Fed

also referred to as: the fed

4 statements across 3 episodes · 1 bullish · 3 bearish · 3 people on the record · first statement Oct 25, 2023 by Brad Gerstner · across every show →

Everything said about Fed, oldest first

Oct 25, 2023 negative
Opinion
Gerstner: The Fed made a huge mistake not raising rates in summer 2021
“I believe the Fed made a huge mistake in the summer of twenty-twenty-one. I think it was knowable then. I think any of us paying attention were tweeting about it.”
Brad Gerstner Oct 25, 2023 ▶ 31:12 Ep 67: Brad Gerstner on the AI Supercycle & Restoring Faith in Capitalism · Joe Lonsdale
Oct 25, 2023 bearish
Prediction Didn’t hold up
Gerstner: Fed's 1.5% GDP forecast for 2024 is probably overly optimistic
“The Fed has said its forecast for next year is 1.5% on GDP. I think that's probably rosy. Given, ah, the things that we're seeing in the world, 20% credit cards, 10% car loans, eight percent mortgages are having a deleterious impact on consumption.”
Brad Gerstner Oct 25, 2023 ▶ 30:31 Ep 67: Brad Gerstner on the AI Supercycle & Restoring Faith in Capitalism · Joe Lonsdale
Nov 2, 2023 positive
Insight
Miller: Bond and FX markets feature non-economic actors unlike public equities
“In the public equity markets, everyone is there to make a profit. You're competing against every analyst and hedge fund in bonds and in currencies. They're non-economic actors. You have the fed who's not trying to make money. You have people just trying to do …”
Jacob "Jake" Miller Nov 2, 2023 ▶ 5:28 Ep 68: Are High Interest Rates & Inflation Here to Stay? How to Generate Alpha with Jacob Miller · Joe Lonsdale
Mar 21, 2024 negative
Opinion
Baker: Federal Reserve asset inflation drove wealth inequality and global populism
“The Fed has been a huge contributor to inequality already, and by virtue of juicing the assets that wealthy people own by definition, you know and so that's created a lot of the populist backlash that we've seen politically, not just in the US, but around the …”
Whitney Baker Mar 21, 2024 ▶ 28:00 Ep 82: Rising Inflation? Looming Recession? The State of the Economy with Whitney Baker · Joe Lonsdale
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