Jonathan Tepper
15 statements across 2 episodes · 1 bullish · 8 bearish · 1 people on the record · first statement Oct 7, 2019 by Jonathan Tepper · said 3 times in 3 episodes since 2020 · across every show →
On the record as a speaker too: Jonathan Tepper's record, appearances and statements → this page counts the times other people say the name.
Mentions by year
brought up most by Ted Seides (3)
tap a year for its mentions
2025 1 mention in 1 episode
2022 1 mention in 1 episode
2020 1 mention in 1 episode
Everything said about Jonathan Tepper, oldest first
Oct 7, 2019 negative
Oct 7, 2019 negative
Tepper: About two-thirds of US industries have significantly less competition
“And the issue was he was trying to look at for the median industry. Are there fewer competitors? Is there less competition at the national level today versus 10, 20 years ago? And the answer is for about two thirds of industries, the answer is there's a lot le…”
Oct 7, 2019 neutral
Tepper: Global Liquidity Indicators Lead Stock Prices by Six to Twelve Months
“And those are very, very useful because they tend to lead the economic leading indicators themselves by about six months, and they tend to lead asset prices too. So we have a lot of our liquidity indicators will lead commodity prices. They'll lead even stock p…”
Oct 7, 2019 negative
Tepper: Most US states have a health insurance duopoly or triopoly
“The McCarran-Ferguson Act essentially Devolved regulation down to the state level, which meant that the state insurance commissioners are the ones who decide things, so you essentially have a duopoly or three players in almost all states when it comes to healt…”
Oct 7, 2019 negative
Tepper: Many Oligopolies Exist Due to Regulation Rather Than Economic Scale
“There are just many industries where there's absolutely no reason why they should be a duopoly or an oligopoly. And a lot of this comes down to regulation. And so the myth of capitalism in my mind is that we're not really looking at a true capitalist system be…”
Oct 7, 2019 positive
Tepper: Economic Inequality Stems from Lack of Competition, Not Capitalism
“What Piketty talked about certainly does happen, which is that you end up with an increase in inequality. And it doesn't come because there's a fatal flaw in capitalism. It comes because essentially there's not enough competition. Capitalism itself is not func…”
Oct 7, 2019 negative
Tepper: Guru-driven macro forecasting is not repeatable or transferable
“I don't want to denigrate some of the gurus who I still admire, but I thought that that's not repeatable. They might be able to hire someone and train them and teach them, but it's probably like a one-off. And I thought surely the best thing to do is to create…”
Oct 7, 2019 negative
Tepper: High corporate margins stem from pricing power, not efficiency
“That paper itself started tied the high profit margins to competition and pointed out that it's not because these firms are just that much better and more efficient. They're getting a higher return on assets and it comes from scale. Rather, they end up with pr…”
Mar 18, 2024 neutral
Mar 18, 2024 neutral
Mar 18, 2024 bearish
Mar 18, 2024
Mar 18, 2024
Mar 18, 2024