Speaker 1: Bloomberg Audio Studios, podcasts, radio news.
Speaker 2: A single best idea on what was such an odd day.
Speaker 2: Economic data came out. Exports actually pretty sprightly, import pricing.
Speaker 2: This is a secondary data, but you know, sort of
Speaker 2: the economic jumble out there. But it was the headlines
Speaker 2: of the war which allowed for sort of like a
Speaker 2: grudging up. I don't know where we'll be in one hour,
Speaker 2: or one day or one week, but certainly the market's
Speaker 2: moving headline to headline. Alexander Semanova was in off the
Speaker 2: Jeffreys research of ten days up for the Nasdaq in
Speaker 2: a really remarkable how rare that is. It was a
Speaker 2: great conversation just about I think it's ten times since
Speaker 2: two thousands, she said, ten times this century, and of
Speaker 2: course I was going back to nineteen twelve, which wasn't
Speaker 2: quite where the research was. Dean Kernan knows what Centuri's in.
Speaker 2: He's with Macro Risk Advisors. A great conversation on derivetives here.
Speaker 2: Dean Kerrent on the modern tweet.
Speaker 1: Well, you give the President of the United States a
Speaker 1: Twitter account and allow him to escalate and de escalate
Speaker 1: through tweet. Perhaps there's a new Greek called tweet Gabba,
Speaker 1: which is you've just got to follow truth. Social you
Speaker 1: have to appreciate the uniqueness of this specific risk event.
Speaker 1: Kevin Wirsch once told me, if you've seen one financial crisis,
Speaker 1: you've seen one financial crisis. There is commonality, but they're
Speaker 1: all unique. A decade ago was Brexit and we were
Speaker 1: following British pound ball. Right now, it's crude, and that's
Speaker 1: the epicenter of every single correlation out there. It drives
Speaker 1: the vis It drives the move Index, the S and
Speaker 1: P credit spreads, and Trump drives crude.
Speaker 2: Dean Kurrent with US. Patrick Murphy joined US with Hillco Global,
Speaker 2: but far more importantly the former undersecretary at the Army
Speaker 2: huge qualified and teaching at west Point. We got an
Speaker 2: update on the war.
Speaker 3: You learn about what we did, and then during a
Speaker 3: Cuban missile crisis, you know kind of what started that.
Speaker 3: But as you know, I taught at west Point for
Speaker 3: years and I still lecture at the US Army War College.
Speaker 3: You had to know all the demands domains of warfare,
Speaker 3: you know, land, sea, air space, and cyber. So you know,
Speaker 3: that's what we try and do at HOKO Advisory HOCO
Speaker 3: Global for our advisory group, and I tell you the
Speaker 3: world has never been as bald as it is right now,
Speaker 3: at least it feels that way.
Speaker 2: Hugely valuable conversation with Patrick Murphy. He was just absolutely brilliant,
Speaker 2: like blockades and how do you treat them today? And
Speaker 2: also on this thing that's really burgeoning as a point
Speaker 2: of study and innovation, and that is drone warfare. We're
Speaker 2: out on podcasts, We're at Apple, we're at Spotify, at
Speaker 2: YouTube podcasts. It's single best idea.
Speaker 1: Mbal are contes below, including Rangers