Speaker 1: Bloomberg Audio Studios, podcasts, radio news.
Speaker 2: The single best idea, which is the idea that there
Speaker 2: were not presidential tweets today to shake the market as
Speaker 2: we saw twenty four hours ago, maybe twenty eight hours
Speaker 2: ago yesterday. But still I can't find enough words and
Speaker 2: emotion on the tape. If you look at equities, bonds, currencies,
Speaker 2: commodities across the Bloomberg launchpad, the vibration, the oscillation, the
Speaker 2: febril nature of equities, bonds, currencies, commodities is absolutely tangible.
Speaker 2: We saalked to Waylee if you needed a reason to
Speaker 2: join LinkedIn. Wayley's work out on LinkedIn for black Rock
Speaker 2: is absolutely spectacular. Here's Waylee, their chief global strategist, on
Speaker 2: the risks of the moment.
Speaker 3: They're really just two ways to invest in and navigate
Speaker 3: this market. The first one is directionally and the second
Speaker 3: one is thematically. So what flattening exposure directionally because in
Speaker 3: the near term is just so trophy reacting to headlines.
Speaker 3: But thematically, as a result of events in the middle
Speaker 3: easiest to every single company, every single government globally, they
Speaker 3: are going to think even harder about supply chain resilience,
Speaker 3: even harder about energy independence, and those are the things
Speaker 3: that want to lean into.
Speaker 2: Really of black Rock. He was Definitive Sweets years ago,
Speaker 2: working with Tom Galvin and also Dominic Constom not on
Speaker 2: fixed income like Constant and our Irid Jersey, but more
Speaker 2: in the equity space. Bred Newman is at Alger and
Speaker 2: we spoke to him a really good conversations on AI.
Speaker 2: But again Brad Newman, on the moment at hand, I
Speaker 2: think it's easy to be distracted.
Speaker 4: There's obviously a lot of economic implications from higher oil
Speaker 4: prices and how that reverberates to the economy. And obviously
Speaker 4: we're seeing not only inflation expectations and real rates increase.
Speaker 4: But ultimately I think the much bigger issue that will
Speaker 4: play out when all is said and done in the
Speaker 4: Middle East, and there's an oil premium in the market
Speaker 4: that will probably stay for a while. What people really
Speaker 4: be focused on is that we're short compute in this
Speaker 4: country in the world.
Speaker 2: Very tech positive. Bread Newman of Elger speaking of tech
Speaker 2: on podcasts wor at Apple where at Spotify, on YouTube podcasts,
Speaker 2: it's single best idea