Peter Navarro, every mention

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every year anyone Brad Gerstner 15Bill Gurley 1

Verbatim, from the transcripts: the passages where Peter Navarro comes up

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China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod Jul 31, 2025 · 3 mentions

  • ▶ 48:21 Brad Gerstner I mean, not only comfortable, we're at all time highs, you know, and, and April second, I was, uh, going, you know, on CNBC saying the nuclear Navarro was going to be a disaster and I'm out. 3 times in the scene

Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod Jul 10, 2025 · 1 mention

  • ▶ 1:09:23 Brad Gerstner Um, early in the year, I was as negative as I've been in 10 years because I thought if we were going down the path of Navarro and two trillion dollars of tariffs that it was all, you know, every, all bets were off.

China, AI Immigration, Rare Earths & Chips, Tariffs, Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Jun 6, 2025 · 1 mention

  • ▶ 52:56 Brad Gerstner And I said, you know, because Trump was putting Navarro on the Sunday talk shows and Bessent, and they had two very different points of view.

AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod May 22, 2025 · 3 mentions

  • ▶ 21:30 Brad Gerstner There's what I described as the nuclear Navarro path, which was high structural tariffs on everybody in the world generate two trillion of tariff revenue and get rid of the Internal Revenue Service. 3 times in the scene

Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Apr 24, 2025 · 6 mentions

  • ▶ 6:46 Brad Gerstner I described as more the nuclear Navarro approach.
  • ▶ 16:29 Brad Gerstner 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.
  • ▶ 42:20 Brad Gerstner Well, the first thing it dawns on me is I ultimately don't think, you know, somebody asked me on CNBC, you know, they, I, I said, your decision as to whether be in the market comes down to whether you think the president is more, you know,… 2 times in the scene
  • ▶ 43:21 Bill Gurley By the way, by the way, there's one, I think, hilarious irony with the, with the Navarro point of view and combined with the, um, with, with the export control, which is if we're gonna, if we're upset that there is this trade imbalance,…
  • ▶ 1:00:37 Brad Gerstner I do think that it would be very helpful, and it sounds like the president is starting to make some of these comments just this afternoon, to disavow ourselves of this, you know, Navarro style, replace the Internal Revenue Service.

Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod Apr 4, 2025 · 2 mentions

  • ▶ 4:17 Brad Gerstner But everybody's been pretty terrified about these tariffs, and the real question going into today, Liberation Day, was were tariffs gonna land closer to the six hundred billion trillion dollar tariff level that Peter Navarro had been… 2 times in the scene
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