know, SpaceX could

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<v Speaker 1>be an aerooname. Do you punt a defense name that's underperformed,

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<v Speaker 1>do you punt a winner? Or do you just not

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<v Speaker 1>look at names without growth, names that aren't leveraged to AI,

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<v Speaker 1>names that aren't leverage to aerospace. And I think that's

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<v Speaker 1>what the market is telling us. That's all investors care for. Hypergrowth,

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<v Speaker 1>that's AI, that's space, that's commercial. Aerospace is still there

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<v Speaker 1>once Iran resolves itself.

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<v Speaker 2>Just total classics. Sheila Caulu. There with some delicate questions

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<v Speaker 2>within the registration of this initial public offering on the

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<v Speaker 2>Musk Consort sham of companies. Paul's read the whole document,

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<v Speaker 2>I mean I haven't read the whole document. As well,

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<v Speaker 2>on podcasts where at Apple or at Spotify a YouTube podcasts,

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<v Speaker 2>it's single best idea