彭博社专访摩根大通CEO戴蒙 发表市场看法 | 2026.5
字幕摘录
| 时间 | 英文 | 中文 |
|---|---|---|
| 0:01 | Mr. Diamond, thank you for having us. | 戴蒙德先生 谢谢你邀请我们 |
| 0:03 | Thank you for being our host here in Paris. | 谢谢你成为我们在巴黎的东道主 |
| 0:05 | I mean, there's a lot riding. | 我的意思是,有很多骑。 |
| 0:07 | Look, the markets are optimistic. | 你看,市场是乐观的。 |
| 0:08 | They're optimistic that there's some kind of resolution in the Middle East. | 他们乐观地认为中东有某种分辨率. |
| 0:11 | Are they overlooking the worries about inflation? | 难道他们忽略了对通货膨胀的担忧吗? |
| 0:14 | Yeah, so we're really welcome, happy to be here. | 是啊,所以我们真的欢迎, 很高兴在这里。 |
| 0:16 | I think there's a little bit too much exuberance out there. | 我觉得外面有点太兴奋了 |
| 0:19 | It's not just the Middle East. | 不只是中东 |
| 0:20 | It's Ukraine, Russia's still there, America, China. | 是乌克兰,俄罗斯还在那里,美国,中国. |
展开字幕全文（291 条）
| 序号 | 英文 | 中文 |
|---|---|---|
| 1 | Mr. Diamond, thank you for having us. | 戴蒙德先生 谢谢你邀请我们 |
| 2 | Thank you for being our host here in Paris. | 谢谢你成为我们在巴黎的东道主 |
| 3 | I mean, there's a lot riding. | 我的意思是,有很多骑。 |
| 4 | Look, the markets are optimistic. | 你看,市场是乐观的。 |
| 5 | They're optimistic that there's some kind of resolution in the Middle East. | 他们乐观地认为中东有某种分辨率. |
| 6 | Are they overlooking the worries about inflation? | 难道他们忽略了对通货膨胀的担忧吗? |
| 7 | Yeah, so we're really welcome, happy to be here. | 是啊,所以我们真的欢迎, 很高兴在这里。 |
| 8 | I think there's a little bit too much exuberance out there. | 我觉得外面有点太兴奋了 |
| 9 | It's not just the Middle East. | 不只是中东 |
| 10 | It's Ukraine, Russia's still there, America, China. | 是乌克兰,俄罗斯还在那里,美国,中国. |
| 11 | There are a lot of these complex issues which may affect the market, | 有许多复杂的问题可能影响到市场, |
| 12 | but then there are issues like inflation, you know, that today's print wasn't so good. | 但还有通货膨胀之类的问题, 你知道,今天的印刷品不太好。 |
| 13 | But yeah, I think the market's kind of exuberant, and it may not be completely justified. | 但是,是的,我认为市场是 一种繁荣, 它可能不是完全有道理的。 |
| 14 | So why are they so exuberant? | 那么,为什么他们这么活跃? |
| 15 | If they're exuberant, are you expecting a correction? | 如果他们很兴奋,你还等什么? |
| 16 | And is it because they're looking at AI? | 是因为他们在看AI吗? |
| 17 | No, I don't think it's AI. | 不,我不认为这是AI。 |
| 18 | I think corporate profits are doing very well. | 我认为公司利润表现很好。 |
| 19 | AI will be a plus, though this year it's just a lot more spending, which may be a little inflationary too. | AI会是一个附加, 虽然今年它只是 更多的支出, 这可能会有点通货膨胀。 |
| 20 | But it's more corporate profits. | 但公司利润更多. |
| 21 | You know, we're doing a little bit more QE. | 你知道,我们做的有点QE。 |
| 22 | The government's still spending a lot of money. | 政府仍然花了很多钱 |
| 23 | The one big beautiful bill is kicking in. | 一张漂亮的大钞票正在开工 |
| 24 | Stimulus is offsetting a lot of the gas. | 刺激抵消了很多气体。 |
| 25 | I think the gas increase, the dollar of gas is $100 million. | 我认为,天然气的增加, 一亿美元天然气。 |
| 26 | The one big bill is $100 billion that consumers pay. | 一个大账单是1000亿美元 消费者支付。 |
| 27 | The one big bill is $300 billion. | 一个大帐是3000亿美元。 |
| 28 | De-regulation is real. | 解除管制是真实的。 |
| 29 | There are these things which are causing a pretty good market right now. | 有这些东西 正在引起一个相当好的市场 现在。 |
