To me, context is about pattern recognition.

It's connecting the dots.

It's giving readers an ability to synthesize

a number of different perspectives

so they can understand how the greater whole works,

because nothing really occurs in isolation anymore.

I'm Tim O'Brien and I'm the senior executive editor at Bloomberg Opinion.

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That's the power of global connections, Mary Lynch Pierce Fenner and Smith, Inc. Member SIPC. Welcome to the Bloomberg Surveillance Podcast. I'm Tom Keene with David Gura.

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We kick things off at the Pierre Hotel this morning with Michael Holland.

He's the chairman of Holland and Company and the president and founder of the Holland Balance Fund. Great to have you with us. Great to see you.

Great to be here. Thanks for the coffee. There you go. It's good, I must say. Let's start with the news

from yesterday, the Prime Minister's speech and sort of what you saw there,

what you heard there from the Prime Minister, how you're processing the formal start of Brexit

as an investor.

The beginning of a two-year slag for her her I mean it's going to be a very difficult

and the Scots have made their life even more interesting with their recent

...