Gerstner: Trump Tariffs Are Principled Strategy, Not Just Negotiating Tactic
Brad Gerstner · NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod · Mar 21, 2025 · at 12:47
Brad Gerstner (Altimeter Capital) and Bill Gurley discuss the Trump administration's trade strategy and upcoming tariff announcements.
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“One is, this is not a negotiating tactic by Trump. I think that diminishes the administration's principled approach to restructuring globalism. I mean, you really have to listen to the speech that Vance gave yesterday. I did. I did. 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 You know effectively sending all of this labor offshore. They want to re-industrialize America, and so, like, this is not just a negotiation to try to get a little bit more.”
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