| 30 | But when you talk about exuberance, it means that there's a market dislocation. | 但当你谈论兴旺的时候, 意味着市场出现了混乱。 |
| 31 | Where do you see that? | 你从哪儿看到的? |
| 32 | It means the stock market's in the top 15%, credit spreads are very low. | 这意味着股市位居前15%,信用利差非常低. |
| 33 | The general assumption is that these things are all to the resolve. | 一般的假设是,这些事情都是有决心的. |
| 34 | I'm kind of a skeptic. | 我有点怀疑。 |
| 35 | I hope they do, but I don't know that they will. | 我希望他们这样做,但我不知道他们会。 |
| 36 | What do chief executives worry about in private that they tell you that they won't tell us? | 首席执行官们私下里担心什么 他们告诉你他们不会告诉我们? |
| 37 | Not much. | 没什么 |
| 38 | Trade, America, NATO, the wars, oil prices, the same stuff you hear about all the time. | 贸易,美国,北约,战争,石油价格, 和你一直听到的一样。 |
| 39 | But CapEx, we had a great earnings season. | 但是,CapEx,我们有一个伟大的收入季节。 |
| 40 | Is the next one going to be less good? | 下一个会不怎么样吗? |
| 41 | I don't know yet. | 我还不知道 |
| 42 | It's very hard to tell. | 佛告阿难. |
| 43 | I think the deficit spending drives a lot of corporate earnings too. | 我认为赤字支出也带动了很多公司收入。 |
| 44 | It drives a lot of CapEx. | 它驱动了很多CapEx。 |
| 45 | Will CapEx create productivity before it creates inflation? | CapEx 能否在制造通货膨胀之前创造生产力? |
| 46 | I don't know that. | 这我可不知道 |
| 47 | I think one of the risks is inflation. | 我认为其中一个风险是通货膨胀。 |
| 48 | I've always thought that. | 我一直这么想 |
| 49 | But also, how do you think of oil? | 但是,你觉得石油怎么样? |
| 50 | And how do you think about what's happening in the Middle East? | 你对中东发生的事情有什么看法? |
| 51 | If this lasts three weeks, four weeks, even like two months, are we going to be in trouble? | 如果这持续3周,4周,甚至2个月,我们会有麻烦吗? |
| 52 | It's a big deal, and every day it gets a little bit worse. | 事大,而天下之变,稍有不测. |
| 53 | I don't know how it's going to resolve. | 不知如何解脱. |
| 54 | I hope it gets resolved in the interest of the United States | 我希望能从美国的利益出发 |
| 55 | and against the Iranian regime, not the Iranian people. | 并且反对伊朗政权,而不是伊朗人民。 |
| 56 | But I don't know, but I read something that was very interesting, | 但是我不知道 但我读了一些很有趣的东西 |
| 57 | that China reduced their demand by 5 billion barrels a day. | 中国每天将需求减少50亿桶。 |
| 58 | America increases exports by 3 billion barrels a day. | 美国的出口每天增加30亿桶。 |
| 59 | That 8 million is meant for a lot of what was lost. | 这800万意味着很多损失。 |
| 60 | Which is maybe why it hasn't been as severe as people think. | 也许这就是为什么它没有像人们想象的那么严重。 |
| 61 | On the other hand, inventories are coming down, gas wells have to be closed and stuff like that. | 另一方面,库存正在减少, 煤气井必须关闭 类似的东西。 |
| 62 | So it gets a little more serious every day. | 所以,它越来越严重了一天。 |
| 63 | That day that becomes a disaster has been pushed out quite further than we thought at the beginning. | 成为灾难的那一天,比我们一开始想象的要远得多。 |
| 64 | Do you worry about the U.S. consumer? | 你担心美国消费者吗? |
| 65 | Are you seeing signs of stress anywhere? | 你有看到压力的迹象吗? |
| 66 | I think the upper end, the top 50%, lots of money, jobs, wages going up, home prices going up, | 我认为上端,前50%, 很多钱,工作,工资上升,房价上升, |
| 67 | stock prices going up, they're spending like they should. | 股价不断上涨, 他们的花费是应该的。 |
