NASDAQ, every mention
23 scenes · ← back to NASDAQ
tap a year for its mentions
every year anyone Brad Gerstner 30Bill Gurley 4Bob Mylod 1
Verbatim, from the transcripts: the passages where NASDAQ comes up
The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod
- ▶ 1:12:52 Brad Gerstner You know, SPY and NASDAQ are up, but really up because of their components that are related to AI and compute.
AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 41:52 Bill Gurley And when I see, you know, whether, you know, whether it's Visa or NASDAQ or any of these people kind of run at the tokenization, I always worry, like, cause if you look at the history of like the debit card versus the credit card, it was…
China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 49:23 Brad Gerstner The NASDAQ was down 21%, right, at its trough this year. 2 times in the scene
- ▶ 1:02:47 Brad Gerstner You know, off of that bottom in the NASDAQ since then.
Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod
- ▶ 1:03:53 Brad Gerstner Um, you know, it's pretty incredible to see the snapback that we've seen out of the NASDAQ, the S&P. 2 times in the scene
China, AI Immigration, Rare Earths & Chips, Tariffs, Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 2:59 Brad Gerstner So I said, well, what's happened to the NASDAQ since we graduated? 2 times in the scene
- ▶ 46:57 Brad Gerstner The Nasdaq's up 20% from its intraday lows.
Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 52:13 Brad Gerstner NASDAQ, I think as of yesterday, was down 20% peak to trough.
Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
- ▶ 5:42 Brad Gerstner And he starts going through this list and the futures, the S&P futures, the Q, the Nasdaq futures start sinking.
- ▶ 16:46 Brad Gerstner After hours with the NASDAQ down peak to trough post Trump at almost 18%, right? 2 times in the scene
NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
- ▶ 3:56 Brad Gerstner And the first leg of that, I think the, the, the NASDAQ's down about 10%. 2 times in the scene
- ▶ 39:04 Brad Gerstner The Nasdaq's down 10%, Bill, in a month.
Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 49:47 Brad Gerstner And so, you know, if you look at this chart, Bill, it's really the, the NASDAQ since the election. 2 times in the scene
Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:06:23 Brad Gerstner You know, when you look at what's happening in the market, just year to date, um, I think the, the Nasdaq's up like four percent through today.
Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 55:48 Brad Gerstner Uh, you know, we had seen, uh, you know, a, a tremendous sell off almost 30% in the NASDAQ. 2 times in the scene
Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 8:26 Bill Gurley Yeah, and I mean, the Nasdaq shot up about 33% in that window from, from January to
- ▶ 27:59 Brad Gerstner By the time they started cutting rates in the beginning of 2001, it was clear they were behind that the economy was cascading into a recession and the Nasdaq was down over 20%.
- ▶ 50:38 Brad Gerstner So if you look at where the NASDAQ was trading before, you know, this all happened, I think it was like, uh, you know, four 75, it dropped to four 50 and now we're basically back to four 75 on the queues.
Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 4:01 Bill Gurley It's almost like people aren't even aware of whether the NASDAQ's up or down in a given day or a given week. 2 times in the scene
Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 57:42 Brad Gerstner The Nasdaq this morning hit an all-time high, right? 2 times in the scene
Ep7. The Great IPO Debate, Tesla Robotaxi v Uber, Tech Check | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:10:55 Brad Gerstner The S&P and the NASDAQ are about, up about six percent year to date, Bill. 3 times in the scene
Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod · Bg2 Pod
BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
- ▶ 3:34 Brad Gerstner But the truth is the Nasdaq hasn't really moved that much. 2 times in the scene