Federal Reserve, every mention
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tap a year for its mentions
every year anyone Brad Gerstner 50Bill Gurley 3
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China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 51:35 Brad Gerstner So that's the, uh, uh, what the, the, the best proxy, the fed watches for inflation since the start of the year.
Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod
- ▶ 1:08:32 Brad Gerstner Some people, the Fed is saying we're on hold.
China, AI Immigration, Rare Earths & Chips, Tariffs, Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 51:42 Brad Gerstner We're now on a core PCE run rate that causes me to believe that the Fed will now reduce rates. 2 times in the scene
Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
- ▶ 13:58 Brad Gerstner And remember, you know, the Fed had just come out last week, had taken down their forecast for GDP growth, had taken up their forecast for inflation, had taken up their forecast for
NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
- ▶ 6:39 Brad Gerstner And then the Fed just reported today that things, in fact, are resetting. 4 times in the scene
- ▶ 11:51 Brad Gerstner So again, I think, you know, when you think about the Fed's median forecast, those are forward looking forecasts.
- ▶ 22:47 Brad Gerstner I think the Fed median forecast just came down principally because of fear over tariffs and the uncertainty that that creates in the economy.
Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 50:24 Brad Gerstner Now, you and I both supported it in May, March and April of 2020, um, right when we were in the, in the depths of COVID, you had to prevent the economy from coming to a screeching halt, and so the Fed went all in and Congress went all in,… 2 times in the scene
Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 7:44 Brad Gerstner They thought the Fed was going to be cutting rates and the tenure would come down and that would lead to more housing sales, more sales of a lot of things be a tailwind for the economy.
BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America · Bg2 Pod
- ▶ 6:26 Brad Gerstner We're levering up the Fed balance sheet.
Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 58:48 Bill Gurley So the big, big event, and this is, this macro world is more you than me, but the big event obviously was the Fed decision to, to lower by 50 basis points. 3 times in the scene
Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 21:43 Brad Gerstner But, you know, there, there, there is a saying that the Fed has caused 10 of the last eight recessions, um, you know, that they're, that they have post-traumatic stress. 4 times in the scene
- ▶ 22:16 Brad Gerstner Yeah, I mean, listen, I think it's important to realize first that the Fed is at a multi-decade high 14 times in the scene
Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 5:59 Brad Gerstner So we have two Fed meetings before the election. 3 times in the scene
- ▶ 14:10 Brad Gerstner So this is exactly what the Fed wanted to orchestrate Bill, right? 3 times in the scene
Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 54:17 Brad Gerstner So the yellow line is the proxy Fed funds rate. 3 times in the scene
Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More · Bg2 Pod
- ▶ 51:44 Brad Gerstner Well, why don't we talk a little bit just about, you know, the fed met since we last were on bill, um, and they update, you know, the fed every quarter updates, um, their own estimates for things like GDP. 2 times in the scene
BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
- ▶ 4:32 Brad Gerstner And then we had what I thought was a really provocative tweet at the end of the week from Larry Summers, where he said the next move by the Fed could be higher. 5 times in the scene
BG2 with Bill Gurley & Brad Gerstner | MANG VC Gone Wild, Can You Trust AI Valuations? & More | E01 · Bg2 Pod
- ▶ 25:50 Brad Gerstner We, I should have been able to save myself a lot more money because we, we were worried about interest rates and multiples and inflation in May of 21 before the fed