| 68 | They're buying, they're traveling. | 他们在买东西,在旅行 |
| 69 | The bottom 30%, I'm going to say it's struggling a little bit, not a massive downturn, | 最底层的30%,我要说,它正在挣扎 一点点,不是大规模衰退, |
| 70 | and of course we'd like to help them, but their wages have not gone up. | 当然,我们想帮助他们, 但他们的工资并没有上升。 |
| 71 | But more importantly than that, they still have jobs, and they don't have too much debt. | 但更重要的是,他们仍然有工作,也没有太多的债务. |
| 72 | They still have jobs. | 他们还有工作 |
| 73 | At the end of the day, what's going to drive consumer spending, consumer sentiment, | 最终,是什么会 驱动消费者支出,消费者情绪, |
| 74 | that part of corporate progress will be jobs. | 公司进步的一部分就是工作。 |
| 75 | What do you worry about? | 你担心什么? |
| 76 | I know there's also the President's meeting. | 我知道还有总统会议 |
| 77 | Does that have implications for the trajectory of America? | 这是否影响到美国的轨迹? |
| 78 | I don't know, but I would suspect there will be a friendly meeting with some positives from both sides. | 我不知道, 但我会怀疑会有一个友好的会议 与双方的一些积极因素。 |
| 79 | I don't think China is going to give us any major demands. | 我认为中国不会给我们任何重大要求. |
| 80 | I don't think we're going to make major demands. | 我觉得我们不会提出重大要求 |
| 81 | We both have a lot of common interests, anti-terrorism, anti-nuclear proliferation. | 我们双方都有许多共同利益,反恐怖主义,反核扩散. |
| 82 | China is feeling its oats. | 中国正在感受到它的燕麦。 |
| 83 | We have to deal with President Trump, so we'll see how it turns out. | 我们必须对付特朗普总统,这样我们就可以看看结果如何. |
| 84 | You had an amazing trading, actually, results. | 你有一个惊人的交易,实际上,结果。 |
| 85 | The trading was amazing in the last quarter. | 交易在最后一个季度是惊人的。 |
| 86 | How's it going now? | 现在怎么样? |
| 87 | Well, I can't comment on that. | 好吧,我不能评论这一点。 |
| 88 | From the last time Troy spoke publicly, it was fine so far, but I can't give you other information on that. | 从上次特洛伊公开讲话起 到目前为止还不错 但我不能给你其他信息 |
| 89 | Give me a sense. | 给我个感应 |
| 90 | You guys can see every day volumes. | 你们每天都能看到卷子 |
| 91 | Are high. | 很兴奋 |
| 92 | Yeah, and when volumes are high, all things being equal, it will be good for trading. | 是啊,当量很高, 所有的事情是平等的, 它会有利于交易。 |
| 93 | But you're part of it. | 但你是其中的一部分。 |
| 94 | You think it's going okay, because it depends on the kind of trading that you put, right? | 你觉得它会好起来的,因为它取决于 什么样的交易你做了,对不对? |
| 95 | When volumes are high, you will say it's going to be very good. | 当卷高的时候,你会说这将是非常好的。 |
| 96 | Talk to me about AI. | 跟我说说AI |
| 97 | 你也和Mythos玩过 | |
| 98 | What did you see? | 你看见什么了? |
| 99 | AI is a big picture. | AI是一个大局。 |
| 100 | AI is going to cure cancers and reduce work weeks, and kids will live longer, | AI将治疗癌症,减少工作周, 孩子们会活得更长, |
| 101 | and planes will be safer, cars will be safer, and less people die, and you'll have new drugs. | 飞机会更安全 汽车会更安全 死亡人数会减少 你会有新药 |
| 102 | It's going to be good, but we've been using it now for 13 years. | 这将是很好的, 但我们已经使用它 13年了。 |
| 103 | It does an amazing job at various different things, so we're going to deploy it to help our customers. | 它在各种不同的事情上做了一个惊人的工作,所以我们要运用它来帮助我们的顾客. |
| 104 | There are two attributes that people worry about. | 人们担心的有两个属性。 |
