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A single best idea, then on a Friday, things can change. One of the huge advantages Paul and I have in terms of just looking at the market equities, bonds, currencies, commodities is a thing called Bloomberg lunch Pad. That's a software. It's on the terminal. You can only get it if you're a terminal user, but the terminal is sort of separate, and then you bring up this separate package which can customize and show you any data you want in equities, bonds, currencies, commodities.
It's phenomenal. When I say, oh mg, Turkish lira, it's almost a forty I'm getting that off usd t R y, which is a symbol, and I'm getting that off the Bloomberg launchpad, and the Bloomberg launch Pad pulses. It's got red and green and it has a cadence. This morning it was sleepy, third week of August, fourth week of August cadence, and then it was not. And of course that was a presidential tweet on China. Thank you to end a Kerrent in Washington for giving us wonderful perspective
of how China will respond. To the fury of the President of the United States over the tariff trade discussions with the Pacific RIM and with China. We started out with Semashaw in London with Principal Asset Management Semashaw here on how the continent and how the city, how London looks at the meg seven.
I think we're just as obsessed with it as the US is.
When you're you know, when we're talking to invesses in the UK, it's the same kind of questions. They're obsessed with the big tech trade. They want to know which is going to persist or is it something which has maybe run its course. But if you're looking at it again for a longer time perspective, you don't see that invested in losing much interest. They're just looking for what is a buying opportunity. When can we really buy the dip if there is going to be another.
Dip see michel A, Principal Asset Management. A lot of un tech. Thank you so much to Dan Ice, particularly this week for his perspective on Nvidia and other worthies as well. Joining us as well. Greg Boto would be MP perry by He's different. He's an equity strategist, but it's really wrapped around derivative dynamics and use of derivatives to support a stock market belief. He's very big right now on hedging where you own a stock and you write a call, and right means you wr ite right
like with a pencil. You bring in premium which adds to your return immediately, and the price of that is you give up any ginormous upside value down the road. Here, Greg Battle an option writing, I.
Think you have to think about what are the risks that you are worried about. What are you trying to hedge. Is it more your syncratic stock specific or are we looking for more macro hedges. We've been talking more about looking at macro hedges, but going a little bit out the term structure out to say the September expiry where we think some of the macro weakness could start to
manifest a little bit more. I think the smaller midcaps, so the Russell IWM, if you want to be nickel short the market, then you have to be willing to accept the risk that comes with For us, we think there is better risk world profile and putting on hedges on the downside owning optionality than there is naked short selling.
In tumultuous times. Greg Battle, they're trying to make a little more income. We said good morning to you across the nation and around the world. A major shout out in a real theme of mind in the June of this year is I completely underestimate the audience a serious XM. It's old technology, it's not fancy digital. But it is a wow that we see the response to what we're doing. A serious XM Channel one twenty one. We're on YouTube.
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