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The single best idea, just a spectacular day. It's a Friday, it's two above zero in New York, or feels that way at least three day weekend, and our team lined up just a great set, eclectic set of conversations. I really can't say enough about spur of the moment. Golnar Montevali joining us from London. She has been definitive reporting for Bloomberg News in Tehran for almost a decade. It was good to catch up with her in London. She was piercing about the future of her Persia. Ibrahm Mrbari
as well. You know him from Foreign Exchange. He was born in Tehran and we treasure his comments on his Persia and the global diaspora of Iran. Avery Sheffield joined us from Rockefeller Asset. It's just real simple. This market can keep going. Let's listen.
You always think that potentially the madness will abate, but I think what we're likely to continue to see is that the madness abates when the data comes through and that checks wherever the markets are going. And what we've really seen coming into this year is of course very high expectations following a market that's been very strong for
three years. And I think that what that means is that looking ahead, it's going to be tougher and you're going to want to be much more selective in your stock selection.
Amy Sheffield, Rockefeller Asset Management as well. Alexis Crow came by with PwC really a definitive knowledge of Europe, her workout of Saint Andrews in a London School of economics. Alexis Crow on the steps forward for Europe.
Global markets by and large do not care about geopolitics. Is shrug it off right interesting that the single largest spike that we had in the Vics and the volatility index happened when investors and market participants were concerned about an unwinding in the carry trade with Japan. So it's not geopolitics, it is monetary.
Thank you, Alexis Crow, piercing earlier on Europe where she just said, this is the year they have to get their act together. We're on podcasts, they grow each and every day on Apple, on Spotify, thank you for your attention. On Spotify podcasts and on YouTube podcasts. It's single best idea