Want to know where stress is showing up in the $20 trillion commercial real estate market?

Or how the clean energy transition is actually being financed?

Or while child care is so expensive and why so much of the global economy is going into

reverse, then you're in the right place.

I'm Tracy Allaway.

And I'm Jill Weisenthall.

Together we host the All-Thauts Podcast. Twice a week we bring on the perfect

guest to break down all these odd, interesting, complicated finance topics and more.

You can look us up wherever you get your podcasts. The Oddlods Podcast from Bloomberg. Bloomberg Audio Studios. Podcasts, Radio News.

Single Best Idea.

Single Best Idea, and we say good morning to all of you on Apple Podcast.

Thank you for looking at five, six, seven minutes of two conversations.

Today we've got a bonus round round three conversations today.

Rebecca Patterson held court at J.P. Morgan in foreign exchange.

She had huge operational responsibilities

at Bessamir Trust and then went on to a small firm in Connecticut

Bridgewater to provide some huge value ad. We were thrilled to have her in the studio

today particularly with their core foreign exchange fundamental foundational skills, I should say,

Rebecca Patterson on Japan and the Yen.

I'm a little more skeptical on Japan just because I think that their economy is still so dependent on the US and if we have a bumpy landing in the US it's going to be hard for the Japanese equity market to decouple

But overall I think you want to stay I I know it's very obvious, but diversified, and geography is not enough.

We saw this Friday and Monday.

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