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Donald Trump

9 statements across 7 episodes · 4 bullish · 1 bearish · 1 people on the record · first statement Nov 27, 2024 by Brad Gerstner · said 220 times in 25 episodes since 2024 · across every show →

On the record as a speaker too: Donald Trump's record, appearances and statements → this page counts the times other people say the name.

Mentions by year

brought up most by Brad Gerstner (160), Bill Gurley (43), Clark Tang (7), Jensen Huang (6), Michael Dell (2), Rene Haas (1), Gavin Baker (1)

tap a year for its mentions
00100820015202420252026episodesmentions
0815202420252026episodes it came up in
007.57.51515202420252026episodesmentions per episode
2026 1 mention in 1 episode
2025 158 mentions in 14 episodes 11 per episode
2024 61 mentions in 10 episodes 6 per episode

every mention, scene by scene, with the transcript →

Everything said about Donald Trump, oldest first

Nov 27, 2024 positive
Prediction Not checkable as stated
Gerstner: Trump will negotiate away tariffs only after achieving national objectives
“And so I think the right way to look at this tariffs debate is that, you know, it is a starting point. He's going to raise these tariffs in order to achieve national objectives. And then he's going to be willing to negotiate away from them, but only if he achi…”
Brad Gerstner Nov 27, 2024 ▶ 26:13 BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America · Bg2 Pod
Jan 23, 2025 positive
Prediction Held up
Gerstner: Trump will commit to balancing budget in March State of the Union
“I think in the President's State of the Union address in the first week of March, he's gonna make a commitment to balance the budget in his first term in office.”
Brad Gerstner Jan 23, 2025 ▶ 1:00:10 Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Mar 2, 2025 bearish
Prediction Held up
Gerstner: Investors should brace for real, structural tariffs within three months
“So I just think that one should brace over the next three months. I think these tariffs are very real. They're structural and the president is committed to them.”
Brad Gerstner Mar 2, 2025 ▶ 1:00:05 Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Mar 21, 2025 positive
Opinion
Gerstner: Trump Tariffs Are Principled Strategy, Not Just Negotiating Tactic
“One is, this is not a negotiating tactic by Trump. I think that diminishes the administration's principled approach to restructuring globalism. I mean, you really have to listen to the speech that Vance gave yesterday. I did. I did. Whether it's Besant, whethe…”
Brad Gerstner Mar 21, 2025 ▶ 12:47 NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
Apr 4, 2025
Prediction Didn’t hold up
Gerstner: US tariffs will ultimately settle around $300B to $400B
“I think we're going to land the plane here closer to three or four hundred billion in tariffs, not six or 700, and certainly not a trillion in tariffs.”
Brad Gerstner Apr 4, 2025 ▶ 17:08 Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
Apr 4, 2025
Prediction Held up
Gerstner: Enacted US Tariffs on China Will Not Land at 54%
“There's no, no way that lands, I think at 54%. That's the headline tariffs.”
Brad Gerstner Apr 4, 2025 ▶ 9:14 Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
Apr 4, 2025
Prediction Held up
Gerstner: Trump Will Declare Victory on Vietnam Tariffs Before April 9
“So we're gonna hear all these ad hoc negotiations going on, some of which I'm sure, like Vietnam, he'll declare victory on even before we get to April ninth, because they've already capitulated on a bunch of tariffs.”
Brad Gerstner Apr 4, 2025 ▶ 8:18 Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
Aug 28, 2025 neutral
Opinion
Gerstner: Donald Trump Operates as a Pragmatist, Not an Ideologue
“The way to understand this president is that he's a self-described deal junkie. He's a pragmatist. He's not an ideologue.”
Brad Gerstner Aug 28, 2025 ▶ 29:58 China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
Sep 26, 2025 bullish
Prediction Held up
Gerstner: Donald Trump will reach a big deal with China
“The reason I'm confident and I've said on this pod, That I think he'll get a big deal done with China.”
Brad Gerstner Sep 26, 2025 ▶ 1:27:22 NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
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