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The single best idea, which is the idea that there were not presidential tweets today to shake the market as we saw twenty four hours ago, maybe twenty eight hours ago yesterday. But still I can't find enough words and emotion on the tape. If you look at equities, bonds, currencies, commodities across the Bloomberg launchpad, the vibration, the oscillation, the febril nature of equities, bonds, currencies, commodities is absolutely tangible. We saalked to Waylee if you needed a reason to
join LinkedIn. Wayley's work out on LinkedIn for black Rock is absolutely spectacular. Here's Waylee, their chief global strategist, on the risks of the moment.
They're really just two ways to invest in and navigate this market. The first one is directionally and the second one is thematically. So what flattening exposure directionally because in the near term is just so trophy reacting to headlines.
But thematically, as a result of events in the middle easiest to every single company, every single government globally, they are going to think even harder about supply chain resilience, even harder about energy independence, and those are the things that want to lean into.
Really of black Rock. He was Definitive Sweets years ago, working with Tom Galvin and also Dominic Constom not on fixed income like Constant and our Irid Jersey, but more in the equity space. Bred Newman is at Alger and we spoke to him a really good conversations on AI. But again Brad Newman, on the moment at hand, I think it's easy to be distracted.
There's obviously a lot of economic implications from higher oil prices and how that reverberates to the economy. And obviously we're seeing not only inflation expectations and real rates increase. But ultimately I think the much bigger issue that will play out when all is said and done in the Middle East, and there's an oil premium in the market that will probably stay for a while. What people really be focused on is that we're short compute in this country in the world.
Very tech positive. Bread Newman of Elger speaking of tech on podcasts wor at Apple where at Spotify, on YouTube podcasts, it's single best idea