Speaker 1: Bloomberg Audio Studios, Podcasts, radio news.
Speaker 2: Single best idea. After an exhausting seventy two hours to
Speaker 2: the team, I really can't say enough. Just to give
Speaker 2: you a little vignette into the real world. We go
Speaker 2: twenty four to seven, and I mean that, I'm not kidding.
Speaker 2: It's seven days a week. And what we do is
Speaker 2: we aggregate the fine news data of Bloomberg News in
Speaker 2: many other legitimate sources worldwide. We're constantly looking at the
Speaker 2: conversation that's out there, particularly focusing on the US major
Speaker 2: papers and on the European papers as well. I've just
Speaker 2: started reading every day Lemonde English out of Paris and
Speaker 2: the interesting take on Paris of what we see in
Speaker 2: the Eastern Mediterranean. We'll get to that in a moment.
Speaker 2: The real news underplayed because of all that's going on,
Speaker 2: the vice presidential debate, what we see in Israel, Iran,
Speaker 2: in Lebanon and and such, and frankly Ukraine. But the
Speaker 2: real debate going on the decision making of Bijing where
Speaker 2: they have reverse course a monetary stimulus and immediately following
Speaker 2: did fiscal stimulus that was coming quote unquote down the road.
Speaker 2: There's been a leap in what we see in China.
Speaker 2: On that Scott Leander of Horizon Investments, should you focus on.
Speaker 3: China, don't be short so you know, like like like
Speaker 3: right now it is look, lose the gloom we have
Speaker 3: you gotta lose the gloom a little bit. And look,
Speaker 3: but I'm not sure this is this didn't really change
Speaker 3: our longer term view or even medium term view of
Speaker 3: kind of China's prospects. I mean, that's a lot of challenges.
Speaker 3: They're in a balancee recession, get terrible demographics, all the
Speaker 3: things we all know about China. There's a reason to
Speaker 3: embarrassed on them longer term. But nobody's and nobody's invested
Speaker 3: over there. Everybody short over there, and and and you know,
Speaker 3: and these these policies seem like they might have some
Speaker 3: teeth to it. So it's, you know, it's one of
Speaker 3: these where you like, you can't afford to be shorted.
Speaker 3: You got to play along, and you know, I kind
Speaker 3: of you know, dance, you know, dance all the music
Speaker 3: is playing, so so to speak, that's probably not best
Speaker 3: phrase to use right now, but right but it's it
Speaker 3: is it, you know it basically play along and don't
Speaker 3: don't don't get caught short.
Speaker 2: Scott Lander of Horizon Investments. We had a terrific day
Speaker 2: of conversation on the conflict appending war perhaps in the
Speaker 2: Eastern Mediterranean. Thanks to Mark Champion of Bloomberg Opinion London
Speaker 2: for his expertise. He's just exquisite on the international complexities
Speaker 2: and particularly pulling the history forward. We talked to Aaron
Speaker 2: David Miller. You've seen him on any other number of
Speaker 2: networks at the Carnegie Endowment for International Piece. He is
Speaker 2: definitive back to his days out of Tulane with George
Speaker 2: Schultz and James Baker. Aaron David Miller, and late in
Speaker 2: the conversation, you know, I just wanted to reach back.
Speaker 2: I have the clearest memory of the day of the
Speaker 2: assess nation of Itzak were being and I simply said
Speaker 2: to Aaron David Miller, I said, what would Itzak Rabin
Speaker 2: think of the moment?
Speaker 4: Rabin would not have handled October seventh the way this
Speaker 4: current Israeli government would have handled it. Raben would have responded,
Speaker 4: probably as forcefully. But during the course of that conflict,
Speaker 4: this man, who had a sense of strategy, understood the
Speaker 4: relationship between the application of military force and achievable political endgames.
Speaker 4: Rabina would have understood that Israels involved in three wars
Speaker 4: of attrition, one with Hamas, one with his bow, and
Speaker 4: obviously one with Iran, and I think he would have
Speaker 4: begun to understand and to work with rather rather than
Speaker 4: not against the United States and other regional allies. The amuradis,
Speaker 4: the Babrainis, the Saudis, and trying to figure out a
Speaker 4: way to create an alternative to Hamas in Gaza and
Speaker 4: an alternative political reality over.
Speaker 2: Time in Lebanon, Aaron David Miller, the Carnegie Carnegie Endowment
Speaker 2: for International piece there on mister Rabine, and of course
Speaker 2: what we see now in the Eastern Mediterranean. We're on YouTube.
Speaker 2: Subscribe to Bloomberg podcast. They just wandered by with the
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Speaker 4: Mm hmm.