growth assets

2 statements across 2 episodes · 0 bullish · 2 bearish · 1 people on the record · first statement Apr 17, 2021 by Brad Gerstner · across every show →

Everything said about growth assets, oldest first

Apr 17, 2021 bearish
Assertion Not checkable as stated
Gerstner: Major public buy-side managers are de-leveraging growth assets
“I can tell you they're all de-leveraging growth. They are not adding. They're not looking to add dollars to growth.”
Brad Gerstner Apr 17, 2021 ▶ 17:34 E29: Coinbase goes public, direct listings vs. IPOs, unions & more with Bestie Guestie Brad Gerstner
May 27, 2022 bearish
Assertion Supported
Gerstner: Software and growth assets trade 30-50% below 5-year average
“So now we're seeing software generally, all risk assets, growth assets, trading now 30, 40, 50% below the five-year average, right?”
Brad Gerstner May 27, 2022 ▶ 19:39 E83: Market slide continues, and how to address Uvalde
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