00:29.4
I remember that very well
00:31.0
Tisoy, tisoy, mabayad, magaling
00:32.8
And I remember na he was rewarded for his push dun sa
00:36.9
Ibat ba yan? Anong tax ba yan?
00:40.4
Binigyan siya ng NED
00:41.4
Although, parang may questions kung talagang nag-aaral siya ng economics sa Lazada
00:46.5
Ewan mo yung nagtabi ng Recto Bank
00:48.4
Let's not go there
00:49.6
But anyway, so Ralph Recto
00:51.8
Na-confirm na what has been said for a few months
00:54.4
So first narinig ko, last year pa lang actually
00:56.3
Na joke na doesn't want to stay in the finance for long
00:59.4
Mukhang preference niya back to Central Bank
01:01.6
I don't know if that's really the next
01:02.7
But he has a lot to offer to the private sector
01:06.1
Parang nag-negotiate siya to stay for a year more
01:09.5
Pero hindi na pinahaga
01:11.0
Yun nga eh, yun nga
01:12.3
So I think they wanted more stability kasi transition yan
01:14.7
And then, Frederick Goh also
01:16.5
From Robinson's, the whole Goh-Kong-Wei conglomerate
01:19.6
Has also come in as an economic czar
01:21.3
With some degree of power
01:23.0
Supervisory power
01:24.7
So interesting happening
01:26.1
So semi-technocratic, semi-liberal
01:29.4
Ish figures are coming in
01:31.3
First of all, what is your read on the Ralph Recto one?
01:34.9
And do you think this says something about
01:36.7
The whole Grand Coalition plan?
01:39.6
Pwede ba parang tuluyan?
01:40.8
He will bring in Marojas and some other guys
01:42.8
From the somehow other side
01:45.2
Somehow other side
01:46.3
Pero una, without undermining
01:48.7
Ex-Senator Ralph Recto
01:51.0
Ako, I would rather have a technocrat
01:55.0
Than a politician
01:55.8
Sa finance portfolio
01:59.4
Pero nag-NEDA na daw siya eh
02:00.9
Diba? Nag-NEDA naman siya eh
02:04.0
Ikaw, lasal ka eh
02:06.7
Ikaw na bahal lang humatol
02:08.4
Sa iyong kapwal lasal yan
02:09.8
Nagturo lang naman ako doon
02:12.9
I don't know about his degree
02:17.1
Pero nag-NEDA secretary naman siya
02:20.7
I mean, probably learned a thing or two
02:23.5
Actually, hindi ko sigurado yung mga
02:26.8
Yung NEDA, yung finance
02:29.4
Ako, mas better sa akin
02:31.3
Isa na lang yan eh
02:32.3
Naguguluhan ako doon sa mga divisions na yan eh
02:36.0
Kaya, hindi ko alam
02:38.5
How they complement each other
02:43.3
Yung mga director, etc
02:50.2
Pampa-inefficient
02:51.9
Ng pagpapatakbo ng ating
02:57.9
I think ko walang relasyon
03:04.4
Wala akong nakitang relasyon
03:06.4
Sa possibility halimbawa with Mar
03:08.7
Tingin ko, yung gobyerno
03:11.2
Tinitignan pa nila
03:13.5
Mas yung lapit o layo
03:16.2
Doon sa mga decision makers
03:18.2
Rather than yung political color
03:20.3
Lalong-lalo na, yung political color
03:22.6
Ay madaling magbago overnight
03:24.4
Tayo lang naman ang hindi nagbabago
03:26.5
Ang political color eh
03:27.7
Pero yung mga nasa paligid
03:29.6
Parang nagpapalit lang ng mga t-shirt
03:31.1
Para may mali sa atin, Ronald
03:33.7
Ang nagpapalit lang sa atin
03:36.0
Gunera, lighter shade
03:38.2
Of the same color
03:39.8
Bakit ka nandiyan?
