WEBVTT - Single Best Idea with Tom Keene: Dan Ives & Terry Haines

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

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<v Speaker 2>Single best idea into an incredible news cycle, and economics, finance, investment,

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<v Speaker 2>international relations, and just flat out politics. I don't think

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<v Speaker 2>it's political economics right now, it's economic politics. We had

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<v Speaker 2>some great conversations. One of the themes heer folks for Americans,

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<v Speaker 2>you know like me, where I'm really not focused on

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<v Speaker 2>what Europe's doing is will you keep doing austerity? And

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<v Speaker 2>the guests that we're talking to free a Breemish at

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<v Speaker 2>Ts Lombard and others are making clear the politics is

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<v Speaker 2>so immense, the revolution if you will in Europe. I

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<v Speaker 2>use that casually in Europe, that you may get a

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<v Speaker 2>move away from austerity Germanic Central European austerity in euro

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<v Speaker 2>I'm not sure I believe in that, but that's a

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<v Speaker 2>huge underlying theme here right now. On our underlying theme

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<v Speaker 2>is a rich flow of conversations to the point on

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<v Speaker 2>this Wednesday, we're doing two single best ideas. Here's a

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<v Speaker 2>single best idea from Bloomberg Surveillance today. Dan Ives has

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<v Speaker 2>been ubiquitous. He is a tech bull. Everybody makes fun

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<v Speaker 2>of him, except he's been right. An update dan Ives

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<v Speaker 2>on Apple.

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<v Speaker 3>They were late but they don't have to be first, right,

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<v Speaker 3>they have to be the best. And when you have

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<v Speaker 3>an install based like that, and that's what Cooke and

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<v Speaker 3>Cooper Tin are new. They need to bring open AI

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<v Speaker 3>in build their ms into iPhone sixteen. And I can

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<v Speaker 3>tell you from all of our Asia trips, those iPhone

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<v Speaker 3>numbers in Asia continue to uptick. Street's still not where

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<v Speaker 3>I breath. They're altering going to be. You put that together,

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<v Speaker 3>we are essentially going into an AI Dragon.

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<v Speaker 2>Super Sich and the two twenty eyes. Well, now he

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<v Speaker 2>looks beyond pression. I think he was at two fifty

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<v Speaker 2>and has listed his two seventy five on Apple and

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<v Speaker 2>you know, eat jawbones. I'm not sure what he means

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<v Speaker 2>when he says three hundred or higher. I'll leave that

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<v Speaker 2>up to him to say. But all I can say

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<v Speaker 2>is it's great in London on short notice, I made

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<v Speaker 2>a joke he was at Claragees. I think he was

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<v Speaker 2>above the tea room. Terry Haynes advising shocked United Kingdom

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<v Speaker 2>types on the politics of America this morning. Yeoman's duty

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<v Speaker 2>to be with us. Terry Haynes, Pangaea.

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<v Speaker 1>They'll do their best to rally behind the president. The

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<v Speaker 1>President will do his best to get the party to

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<v Speaker 1>rally behind him. Right now, what you've got is think

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<v Speaker 1>about it as concentric circles. The people that are of

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<v Speaker 1>the people in the Democratic Party that are objecting to

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<v Speaker 1>the president continuing are at the far outside of those

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<v Speaker 1>concentrics circles. And you know, not decision makers, not influencers,

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<v Speaker 1>not anything else. Uh, you know, what they're going to

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<v Speaker 1>have to do is embark on a risky strategy, but

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<v Speaker 1>it is. It is a strategy. And if you've already

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<v Speaker 1>seen some of it where they have to put the

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<v Speaker 1>president out there and more or less candid avails and

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<v Speaker 1>and show him being you know, having having everything going

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<v Speaker 1>for him. They need to show him being passionate, being angry,

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<v Speaker 1>being whatever. You saw a bit of that with the

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<v Speaker 1>Supreme Court decision the other day. They'll have to continue

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<v Speaker 1>that and they'll try to manage it as much as possible.

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<v Speaker 1>But that's the that's their hope to keep the ship afloat,

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<v Speaker 1>because otherwise he has another bad moment. I think I

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<v Speaker 1>think all bets are off.

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<v Speaker 2>Stay with Bloomberg on these historic events of parents. Let

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<v Speaker 2>me go chronologically of the United Kingdom, the colonies will

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<v Speaker 2>celebrate July fourth, and in the United Kingdom they will

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<v Speaker 2>celebrate democracy. They will have a vote. And I don't

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<v Speaker 2>think I had toitorialize. It is presumed to be shattering.

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<v Speaker 2>There's no other way to put a certainly game changing

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<v Speaker 2>for the post Brexit experiment. Three days later, Sunday in Paris,

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<v Speaker 2>with the leadership of Alan Katz in our Paris News Bureau,

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<v Speaker 2>a stunning French election. I don't even understand what's happened

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<v Speaker 2>in the last twelve hours other than maybe the La

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<v Speaker 2>penn conservative group won't get a full majority. I could

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<v Speaker 2>be wrong on that. Don't quote me on that. And

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<v Speaker 2>then we come over to all that's going on as

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<v Speaker 2>a president of the United States in his team to

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<v Speaker 2>be blunt just to get to the Sunday talk shows.

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<v Speaker 2>Look for many of those talk shows out on Bloomberg Radio.

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<v Speaker 2>Thank you, Margaret Brennan. Maybe we'll see here on Friday

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<v Speaker 2>and again Friday's Jobs Day. Here we're on YouTube, We're

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<v Speaker 2>on Apple CarPlay, we're in Android Auto, on Apple podcasts.

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<v Speaker 2>Single best idea

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<v Speaker 3>I d known that people wing to the