1 00:00:02,440 --> 00:00:19,120 Speaker 1: Bloomberg Audio Studios, Podcasts, radio news. 2 00:00:12,800 --> 00:00:16,680 Speaker 2: Single best idea. After an exhausting seventy two hours to 3 00:00:16,760 --> 00:00:18,640 Speaker 2: the team, I really can't say enough. Just to give 4 00:00:18,680 --> 00:00:21,720 Speaker 2: you a little vignette into the real world. We go 5 00:00:21,840 --> 00:00:25,000 Speaker 2: twenty four to seven, and I mean that, I'm not kidding. 6 00:00:25,040 --> 00:00:28,040 Speaker 2: It's seven days a week. And what we do is 7 00:00:28,120 --> 00:00:32,559 Speaker 2: we aggregate the fine news data of Bloomberg News in 8 00:00:32,720 --> 00:00:38,600 Speaker 2: many other legitimate sources worldwide. We're constantly looking at the 9 00:00:38,720 --> 00:00:43,240 Speaker 2: conversation that's out there, particularly focusing on the US major 10 00:00:43,320 --> 00:00:47,440 Speaker 2: papers and on the European papers as well. I've just 11 00:00:47,479 --> 00:00:51,559 Speaker 2: started reading every day Lemonde English out of Paris and 12 00:00:51,600 --> 00:00:54,800 Speaker 2: the interesting take on Paris of what we see in 13 00:00:54,840 --> 00:00:58,000 Speaker 2: the Eastern Mediterranean. We'll get to that in a moment. 14 00:00:58,240 --> 00:01:01,040 Speaker 2: The real news underplayed because of all that's going on, 15 00:01:01,480 --> 00:01:04,480 Speaker 2: the vice presidential debate, what we see in Israel, Iran, 16 00:01:04,560 --> 00:01:09,400 Speaker 2: in Lebanon and and such, and frankly Ukraine. But the 17 00:01:09,680 --> 00:01:13,600 Speaker 2: real debate going on the decision making of Bijing where 18 00:01:13,600 --> 00:01:18,280 Speaker 2: they have reverse course a monetary stimulus and immediately following 19 00:01:18,319 --> 00:01:22,800 Speaker 2: did fiscal stimulus that was coming quote unquote down the road. 20 00:01:23,360 --> 00:01:26,040 Speaker 2: There's been a leap in what we see in China. 21 00:01:26,560 --> 00:01:31,360 Speaker 2: On that Scott Leander of Horizon Investments, should you focus on. 22 00:01:31,360 --> 00:01:34,080 Speaker 3: China, don't be short so you know, like like like 23 00:01:34,160 --> 00:01:37,720 Speaker 3: right now it is look, lose the gloom we have 24 00:01:38,000 --> 00:01:39,920 Speaker 3: you gotta lose the gloom a little bit. And look, 25 00:01:39,959 --> 00:01:42,600 Speaker 3: but I'm not sure this is this didn't really change 26 00:01:42,640 --> 00:01:44,320 Speaker 3: our longer term view or even medium term view of 27 00:01:44,360 --> 00:01:46,720 Speaker 3: kind of China's prospects. I mean, that's a lot of challenges. 28 00:01:46,720 --> 00:01:49,040 Speaker 3: They're in a balancee recession, get terrible demographics, all the 29 00:01:49,040 --> 00:01:51,080 Speaker 3: things we all know about China. There's a reason to 30 00:01:51,120 --> 00:01:54,520 Speaker 3: embarrassed on them longer term. But nobody's and nobody's invested 31 00:01:54,560 --> 00:01:56,960 Speaker 3: over there. Everybody short over there, and and and you know, 32 00:01:57,000 --> 00:01:59,160 Speaker 3: and these these policies seem like they might have some 33 00:01:59,240 --> 00:02:00,880 Speaker 3: teeth to it. So it's, you know, it's one of 34 00:02:00,880 --> 00:02:02,680 Speaker 3: these where you like, you can't afford to be shorted. 35 00:02:02,680 --> 00:02:05,480 Speaker 3: You got to play along, and you know, I kind 36 00:02:05,480 --> 00:02:06,920 Speaker 3: of you know, dance, you know, dance all the music 37 00:02:06,920 --> 00:02:08,839 Speaker 3: is playing, so so to speak, that's probably not best 38 00:02:08,840 --> 00:02:12,120 Speaker 3: phrase to use right now, but right but it's it 39 00:02:12,200 --> 00:02:14,440 Speaker 3: is it, you know it basically play along and don't 40 00:02:14,520 --> 00:02:15,520 Speaker 3: don't don't get caught short. 