WEBVTT - Single Best Idea with Tom Keene: Julian Emanuel & Ethan Bronner

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<v Speaker 1>Bloomberg Audio Studios, podcasts, radio news.

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<v Speaker 2>The single best idea and what the single best idea

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<v Speaker 2>in reality is. Every day is different. Yesterday, coming off

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<v Speaker 2>the madness of tariffs and deep seek and all that,

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<v Speaker 2>we almost paused yesterday and had more extended, lengthy, deeper conversations.

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<v Speaker 2>James Steele was just outstanding on Gold yesterday, but there

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<v Speaker 2>were many other high points. Today was right back into

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<v Speaker 2>strategy and into the news flow. We started strong with

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<v Speaker 2>Julian Emmanuel. He's at evercore ISI, which for those of

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<v Speaker 2>a certain vintage is ISI, which is Edward Hyman. Ed

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<v Speaker 2>Heyman is a luxury of Julian Emmanuel's wisdom on the

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<v Speaker 2>equity markets. I tried to dovetail in ed Hyman's economics,

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<v Speaker 2>Edheimen's encyclopedic knowledge of flows of goods and services in

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<v Speaker 2>America with Julian Emmanuel's view on MEG seven. Let's listen, we.

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<v Speaker 1>Do no question about it. And again that goes back

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<v Speaker 1>to eds roots as an MIT grad. But from our perspective,

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<v Speaker 1>what we've seen in the last couple weeks with the

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<v Speaker 1>evolution of deep Seek is actually, if anything, going to

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<v Speaker 1>accelerate adoption, and that's the key corporate America accelerating adoption

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<v Speaker 1>of AI. We as consumers are already there the same

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<v Speaker 1>way we were the Internet in the early nineties before

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<v Speaker 1>it hit desktops in corporate America.

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<v Speaker 2>Julian Emmanuel very constructive investment in America to call, given

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<v Speaker 2>all the volatility and distractions that we see right now,

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<v Speaker 2>a second idea to play. There were just so many

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<v Speaker 2>to talk to, but we had to go to the

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<v Speaker 2>outstanding work from the Levant and from this I mean

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<v Speaker 2>really from Anchor and Istanbul, but it's certainly from Beirut

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<v Speaker 2>on down through Israel and Gaza. In all that we're

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<v Speaker 2>seeing in the diplomacy of a new American administration with

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<v Speaker 2>visits by Jordan and Egypt to speak to President Trump,

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<v Speaker 2>newly elected second term President Trump, and all of that

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<v Speaker 2>is seated in Tel Aviv with Ethan Bronner. He is

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<v Speaker 2>driving all of Bloomberg News. There just a wonderful heritage

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<v Speaker 2>of coverage of the events of the Middle East. Ethan

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<v Speaker 2>Bronner on the step forward for gazif.

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<v Speaker 3>We're two weeks into it, they're supposedly starting a discussion

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<v Speaker 3>about the next phase, but of course what the President

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<v Speaker 3>just said kind of throws everything into the air. Meanwhile,

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<v Speaker 3>on the ground, hundreds of thousands of people are returning

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<v Speaker 3>to nothing, to their homes that are you know, hanging

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<v Speaker 3>rebar and no water, no sewage, and they don't know

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<v Speaker 3>what to do. And many of them are going back

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<v Speaker 3>to the humanitarian era, and many of them are saying,

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<v Speaker 3>get me out of here. So you know, that is

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<v Speaker 3>one thing that needs to be said here that ideologically

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<v Speaker 3>Palaestings Automo we moved, but personally and practically plenty of

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<v Speaker 3>them would go if there were a place to go

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<v Speaker 3>because their homes are unfortunately a construction.

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<v Speaker 2>Zone, intractable challenges. And Ethan Browner and all of our

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<v Speaker 2>team in the Eastern Mediterranean continue to provide really hourly

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<v Speaker 2>not daily, hourly leadership on coverage here look the balance

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<v Speaker 2>of power of course with Joe Matthew and Katie Lyones

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<v Speaker 2>for further discussions on this, particularly with a take from

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<v Speaker 2>Washington and you commute across the nation on Apple, Carboy,

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<v Speaker 2>Android Auto. Thank you Google for mentioning podcasts not once,

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<v Speaker 2>not twice, but three times in comments yesterday didn't mention

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<v Speaker 2>Bloomberg surveillance and single best idea. But you know they're

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<v Speaker 2>very aware of the growth of this podcast experiment, we're

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<v Speaker 2>on YouTube podcasts. This is single best idea

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<v Speaker 3>Seven