Economic Reflexivity

topic on 1 show · 1 statements across 1 episodes

BG2 Pod

1 statements about Economic Reflexivity, every show

BG2 Insight
Gurley: Capex freezes create a self-reinforcing inflationary reflexivity loop
“The reflexivity already starts to take place, everything you just described. And once it does, some of it is certainly self-reinforcing, so you start decommitting capex, you start decommitting you know, basic capacity on different manufacturing lines, planes, …”
Bill Gurley Apr 24, 2025 ▶ 59:15 Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod

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