economic reflexivity
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Apr 24, 2025 by Bill Gurley · across every show →
Everything said about economic reflexivity, oldest first
Apr 24, 2025 bearish
Gurley: Capex freezes create a self-reinforcing inflationary reflexivity loop
“The reflexivity already starts to take place, everything you just described. And once it does, some of it is certainly self-reinforcing, so you start decommitting capex, you start decommitting you know, basic capacity on different manufacturing lines, planes, …”