03:41.8
Diba nandito ka kaapon?
03:43.9
Parang tukit tayo eh
03:45.4
O, or yung magagandang mga jackets
03:49.0
Yan yung mga nakikita ko
03:50.6
Yung mga naka-puffer-puffer
03:52.2
Ako naka-anong lang
03:53.9
Pero yung mga yan
03:55.8
So, they deal with them
03:57.2
Not as political parties
03:58.7
Not as political parties
03:59.1
Not as ideological parties
04:01.3
Na wala naman talaga
04:02.4
So, they deal with them
04:07.9
Okay ba si Balisakan?
04:11.3
Okay ba si Jerry Acuzar?
04:15.1
I doubt kung nakita nila yung color
04:17.5
Ang nakita nila ay yung tao
04:19.8
At ano yung political loyalties
04:23.7
Or whether ito ay makakasama sa kanila
04:26.8
Mas ganun yung bata yan
04:30.1
Parang Cool Boys Club
04:32.7
Parang ganun bang dating sa'yo
04:34.0
Well, ang problema kasi ng mga Marcoses
04:36.0
Dahil matagal silang nawala
04:37.1
Wala silang kaban
04:38.5
Na pagpupuhanan ng mga tao
04:42.3
Parang last song syndrome
04:44.2
Sino ba yung huli nakausap?
04:46.4
Sino ba yung huling
04:47.3
Nagbigay ng recommendation?
04:48.8
Or scraping the bottom
04:51.0
Hindi ko naman sinasabi yun
04:53.0
Pero, ayun yung pagiging problema
04:54.7
Kung matagal ka nawala
04:58.6
Nagkareklamo yung mga Marcos Loyalists
05:00.6
Yung mga kababayan mo sa Ilocos
05:02.1
Bakit hindi sila kinukuha?
05:05.2
Eh, bakit naman sila kukunin?
05:07.4
Saan mo ilalagay si Elizabeth Corapesa?
05:09.9
Saan mo ilalagay?
05:10.9
Wala akong sinasabi
05:13.1
Babalik ako sa Ilocos
05:14.1
Saan mo ilalagay yung mga Marcos Loyalists na yan?
05:17.4
Kaliban sa matatundan
05:20.3
Questionable skills
05:21.1
Parang anti-Marcos Loyalists yan
05:26.3
Under the pro-Marcos Loyalists
05:28.2
Pro-junior, anti-senior
05:31.1
Parang si Maharlika, di ba?
05:33.7
Si Maharlika, pro-senior, anti-junior
05:36.2
So, ang kanilang process of decision-making
05:39.5
Actually, hanggang ngayon
05:41.8
Hindi ko pa sigurado
05:42.7
Ano talaga yung process ng decision-making
05:45.0
Parang yung panahon ni Digong
05:47.5
Nagkareklamo sila
05:49.4
Meron silang list
05:51.1
Meron silang selection committee
05:55.1
Pero, pag may tumalo kay Digong
05:57.7
Kung sino yung dumalaw
06:00.5
Si Gina Lopez na sa DNR
06:02.8
Si Yasay na sa DOF
06:04.8
So, yung list nila nasira
06:07.1
Dahil ang decision-making nila
06:09.0
Is centered around
06:10.3
Yung personality ni Digong
06:14.4
I'm not yet too sure
06:17.6
Mahalaga yung decision ni First Lady
06:27.7
O, sinasabi ng iba
06:32.7
Na nagdi-desisyon
06:34.1
Ako, duda pa ako dyan
06:37.6
Alam ko, sa Secretary of Health
06:41.1
Sa Secretary of Health
06:43.4
Na-interview na yan
06:48.2
Pero, last minute
06:52.0
So, I'm not too sure how decisions are made
06:54.8
Halimbawa sa appointments
07:00.1
Alam na natin kung paano
07:01.4
So, ang sinasabi mo
07:04.2
Proseso na recruitment
07:06.5
I mean, also is because
07:07.9
Nawala yung si Vic Rodriguez
07:09.6
And wala naman talagang
07:13.2
The same level of comfort, etc.