| 105 | One is Mythos. | 一个是神话。 |
| 106 | It's legitimate. | 谓之正法. |
| 107 | This is so powerful. | 这是如此强大的。 |
| 108 | It covers a lot of vulnerabilities, | 它涵盖了很多弱点, |
| 109 | and we're all trying to figure out how to deal with it, not just ourselves, but with all of our friends. | 我们都在想怎么对付它 不只是我们自己,还有我们所有的朋友 |
| 110 | Big banks, small banks, telecom. | 大银行 小银行 电信 |
| 111 | The government's on top of it. | 政务在上. |
| 112 | A lot of the work is going to be done by enterprise. | 企业要做好很多工作. |
| 113 | They don't have the ability to do a lot of that. | 他们没有能力做很多这样的事 |
| 114 | Scott Besson's running it for banks, and I assume they've done it for other people elsewhere. | 斯科特·贝松在为银行运营 我想他们已经为其他人做了 |
| 115 | We're all getting our hands around it. | 皆悉围绕. |
| 116 | It is risky. | 这是危险的。 |
| 117 | We actually published a list of what you can do now. | 我们实际上公布了一份你现在能做什么的清单。 |
| 118 | Don't wait to get Mythos, because everyone's going to get it at one point, | 不要等得到神话, 因为每个人都会得到它在一个点, |
| 119 | but they can't handle it when it gets leaked out. | 但是当它被泄露出来时 他们无法控制它 |
| 120 | It can be used by bad guys before we've protected open source code and all our code. | 它可以被坏人使用 在我们保护开源代码和所有代码之前。 |
| 121 | We need a little work to do to get it done right. | 我们需要做点工作,才能做到正确。 |
| 122 | The other one is this job disruption. | 另一个是工作中断 |
| 123 | That may be true. | 这也许是真的。 |
| 124 | We should get prepared for it. | 我们应该做好准备 |
| 125 | We shouldn't be breathless. | 我们不应该没有呼吸。 |
| 126 | That, to me, is how you create skills and reskilling. | 对我来说,这就是你如何创造技能和恢复技能。 |
| 127 | There will be a lot of jobs in AI, cyber, advanced manufacturing, the trades. | 在AI,网络,先进制造,行业方面会有很多工作. |
| 128 | We should make sure locally, between government and business, | 我们应该确保地方, 在政府和企业之间, |
| 129 | that we are prepared if it happens too much. | 如果事情发生得太多,我们就做好了准备。 |
| 130 | Stop talking about it. | 别再说了 |
| 131 | Have a plan. | 有个计划吧 |
| 132 | Mythos, does it change the way that banks have to defend themselves? | 神话,它是否改变了银行必须自卫的方式? |
| 133 | Are you thinking about cybersecurity differently? | 你觉得网络安全不同吗? |
| 134 | No. | 没有 |
| 135 | Banks have always been on top of the heat to cybersecurity. | 银行总是在网络安全热点。 |
| 136 | I wrote about it in my chairman's letter. | 我在主席的信中写过 |
| 137 | Cyber is our biggest risk, made worse by AI, and that was before Mythos. | 网络是我们最大的风险, 更糟糕的是AI, 这是在神话之前。 |
| 138 | This does make it more dangerous. | 这确实会更危险 |
| 139 | That's why banks are really working this thing right now. | 这就是为什么银行现在真的在工作。 |
| 140 | And all of us, and together, we're collaborating. | 我们所有人都在合作 |
| 141 | We're not arguing with each other. | 我们不是在争吵 |
| 142 | What does that mean? | 这是什么意思? |
| 143 | What does that actually look like concreting in five, six months? | 5、6个月后,这看起来像什么? |
| 144 | We're all going through our own applications with Mythos patching them up. | 我们都在用Mythos来补补补自己的应用. |
| 145 | We're all going through open source code. | 我们都在通过开源代码. |
| 146 | A lot of flaws in open source code. | 开源代码存在许多缺陷. |
| 147 | We don't need to all fix the same open source code. | 我们不需要全部固定相同的开源代码. |
