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Speaker 1: Bloomberg Audio Studios, podcasts, radio news.

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Speaker 2: The single best idea, and an incredibly eclectic Friday. Just

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Speaker 2: lots of different voices here. The President out of the

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Speaker 2: tweet saying two points of GDP should be added back

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Speaker 2: in on government shutdown bea coming out saying definitely one

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Speaker 2: point ish, so not a bad number after you adjust

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Speaker 2: for the government shutdown. We adjusted with Anastasia Amoroso of

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Speaker 2: Partners Group. They're wonderful company out of Zoog, Switzerland, that's

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Speaker 2: one of the fancy parts of Zurich down the Lake.

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Speaker 2: And Anastasia Amoroso on this balance between American and continental investment,

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Speaker 2: the way.

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Speaker 3: We see allocations is that you don't pick one.

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Speaker 1: Or the other.

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Speaker 3: You do both. You do US, you do Europe, you

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Speaker 3: do Asia. And the reason for that, you know, if

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Speaker 3: you think about the next five years, let's say, it's

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Speaker 3: all about localization, supply chains, it's on shoring, it's about,

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Speaker 3: you know, making sure you cater to the domestic consumer.

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Speaker 3: So it used to be that you could allocate to

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Speaker 3: a US multinational and that would get you the Europe

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Speaker 3: exposure or China exposure. That's no longer the case. So

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Speaker 3: that's why I think you have to invest in each specific.

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Speaker 2: Region, Incision and Moroso of Partners Group. With all the

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Speaker 2: geopolitical news we talked to Diana as Fandiari of Bloomberg Economics,

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Speaker 2: just absolutely spectacular with the workout of King's College London

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Speaker 2: on war studies and Iran on America on Israel.

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Speaker 1: I mean, I think the main players are definitely the

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Speaker 1: US and Iran, and the main decision maker on this

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Speaker 1: front right now really is President Trump. But I think

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Speaker 1: Israel is playing a huge role in trying to sway

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Speaker 1: Trump and trying to really convince him either to go

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Speaker 1: to war or to have a very maximist position in

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Speaker 1: the nuclear negotiations. And bizarrely, compared to a few years

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Speaker 1: ago when the first nuclear deal was being negotiated, it's

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Speaker 1: the US's golf erab partners that are actually urging restraint,

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Speaker 1: that are saying we don't want war because we don't

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Speaker 1: know what will happen once the fighting starts.

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Speaker 2: Dina Sevandiari there with Bloomberg Economics, and of course all

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Speaker 2: the different news flow across the weekend. The look Ahead

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Speaker 2: looked at Joe Matthew and Katie Lines for a lot

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Speaker 2: of good coverage there as well, and I should mention

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Speaker 2: Henry Horden and Tyler Kendall in Washington on our podcast

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Speaker 2: on Apple, on Spotify, on YouTube podcasts. It's single best

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Speaker 2: idea