Speaker 1: Bloomberg Audio Studios, podcasts, radio news, a single best idea.
Speaker 2: We're gonna have Robert dollon in a minute to explain
Speaker 2: the oddity of this unusual stock market as well with Crossmark.
Speaker 2: We'll do that in a bit. I want to pause
Speaker 2: here because what happens is we have a Steam guess.
Speaker 2: They love them, they hate him, whatever it is. And
Speaker 2: Wendy Schiller has been one of our Steam guests. She's
Speaker 2: definitive on American civics. She's at Brown University. She's taken
Speaker 2: on all sorts of responsibilities within foreign policy, within American
Speaker 2: international perspective at the Talbann Center and such. And she
Speaker 2: has been given a huge new responsibility at one of
Speaker 2: our great universities. She will be leaving us with their
Speaker 2: weekly comments. Wendy Schiller, the new Deputy provost of Brown
Speaker 2: University has oh no, that's the worst job on campus.
Speaker 2: It's a huge, huge statement on her character here, Professor Schiller.
Speaker 2: On the administration right now, the.
Speaker 3: President is balancing sort of show of might or display
Speaker 3: of force for you know, sending again more troops to
Speaker 3: be stationed in the Middle East. So he's not sort
Speaker 3: of saying we're not going to do this, even though
Speaker 3: he's getting all sorts of signals from the Republican in
Speaker 3: Congress that they would not support this, and the American
Speaker 3: public at the moment in public opinion, Pulling says no,
Speaker 3: no ground troops, but he's not backing off a display
Speaker 3: of force. You know, I don't understand closing the strait
Speaker 3: in addition to Iran trying to close the straight, but
Speaker 3: I guess in that way it says this is a
Speaker 3: global property and we can't afford to have you arbitrarily
Speaker 3: close it.
Speaker 2: Wendy Schuller, Brown University. A lot of good equity perspective
Speaker 2: today an unusual market. I won't bore you with the
Speaker 2: data because I don't have it in front of me,
Speaker 2: but I will state that it is highly unusual the
Speaker 2: whiplash that we have seen. Robert Dahl Crossmark global investments.
Speaker 4: Value tends to do better when growth's pretty good, and
Speaker 4: growth seems to be pretty good. Look the trade around
Speaker 4: AI got concerning first it was we got all the
Speaker 4: money we need in cash, and then we'll give it
Speaker 4: to you inequity. Then we'll raise fixed income to do
Speaker 4: all the capital expenditures. Post Labor Day was kind of
Speaker 4: trust us, We'll find it somewhere. The Oracle AI deal,
Speaker 4: I'll never forget. That still has me concerned. I think
Speaker 4: some of those CAPEX numbers have to come in.
Speaker 2: Bob Dahl was some interesting cons particularly on free cash
Speaker 2: flow on podcasts. We're at Apple Word Spotify on YouTube podcasts.
Speaker 2: It's single best idea.