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A single best idea very quickly here.

Stephen Englner, and what a wonderful hour.

The whole thing about surveillance is you want to get back to back to back, great conversations

for Global Wall Street and all the people interested in, you know, what we do.

They have Stephen Englander, Michael Mayo, and Freya Beamish back to back. That's the way we roll,

and our team did a great job piecing that together. Some of it spur the moment.

Here's Stephen Englander of Standard Charter on the long term

and the short term of the dollar. If Powell is correct, if Warsh is correct, if we are correct,

that it's surging, you know, we're kind of back to the late 90s, which was a very good period for us.

But that's in the medium and long term.

Shorter term, I think we're going to see U.S. policy become more cautious.

I mean, the focus being the midterm elections, you know, doing a trade deal with India as a positive,

sort of threatening to invade Greenland is a negative.

So I expect the temperature to really calm down.

And, you know,

dollar to appreciate very gradually, get rid of some of the risk premium that accumulated in January.

Stephen Englander there. Great conversation with him about his colleague at Yale, Barry Eichen Green,

the giant at Berkeley. Ike Green is out with a new book. We promise we'll get them on here at some point. Meredith

Whitney in today, I had to do the obligatory conversation. The president wants 10% credit card rates.

Right now the rate, she says, is 19.65% and we talked about what all that means. There's a really, really

interesting point with Meredith Whitney. But here,

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