Trump administration

4 statements across 4 episodes · 3 bullish · 1 bearish · 1 people on the record · first statement Jan 23, 2025 by Brad Gerstner · across every show →

Everything said about Trump administration, oldest first

Jan 23, 2025 positive
Opinion
Gerstner: Energy deregulation is probably the Trump administration's top priority
“If there's anything that I believe to be true, drill baby drill, and tapping US energy reserves, and removing obstacles and regulations in order to light all this up in America, rather than other places, is probably priority number one.”
Brad Gerstner Jan 23, 2025 ▶ 12:12 Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Apr 24, 2025 bearish
Prediction Not checkable as stated
Gerstner: Trump Macro Agenda Unlikely to Achieve a Smooth Landing
“The probability that you're going to land this plane and just a really smooth landing, I think is, is challenging to see, right? It's, We're going to have some wins. We're going to have some losses.”
Brad Gerstner Apr 24, 2025 ▶ 3:50 Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
May 22, 2025 positive
Assertion Supported
Gerstner: Trump Administration Repealed Biden AI Diffusion Rule in May 2025
“The Trump administration just repealed the Biden diffusion rule in May of 25.”
Brad Gerstner May 22, 2025 ▶ 3:45 AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Jul 31, 2025 positive
Assertion Supported
Gerstner: Trump AI Plan Encourages Open-Source to Anchor American Standards
“If you look at the release of the AI action plan last week, the Trump administration, you know, had a section. Which is about encouraging open source and open weight models in the US saying that these could become standards in some businesses and academic work…”
Brad Gerstner Jul 31, 2025 ▶ 13:39 China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
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