41 00:02:16,040 --> 00:02:20,800 Speaker 2: Scott Lander of Horizon Investments. We had a terrific day 42 00:02:20,960 --> 00:02:25,760 Speaker 2: of conversation on the conflict appending war perhaps in the 43 00:02:25,800 --> 00:02:29,800 Speaker 2: Eastern Mediterranean. Thanks to Mark Champion of Bloomberg Opinion London 44 00:02:30,080 --> 00:02:34,440 Speaker 2: for his expertise. He's just exquisite on the international complexities 45 00:02:34,480 --> 00:02:38,600 Speaker 2: and particularly pulling the history forward. We talked to Aaron 46 00:02:38,680 --> 00:02:41,680 Speaker 2: David Miller. You've seen him on any other number of 47 00:02:41,720 --> 00:02:45,640 Speaker 2: networks at the Carnegie Endowment for International Piece. He is 48 00:02:45,680 --> 00:02:48,880 Speaker 2: definitive back to his days out of Tulane with George 49 00:02:48,880 --> 00:02:53,160 Speaker 2: Schultz and James Baker. Aaron David Miller, and late in 50 00:02:53,200 --> 00:02:56,680 Speaker 2: the conversation, you know, I just wanted to reach back. 51 00:02:56,720 --> 00:02:59,440 Speaker 2: I have the clearest memory of the day of the 52 00:02:59,480 --> 00:03:02,720 Speaker 2: assess nation of Itzak were being and I simply said 53 00:03:02,720 --> 00:03:06,520 Speaker 2: to Aaron David Miller, I said, what would Itzak Rabin 54 00:03:06,680 --> 00:03:07,880 Speaker 2: think of the moment? 55 00:03:08,440 --> 00:03:12,600 Speaker 4: Rabin would not have handled October seventh the way this 56 00:03:12,960 --> 00:03:16,080 Speaker 4: current Israeli government would have handled it. Raben would have responded, 57 00:03:16,120 --> 00:03:19,720 Speaker 4: probably as forcefully. But during the course of that conflict, 58 00:03:20,400 --> 00:03:24,600 Speaker 4: this man, who had a sense of strategy, understood the 59 00:03:24,680 --> 00:03:31,400 Speaker 4: relationship between the application of military force and achievable political endgames. 60 00:03:32,240 --> 00:03:35,320 Speaker 4: Rabina would have understood that Israels involved in three wars 61 00:03:35,320 --> 00:03:38,120 Speaker 4: of attrition, one with Hamas, one with his bow, and 62 00:03:38,120 --> 00:03:41,200 Speaker 4: obviously one with Iran, and I think he would have 63 00:03:41,280 --> 00:03:46,280 Speaker 4: begun to understand and to work with rather rather than 64 00:03:46,320 --> 00:03:50,200 Speaker 4: not against the United States and other regional allies. The amuradis, 65 00:03:50,280 --> 00:03:53,880 Speaker 4: the Babrainis, the Saudis, and trying to figure out a 66 00:03:53,880 --> 00:03:59,320 Speaker 4: way to create an alternative to Hamas in Gaza and 67 00:03:59,600 --> 00:04:02,360 Speaker 4: an alternative political reality over. 68 00:04:02,200 --> 00:04:07,320 Speaker 2: Time in Lebanon, Aaron David Miller, the Carnegie Carnegie Endowment 69 00:04:07,800 --> 00:04:11,480 Speaker 2: for International piece there on mister Rabine, and of course 70 00:04:11,520 --> 00:04:16,480 Speaker 2: what we see now in the Eastern Mediterranean. We're on YouTube. 71 00:04:16,720 --> 00:04:20,719 Speaker 2: Subscribe to Bloomberg podcast. They just wandered by with the 72 00:04:20,760 --> 00:04:24,599 Speaker 2: statistics for September, and I'm absolutely humbled by the growth 73 00:04:25,200 --> 00:04:27,680 Speaker 2: of the platform. We continue to drive it forward. In 74 00:04:27,839 --> 00:04:31,080 Speaker 2: two thousand and twenty five, boy, is it a change agent? 75 00:04:31,120 --> 00:04:33,640 Speaker 2: You see? You know, you wonder what is Major League 76 00:04:33,680 --> 00:04:36,000 Speaker 2: Baseball going to do with YouTube? What is the NFL 77 00:04:36,080 --> 00:04:38,800 Speaker 2: going to do with YouTube? And on and on and on. 78 00:04:38,920 --> 00:04:40,840 Speaker 2: It is a change agent. We're thrilled to be part 79 00:04:40,880 --> 00:04:46,680 Speaker 2: of it with Google again. Subscribe to Bloomberg Podcasts to 80 00:04:46,760 --> 00:04:50,279 Speaker 2: get us each morning live on the commune across the nation, 81 00:04:50,360 --> 00:04:53,800 Speaker 2: Apple car Play, Android Autos, Sirius, and of course ninety 82 00:04:53,839 --> 00:04:57,600 Speaker 2: nine one FM in Washington, ninety two nine FM and Boston, 83 00:04:57,640 --> 00:05:00,440 Speaker 2: and to our flagship in New York, Bloomberg eleven three 84 00:05:00,520 --> 00:05:05,000 Speaker 2: zero on YouTube podcasts, on Apple podcasts, this is the 85 00:05:05,040 --> 00:05:06,080 Speaker 2: single best idea. 86 00:05:12,360 --> 00:05:12,839 Speaker 4: Mm hmm.