Speaker 1: Bloomberg Audio Studios, podcasts, radio news.
Speaker 2: The single best idea and what the single best idea
Speaker 2: in reality is. Every day is different. Yesterday, coming off
Speaker 2: the madness of tariffs and deep seek and all that,
Speaker 2: we almost paused yesterday and had more extended, lengthy, deeper conversations.
Speaker 2: James Steele was just outstanding on Gold yesterday, but there
Speaker 2: were many other high points. Today was right back into
Speaker 2: strategy and into the news flow. We started strong with
Speaker 2: Julian Emmanuel. He's at evercore ISI, which for those of
Speaker 2: a certain vintage is ISI, which is Edward Hyman. Ed
Speaker 2: Heyman is a luxury of Julian Emmanuel's wisdom on the
Speaker 2: equity markets. I tried to dovetail in ed Hyman's economics,
Speaker 2: Edheimen's encyclopedic knowledge of flows of goods and services in
Speaker 2: America with Julian Emmanuel's view on MEG seven. Let's listen, we.
Speaker 1: Do no question about it. And again that goes back
Speaker 1: to eds roots as an MIT grad. But from our perspective,
Speaker 1: what we've seen in the last couple weeks with the
Speaker 1: evolution of deep Seek is actually, if anything, going to
Speaker 1: accelerate adoption, and that's the key corporate America accelerating adoption
Speaker 1: of AI. We as consumers are already there the same
Speaker 1: way we were the Internet in the early nineties before
Speaker 1: it hit desktops in corporate America.
Speaker 2: Julian Emmanuel very constructive investment in America to call, given
Speaker 2: all the volatility and distractions that we see right now,
Speaker 2: a second idea to play. There were just so many
Speaker 2: to talk to, but we had to go to the
Speaker 2: outstanding work from the Levant and from this I mean
Speaker 2: really from Anchor and Istanbul, but it's certainly from Beirut
Speaker 2: on down through Israel and Gaza. In all that we're
Speaker 2: seeing in the diplomacy of a new American administration with
Speaker 2: visits by Jordan and Egypt to speak to President Trump,
Speaker 2: newly elected second term President Trump, and all of that
Speaker 2: is seated in Tel Aviv with Ethan Bronner. He is
Speaker 2: driving all of Bloomberg News. There just a wonderful heritage
Speaker 2: of coverage of the events of the Middle East. Ethan
Speaker 2: Bronner on the step forward for gazif.
Speaker 3: We're two weeks into it, they're supposedly starting a discussion
Speaker 3: about the next phase, but of course what the President
Speaker 3: just said kind of throws everything into the air. Meanwhile,
Speaker 3: on the ground, hundreds of thousands of people are returning
Speaker 3: to nothing, to their homes that are you know, hanging
Speaker 3: rebar and no water, no sewage, and they don't know
Speaker 3: what to do. And many of them are going back
Speaker 3: to the humanitarian era, and many of them are saying,
Speaker 3: get me out of here. So you know, that is
Speaker 3: one thing that needs to be said here that ideologically
Speaker 3: Palaestings Automo we moved, but personally and practically plenty of
Speaker 3: them would go if there were a place to go
Speaker 3: because their homes are unfortunately a construction.
Speaker 2: Zone, intractable challenges. And Ethan Browner and all of our
Speaker 2: team in the Eastern Mediterranean continue to provide really hourly
Speaker 2: not daily, hourly leadership on coverage here look the balance
Speaker 2: of power of course with Joe Matthew and Katie Lyones
Speaker 2: for further discussions on this, particularly with a take from
Speaker 2: Washington and you commute across the nation on Apple, Carboy,
Speaker 2: Android Auto. Thank you Google for mentioning podcasts not once,
Speaker 2: not twice, but three times in comments yesterday didn't mention
Speaker 2: Bloomberg surveillance and single best idea. But you know they're
Speaker 2: very aware of the growth of this podcast experiment, we're
Speaker 2: on YouTube podcasts. This is single best idea
Speaker 3: Seven