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Single best idea, I don't have a podcast. Thank you for your attention. We can see it on Chartable. I mean it's really I'm really gratified by your ability to take six minutes of what we do usually two thoughts from some of our guests. When we put it together, we've got four or five six thoughts, have to figure out which ones to play. It's usually it's pretty random, and it's it's just around the good conversation. We have
an economics, finance, investment, and international relations. An intense conversation today with James Strevetas he's a admiral of the United States Navy. His Leader's Bookshelf is one of my top top recommendations. It is an outstanding book to get you in front of thirty, forty and fifty the other books that are required reads, just as comments on Lee at
Gettysburg and that book are extraordinary. Can't say enough about Leader's Bookshelf, and of course my Book of the Summer, I believe last summer, that summer before twenty and thirty four speaks to the projection of the United States and Navy around the world and in the mood now, and particularly in the mood in Milwaukee is isolationism. Admiral Stravetas on America's new isolationism.
Let's look at history late twenties. We tried this. We walked away from the League of Nations. We built enormous tariff barriers, the hally smooth tariffs. We isolated from the world. How did that work out? We cracked the global economy. You can drop a plumb line to fascism. So history is instructive.
Number two.
We're so globally interconnected economically that trying to simply walk away from the world in a geopolitical sense will crack those relationships and leave Russia free to operate and do what it wants to quote somebody in Europe or China to do the same in Asia. So the trade, the economics, and third, and maybe most important, it's the values. If we isolate ourselves, the jungle will grow back, and democracy, liberty, freedom, all of the things we cherish will be at risk.
I think those are the three key arguments.
James Travitas and to get some fiction around this, nonfiction two books two thousand and thirty four of my Book of the Summer recently extremely good on China, on the US and on India, and also a twenty year sequel from two thousand and thirty four to two thousand and fifty four that's just coming out recently. Stravitas and Ackerman and the two of them together are just outside standing
perspective perhaps on where we are heading. A good conversation with a gentleman from Brown Brothers Harreman, Scott Clemmens, besides his incredible philanthropic work, particularly in literature at the University of Virginia, really original work holds court at Brown Brothers Harriman on the equity markets and of course around earning season coming into late July, that is about technology. And of course Johnson and Johnson today not doing all that well.
Don't know where the stock is, but you know it's like a non tech company doing new and interesting things to the other four hundred and eighty three SMP stocks. Do they need to be more like in Vidia?
In video is great? Don't get me wrong. You don't want to be like in Vidia. You want to benefit from in video. So technology in a portfolio isn't necessarily only technology company. This technology enabled companies, the companies that benefit from that, I think are every bit is important going forward as the companies that actually ate the benefit that was the lesson of nineteen ninety nine in the
dot com boom. The companies that were the forefront of that wound up being at the bleeding edge of that. The companies that benefited from that to the own benefit of their own profit margins and their own competitive positioning, those are the ones that had stag power.
Scott Clements, Brown Brothers Harriman can't say enough back to back Bloomberg BusinessWeek Wow. In addition with mister Arnauld of LVMH and now an addition with the former President of the United States Donald Trump, Bradstroone. Bradstone and his team have pieced together a superb effort on the business, the economics. The Joe Rome Powell of where President Trump is heading if he's elected in November must reading from Bloomberg BusinessWeek
on Apple Podcasts. This is single best idea They remain with the manage