Bloomberg Audio Studios, Podcasts, radio News, single best idea, What a great day. We're two days deep into September, back to school and all that. Just great conversations. Thank you to Lucas Shaw who came in from LA. Greatly appreciate his effort. He has a huge conference coming up for Bloomberg and Los Angeles here in a couple of weeks. Just really good about the spirit of all the entertainment
and all that. A lot of other good conversations. John Bilton of JP Morgan just brilliant on bonds this morning we started strong Way Lee of Blackrock with us. Here is Way Lee on the political rallies of a bond selloff.
Well, UK seems specific, but the challenge did they face is not specific to the UK. UK is perhaps more emblematic and more pronounced. But the bigger picture is this is a tougher tradeoff environment facing the government and facing central banks. The government is facing a tougher trade off between fiscal discipline and also the need to spend more to boost growth, and a central bank is facing a tougher trade off between supporting growth and managing price stability
and inflation. So in this world shaped by a supply constraint because of mega forces. We've talked a lot about them. Tougher tradeoff is really characterizing the UK in particular, but across the major economies.
WELLI a black rock. What did you want to have? Mark German and with us today For those that are not in the no, he is the Apple reporter. Mark German is based out of la with Lucashaw. Mister German, think the story you'll see that today or tomorrow driving the Apple AI tobacco forward. Here is Mark German. Brutal and the AI miss at Apple.
It is a miss and they screwed up terribly and they missed the boat. The newest and most core technology of this generation. They were at the forefront of mobile, they were at the forefront of tablets, obviously, they're the forefront of smart watches, the forefront of Bluetooth earbuds.
What would Steve Jobs do right now? I was supposed to go out to Coopertino them all years ago, meet him. I didn't. What would Jobs do right now?
I have no idea what Jobs would do? I mean, he would probably be going crazy. I mean, there's the famous story when they launched their cloud service fifteen years ago, he fired a bunch of people in charge. He went wild and he whipped it into shape and they launched iCloud and it's not a game changer, but it's pretty good compared to what they had before then. So I think he'd be losing his mind.
Great perspective from Mark German. I can't say enough about the impact of Bloomberg News is Mark German on the World of Technology on podcasts on Apple and Spotify on YouTube podcasts, It's single best idea s