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Fed

3 statements across 2 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Feb 22, 2024 by Brad Gerstner · across every show →

Everything said about Fed, oldest first

Feb 22, 2024
Assertion Partly supported
Gerstner: US real interest rates are at their highest level since 2007
“Real rates, right? So real rates, this is the restrictiveness that we have in the economy. So this is effectively the interest rates we have less the expected inflation rate in the future. They're as high as they've been since the fall of 2007, and the last ti…”
Brad Gerstner Feb 22, 2024 ▶ 5:33 BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
Aug 9, 2024 positive
Prediction Held up
Gerstner predicts the Fed will cut interest rates in mid-September 2024
“I think within the Fed, they know that the balance of power between concern over inflation and jobs has shifted, so I expect that on schedule in 30 days I think it's mid-September, you're gonna get a rate cut.”
Brad Gerstner Aug 9, 2024 ▶ 25:04 Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Aug 9, 2024 bearish
Prediction Not checkable as stated
Gerstner: The Fed may be late to cut rates to head off recession
“I think it's reasonable that they may be late to reduce interest rates to head off a recession.”
Brad Gerstner Aug 9, 2024 ▶ 21:59 Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
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