| 148 | If you fix one, I can fix the other. | 如果你修一个,我可以修另一个。 |
| 149 | Capital collaboration, trying to figure out how to form utilities to help nerd parties, | 资本合作,试图找出如何组建公用事业 帮助呆子派对, |
| 150 | Going to our critical vendors, including, we're hooked into exchanges around the world, | 去我们的重要销售商, 包括,我们迷上 在世界各地的交易所, |
| 151 | making sure they're doing it properly. | 确保他们做的正确。 |
| 152 | And there are other things, like how do you, a patch used to be posted publicly, | 还有一样东西,比如你,一个补丁 曾经公开发布, |
| 153 | and they go patch, fix that patch. | 他们去补补 补补补 |
| 154 | Now you have to be able to fix a patch in hours. | 现在,你必须能够在几个小时内修复补丁。 |
| 155 | And some you can't make public. | 有些你不能公开 |
| 156 | If you make it public, the bad guys will get it, reverse engineer it, and get through. | 如果你把它公开,坏人会得到它, 逆向工程师,并得到通过。 |
| 157 | So we're doing all that stuff. | 所以我们在做那些事。 |
| 158 | It's serious work. | 勤修正业. |
| 159 | I think hundreds of people are doing it full-time now. | 我想现在有上百人在全职做 |
| 160 | Look, hyperscalers, and also funding of hyperscalers, it's really propping up the economy. | 看,超规模的,还有资助超规模的, 这真的在支撑经济。 |
| 161 | Do you have any worries about getting that money back, or some of the funding of what's being constructed? | 你对把钱拿回来有什么担心吗? 或者对正在建设的东西有什么资助? |
| 162 | The way I look at it is that AI is real. | 我的看法是,AI是真实的。 |
| 163 | A lot of money is going to go into it. | 很多钱会花进去的 |
| 164 | That doesn't mean everyone who does it is going to be a winner. | 这并不意味着每个人都会赢 |
| 165 | Like, go back to the internet. | 像,回到互联网上。 |
| 166 | A lot of people lost, a lot of people won. | 很多人输了,很多人赢了. |
| 167 | And so, and the hyperscalers, are those data centers not finding use? | 那么,还有超尺度的, 这些数据中心是不是没有找到用途? |
| 168 | They probably will. | 他们可能会的。 |
| 169 | But is it possible that some do it badly, design it badly, didn't get the right... | 但有可能有人做不好,设计不好,没有正确... |
| 170 | Yeah, of course it's possible, yeah. | 当然,这是可能的,是的。 |
| 171 | Does AI change the way you recruit, the way you hire, and the way you work? | AI是否改变你招募的方式,你雇佣的方式,以及你的工作方式? |
| 172 | I think it's going to change almost everything. | 我觉得这几乎会改变一切 |
| 173 | Now? | 现在? |
| 174 | Already? | 已经? |
| 175 | I've done my own stuff in getting reports in the morning. | 我做了我自己的东西 在上午得到报告。 |
| 176 | I have a Jamie strategic intelligence report, it's getting better. | 我有一份杰米战略情报报告 情况越来越好 |
| 177 | So I can say, what did Francine say yesterday, and every morning 5 a.m. | 我可以说, 弗朗辛昨天说了什么, 每天早上5点。 |
| 178 | will tell me what you had on your people that might be significant to me. | 告诉我你的人身上有什么 对我很重要的 |
| 179 | And then you can keep on educating it. | 然后你可以继续教育它。 |
| 180 | That's not important, this is important, what's significant. | 这不重要,这很重要,什么是重要的。 |
| 181 | So yeah, we're all going to use it in different ways, but we will use it. | 所以,我们都会用不同的方式, 但我们会用它。 |
| 182 | It won't change my day to day. | 它不会改变我的一天。 |
| 183 | And it will inside the company, because we're deploying it in a thousand different use cases today. | 它将在公司内部, 因为我们今天部署 在千种不同的使用案例。 |
