Speaker 1: Bloomberg Audio Studios, Podcasts, Radio news, single best Idea.
Speaker 2: What an interesting day. It's a fed day, and the
Speaker 2: news has been so nuts, particularly out of you know,
Speaker 2: Washington and everything the new administration's doing that I'm like
Speaker 2: waiting for the quiet and the simplicity of Microsoft in
Speaker 2: Meta Facebook earnings This afternoon, looked at Bloomberg for full
Speaker 2: coverage of the tech earnings as they begin to come in.
Speaker 2: After Netflix a couple of days ago. It was wonderful
Speaker 2: to start the show with Mike Green of Simplify Asset Management.
Speaker 2: He's a quiet, very intelligent voice about what's out there,
Speaker 2: and of course we asked him about inside the Beltway.
Speaker 3: Well, I think all of us are kind of hoping
Speaker 3: that that chaos that you're describing is just the flurry
Speaker 3: of blows that comes out from an aggressive boxer in
Speaker 3: the first round, and that eventually it settles down. But
Speaker 3: it is remarkable when you kind of look at what's happening.
Speaker 3: We used to wake up to market volatility and look
Speaker 3: to the politics to explain it, and instead today we're
Speaker 3: looking at political volatility and the markets remain totally sanguine.
Speaker 3: I think a lot of it is just we don't
Speaker 3: know what to do.
Speaker 2: We don't know what to do. What I do is
Speaker 2: I turned to Joe wisen Thought to learn about AI.
Speaker 2: I turned to man Deep sing to learn about AI
Speaker 2: after what we witness Monday. I turned to Anna Ragrana
Speaker 2: of Bloomberg Intelligence to learn about AI and what he
Speaker 2: told me is he's listening to Sachi an Adela.
Speaker 4: Sathannadella really tweeted a funny thing. He'd send us to
Speaker 4: a Wikipedia page to explain that under any major technological shift,
Speaker 4: you get to a point where costcodes start to go down,
Speaker 4: and when that happens, adoption rates skyrockets. And that's really
Speaker 4: what he's hoping for because guess what he's not making
Speaker 4: money by selling GPUs and doing you know, training of models.
Speaker 4: He's really from people using that stuff, and then he's
Speaker 4: getting the revenue from that.
Speaker 2: Enter Agrana of Bloomberg Intelligence just can't say enough about
Speaker 2: how he and Mandy Singh have helped us so much.
Speaker 2: Here a special treat for you. Amanda Lineum is at
Speaker 2: black Rock an absolutely definitive on a macro view, yes,
Speaker 2: towards fixed income, but really just far more extraordinary. And
Speaker 2: she was one of the first people that sat me
Speaker 2: down and said, hey, stupid, you really got something going here.
Speaker 2: With Lisa Matteo, Michael barr In, Paul Sweeney, she's been
Speaker 2: a huge support and she and I did the same thing.
Speaker 2: I don't know if you're aware of this, but there's YouTube.
Speaker 2: And then I learned from someone far younger than me
Speaker 2: that there's YouTube Premium. You have to pay for it.
Speaker 2: It's one hundred and sixty seven dollars a year paid
Speaker 2: monthly or an annual thing is like one twenty ten
Speaker 2: dollars a month, and it cleans up YouTube. I can't
Speaker 2: say enough about it. I can't imagine now not having
Speaker 2: you to premium. And part of the problem is with
Speaker 2: YouTube premium. I'll let Amando line and explain why she
Speaker 2: listens to Bloomberg's surveillance on YouTube premium.
Speaker 1: I love it and thank you for having me because
Speaker 1: I can watch you guys on two times the speed
Speaker 1: without the commercials, so I can stay informed. Yes, so
Speaker 1: I can stay informed.
Speaker 4: But it takes half the time, and it's amazing.
Speaker 2: Takes half the time, Yeah.
Speaker 1: Exactly, but I can.
Speaker 3: You guys are so good that I can follow along end.
Speaker 2: Forty years of fixed incoming analysis. When you're listening at
Speaker 2: two times the speed, how will you listen to Joel Prowel.
Speaker 2: That's an idea. We could do the press conference at
Speaker 2: two times speed. Lisa Browns and John farre are working
Speaker 2: on that right now. Maybe we'll have the Fed decides
Speaker 2: here this afternoon. It will ask the Fed, please, can
Speaker 2: we wrap this puppy up with Mike mccee's question the
Speaker 2: two times the speed we think Amanda line and for
Speaker 2: driving forward everything we're doing here in this grand YouTube
Speaker 2: experiment on your commute across the nation. Good morning ninety
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Speaker 2: Kataden down to Black Island, we say good morning to
Speaker 2: all of New England as well, and on YouTube across
Speaker 2: the nation, on YouTube worldwide, on YouTube podcast. This is
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