07:15.2
So, what you're saying is
07:17.1
Parang hindi pa rin maayos
07:20.0
Yung organizational structure
07:23.7
Itong Marcos administration
07:26.4
Although, you know,
07:26.7
Although, even though
07:27.5
He's entering already
07:28.5
The midterms time
07:29.4
Ayan, shoutout tayo
07:30.8
Parang tayo mga followers
07:31.9
From Bangladesh, South Korea
07:33.6
Ayan, parang tayo mga
07:34.6
Afam din ng followers
07:36.6
Ano nga lang, Ronald?
07:42.2
Last 10 minutes na lang
07:44.5
So, what you're saying, Ronald
07:46.9
Is malabo si Marro
07:48.1
So, parang tingin mo
07:49.9
It's just a comfort level thing
07:51.4
And it just happened that
07:52.2
Vib was comfy with
07:56.6
So, yeah, let's go with that
07:58.2
And makamabango naman si Ralph Recto
07:59.9
Siguro sa investment
08:00.7
Ang sinasabi ko lang
08:02.6
Walang relasyon yung appointment
08:06.2
Ito yung sinasabi ko
08:11.2
Alam ko, may tumutulak sa DOTR
08:15.6
Ayaw naman palitan niya
08:16.9
Yung BBM si Bautista
08:18.1
Meron din tumutulak sa DTI
08:28.3
May mga na-interview na
08:29.8
Pero until it happens
08:31.2
Alam mo ba, kahit yung Recto
08:33.9
It never happened
08:35.4
Yan yung nangyayari
08:37.6
Pero tingin ko yung
08:38.4
Keralt mapasigurado na yun
08:39.9
Dahil ang balita ko
08:42.5
Ay nag-request yung
08:46.4
Na mag-extend pa ng one year
08:48.5
Pero mukhang hindi na napayagan
08:50.2
Yun yung nangyari
08:52.1
Kaya more or less sigurado na
08:59.0
Bagamat may mga taipans
09:01.8
At may mga bumaban
09:15.0
Favorite mo yan eh
09:16.4
Favorite mo yung DTI talaga eh
09:18.4
Mukhang beating all odds pa rin
09:20.9
At talo pa ang Bitcoin dyan
09:25.5
I think malabo na i-charter change mo before midterms
09:54.3
I'm just having a lot of doubts
09:57.4
Should have a little bit of a
10:02.6
Move into the final year
10:05.9
Early after elections
10:07.8
Habang hindi pa lame
10:12.5
Again, I agree na
10:15.5
They have to build it
10:18.0
Sometimes mas mahirap pa yung
10:19.0
LGU kaysa national
10:21.6
Natalo sa Pampanga
10:25.2
Polisation survey
10:25.9
Which we correctly pointed out
10:28.9
The other surveys
10:31.9
Has a pretty decent chance
10:34.8
Also has a pretty decent chance
10:37.0
These super far away
10:37.9
Two or three others
10:38.9
They're still within
10:43.5
I don't know about Lenny
10:44.6
I doubt she's gonna run for Senate
10:45.7
But how do you look
10:46.5
Do you think you should aim for
10:47.3
At least one or two Senate seats
10:49.3
Medyo tatlo yung totoong opposition
10:55.4
Kailangan linawin
10:56.9
Linawin ng opposition
11:01.2
Ano bang gusto nila?
11:03.8
There's such a huge vacuum
11:08.6
On traditional opposition
11:14.1
Ang lumalabas ngayon
11:17.0
Parang nagmumukha
11:19.0
Yung mga cavaliers
11:22.9
Then on different issues
11:27.1
Parang sila yung nagpifil
11:28.8
Dahil yung traditional opposition
11:33.4
Kailangan linawin mula ng opposition
11:37.7
Ano bang plano nila?
