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The single best idea A quick one here on a Wednesday, as we staggered a Thursday and Friday again into earning season with big amount of earnings next week, and I'll follow on to tech the end of the month. Of course, we're looking at the meetings of the World Economic Forum and DAMAS, but we did want to pay attention to what's going on in and equities, bonds, currencies and commodities.
Julian Emmanuel stopped by with Evercore I Sight writes the best day to day earning summary on the street, with nine percent of SMP market cap reporting so far. Julian Emmanuel on the worry over AI debt.
What's interesting now about the setup is that you had all this angst around debt financing, around the AI build out at the end of last year, credit defaultse markets getting stressed, certain Hyperscaler's share prices getting stressed to the point where there's enough skepticism around the AI story and technology in general that in our mind it's almost sets up as a contrarian play, and we're very excited by that.
It was good to have him in just with a first look here Julian Emmanuel, really, you know, modeling out somewhere towards low double digit earnings growth. Later in the interview, he made very clear given a set of stimuli, that's the word he used is Latin on surveillance, the stimuli that is out there, Julian Emmanuel, he doesn't predict, he doesn't forecast, but he's thinking about double digit earnings growth. Q two and Q three of two thousand and twenty six.
An incredible conversation today with Jonathan Maxwell of Sustainable Capital. This is over in the United Kingdom, and he's just absolutely expert, like write a book called The Edge Expert about all the stuff that's underground and underwater. He stopped us with a discussion that we don't understand of the Arctic Ocean. I promise you we will have Jonathan Maxwell of Sustainable Development back to dive into our ignorance, my ignorance of the Arctic Ocean, the different paths, including the
romance of the Northwest Passage and all that. Jonathan Maxwell on the moment for commodities.
We've spent the last modern history spence the post a Second World War, A lot of it has been about competition for resources right, and particularly fossil fuels. What we're seeing now is a different arena emerging for what that competition is flowering up. And you know I've described it. I read a book about this called the Age. I think we're at a real age moment in history, right.
But there are separate edge moments. These are flashpoints. Geopolitical flash is where you find energy and capital coming together and flashing up. Arctic obviously is the big one.
And he went on absolutely stunningly competent about what lies beneath the waters of Greenland and off to the east to Iceland and up with Norway and Russia off to the east. Just extraordinary. I'm learning so much about my ignorance on the Arctic Ocean program. Note Elizabeth Economy, a terrific essay in Foreign Affairs this month that will make you more competent of understanding this ocean we don't know.
Jonathan Maxwell there Sustainable Development on podcasts on Spotify. Thank you for your attention, particularly to the Pacific rim for listening to us on Spotify on Apple as well on YouTube podcasts. Single best Idea ins