Federal Reserve

3 statements across 2 episodes · 2 bullish · 1 bearish · 1 people on the record · first statement Apr 4, 2024 by Brad Gerstner · said 53 times in 15 episodes since 2024 · across every show →

Mentions by year

brought up most by Brad Gerstner (50), Bill Gurley (3)

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2025 14 mentions in 7 episodes 2 per episode

NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod Mar 21, 2025 · 6 mentions · from 6:39
China, AI Immigration, Rare Earths & Chips, Tariffs, Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Jun 6, 2025 · 2 mentions · from 51:42
Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Mar 2, 2025 · 2 mentions · from 50:24
China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod Jul 31, 2025 · 1 mention · from 51:35
Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod Jul 10, 2025 · 1 mention · from 1:08:32
Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod Apr 4, 2025 · 1 mention · from 13:58
Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Jan 11, 2025 · 1 mention · from 7:44
every mention in 2025, scene by scene →

2024 39 mentions in 8 episodes 5 per episode

Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Aug 9, 2024 · 18 mentions · from 21:43
Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod Jul 11, 2024 · 6 mentions · from 5:59
BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod Feb 22, 2024 · 5 mentions · from 4:32
Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Sep 25, 2024 · 3 mentions · from 58:48
Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod May 16, 2024 · 3 mentions · from 54:17
Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More · Bg2 Pod Apr 4, 2024 · 2 mentions · from 51:44
BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America · Bg2 Pod Nov 27, 2024 · 1 mention · from 6:26
BG2 with Bill Gurley & Brad Gerstner | MANG VC Gone Wild, Can You Trust AI Valuations? & More | E01 · Bg2 Pod Jan 25, 2024 · 1 mention · from 25:50
every mention in 2024, scene by scene →

every mention, scene by scene, with the transcript →

Everything said about Federal Reserve, oldest first

Apr 4, 2024 bullish

Prediction Held up

Gerstner: The Fed Will Cut Interest Rates Before 2024 US Election

“I'm still in the camp that we're going to have rate cuts ahead of the election, but the market is now pricing and I think only three rate cuts between now and the end of the year.”

Brad Gerstner Apr 4, 2024 ▶ 52:23 Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More · 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

Federal Reserve

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