Bloomberg Audio Studios, Podcasts, radio News. The single best idea on Apple podcasts. Thank you for the interest in the podcast. Six minutes, five minutes, seven minutes. Two conversations that matter. The conversations this Friday were really, really different. I've never said this. I'm going to say it right now. On Wednesday, I thought I had a handle on what we're going to do next Wednesday at the FED meeting. I was wrong. In forty eight hours, there's been a complete shift in the gaming of the FED meeting. I'm not a big one in the parlor game. John Farrell loves it, Lisa does it. I don't do it. I just really don't care about the parlor game. Except on Thursday and this Friday. It really, really, really mad. And it's what you've seen in is melt up in stocks. We'll see where we are at the market clothes on Friday into Monday and Tuesday towards their FED coverage of Wednesday. If you talk to someone holistic and Efan devit is like literally with fingers left over on two hands. One of the best in the world. She's from Ireland, hugely, hugely competent in law, in investment, in finance, and you talk about the stagflation of it all, a little bit of slow down, a little bit of inflation, or something different. Efan devit Monetta, I.

Bloomberg Audio Studios, Podcasts, radio News. The single best idea on Apple podcasts. Thank you for the interest in the podcast. Six minutes, five minutes, seven minutes. Two conversations that matter. The conversations this Friday were really, really different. I've never said this. I'm going to say it right now. On Wednesday, I thought I had a handle on what we're going to do next Wednesday at the FED meeting. I was wrong. In forty eight hours, there's been a complete shift in the gaming of the FED meeting. I'm not a big one in the parlor game. John Farrell loves it, Lisa does it. I don't do it. I just really don't care about the parlor game. Except on Thursday and this Friday. It really, really, really mad. And it's what you've seen in is melt up in stocks. We'll see where we are at the market clothes on Friday into Monday and Tuesday towards their FED coverage of Wednesday. If you talk to someone holistic and Efan devit is like literally with fingers left over on two hands. One of the best in the world. She's from Ireland, hugely, hugely competent in law, in investment, in finance, and you talk about the stagflation of it all, a little bit of slow down, a little bit of inflation, or something different. Efan devit Monetta, I.

Don't see the inflation part of the stagflation. I do see stagnation though, and certainly within Europe there is very little in terms of green shoots. We don't have that same innovation and technology push that we've seen in the US. The inflation, though, I think is fairly confidently in retreat in Europe as it is around the world. There could be spikes that could be service level spikes. We could see some spikes and energy if we enter winter where we have energy shortages or issues like that. But I don't see the inflation part is really kicking us off. The stagnation part that that's concerning growth is quite anemic and we haven't had that hard landing. So therefore there could be these cracks that will start turning into fishers and ultimately will undermine some of these corporates who just can't keep make ends meet or keep things together.

Don't see the inflation part of the stagflation. I do see stagnation though, and certainly within Europe there is very little in terms of green shoots. We don't have that same innovation and technology push that we've seen in the US. The inflation, though, I think is fairly confidently in retreat in Europe as it is around the world. There could be spikes that could be service level spikes. We could see some spikes and energy if we enter winter where we have energy shortages or issues like that. But I don't see the inflation part is really kicking us off. The stagnation part that that's concerning growth is quite anemic and we haven't had that hard landing. So therefore there could be these cracks that will start turning into fishers and ultimately will undermine some of these corporates who just can't keep make ends meet or keep things together.

Even Devin Manetta and the equity markets, Emily Rowland John Hancock was great. She's been quality by American stick with that she clearly redid that call today, renewed that call today. There are some others during the week. Kim Dawson of Newage and Juda Martin Adams of Bloomberg Intelligence Equities both said the same thing separately, which is double digit earning growth, which has a huge part to do with the denominator of it all over in the quant chart basis, you have someone like Alpha Simplex up on the Charles River in Boston, and that would be Catherine Kaminsky, just brilliant with a prodigious set of academics out of the Massachusetts Institute of Technology. So we did stocks, we did bonds. Hey, gold record I Catherine Kaminsky on gold.

Even Devin Manetta and the equity markets, Emily Rowland John Hancock was great. She's been quality by American stick with that she clearly redid that call today, renewed that call today. There are some others during the week. Kim Dawson of Newage and Juda Martin Adams of Bloomberg Intelligence Equities both said the same thing separately, which is double digit earning growth, which has a huge part to do with the denominator of it all over in the quant chart basis, you have someone like Alpha Simplex up on the Charles River in Boston, and that would be Catherine Kaminsky, just brilliant with a prodigious set of academics out of the Massachusetts Institute of Technology. So we did stocks, we did bonds. Hey, gold record I Catherine Kaminsky on gold.

Gold is I mean, it's amazing. I think the recent rally may be attributed to the dollar being weaker and real rates going down, but you know, really, if you look at that trend, it's just you know, we should just be buying gold this year. You know, it's really it's been very strong and it's been very resilient throughout the entire year. So you know, it's the one that kind of sticks out versus other commodities that are more demand focus, like energies and Metals.

Gold is I mean, it's amazing. I think the recent rally may be attributed to the dollar being weaker and real rates going down, but you know, really, if you look at that trend, it's just you know, we should just be buying gold this year. You know, it's really it's been very strong and it's been very resilient throughout the entire year. So you know, it's the one that kind of sticks out versus other commodities that are more demand focus, like energies and Metals.

Katy Kaminski Alpha Simplex as well on your commute, Android Auto, Apple car Play. Just just amazed at the international reach of those two and they come up with the new updates and all that as well. Google and Apple on the commute, and of course ninety ninety one FM Washington, Bloomberg eleven three to zero in New York, nine FM in Boston as well, and then at the office the distribution is YouTube. Thrilled with that, subscribe to Bloomberg Podcasts at YouTube on Apple podcasts. This is single best idea

Katy Kaminski Alpha Simplex as well on your commute, Android Auto, Apple car Play. Just just amazed at the international reach of those two and they come up with the new updates and all that as well. Google and Apple on the commute, and of course ninety ninety one FM Washington, Bloomberg eleven three to zero in New York, nine FM in Boston as well, and then at the office the distribution is YouTube. Thrilled with that, subscribe to Bloomberg Podcasts at YouTube on Apple podcasts. This is single best idea