| 184 | You're much better off just watching Bloomberg. | 看着布隆伯格更好 |
| 185 | Talk to me about the UK. | 跟我说说英国 |
| 186 | So there's a lot of, you know, the markets are on tenterhooks to know whether the Prime Minister survives. | 所以有很多,你知道的, 市场在十足的市场 知道总理是否生存。 |
| 187 | We don't exactly know what comes next. | 我们不知道接下来会发生什么 |
| 188 | The markets are nervous. | 市场很紧张。 |
| 189 | What does it mean for JP Morgan in London? | 那对伦敦的JP摩根意味着什么? |
| 190 | Well, look, we've had ups and downs in markets and ups and downs in politicians, | 好吧,你看,我们已经有上下 市场和上下 政客, |
| 191 | so it's not going to change our fundamental strategy. | 所以不会改变我们的基本策略 |
| 192 | I would say that Europe, including the UK, know what to do, and it's the Draghi report. | 我想说,包括英国在内的欧洲知道该怎么做,这是德拉吉的报告. |
| 193 | There are 300 items in there about common capital markets, common regulations, | 里面有300件关于共同资本市场,共同的条例, |
| 194 | allowing cross-border in the EU competition. | 在欧盟竞争中允许跨界。 |
| 195 | There's huge regulatory, not tariff, but regulatory burdens. | 有巨大的监管,不是关税,而是监管负担. |
| 196 | They need to do the same in the UK. | 在英国,他们也需要这样做。 |
| 197 | I think Keir Starmer is a very smart guy. | 我觉得基尔·斯塔默是个很聪明的人 |
| 198 | Politics is really tough. | 政治是很艰难的。 |
| 199 | They're in a bind because of debts and deficits, and they inherited a lot of that. | 他们因为债务和赤字而陷入困境,他们继承了很多这些. |
| 200 | I think the world of racial reefs. | 我想是种族礁的世界 |
| 201 | And they've got to be tough. | 他们必须坚强 |
| 202 | They've got to say, we're going to do these things, and the short term may not be great, | 他们不得不说,我们要做这些事情, 而短期可能不是很好, |
| 203 | but governments have to get the stuff done right that grows the economy and militarily. | 但是,政府必须把 事情做正确 使经济和军事增长。 |
| 204 | And I think they need to work closely with Europe. | 我认为他们需要与欧洲密切合作。 |
| 205 | And, you know, if you remember Keir Starmer and President Macron, they were going to work closer. | 如果你记得基尔·斯塔默和马克伦总统 他们就会更密切地合作 |
| 206 | Not reversing Brexit, but military alliances, intelligence alliances, | 不是推翻布雷克西特 而是军事联盟 情报联盟 |
| 207 | making sure the economies have economic relationship, | 确保经济关系, |
| 208 | good for both the continent and good for the UK. | 既有利于非洲大陆,也有利于联合王国。 |
| 209 | You're building a big mega project, Canary Wharf, that everyone is quite excited about. | 你正在建造一个巨大的项目, 卡纳里・沃夫, 每个人都很兴奋。 |
| 210 | Does this potential politically instability actually change your view on everything, | 这种潜在的政治不稳定 是否真的改变了你对一切的看法 |
| 211 | or do you see costs going up? | 还是你看到成本上升? |
| 212 | Are you worried about taxation? | 你担心纳税吗? |
| 213 | Not political instability, but if they become hostile to banks again, yes. | 不是政治不稳定,但如果他们再次对银行产生敌意,是的。 |
| 214 | I mean, I've always objected to the fact, you know, we didn't damage the UK in any way. | 我的意思是,我一直反对的事实, 你知道,我们没有伤害英国的任何方式。 |
| 215 | We paid probably $10 billion of extra taxes by now. | 我们可能已经付了100亿美元的额外税。 |
| 216 | I don't think that's right or fair. | 我觉得这不公平 |
| 217 | If that happens too much, we will reconsider. | 如果发生太多,我们将重新考虑。 |
| 218 | Look, I know you've also looked a lot at Europe and funding, | 我知道你也经常看欧洲和资金 |
