Below is the latest edition of ‘Night Owls’, featuring Joe Klein and yours truly. We recorded the podcast shortly after Vice President Harris revealed her running-mate would be Minnesota Governor Tim Welz. Joe thought it was a good move. I was surprised it wasn’t Pennsylvania Governor Josh Shapiro, for obvious reasons.
Meanwhile, the yen carry trade blew up. Markets shuddered. Talk of recession commenced. It’s amazing how a seemingly small change in policy at the Bank of Japan can become, overnight, a global panic attack.
An Iran-Israel war seems possible, perhaps probable. Joe is watching developments there like a hawk. There will be more discussion on Iran and its proxies and Israel next week. I think that’s safe to say.
‘Night Owls’, Episode #33. Click on the forward arrow (above) to listen. You can also find ‘Night Owls’ on most of the major platforms (Apple, Amazon, Spotify, etc.)