1 00:00:02,520 --> 00:00:14,040 Speaker 1: Bloomberg Audio Studios, Podcasts, Radio news, single best Idea. 2 00:00:14,520 --> 00:00:17,720 Speaker 2: What an interesting day. It's a fed day, and the 3 00:00:17,760 --> 00:00:20,160 Speaker 2: news has been so nuts, particularly out of you know, 4 00:00:20,320 --> 00:00:24,159 Speaker 2: Washington and everything the new administration's doing that I'm like 5 00:00:24,480 --> 00:00:28,960 Speaker 2: waiting for the quiet and the simplicity of Microsoft in 6 00:00:29,040 --> 00:00:32,600 Speaker 2: Meta Facebook earnings This afternoon, looked at Bloomberg for full 7 00:00:32,600 --> 00:00:36,040 Speaker 2: coverage of the tech earnings as they begin to come in. 8 00:00:36,080 --> 00:00:40,120 Speaker 2: After Netflix a couple of days ago. It was wonderful 9 00:00:40,120 --> 00:00:43,280 Speaker 2: to start the show with Mike Green of Simplify Asset Management. 10 00:00:43,760 --> 00:00:47,519 Speaker 2: He's a quiet, very intelligent voice about what's out there, 11 00:00:47,560 --> 00:00:50,960 Speaker 2: and of course we asked him about inside the Beltway. 12 00:00:51,880 --> 00:00:53,520 Speaker 3: Well, I think all of us are kind of hoping 13 00:00:53,560 --> 00:00:56,080 Speaker 3: that that chaos that you're describing is just the flurry 14 00:00:56,080 --> 00:00:58,360 Speaker 3: of blows that comes out from an aggressive boxer in 15 00:00:58,400 --> 00:01:01,560 Speaker 3: the first round, and that eventually it settles down. But 16 00:01:01,600 --> 00:01:04,200 Speaker 3: it is remarkable when you kind of look at what's happening. 17 00:01:04,680 --> 00:01:07,000 Speaker 3: We used to wake up to market volatility and look 18 00:01:07,040 --> 00:01:09,800 Speaker 3: to the politics to explain it, and instead today we're 19 00:01:09,800 --> 00:01:14,039 Speaker 3: looking at political volatility and the markets remain totally sanguine. 20 00:01:14,080 --> 00:01:15,600 Speaker 3: I think a lot of it is just we don't 21 00:01:15,640 --> 00:01:16,320 Speaker 3: know what to do. 22 00:01:17,000 --> 00:01:18,600 Speaker 2: We don't know what to do. What I do is 23 00:01:18,640 --> 00:01:21,440 Speaker 2: I turned to Joe wisen Thought to learn about AI. 24 00:01:21,920 --> 00:01:24,440 Speaker 2: I turned to man Deep sing to learn about AI 25 00:01:25,160 --> 00:01:28,240 Speaker 2: after what we witness Monday. I turned to Anna Ragrana 26 00:01:28,800 --> 00:01:31,640 Speaker 2: of Bloomberg Intelligence to learn about AI and what he 27 00:01:31,800 --> 00:01:35,040 Speaker 2: told me is he's listening to Sachi an Adela. 28 00:01:35,520 --> 00:01:38,520 Speaker 4: Sathannadella really tweeted a funny thing. He'd send us to 29 00:01:38,560 --> 00:01:43,160 Speaker 4: a Wikipedia page to explain that under any major technological shift, 30 00:01:43,400 --> 00:01:46,160 Speaker 4: you get to a point where costcodes start to go down, 31 00:01:46,360 --> 00:01:49,960 Speaker 4: and when that happens, adoption rates skyrockets. And that's really 32 00:01:50,040 --> 00:01:52,960 Speaker 4: what he's hoping for because guess what he's not making 33 00:01:53,000 --> 00:01:56,880 Speaker 4: money by selling GPUs and doing you know, training of models. 34 00:01:57,000 --> 00:02:00,680 Speaker 4: He's really from people using that stuff, and then he's 35 00:02:00,720 --> 00:02:01,840 Speaker 4: getting the revenue from that. 36 00:02:02,280 --> 00:02:06,240 Speaker 2: Enter Agrana of Bloomberg Intelligence just can't say enough about 37 00:02:06,280 --> 00:02:09,640 Speaker 2: how he and Mandy Singh have helped us so much. 38 00:02:09,960 --> 00:02:13,200 Speaker 2: Here a special treat for you. Amanda Lineum is at 39 00:02:13,200 --> 00:02:18,640 Speaker 2: black Rock an absolutely definitive on a macro view, yes, 40 00:02:18,760 --> 00:02:22,640 Speaker 2: towards fixed income, but really just far more extraordinary. And 41 00:02:22,720 --> 00:02:24,640 Speaker 2: she was one of the first people that sat me 42 00:02:24,720 --> 00:02:27,440 Speaker 2: down and said, hey, stupid, you really got something going here. 43 00:02:27,880 --> 00:02:31,440 Speaker 2: With Lisa Matteo, Michael barr In, Paul Sweeney, she's been 44 00:02:31,480 --> 00:02:34,640 Speaker 2: a huge support and she and I did the same thing. 45 00:02:34,680 --> 00:02:38,239 Speaker 2: I don't know if you're aware of this, but there's YouTube. 46 00:02:38,280 --> 00:02:40,800 Speaker 2: And then I learned from someone far younger than me 47 00:02:41,520 --> 00:02:44,800 Speaker 2: that there's YouTube Premium. You have to pay for it. 48 00:02:44,800 --> 00:02:47,200 Speaker 2: It's one hundred and sixty seven dollars a year paid 49 00:02:47,240 --> 00:02:50,959 Speaker 2: monthly or an annual thing is like one twenty ten 50 00:02:51,040 --> 00:02:54,080 Speaker 2: dollars a month, and it cleans up YouTube. I can't 51 00:02:54,120 --> 00:02:59,320 Speaker 2: say enough about it. I can't imagine now not having 52 00:02:59,720 --> 00:03:04,120 Speaker 2: you to premium. And part of the problem is with 53 00:03:04,240 --> 00:03:07,960 Speaker 2: YouTube premium. I'll let Amando line and explain why she 54 00:03:08,160 --> 00:03:11,800 Speaker 2: listens to Bloomberg's surveillance on YouTube premium. 55 00:03:12,320 --> 00:03:14,160 Speaker 1: I love it and thank you for having me because 56 00:03:14,200 --> 00:03:16,240 Speaker 1: I can watch you guys on two times the speed 57 00:03:16,280 --> 00:03:19,480 Speaker 1: without the commercials, so I can stay informed. Yes, so 58 00:03:19,520 --> 00:03:20,560 Speaker 1: I can stay informed. 59 00:03:20,600 --> 00:03:22,480 Speaker 4: But it takes half the time, and it's amazing. 60 00:03:22,600 --> 00:03:25,880 Speaker 2: Takes half the time, Yeah. 61 00:03:25,520 --> 00:03:27,400 Speaker 1: Exactly, but I can. 62 00:03:27,560 --> 00:03:29,600 Speaker 3: You guys are so good that I can follow along end. 63 00:03:31,240 --> 00:03:34,960 Speaker 2: Forty years of fixed incoming analysis. When you're listening at 64 00:03:34,960 --> 00:03:38,680 Speaker 2: two times the speed, how will you listen to Joel Prowel. 65 00:03:40,200 --> 00:03:42,840 Speaker 2: That's an idea. We could do the press conference at 66 00:03:42,840 --> 00:03:48,120 Speaker 2: two times speed. Lisa Browns and John farre are working 67 00:03:48,160 --> 00:03:50,840 Speaker 2: on that right now. Maybe we'll have the Fed decides 68 00:03:50,840 --> 00:03:54,440 Speaker 2: here this afternoon. It will ask the Fed, please, can 69 00:03:54,480 --> 00:03:57,360 Speaker 2: we wrap this puppy up with Mike mccee's question the 70 00:03:57,440 --> 00:04:00,520 Speaker 2: two times the speed we think Amanda line and for 71 00:04:00,640 --> 00:04:04,760 Speaker 2: driving forward everything we're doing here in this grand YouTube 72 00:04:04,800 --> 00:04:08,120 Speaker 2: experiment on your commute across the nation. Good morning ninety 73 00:04:08,160 --> 00:04:10,600 Speaker 2: nine one FM and Washington Bloomberg eleven three to on 74 00:04:10,600 --> 00:04:13,920 Speaker 2: in New York ninety two nine in Boston, from Mont 75 00:04:14,000 --> 00:04:17,279 Speaker 2: Kataden down to Black Island, we say good morning to 76 00:04:17,440 --> 00:04:21,279 Speaker 2: all of New England as well, and on YouTube across 77 00:04:21,320 --> 00:04:25,719 Speaker 2: the nation, on YouTube worldwide, on YouTube podcast. This is 78 00:04:25,720 --> 00:04:34,880 Speaker 2: a single best idea