Speaker 1: Bloomberg Audio Studios, podcasts, radio news, A single.
Speaker 2: Most idea very quickly here Steven Englander in one a
Speaker 2: wonderful hour. The whole thing about surveillance is you want
Speaker 2: to get back to back to back great conversations for Global,
Speaker 2: Wall Street and all the people interested in you know
Speaker 2: what we do if Steven Englander, Michael Mayo and Free
Speaker 2: of Beamish back to back, that's the way we roll,
Speaker 2: and our team did a great job piecing that together.
Speaker 2: Some of its spur the moment. Here's Steven Englander. A
Speaker 2: standard charter on the long term and the short term
Speaker 2: of the dollar.
Speaker 3: If Powell is correct, if Worsh is correct, if we
Speaker 3: are correct that it's surging. You know, we're kind of
Speaker 3: back to the late nineties, which was a very good
Speaker 3: period for US. But that's in the medium and long term.
Speaker 3: Shorter term, I think we're going to see US policy
Speaker 3: become more cautious. I mean focus being the midterm elections.
Speaker 3: You know, doing a trade deal with India as a positive,
Speaker 3: sort of threatening to invade Greenland as a negative. So
Speaker 3: I expect the temperature to really calm down, and you know,
Speaker 3: dollar to appreciate very gradually, get rid of some of
Speaker 3: the risk premium that accumulated in January.
Speaker 2: Steven Angelo. They're a great conversation with him about his
Speaker 2: colleague at Yeale, Barry Ke and Green, the giant at Berkeley.
Speaker 2: Iike Green is out with a new book. We promise
Speaker 2: we'll get him on here at some point. Meredith Whitney
Speaker 2: and today I had to do the obligatory conversation. The
Speaker 2: president wants ten percent credit card rates right now. The race,
Speaker 2: she says, is nineteen point sixty five percent. And we
Speaker 2: talked about what all that means. A very really, really
Speaker 2: interesting point with Meredith Whitney. But here Miss Whitney talking
Speaker 2: about a colleague, Kevin worsh.
Speaker 4: I've known Kevin since my twenties, I mean just a
Speaker 4: little while ago, and friends of mine actually from Lawrenceville.
Speaker 4: I went to Stanford introduced me because she's a Stanford
Speaker 4: I've seen him in action and he is like people
Speaker 4: love him. He talks to everybody. He's got you know,
Speaker 4: he's got sway with everybody.
Speaker 2: What do you say to the critics of mister Warsh
Speaker 2: before these contentious hearings, Well, the biggest.
Speaker 4: Credits are like, oh, he doesn't have a PhD. He's
Speaker 4: not qualified. He's he's robustly qualified, and I think people
Speaker 4: are going to be very pleasantly surprised with a way
Speaker 4: he's We'll be able to parse the message that is
Speaker 4: pleasing to everybody.
Speaker 2: Meredith Whitney and we talked about Visa just as one
Speaker 2: of our successes over the years. It's Meredith Whitney Advisory
Speaker 2: Group on podcasts on Apple, on Spotify, Good Morning to
Speaker 2: the Pacific rim as well huge listenership there for Spotify
Speaker 2: and on YouTube podcasts. It's single best idea