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

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Speaker 2: A single best idea. We did a lot of equity

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Speaker 2: today with us. Some people saying a melt up in

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Speaker 2: the market. I don't agree with that. David ger is

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Speaker 2: saying maybe not. Some people even still using the word

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Speaker 2: grind about an equity market that list. We probably should

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Speaker 2: have done more in the FED today. Thank you Julia

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Speaker 2: Cornado Macro Policy Perspectives, who was just brilliant on the

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Speaker 2: different partitions at the FED. The three groups, four groups

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Speaker 2: that are out there as we go to the Wednesday meeting.

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Speaker 2: Henrietta Trace was with us. Over the weekend, two more

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Speaker 2: Republicans announced their retirement from the House. Henrietta treys, they're

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Speaker 2: walking out the door.

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Speaker 1: They're dropping like flies.

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Speaker 3: I have the benefit of having this incredible mentor a

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Speaker 3: woman named Ashley Miller the US Chamber of Commerce, and

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Speaker 3: she told me several years ago that Senators and congressmen

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Speaker 3: are heading for the exits.

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Speaker 1: DC is incredibly unpleasant to be in.

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Speaker 3: We are knocking at the door of eliminating the filibuster,

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Speaker 3: which any Senate staffer will tell you is what keeps

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Speaker 3: the Senate from being the House.

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Speaker 1: And they mean that as an insult. So it's definitely

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Speaker 1: not a good time to be down there right now.

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Speaker 3: I think the assassination of Charlie Kirk is certainly the

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Speaker 3: forefront of people's minds. The physical violence component of it

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Speaker 3: really can't be under stressed.

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Speaker 2: Andrew into treys with Beta Partners there. Anastasia Amorrosa was

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Speaker 2: in today on the equity markets. She has been phenomenal

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Speaker 2: about saying stay in the markets, believe in America. We

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Speaker 2: get an update from Anastasia Amoroso of Partners Group.

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Speaker 4: I was never in the camp of the American exceptionalism

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Speaker 4: is over and the reason for that. Let's just talk

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Speaker 4: about the backdrop forward corporate America.

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Speaker 1: And one of the things that the tax.

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Speaker 4: Bill did is solidify the fact that tax rate in

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Speaker 4: the United States is going to be twenty one percent.

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Speaker 4: After accounting for certain deductions, it's probably close to about

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Speaker 4: nineteen percent. The big deal about that time is if

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Speaker 4: you look at some of the other develop market economies,

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Speaker 4: the average is twenty five percent or hire in some instances.

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Speaker 4: So all of a sudden, you have an incredibly friendly

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Speaker 4: corporate tax regime that on top of that, there's a

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Speaker 4: couple of things in the tax building even more friendly.

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Speaker 4: And I'm talking about the one hundred percent bonus depreciation.

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Speaker 1: So if you invest.

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Speaker 4: Today in America, you get that one hundred percent bonus

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Speaker 4: depreciation in year one that has been permanent, so that

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Speaker 4: is a long.

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Speaker 1: Term boost to us GDP.

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Speaker 4: If you invest in R and D in the United States,

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Speaker 4: that's again a one hundred percent deduction in year one

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Speaker 4: versus the five year stretch out before. So you package

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Speaker 4: that together, that's that's an incredible incentive to invest in America.

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Speaker 2: Anastasia M. Moroso of Partners Group as well, it is

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Speaker 2: single best idea on podcasts or on ample podcasts, Spotify

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Speaker 2: Good morning to the Pacific rim. I've heard so much

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Speaker 2: about Spotify, the use of the Spotify podcast on the

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Speaker 2: other side of the far side of the world, and

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Speaker 2: of course on YouTube podcasts. It is single best idea