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Single best idea. Really one of the hallmarks here in De May is just endless good conversation an economics, finance, investment, and international relations has just been wonderfully strong. James Travenis has been a huge supporter of all that we've done over the years. He has an agreement with CNN where you can see him literally it seems daily, given the war in Iran. He writes for Bloomberg Opinion as well.
He has put together a third of three books two thousand and thirty four, two thousand and fifty four and now two thousand and eighty four. They are blindingly short, shocking, shocking, shocking reads. Of two thousand and thirty four, a number of years ago, was my book of the summer. It is absolutely underously shocking of everything we know about the future of our world. James Travitas on the present part of our world Iran.
We don't understand how they see themselves, and we think of them as this kind of annoying mid size power in the Middle East. That's not how they see themselves. Tom They see themselves as the inheritors of the Persian Empire. From two thousand, five hundred years ago. They truly believe in that kind of destiny. And I say this as a proud Greek American. It was only the Greeks who finally stopped them at the edge of Europe two thousand
years ago. That's the mental map they hold. And until we understand that, we are going to have a great deal of difficulty dealing with them.
How about a hat trick of books out of that comment from Admiralstervitas twenty eighty four is the present book again, I can't say enough about a novel of future war. He became acclaimed after his retirement from NATO Supreme Commander of NATO for his Leader's Bookshelf. It is the single best book on intelligent reading I've ever seen. I can't say enough about it. I'll put it out on Twitter and LinkedIn the Leader's Bookshelf, which got this street. He's
sent over five hundred thousand book copies. I mean, you know, he works with Carlisle, works with the Rockefeller Foundation and has been prodigiously successful in book writing. And the final book off of that to bring up the Iran angle is Volley Nasser Nasr. I interviewed him years ago with Francine lacro Volley Nasser's one volub in Iran. You're gonna hear a lot more about that from him. Oh, I'm halfway through it now. I would suggest the zeitgeist this
weekend was simple. Sheila Caaulu is with Jeffries and she would speak on this interesting offering. People are concerned about the mass, the size, the magnitude of the musk set of offerings and what they'll do to the index funds. Shila Cayulu of Jeffreys.
We've been thinking about who gets punted. Is it an airspace name, is it a tech name? Is it, you know, a common communication name, because this, you know, SpaceX could be an aerooname. Do you punt a defense name that's underperformed, do you punt a winner? Or do you just not look at names without growth, names that aren't leveraged to AI, names that aren't leverage to aerospace. And I think that's what the market is telling us. That's all investors care for. Hypergrowth,
that's AI, that's space, that's commercial. Aerospace is still there once Iran resolves itself.
Just total classics. Sheila Caulu. There with some delicate questions within the registration of this initial public offering on the Musk Consort sham of companies. Paul's read the whole document, I mean I haven't read the whole document. As well, on podcasts where at Apple or at Spotify a YouTube podcasts, it's single best idea