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Most idea very quickly here Steven Englander in one a wonderful hour. The whole thing about surveillance is you want to get back to back to back great conversations for Global, Wall Street and all the people interested in you know what we do if Steven Englander, Michael Mayo and Free of Beamish back to back, that's the way we roll, and our team did a great job piecing that together.
Some of its spur the moment. Here's Steven Englander. A standard charter on the long term and the short term of the dollar.
If Powell is correct, if Worsh is correct, if we are correct that it's surging. You know, we're kind of back to the late nineties, which was a very good period for US. But that's in the medium and long term. Shorter term, I think we're going to see US policy become more cautious. I mean focus being the midterm elections. You know, doing a trade deal with India as a positive,
sort of threatening to invade Greenland as a negative. So I expect the temperature to really calm down, and you know, dollar to appreciate very gradually, get rid of some of the risk premium that accumulated in January.
Steven Angelo. They're a great conversation with him about his colleague at Yeale, Barry Ke and Green, the giant at Berkeley. Iike Green is out with a new book. We promise we'll get him on here at some point. Meredith Whitney and today I had to do the obligatory conversation. The president wants ten percent credit card rates right now. The race, she says, is nineteen point sixty five percent. And we talked about what all that means. A very really, really
interesting point with Meredith Whitney. But here Miss Whitney talking about a colleague, Kevin worsh.
I've known Kevin since my twenties, I mean just a little while ago, and friends of mine actually from Lawrenceville. I went to Stanford introduced me because she's a Stanford I've seen him in action and he is like people love him. He talks to everybody. He's got you know, he's got sway with everybody.
What do you say to the critics of mister Warsh before these contentious hearings, Well, the biggest.
Credits are like, oh, he doesn't have a PhD. He's not qualified. He's he's robustly qualified, and I think people are going to be very pleasantly surprised with a way he's We'll be able to parse the message that is pleasing to everybody.
Meredith Whitney and we talked about Visa just as one of our successes over the years. It's Meredith Whitney Advisory Group on podcasts on Apple, on Spotify, Good Morning to the Pacific rim as well huge listenership there for Spotify and on YouTube podcasts. It's single best idea