1 00:00:02,520 --> 00:00:10,840 Speaker 1: Bloomberg Audio Studios, podcasts, radio news. 2 00:00:14,200 --> 00:00:17,840 Speaker 2: The single best idea and what the single best idea 3 00:00:17,960 --> 00:00:22,160 Speaker 2: in reality is. Every day is different. Yesterday, coming off 4 00:00:22,200 --> 00:00:25,560 Speaker 2: the madness of tariffs and deep seek and all that, 5 00:00:26,239 --> 00:00:32,800 Speaker 2: we almost paused yesterday and had more extended, lengthy, deeper conversations. 6 00:00:32,880 --> 00:00:36,080 Speaker 2: James Steele was just outstanding on Gold yesterday, but there 7 00:00:36,080 --> 00:00:39,680 Speaker 2: were many other high points. Today was right back into 8 00:00:39,760 --> 00:00:43,240 Speaker 2: strategy and into the news flow. We started strong with 9 00:00:43,360 --> 00:00:47,120 Speaker 2: Julian Emmanuel. He's at evercore ISI, which for those of 10 00:00:47,159 --> 00:00:51,720 Speaker 2: a certain vintage is ISI, which is Edward Hyman. Ed 11 00:00:51,760 --> 00:00:55,600 Speaker 2: Heyman is a luxury of Julian Emmanuel's wisdom on the 12 00:00:55,640 --> 00:00:59,520 Speaker 2: equity markets. I tried to dovetail in ed Hyman's economics, 13 00:01:00,120 --> 00:01:06,000 Speaker 2: Edheimen's encyclopedic knowledge of flows of goods and services in 14 00:01:06,080 --> 00:01:11,319 Speaker 2: America with Julian Emmanuel's view on MEG seven. Let's listen, we. 15 00:01:11,280 --> 00:01:13,399 Speaker 1: Do no question about it. And again that goes back 16 00:01:13,440 --> 00:01:17,800 Speaker 1: to eds roots as an MIT grad. But from our perspective, 17 00:01:18,080 --> 00:01:20,280 Speaker 1: what we've seen in the last couple weeks with the 18 00:01:20,680 --> 00:01:24,880 Speaker 1: evolution of deep Seek is actually, if anything, going to 19 00:01:25,000 --> 00:01:30,480 Speaker 1: accelerate adoption, and that's the key corporate America accelerating adoption 20 00:01:30,680 --> 00:01:34,560 Speaker 1: of AI. We as consumers are already there the same 21 00:01:34,600 --> 00:01:38,280 Speaker 1: way we were the Internet in the early nineties before 22 00:01:38,319 --> 00:01:40,920 Speaker 1: it hit desktops in corporate America. 23 00:01:41,080 --> 00:01:46,160 Speaker 2: Julian Emmanuel very constructive investment in America to call, given 24 00:01:46,200 --> 00:01:49,840 Speaker 2: all the volatility and distractions that we see right now, 25 00:01:50,240 --> 00:01:52,480 Speaker 2: a second idea to play. There were just so many 26 00:01:52,520 --> 00:01:55,000 Speaker 2: to talk to, but we had to go to the 27 00:01:55,040 --> 00:01:57,800 Speaker 2: outstanding work from the Levant and from this I mean 28 00:01:57,840 --> 00:02:01,400 Speaker 2: really from Anchor and Istanbul, but it's certainly from Beirut 29 00:02:01,520 --> 00:02:04,800 Speaker 2: on down through Israel and Gaza. In all that we're 30 00:02:04,840 --> 00:02:09,000 Speaker 2: seeing in the diplomacy of a new American administration with 31 00:02:09,160 --> 00:02:13,920 Speaker 2: visits by Jordan and Egypt to speak to President Trump, 32 00:02:14,000 --> 00:02:19,000 Speaker 2: newly elected second term President Trump, and all of that 33 00:02:19,320 --> 00:02:22,680 Speaker 2: is seated in Tel Aviv with Ethan Bronner. He is 34 00:02:23,280 --> 00:02:27,120 Speaker 2: driving all of Bloomberg News. There just a wonderful heritage 35 00:02:27,120 --> 00:02:30,919 Speaker 2: of coverage of the events of the Middle East. Ethan 36 00:02:31,000 --> 00:02:34,320 Speaker 2: Bronner on the step forward for gazif. 37 00:02:34,040 --> 00:02:37,519 Speaker 3: We're two weeks into it, they're supposedly starting a discussion 38 00:02:37,520 --> 00:02:39,680 Speaker 3: about the next phase, but of course what the President 39 00:02:39,840 --> 00:02:43,080 Speaker 3: just said kind of throws everything into the air. Meanwhile, 40 00:02:43,120 --> 00:02:46,560 Speaker 3: on the ground, hundreds of thousands of people are returning 41 00:02:46,600 --> 00:02:49,920 Speaker 3: to nothing, to their homes that are you know, hanging 42 00:02:50,000 --> 00:02:53,920 Speaker 3: rebar and no water, no sewage, and they don't know 43 00:02:53,919 --> 00:02:55,280 Speaker 3: what to do. And many of them are going back 44 00:02:55,320 --> 00:02:58,040 Speaker 3: to the humanitarian era, and many of them are saying, 45 00:02:58,080 --> 00:02:59,920 Speaker 3: get me out of here. So you know, that is 46 00:03:00,080 --> 00:03:03,239 Speaker 3: one thing that needs to be said here that ideologically 47 00:03:03,360 --> 00:03:07,520 Speaker 3: Palaestings Automo we moved, but personally and practically plenty of 48 00:03:07,560 --> 00:03:10,280 Speaker 3: them would go if there were a place to go 49 00:03:10,680 --> 00:03:14,400 Speaker 3: because their homes are unfortunately a construction. 50 00:03:14,080 --> 00:03:17,480 Speaker 2: Zone, intractable challenges. And Ethan Browner and all of our 51 00:03:17,520 --> 00:03:21,560 Speaker 2: team in the Eastern Mediterranean continue to provide really hourly 52 00:03:21,639 --> 00:03:25,760 Speaker 2: not daily, hourly leadership on coverage here look the balance 53 00:03:25,760 --> 00:03:28,120 Speaker 2: of power of course with Joe Matthew and Katie Lyones 54 00:03:28,639 --> 00:03:33,000 Speaker 2: for further discussions on this, particularly with a take from 55 00:03:33,720 --> 00:03:37,880 Speaker 2: Washington and you commute across the nation on Apple, Carboy, 56 00:03:37,920 --> 00:03:41,640 Speaker 2: Android Auto. Thank you Google for mentioning podcasts not once, 57 00:03:42,240 --> 00:03:46,280 Speaker 2: not twice, but three times in comments yesterday didn't mention 58 00:03:46,320 --> 00:03:50,960 Speaker 2: Bloomberg surveillance and single best idea. But you know they're 59 00:03:51,040 --> 00:03:55,000 Speaker 2: very aware of the growth of this podcast experiment, we're 60 00:03:55,000 --> 00:03:59,160 Speaker 2: on YouTube podcasts. This is single best idea 61 00:04:02,120 --> 00:04:02,400 Speaker 3: Seven