U.S. Treasuries

2 statements across 2 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Mar 2, 2025 by Brad Gerstner · across every show →

Everything said about U.S. Treasuries, oldest first

Mar 2, 2025 neutral
Assertion Partly supported
Gerstner: China buys just 3% of US treasuries, down from 12%
“China buys three percent of our treasuries annually. It's tiny. They used to buy, you know, 10 years ago they bought 12% of our treasuries and everybody panicked that they were too big a buyer.”
Brad Gerstner Mar 2, 2025 ▶ 59:41 Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Oct 14, 2025 bullish
Assertion Partly supported
Gerstner: Circle and Tether issue $15B monthly, becoming top Treasury buyers
“Circle and Tether are issuing fifteen billion of stable per month and becoming the largest buyers of U.S. Treasuries.”
Brad Gerstner Oct 14, 2025 ▶ 35:46 AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
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