Peter Navarro
2 statements across 1 episodes · 0 bullish · 2 bearish · 1 people on the record · first statement Apr 24, 2025 by Brad Gerstner · said 16 times in 6 episodes since 2025 · across every show →
Mentions by year
brought up most by Brad Gerstner (15), Bill Gurley (1)
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2025 16 mentions in 6 episodes 3 per episode
- Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
- Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod
- China, AI Immigration, Rare Earths & Chips, Tariffs, Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- every mention in 2025, scene by scene →
Everything said about Peter Navarro, oldest first
Apr 24, 2025 bearish
Gerstner: Navarro-style protectionism will shrink the U.S. AI gap with China
“If we head in the direction of Navarro, it's quite clear to me that we're going to so anger the rest of the world that, ah, the chance that the rest of the world is going to run on US compute. I think what we do in that instance is you move everybody in the di…”
Apr 24, 2025 negative
Gerstner: Both parties broadly oppose Navarro-scale tariff disruption
“If the goal and objective is Navarro, then I think there's broad opposition within not only, you know, the Democratic Party, but also the Republican Party to the scale of tariffs and disruption that that's going to have on the economy.”