11:39.9
Nitong past one and a half years
11:42.2
Parang may unofficial rapprochement
11:44.3
Between those traditional opposition
11:47.0
And the government
11:49.3
Hindi sila masyadong
11:52.7
Hindi sila masyadong
11:57.1
Ang medyo nagsasharpen
11:59.1
Lalo na yung kanila
12:01.3
Kaya yun yung ikalawa
12:03.7
Ito bang rapprochement na ito
12:09.9
Ay parang guns blazing
12:12.3
Yung mga opposition
12:13.9
Si Christian Monzod
12:15.4
Magpapile ng case
12:22.6
Pwede yung may breath
12:25.0
At yung mga opposition
12:25.2
At yung mga opposition
12:25.2
At makatulong yan
12:33.5
Kung ano na ba talaga sila
12:38.3
They have to get their act together
12:40.9
Alam ko may mga talks
12:46.8
Mabubuhoy ang Big Tent na yan
12:48.6
Malaking problema sa opposition
12:50.1
Paano mahihirapan sila
12:51.8
Kung tatakbo sila individually
12:55.2
Mga nakaraang kasing mga buwan
12:57.4
Some in the opposition
12:59.4
Para magkaroon sila ng fighting chance
13:01.5
Huwag silang pumorma as opposition
13:03.6
Mas pumorma sila as individual senate
13:06.3
Hindi ko alam kung nagbago yan
13:07.8
Tingin ko balance sheet
13:10.0
Mas okay na mag-unite sila
13:12.2
Under one Big Tent
13:13.5
With a clear political narrative
13:15.2
With a clear political narrative
13:18.3
Hindi sila kasing critical
13:20.4
Sa gobyerno ng bongbong
13:25.2
Pwede kang mag-create
13:26.5
Nang political narrative
13:29.3
Kahit hindi ka yung
13:31.7
Direction of the main blow
13:37.3
Paano yung relasyon nila
13:39.2
With the other opposition
13:40.4
With the new opposition
13:42.1
Lalo na halimbawa
13:43.5
Sa usapin ng Chacha
13:44.6
Na parehas silang bumabanat
13:46.8
Parehas silang minabanatan
13:50.0
Parehas silang minabanat
13:53.1
Sa press conference niya
13:54.2
Bakit pa rin siya
13:55.0
Ipapaltan yung konstitusyon
13:56.3
Maganda naman yan
13:59.3
Maganda naman yan
14:00.7
May nagtalungan na
14:03.6
Di ba balak niyong baguhin yan?
14:08.1
Pero ibig sabihin
14:11.7
Parehas sila nang banat
14:13.3
Parehas sila nang magiging
14:17.9
Merong difference
14:20.2
So how will they relate
14:24.2
Their traditional
14:25.5
Classic opposition
14:26.9
And the new opposition
14:29.6
Magandang panoorin din
14:35.5
Thank you so much
14:38.1
Your being in Paris
14:46.2
You're very inspired
14:47.8
I hope hindi kita pinagod masyado
14:49.2
But we covered a lot
14:50.7
Thank you so much Ronald
14:51.6
Looking forward to more discussions
14:55.3
And thank you so much
14:56.5
Secretary Ronald Llamas
14:58.4
For sharing your voice
15:00.7
Marami tayong mga mind blending dito
15:02.9
And it's interesting
15:03.8
We keep on testing our hypothesis
15:05.6
So I think so far
15:08.6
In terms of hypothesis natin and all
15:11.2
There's still many
15:13.5
Potential curveballs
15:17.3
Exciting times for analysts
15:22.4
Ng mga pseudo-analyst
15:24.6
Maraming tayong kakaway
15:25.9
Maraming salamat sir Ronald
15:27.0
Hindi ako okay lang
15:28.1
Mahilig ako makipag-aaway
15:30.6
Enjoy your evening there
15:35.3
Away tayo sa next party
