Mr. . Orban has requested an exemption as it relates to oil that is coming from Russia. Is that something that you are prepared to do, or may I ask Mr.. Orban a question in regards to that very issue. Sure. We're looking at it because it's very difficult for him to get the oil and gas from other areas.As you know, they don't have they don't have the advantage of having see, it's a great country. It's a big country, but they don't have sea. They don't have the ports.And so they have a difficult problem. Ther ...

Yeah, he he did seem pretty upbeat last night at the shareholder meeting. You know, he was I mean, he was talking a lot about what the future looks like. It almost feel like I'm watching like a Star Trek episode when he talked about robots.I think it's it's a it's a big relief for the company as well as the shareholders. Looks like a lot of shareholders given that about 75% voted for the pay package. I think now the company and he can actually start focusing on delivering those metrics, which is, you know, ...

There's a lot of data out there, but we're missing the data that can settle an argument. We're missing the data that you'd have higher conviction on. And frankly, the government data.The other piece, it is so much more comprehensive with the private sector or the surveys, you've got to stitch together all these different data series and they often go in different directions to tell a story. You don't have a long time series often, so it's really hard to think about the business cycle. So you're just you jus ...

It's an interesting partnership, and I think that's where we should start. How much does this move the needle for you. You know, we've talked in the past on this program, Jason, with you about the integration of the live sports event and the broadcast with the betting activity.Your big picture goal with this deal. Well, first of all, ESPN is a, you know, iconic brand. It's, you know, by far the biggest name in sports in the United States.And they have an incredible portfolio, an unmatched portfolio of sport ...

Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day. Chapters: 00:00:00 - Bloomberg Surveillance starts 00:03:59 - Geoffrey Yu, BNY 00:17:30 - Brian Gardner, Stifel 00:27:42 - On Our Radar: Tesla Shareholders-Musk, US Airlines Cut Flights, US to Block Nvidia Sale of Chips to China 00:29:47 - Dan Ives, Wedbush Securities 00:40:21 - Priya Misra ...

Monetary Policy Strategy - The speaker suggests implementing measures to enhance velocity within the financial system [1] - Focus on stabilizing the back end of the yield curve to maintain mortgage rates conducive to real estate activity and existing home sales [2] - The speaker believes the funds rate should be at 3% [3] - Suggests that if the market is mispriced, it should be corrected to the appropriate level [4] Interest Rate Management - The speaker indicates the possibility of initially moving rates slightly lower [4] - Advocates for a reassessment of the economic situation after the initial rate adjustment to determine the need for further adjustments [4] Inflation Expectations - The speaker mentions a five-year inflation break-even rate of 235 basis points (2.35%) [3]

Are you worried about the air froth. So, you know, there's something by the way, this is a time of year. You tend to get momentum, gets chased out of the markets, particularly today, where you have ambiguity around some trends that are taking place.So, by the way, I know I don't think it's an air bubble and I don't think there's too much froth in depending on where you go. If you look at some of the big hyperscalers that trade at 22 to 25, 26 times earnings and they throw off ROIC return on equity of 30, 35 ...

Economic Overview - The economy's condition is debatable, with arguments for both strength and weakness depending on the data analyzed [1] - The industry is overly focused on individual data points like the CPI report [1] - The economy is structurally sound, although not all sectors are performing optimally, with CapEx and high-income segments doing well [3] Labor Market - The labor market is softening significantly, as indicated by the Challenger jobs report and corporate earnings reports [4] - Corporate earnings reports reflect a softening labor market [2][4] Market Sentiment - Market behavior is characterized by paranoia and uncertainty, possibly due to information asymmetry [3] - The market's become hamstrung [2] Data Analysis - There is an abundance of information available, including corporate earnings reports, which provide insights into hiring, inventory management, and receivables [2] - Access to data is preferable for understanding the economic situation [2]

Take a much closer look at the alternative data sources, the private data sources, the alternative data that I mentioning there. We've had a lot of success scraping the wage inflation data or the wage posting data and extracting from it wage inflation measures. And one of the most important stories that I think everyone is aware of it when you came out of Covid, it was the bottom and that led the wage gains and that shifted.And we've been in a period where, you know, you guys have talked about it, the K-sha ...

They step back. Okay. Just for anyone who might be confused.There's no check written out right now for $1,000,000,000,000. There's a major bar to clear. Just walk us through the targets that the board is now set for to see how Elon Musk was teased about 2018.I mean, those targets, everyone's like, there's no way Tesla would hit them and they exceeded them. So, look, I think it just comes back to when it looks at robotics and you look at autonomous. I mean, this is the most important chapter, I think, in the ...