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inflation

2 statements across 2 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Jan 11, 2025 by Brad Gerstner · across every show →

Everything said about inflation, oldest first

Jan 11, 2025 bearish
Prediction Not checkable as stated
Gerstner: Inflation and Higher Rates Could Dampen Markets Early in 2025
“And I really think that it's this inflation and higher rates Combined with higher valuations that could put a damper on at least the market in the first part of this year.”
Brad Gerstner Jan 11, 2025 ▶ 7:21 Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Apr 24, 2025 bearish
Insight
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, …”
Bill Gurley Apr 24, 2025 ▶ 59:15 Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
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