Duquesne Capital

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Nov 4, 2024 by Scott Bessent · across every show →

Everything said about Duquesne Capital, oldest first

Nov 4, 2024 positive
Insight
Bessent: Microeconomic company data drives macro decisions better than aggregate models
“My style, still the Duquesne style, is that the micro drives the macro. We can get a huge amount of information from what companies are telling us. We can't predict the PCE deflator better than anybody. We can't have a better model for LEI, but if trucking com…”
Scott Bessent Nov 4, 2024 ▶ 21:30 Scott Bessent - Macro Maven (EP.415)
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