“And so I think there's a decent chance Powell says, you know, we've, we're not raising rates.”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
(the analysis reads context, assessments check outside sources). how →
More from Bill Ackman
PredictionNot checkable as stated
Ackman: Biden wealth tax will bankrupt every startup in America
“You know, the Biden wealth tax, which is like, 25% of the appreciation of things that you own privately, it's going to bankrupt every startup. No one will ever start a business in America anymore, right?”
Bill AckmanMar 20, 2023▶ 1:02:23Bill Ackman: SVB Collapse; Biden vs Trump; How I Lost $400M on Netflix; Bill's 10-Year Long | E991 · 20VC with Harry Stebbings
What-if
Ackman: Lack of SVB Guarantee Would Have Caused Regional Bank Runs
“Woke up Saturday morning after the events of the week, pretty convinced that if the government didn't, at a minimum, guarantee deposits at Silicon Valley Bank, we'd have a massive run at pretty much every regional bank on Monday.”
Bill AckmanMar 20, 2023▶ 27:00Bill Ackman: SVB Collapse; Biden vs Trump; How I Lost $400M on Netflix; Bill's 10-Year Long | E991 · 20VC with Harry Stebbings
Opinion
Ackman: Expanding immigration is the best way to curb inflation
“The best way to solve that problem is to open up immigration, right? Why, why force people out of work to slow the economy to get rid of inflation? Why not increase the supply of workers so that you know, we temper the increases in wages? I just think it's a b…”
Bill AckmanMar 20, 2023▶ 40:10Bill Ackman: SVB Collapse; Biden vs Trump; How I Lost $400M on Netflix; Bill's 10-Year Long | E991 · 20VC with Harry Stebbings
PredictionNot publicly verifiable
Ackman: Donald Trump would defeat Joe Biden in a presidential matchup
“If it's Biden, Trump, I think Trump wins.”
Bill AckmanMar 20, 2023▶ 40:41Bill Ackman: SVB Collapse; Biden vs Trump; How I Lost $400M on Netflix; Bill's 10-Year Long | E991 · 20VC with Harry Stebbings
Opinion
Ackman: Asset managers do not need carried interest tax advantages
“I don't think we need that extra tax advantage. I carried interest when you're managing assets to motivate our economic behavior.”
Bill AckmanMar 20, 2023▶ 1:03:24Bill Ackman: SVB Collapse; Biden vs Trump; How I Lost $400M on Netflix; Bill's 10-Year Long | E991 · 20VC with Harry Stebbings
Insight
Ackman: Missing Out on Big Winners Can Be Worse Than Losing Capital
“Missing Google can be a, you know, as important a mistake, or maybe even a bigger mistake, if you will, than missing You know, the next, like some other making a bad investment that doesn't work, I guess is my fault.”
Bill AckmanMar 20, 2023▶ 16:32Bill Ackman: SVB Collapse; Biden vs Trump; How I Lost $400M on Netflix; Bill's 10-Year Long | E991 · 20VC with Harry Stebbings
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