10-year Treasury yield

4 statements across 3 episodes · 0 bullish · 2 bearish · 3 people on the record · first statement Apr 17, 2021 by Brad Gerstner · across every show →

Everything said about 10-year Treasury yield, oldest first

Apr 17, 2021 bearish

Prediction Held up

Gerstner: Growth equity multiples face an additional 10-20% drawdown

“I suspect that there's another 10 to 20% to go, right? For a 10 year that's going to be sitting here at one eight.”

Brad Gerstner Apr 17, 2021 ▶ 17:19 E29: Coinbase goes public, direct listings vs. IPOs, unions & more with Bestie Guestie Brad Gerstner

Apr 17, 2021 neutral

Insight

Gerstner: Every 1% Treasury yield hike causes 10-20% growth multiple drawdown

“For every one percent move in the tenure, you've got a 10 to a 20% drawdown in growth multiples.”

Brad Gerstner Apr 17, 2021 ▶ 16:44 E29: Coinbase goes public, direct listings vs. IPOs, unions & more with Bestie Guestie Brad Gerstner

Jan 26, 2024 neutral

Prediction Partly held up

Sacks: 10-year Treasury yield will hover around 4% long-term

“It's not clear that the tenure is going to be going to be going back down to two, three percent where it was during the ZERP period. It probably will be around four percent plus or minus.”

David Sacks Jan 26, 2024 ▶ 16:29 E163: Market rips, Media RIFs, Texas defies Biden, Fintech reckoning, ARkStorm 2.0 & more

May 24, 2025 bearish

Prediction Didn’t hold up

Chamath predicts 10-year Treasury yield will exceed 5% by end of 2025

“By the end of this year, we're going to be past five percent. The third year is on a rate now to get past six and a quarter, maybe even reach six and a half percent.”

Chamath Palihapitiya May 24, 2025 ▶ 10:07 Bond crisis looming? GOP abandons DOGE, Google disrupts Search with AI, OpenAI buys Jony Ive's IO

10-year Treasury yield

Everything said about 10-year Treasury yield, oldest first

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