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A single best idea on what was such an odd day. Economic data came out. Exports actually pretty sprightly, import pricing. This is a secondary data, but you know, sort of the economic jumble out there. But it was the headlines of the war which allowed for sort of like a grudging up. I don't know where we'll be in one hour, or one day or one week, but certainly the market's moving headline to headline. Alexander Semanova was in off the Jeffreys research of ten days up for the Nasdaq in
a really remarkable how rare that is. It was a great conversation just about I think it's ten times since two thousands, she said, ten times this century, and of course I was going back to nineteen twelve, which wasn't quite where the research was. Dean Kernan knows what Centuri's in. He's with Macro Risk Advisors. A great conversation on derivetives here. Dean Kerrent on the modern tweet.
Well, you give the President of the United States a Twitter account and allow him to escalate and de escalate through tweet. Perhaps there's a new Greek called tweet Gabba, which is you've just got to follow truth. Social you have to appreciate the uniqueness of this specific risk event. Kevin Wirsch once told me, if you've seen one financial crisis, you've seen one financial crisis. There is commonality, but they're all unique. A decade ago was Brexit and we were
following British pound ball. Right now, it's crude, and that's the epicenter of every single correlation out there. It drives the vis It drives the move Index, the S and P credit spreads, and Trump drives crude.
Dean Kurrent with US. Patrick Murphy joined US with Hillco Global, but far more importantly the former undersecretary at the Army huge qualified and teaching at west Point. We got an update on the war.
You learn about what we did, and then during a Cuban missile crisis, you know kind of what started that. But as you know, I taught at west Point for years and I still lecture at the US Army War College. You had to know all the demands domains of warfare, you know, land, sea, air space, and cyber. So you know, that's what we try and do at HOKO Advisory HOCO Global for our advisory group, and I tell you the world has never been as bald as it is right now, at least it feels that way.
Hugely valuable conversation with Patrick Murphy. He was just absolutely brilliant, like blockades and how do you treat them today? And also on this thing that's really burgeoning as a point of study and innovation, and that is drone warfare. We're out on podcasts, We're at Apple, we're at Spotify, at YouTube podcasts. It's single best idea.
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