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14min chapter
Surveillance: Peter Tchir's Favorite Hedge
Bloomberg Surveillance
Changing Narrative and Potential Escalation
The chapter discusses changes in the narrative surrounding the Israel-Hamas conflict, the risks of escalation with Iran, and potential challenges in expanding defense spending. It also explores the bipartisan nature of national security issues and the impact of possible escalations with Iran on the market and bond yields.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode