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Speaker 1: Bloomberg Audio Studios, Podcasts, radio News.

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Speaker 2: Single best idea, and thank you for listening to six

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Speaker 2: minutes of what we try to do. We try to

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Speaker 2: make it smart. Sometimes we succeed, other times less. So

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Speaker 2: today's show was lights out. I think we're almost celebrating

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Speaker 2: the unburdening of politics every moment, and that we did

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Speaker 2: some politics today. Of course the President speaking tonight, and

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Speaker 2: we'll do a little bit right here, but we extended

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Speaker 2: this into three voices today just because it was such

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Speaker 2: a rich conversation today. Thank you for listening on YouTube.

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Speaker 2: Subscribe to Bloomberg Podcast. It grows every day. We're just

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Speaker 2: really thrilled with a way that's building out here in

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Speaker 2: the summer of twenty twenty four. Apple CarPlay and Android

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Speaker 2: Auto both platforms coming out with new improved systems, I'm

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Speaker 2: told in the autumn, and that will be a good

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Speaker 2: as well. Bill Dudley for Bloomberg Opinion Today a blistering essay.

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Speaker 2: He shifts forget about higher interest rates, fed's got to

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Speaker 2: stay resilient. Bill Dudley not only says cut rates, but

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Speaker 2: get going. July thirty one, hugely debated topic across the

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Speaker 2: show today and in the coming days to July thirty one.

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Speaker 2: Here's Jane Foley of Rabble Bank.

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Speaker 3: No, you know, the market's looking at September. The market's

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Speaker 3: comfortable with September. I think if we had July, you know,

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Speaker 3: that would be a real surprise and we would see

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Speaker 3: the Dolocus react to that as well as other asset markets.

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Speaker 3: But the question is are we in a period when

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Speaker 3: the Federal Reserve wants to shock the market, And I

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Speaker 3: would say, you know, probably not. I mean, there are

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Speaker 3: some central banks that want to shot the market. This

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Speaker 3: was Central Bank for instance. This year twice has managed

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Speaker 3: to shock the market too. It's as advantage. It's managed

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Speaker 3: to weaken its currency, which is you know, like a

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Speaker 3: real present really for the S and B, real gift

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Speaker 3: from the market to allow it to be surprised by

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Speaker 3: the SMB. But just to say I want to surprise

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Speaker 3: the market, I would say not so. I think maybe

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Speaker 3: the most we would get is a much more positive

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Speaker 3: signal that September is only the way Jane.

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Speaker 2: Folliot Robobank there, it's a really interesting source of topic

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Speaker 2: to see Bill Dudley shift. I can't emphasize how doctor

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Speaker 2: Dudley has been so out front. I think a Muhammad

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Speaker 2: al Arian, the City Group combine. They just said Stephile

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Speaker 2: Lindsay Pieg's the same idea, just incredibly out front on

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Speaker 2: rates higher for longer. A big shift today from Bill Dudley,

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Speaker 2: and there's Jane Foley talking about it through the prism

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Speaker 2: of the foreign exchange market. One of the heritage things

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Speaker 2: we try to do, not every day is get people

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Speaker 2: steeped in academics on the issues at hand. Two years ago,

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Speaker 2: got mcunda out of Mit Harvard now ye lecturer, came

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Speaker 2: out with a book about picking presidents. The idea of

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Speaker 2: getting out front eighteen months or two years and where

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Speaker 2: all of us are right now was just studying. We

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Speaker 2: opened with Harry Truman. Here is Gota mccunda on our

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Speaker 2: politics of twenty twenty four.

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Speaker 4: So I got a text from a very very senior

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Speaker 4: Republican this morning saying this is a quote I stand corrected.

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Speaker 4: I thought she would be a disaster, and this has

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Speaker 4: been the best three day rollout she could possibly have had.

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Speaker 4: I think he will find a way to respond. I

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Speaker 4: would never underestimate Donald Trump's cunning, but his standard attacks

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Speaker 4: are really going to run into problems here because by

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Speaker 4: running against a black woman, the sort of dog whistle

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Speaker 4: of politics that he's that he's used to. He's going

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Speaker 4: to be really tempted to go over the line. And

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Speaker 4: we've already seen a bunch of House Republicans start calling her,

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Speaker 4: you know, a DEI candidate, things like that, Just to

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Speaker 4: put this in perspective. Six years as Attorney General, four

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Speaker 4: years of senator, four years as Vice president. She is

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Speaker 4: way more qualified than you know Jade Vans or Hey,

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Speaker 4: George W.

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Speaker 2: Bush not that long ago, got him and Conda associated

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Speaker 2: with Yale University, and let's not forget Fletcher schoolwork and others.

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Speaker 2: He's a force up in New England and really can't

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Speaker 2: say enough about his book, Shocking Depression Picking Presidents. The

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Speaker 2: next voice is someone familiar. He walked in the studio today.

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Speaker 2: It looked like a tablecloth from williams Sonomo he's wearing.

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Speaker 2: You know it is. It's Dan Ives talking here in technology,

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Speaker 2: Paul had to ask him about Tesla and Google. What

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Speaker 2: I wanted to know from dan Ives is AI artificial intelligence.

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Speaker 2: Do you put the different companies in different buckets? And

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Speaker 2: if you partition AI, which is the company, It's like

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Speaker 2: the conservative play is there a measured play to AI.

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Speaker 5: It's that company in Redmond in the Nadella and Microsoft

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Speaker 5: that is right now the best bet in terms of AI.

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Speaker 5: In terms of where we see on spending, Azure co Pilot,

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Speaker 5: it's kind of there world everyone else paying rent from

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Speaker 5: an AI perspective, Google narrow in the gap, but it

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Speaker 5: just goes back. We have a trillion dollars of spend.

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Speaker 5: So if you want to sell it on these kind

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Speaker 5: of knee jerk reactions, go ahead. Bulls will buy them.

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Speaker 2: Dan Iaah. We talked about some of the parts too

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Speaker 2: on Apple. All that coming out in the vicinity of

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Speaker 2: July thirty August. First pro tip on the Bloomberg terminal,

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Speaker 2: to figure out when a company has earnings, you go,

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Speaker 2: in the case of Microsoft ms FT, the yellow equity button.

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Speaker 2: You hit des for description and write smack dab in

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Speaker 2: the middle of the screen will be the earning state.

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Speaker 2: I do this all the time. I only know three

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Speaker 2: functions on the terminal, but I do that all the

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Speaker 2: time just to try to figure out one is Apple,

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Speaker 2: one is Microsoft, when is amalgamated? Chin strap and all.

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Speaker 2: We're out on YouTube, We're out on Apple CarPlay, We're

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Speaker 2: at an Android auto on Apple Podcasts, Single best

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Speaker 4: S