risk premiums

2 statements across 1 episodes · 0 bullish · 2 bearish · 1 people on the record · first statement Mar 15, 2022 by Brad Gerstner · across every show →

Everything said about risk premiums, oldest first

Mar 15, 2022 bearish
Insight
Gerstner: High-burn, negative-unit-economic companies cease to exist when risk premiums shift
“If you are a high burn business with negative unit economics, and you fly into a world where risk premiums change, it doesn't matter how good you are, you cease to exist.”
Brad Gerstner Mar 15, 2022 ▶ 28:34 Altimeter (with Brad Gerstner) · Acquired
Mar 15, 2022 bearish
Assertion Partly supported
Gerstner: Tech growth multiples crashed 50% in early 2022
“Just look at what's happened over the course of the last eight weeks, right? Growth multiples are down 50%. Risk premiums have changed dramatically.”
Brad Gerstner Mar 15, 2022 ▶ 29:01 Altimeter (with Brad Gerstner) · Acquired
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