Speaker 1: Bloomberg Audio Studios, podcasts, radio news.
Speaker 2: Single best idea, and we say happy holidays to you.
Speaker 3: We'll make this quick today that we're short staffed.
Speaker 2: I mean, everybody's just waiting to get out and get
Speaker 2: on across this nation, and we say thank you for
Speaker 2: a really spectacular year. What Ian Bremer, what this is
Speaker 2: about is sometimes we just rip up the script and
Speaker 2: we do that. Where we went from economic data to
Speaker 2: an ample conversation with doctor Bremer of eras your group
Speaker 2: on too many themes.
Speaker 3: Here is Ian Bremer on tariffs among allies, tariffs among adversaries.
Speaker 4: There are two, as you note from Trump's first efforts
Speaker 4: at making policy as president elect. You've got the ally
Speaker 4: fault line where he expects, you know, deals, and then
Speaker 4: you've got the adversary fault line, where he expects deals.
Speaker 4: And Trump doesn't necessarily treat them as all that different.
Speaker 4: I mean, it was less than an hour between.
Speaker 1: Him posting that there's going to be new tariffs against
Speaker 1: Mexico and Canada unless they give him satisfaction, and when
Speaker 1: he said the same thing about China unless the Chinese
Speaker 1: provides satisfaction.
Speaker 4: So those are tom those are two very very different
Speaker 4: fault lines.
Speaker 2: We love our guests with their heritage. Ian Bremer, of course,
Speaker 2: with heritage of international relations out of Tulane and Stanford.
Speaker 2: On retail, there is no heritage like Dana Telsey. She
Speaker 2: grew up as a child. Her grandparents were at Bergdorf Goodman.
Speaker 2: She knows retail in New York City. She knows retail
Speaker 2: across the nation with a good help of Joseph Feldman
Speaker 2: at Telsey Advisory Group. The surprise of the year a
Speaker 2: pe of thirty five on Walmart.
Speaker 5: The competitive mode that a business develops gives them the
Speaker 5: opportunity to see, look what Walmart is doing. Walmart today
Speaker 5: is not the Walmart of yesterday. You look at their
Speaker 5: other revenues from other business lines that are growing extensively,
Speaker 5: Look at their sixty percent of sales that are coming
Speaker 5: from essentials, and frankly, look what they're doing with both
Speaker 5: the digital channel and the physical channel, coupled with what
Speaker 5: they've got globally. So what Don McMillan has done has
Speaker 5: moved the business forward, and that competitive mode is only
Speaker 5: getting stronger.
Speaker 2: Dana Telsey, the Telsea Advisory Group on your commute, acrassination
Speaker 2: on Apple CarPlay, Android auto on Serious XM channel one
Speaker 2: twenty one on the corridor from Washington ninety ninety one
Speaker 2: FM up to ninety two nine in Boston as far
Speaker 2: north as Montcatten, and of course on YouTube and YouTube podcast.
Speaker 2: This is a single best idea, they m