Scott Bessent, every mention

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every year anyone Brad Gerstner 50

Verbatim, from the transcripts: the passages where Scott Bessent comes up

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AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod Oct 14, 2025 · 2 mentions

NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod Sep 26, 2025 · 2 mentions

China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod Jul 31, 2025 · 7 mentions

  • ▶ 48:43 Brad Gerstner And you had Bessett and Lutnick who were basically outlining this plan for, 5 times in the scene
  • ▶ 1:01:12 Brad Gerstner You know, Besson's been very clear.
  • ▶ 1:02:31 Brad Gerstner On May second, I said, we're out, we're all back in, because the Besant consensus is one, it's going to be three hundred billion, we're going to land the plane.

Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod Jul 10, 2025 · 3 mentions

  • ▶ 31:17 Brad Gerstner Besant has said he will get it to three percent deficit to GDP, which is what most people say is, you know,
  • ▶ 33:43 Brad Gerstner Um, you know, you got guys like Scott Besant saying, you know, Elon, you catch rockets, leave the finances to me. 2 times in the scene

China, AI Immigration, Rare Earths & Chips, Tariffs, Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Jun 6, 2025 · 5 mentions

  • ▶ 47:13 Brad Gerstner Um, or early in May where, where we talked about us changing the flight path because I saw this approach to getting to the other side of tariffs, the Besant consensus winning, signing the reconciliation bill that would extend the tax cuts,… 5 times in the scene

AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod May 22, 2025 · 11 mentions

  • ▶ 5:08 Brad Gerstner Scott Bessett was there with the president.
  • ▶ 20:25 Brad Gerstner Well, I mean, you know, the, the, the Sunday that, you know, before the Middle East, so like the day before the Middle East visit began, you had Scott Bessett, who had concluded the Chinese negotiations, uh, in Switzerland. 8 times in the scene
  • ▶ 35:05 Brad Gerstner And Scott Besson.
  • ▶ 1:15:29 Brad Gerstner Um, but you know, listen, I'm on the side of Scott Besson.

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

  • ▶ 2:59 Brad Gerstner Besant said today, it really hasn't even started.
  • ▶ 6:27 Brad Gerstner On the one side, we had kind of a more tactical, narrow view of tariffs, maybe the Besant consensus, I called it, which was a fully loaded gun, rarely discharged, you know, and have targeted tariffs to re-onshore critical national… 2 times in the scene
  • ▶ 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,…
  • ▶ 52:24 Brad Gerstner We have Besant doing a talk tomorrow morning on the financial system.
  • ▶ 56:54 Brad Gerstner I think from an altimeter perspective, we were pretty cautious, and now we're looking at, again, leaning back into markets on some of these down days where it's big risk off, because I think ultimately the president is going to make deals,…

Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod Apr 4, 2025 · 1 mention

  • ▶ 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…

NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod Mar 21, 2025 · 7 mentions

  • ▶ 9:23 Brad Gerstner Besant, Scott Besant, our treasury secretary calls it the American detox period, right? 2 times in the scene
  • ▶ 10:01 Brad Gerstner Number one, first, Besant said that he's seeing data points from credit card data and bank data that the consumer's really not slowing down.
  • ▶ 13:03 Brad Gerstner Whether it's Besant, whether it's Howard Lutnick, whether it's, like, they have a fundamental view that the middle class was hollowed out by 3 times in the scene
  • ▶ 1:04:39 Brad Gerstner You know, guided by folks like, you know, Scott Bess and David Sachs and others, uh, find their way too.

DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Feb 5, 2025 · 5 mentions

  • ▶ 39:57 Brad Gerstner In fact, Scott Besant, the Treasury Secretary, in a letter he wrote about a year ago to his investors, he, he used this concept that Trump's tariffs, you shouldn't be afraid of them, because he said his strategy was to have a fully loaded… 5 times in the scene

BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America · Bg2 Pod Nov 27, 2024 · 1 mention

  • ▶ 24:24 Brad Gerstner His nominee to be treasury secretary, Scott Besant, has said, quote, the tariff gun will be loaded, but rarely discharged, end quote.
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