WEBVTT - Single Best Idea with Tom Keene: Wendy Schiller & Bob Doll

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<v Speaker 1>Bloomberg Audio Studios, podcasts, radio news, a single best idea.

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<v Speaker 2>We're gonna have Robert dollon in a minute to explain

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<v Speaker 2>the oddity of this unusual stock market as well with Crossmark.

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<v Speaker 2>We'll do that in a bit. I want to pause

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<v Speaker 2>here because what happens is we have a Steam guess.

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<v Speaker 2>They love them, they hate him, whatever it is. And

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<v Speaker 2>Wendy Schiller has been one of our Steam guests. She's

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<v Speaker 2>definitive on American civics. She's at Brown University. She's taken

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<v Speaker 2>on all sorts of responsibilities within foreign policy, within American

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<v Speaker 2>international perspective at the Talbann Center and such. And she

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<v Speaker 2>has been given a huge new responsibility at one of

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<v Speaker 2>our great universities. She will be leaving us with their

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<v Speaker 2>weekly comments. Wendy Schiller, the new Deputy provost of Brown

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<v Speaker 2>University has oh no, that's the worst job on campus.

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<v Speaker 2>It's a huge, huge statement on her character here, Professor Schiller.

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<v Speaker 2>On the administration right now, the.

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<v Speaker 3>President is balancing sort of show of might or display

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<v Speaker 3>of force for you know, sending again more troops to

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<v Speaker 3>be stationed in the Middle East. So he's not sort

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<v Speaker 3>of saying we're not going to do this, even though

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<v Speaker 3>he's getting all sorts of signals from the Republican in

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<v Speaker 3>Congress that they would not support this, and the American

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<v Speaker 3>public at the moment in public opinion, Pulling says no,

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<v Speaker 3>no ground troops, but he's not backing off a display

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<v Speaker 3>of force. You know, I don't understand closing the strait

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<v Speaker 3>in addition to Iran trying to close the straight, but

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<v Speaker 3>I guess in that way it says this is a

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<v Speaker 3>global property and we can't afford to have you arbitrarily

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<v Speaker 3>close it.

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<v Speaker 2>Wendy Schuller, Brown University. A lot of good equity perspective

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<v Speaker 2>today an unusual market. I won't bore you with the

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<v Speaker 2>data because I don't have it in front of me,

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<v Speaker 2>but I will state that it is highly unusual the

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<v Speaker 2>whiplash that we have seen. Robert Dahl Crossmark global investments.

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<v Speaker 4>Value tends to do better when growth's pretty good, and

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<v Speaker 4>growth seems to be pretty good. Look the trade around

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<v Speaker 4>AI got concerning first it was we got all the

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<v Speaker 4>money we need in cash, and then we'll give it

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<v Speaker 4>to you inequity. Then we'll raise fixed income to do

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<v Speaker 4>all the capital expenditures. Post Labor Day was kind of

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<v Speaker 4>trust us, We'll find it somewhere. The Oracle AI deal,

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<v Speaker 4>I'll never forget. That still has me concerned. I think

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<v Speaker 4>some of those CAPEX numbers have to come in.

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<v Speaker 2>Bob Dahl was some interesting cons particularly on free cash

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<v Speaker 2>flow on podcasts. We're at Apple Word Spotify on YouTube podcasts.

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<v Speaker 2>It's single best idea.