| 219 | and, you know, especially when it comes to security. | 而且,你知道, 尤其是当涉及到安全。 |
| 220 | How much time are you spending making sure that defense companies, | 你们要花多少时间来确保国防公司 |
| 221 | that companies in Europe have enough funding from JP Morgan to make sure that they can, I guess, defend the continent? | 欧洲的公司有足够的资金 从JP摩根,确保 他们可以,我猜,保卫大陆? |
| 222 | A lot. | 经常 |
| 223 | So we have this huge effort. | 所以我们有如此巨大的努力。 |
| 224 | You know, we deploy, over the years, $1.5 trillion to help. | 你知道,我们部署, 多年来,1.5万亿美元 帮助。 |
| 225 | It's not just resiliency. | 不单是耐力. |
| 226 | It's even medicines and rare earths, which would be defense, semi-conductorly defense. | 甚至是药物和稀土, 这将是防御,半导体防御。 |
| 227 | But it's anything you need, so Europe needs LNG. | 但这是你需要的 所以欧洲需要LNG |
| 228 | So we look at that as resiliency for Europe, not LNG in America, but simply here as resiliency. | 所以我们把这看作是欧洲的复原能力, 不是美国的LNG,而只是这里的复原能力。 |
| 229 | So we have professionals doing it. | 因此,我们有专业人士这样做。 |
| 230 | We've got an unbelievable advisory group. | 我们有一个令人难以置信的咨询小组。 |
| 231 | We dedicate, you know, 30, 40 people. | 我们献给3040个人 |
| 232 | We're doing research now, which you might be interested in, | 我们正在做研究,你可能会感兴趣, |
| 233 | across the shipbuilding ecosystem, across the active pharmaceutical system, the rare earth system, | 横跨造船生态系统 横跨活跃的制药系统 稀土系统 |
| 234 | and then having public policy, which puts us in a better position. | 然后制定公共政策,这使我们处于更好的地位。 |
| 235 | We, the democratic world, should never have gotten here. | 我们民主世界不应该来到这里。 |
| 236 | We were so reliant on other people, potential adversaries for rare earths. | 我们是如此依赖其他人, 潜在的对手 稀土。 |
| 237 | And we did. | 我们做到了。 |
| 238 | So don't cry over spilled milk, but let's fix it. | 所以不要为洒的牛奶哭泣,但让我们修复它。 |
| 239 | And we've got to fix it right away. | 我们必须马上修好它 |
| 240 | And this is good for the U.S. | 这对美国有好处。 |
| 241 | Does the U.S. need stronger allies? | 美国需要更强大的盟友吗? |
| 242 | This is good for the U.S. And I think having strong allies is good for the U.S. | 这对美国有好处 我认为拥有强大的盟友对美国有好处. |
| 243 | So my view is we need a stronger NATO. | 所以我认为我们需要一个更强大的北约。 |
| 244 | They're doing that, by the way. | 顺便说一句,他们正在这么做 |
| 245 | So, you know, our president pushed them a lot. | 所以,你知道,我们的总统 推他们很多。 |
| 246 | Well, they're all doing it, which is a good thing. | 好吧,他们都这样做, 这是好事。 |
| 247 | But we want to keep it together. | 但我们想保持团结 |
| 248 | The goal of it should be to have a stronger NATO, not a weaker NATO. | 它的目标应该是有一个更强大的北约,而不是更弱的北约. |
| 249 | The goal, in my view, if you ask me what the goal should be, | 我认为目标 如果你问我目标是什么 |
| 250 | our economic relationship with Europe should be having a stronger Europe | 我们与欧洲的经济关系 应该有一个更强大的欧洲 |
| 251 | to get you to help you do the Draghi report. | 让你帮你做德拉吉报告 |
| 252 | And I wrote in my chair, maybe a pipe dream, that if you did the Draghi report, | 我在我的椅子上写着,也许一个烟斗梦 如果你做了德拉吉的报告, |
| 253 | I would give you one big beautiful free trade bill. | 我会给你一个漂亮的自由贸易法案 |
| 254 | That's what I would do. | 这就是我会做的。 |
| 255 | And, you know, and then fix up, there are some stupid trade issues, and fix them. | 而且,你知道,然后解决, 一些愚蠢的贸易问题, 并解决它们。 |
