Risk Premiums

topic on 1 show · 2 statements across 1 episodes

Acquired

2 statements about Risk Premiums, every show

ACQUIRED 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
ACQUIRED 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

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