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The single best idea and what the single best idea in reality is. Every day is different. Yesterday, coming off the madness of tariffs and deep seek and all that, we almost paused yesterday and had more extended, lengthy, deeper conversations. James Steele was just outstanding on Gold yesterday, but there were many other high points. Today was right back into strategy and into the news flow. We started strong with Julian Emmanuel. He's at evercore ISI, which for those of
a certain vintage is ISI, which is Edward Hyman. Ed Heyman is a luxury of Julian Emmanuel's wisdom on the equity markets. I tried to dovetail in ed Hyman's economics, Edheimen's encyclopedic knowledge of flows of goods and services in America with Julian Emmanuel's view on MEG seven. Let's listen, we.
Do no question about it. And again that goes back to eds roots as an MIT grad. But from our perspective, what we've seen in the last couple weeks with the evolution of deep Seek is actually, if anything, going to accelerate adoption, and that's the key corporate America accelerating adoption of AI. We as consumers are already there the same way we were the Internet in the early nineties before it hit desktops in corporate America.
Julian Emmanuel very constructive investment in America to call, given all the volatility and distractions that we see right now, a second idea to play. There were just so many to talk to, but we had to go to the outstanding work from the Levant and from this I mean really from Anchor and Istanbul, but it's certainly from Beirut
on down through Israel and Gaza. In all that we're seeing in the diplomacy of a new American administration with visits by Jordan and Egypt to speak to President Trump, newly elected second term President Trump, and all of that is seated in Tel Aviv with Ethan Bronner. He is driving all of Bloomberg News. There just a wonderful heritage of coverage of the events of the Middle East. Ethan Bronner on the step forward for gazif.
We're two weeks into it, they're supposedly starting a discussion about the next phase, but of course what the President just said kind of throws everything into the air. Meanwhile, on the ground, hundreds of thousands of people are returning to nothing, to their homes that are you know, hanging rebar and no water, no sewage, and they don't know what to do. And many of them are going back to the humanitarian era, and many of them are saying,
get me out of here. So you know, that is one thing that needs to be said here that ideologically Palaestings Automo we moved, but personally and practically plenty of them would go if there were a place to go because their homes are unfortunately a construction.
Zone, intractable challenges. And Ethan Browner and all of our team in the Eastern Mediterranean continue to provide really hourly not daily, hourly leadership on coverage here look the balance of power of course with Joe Matthew and Katie Lyones for further discussions on this, particularly with a take from Washington and you commute across the nation on Apple, Carboy,
Android Auto. Thank you Google for mentioning podcasts not once, not twice, but three times in comments yesterday didn't mention Bloomberg surveillance and single best idea. But you know they're very aware of the growth of this podcast experiment, we're on YouTube podcasts. This is single best idea
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