| 256 | But if both of your countries go better, if they grew better, | 但是如果你们两国都走得更好 如果两国都发展得更好 |
| 257 | it would be good for all the citizens, not just good for the big companies. | 这对所有公民都有好处,而不只是对大公司有好处。 |
| 258 | And I think those two things are pillars of keeping the world safe and free for democracy. | 我认为这两件事是维护世界安全和民主自由的支柱。 |
| 259 | So they're not a minor thing, they're a major thing if you look at over 20 or 30 years. | 所以,它们不是一件小事情, 它们是一个重大的事情,如果你看 超过20或30年。 |
| 260 | So, Jimmy, today, how would you fix the Middle East? | 那么,吉米,今天,你会如何修复中东? |
| 261 | That I do not know. | 这我不知道。 |
| 262 | You know, when I hear a lot of politicians say there was no imminent threat from Iran, | 当我听到很多政客说伊朗没有迫在眉睫的威胁时, |
| 263 | I'm like, that immediately gets my back up because a threat is when I'm threatening to do something to you. | 我觉得,那会立刻得到我的支持 因为威胁就是我威胁要对你做点什么 |
| 264 | They've been raping, killing, and murdering for 47 years. | 他们强奸,杀戮,谋杀长达47年. |
| 265 | Why the Western world allowed proxy wars? | 为什么西方世界允许代理战争? |
| 266 | I mean, we've learned a lesson that we should have gone years ago up the head of the snake. | 我的意思是,我们已经学到一个教训,我们应该 几年前去蛇的头。 |
| 267 | We should have killed the head of the snake, you know. | 我们应该杀死蛇的头,你知道的。 |
| 268 | So now we have more risk but maybe more opportunity because people want peace in the Middle East. | 因此,现在我们有更多的风险,但也许有更多的机会,因为人们想要中东和平。 |
| 269 | You know, it's a terrible situation. | 你知道,这是一个可怕的情况。 |
| 270 | I don't know the outcome. | 我不知道结果 |
| 271 | I hope there's a Plan C or a Plan B. | 我希望有计划C或计划B。 |
| 272 | I want us to prevail in the way that makes sense. | 我希望我们以合理的方式取得胜利。 |
| 273 | I don't know what the right thing to do was, | 我不知道该做什么 |
| 274 | but I'm not going to sit here and say they weren't a threat and we should have done nothing. | 但我不会坐在这里说 他们不是一个威胁 我们不应该做任何事情。 |
| 275 | But today, does the Strait of Hormuz need to reopen almost at any cost? | 但今天,霍尔木兹海峡几乎需要不惜任何代价重新开放吗? |
| 276 | It will eventually reopen, I don't know. | 它最终会重开 我不知道 |
| 277 | I don't know. | 师曰. |
| 278 | You're talking about the military has been playing for things like this for 40 years. | 你说的是军方40年来一直在玩这种游戏 |
| 279 | They have plans. | 他们有计划 |
| 280 | I don't know what those plans are. | 我不知道这些计划是什么 |
| 281 | And I hope it works. | 我希望它能奏效。 |
| 282 | I just don't know. | 我只是不晓得。 |
| 283 | I mean, what is the one thing you wish you knew now? | 我的意思是,什么是一件事 你希望你现在知道? |
| 284 | I mean, there's a lot of uncertainty in the world, right? | 我的意思是,世界上有很多的不确定性,对不对? |
| 285 | Geopolitics, markets. | 地缘政治,市场。 |
| 286 | If you could know one thing for certain from the president, what would it be? | 如果你能从总统那里知道一件事 会是什么? |
| 287 | Well, I don't know about that. | 嗯,我不知道这一点。 |
| 288 | I just want to... | 我只是想... ... 说说看... |
| 289 | Look, I just roll up my sleeves and try to make it better than it was. | 你看,我只是卷起我的袖子 并试图使它比它更好。 |
| 290 | So I don't guess for about one good thing or something like that. | 所以,我不猜测 关于一件好事或类似的东西。 |
| 291 | Tingo. | 丁果(原变种). |
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