Altimeter CEO Brad Gerstner: The Fed overshot, probability of 'meaningful slowing' in 2024 is up

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  • Опубликовано: 4 ноя 2024

Комментарии • 27

  • @JR-qk8kl
    @JR-qk8kl Год назад

    Does the fed show a detailed report on their HDP growth numbers? Would be great to see what differs from the fed to other forecasts.

  • @Cutlerypotato
    @Cutlerypotato Год назад +2

    When brad's hair is long I go long when his hair is short I go short.
    60% of the time it works all the time

  • @JensN113
    @JensN113 Год назад +3

    Lol this guy bought overvalued growth stocks in 2021 and he is blaming the FED. What a terrible investment manager

    • @Zero11_ss
      @Zero11_ss Год назад

      I think he also sold google under 100 or around there. A lot of these tech bros are not as smart as they think they are and just got into the industry early enough to ride the pump and dumps. Like the stupid guy who always brags about investing in uber early.

  • @Ozzie12
    @Ozzie12 Год назад +10

    I respect Brad but he had the same case at the All In Summit in 2022 and was very wrong. He continues to say inflation is done and fed overshooting but he and his companies benefit from the fed backing down.

    • @Eric-g9c5o
      @Eric-g9c5o Год назад +4

      Yes, I don't understand the purpose of his rant. He goes on to invoke common sayings about the Fed, but one he ignored was "Don't fight the Fed.". You can agree or disagree with the Fed's approach all you want but they are going to do what they are going to do, and you have to operate in that system.

    • @authoredens581
      @authoredens581 Год назад +1

      Because he's a not trader or economist of any kind , he has no financial training whatsoever. For him to talk about rates is laughable. He's a speculative vc guy who has experience with funding companies in a zero interest environment. Bets on a good company once in a while.

  • @jessicasquire
    @jessicasquire Год назад +16

    Bipan Rai, the North America director of FX strategy at CIBC Capital Markets, expresses a rising apprehension that recent data suggests the Federal Reserve might be slightly lagging in their response compared to their initial expectations for this year. My portfolio is witnessing more losses than gains. I'm curious about how other individuals in this market are achieving gains of over $350,000 within a brief timeframe.

    • @Erikkurilla01
      @Erikkurilla01 Год назад

      If you track numerous captivating stocks across various industries, it would be wise to collaborate with a financial advisor who can help you determine the optimal timing for buying and selling the shares or ETFs you wish to acquire. Remember, you don't have to act on every forecast and a professional advisor can provide valuable guidance in this regard.

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      @Lemariecooper Год назад

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      @Lemariecooper Год назад

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      @jessicasquire Год назад

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  • @mml1224
    @mml1224 Год назад +1

    scott baio is in AI?

  • @BarAlexC
    @BarAlexC Год назад +2

    The thing is there needs to be a significant deflationary period to return to a normalcy when it comes to pricing (from eggs to houses, everything went crazy in the last 3 years) and I don't see how that comes without a recession...

    • @vijbala2000
      @vijbala2000 Год назад +1

      Have you thought about what happens to us debt, if we enter a deflationary phase …not happening

    • @lanceaugust
      @lanceaugust Год назад

      People are not going to sell their homes. Shelter pricing is very sticky

  • @danielscott1409
    @danielscott1409 Год назад

    Rv sales are going down, the fed has gone too far. What a clown

  • @WikiCollectables
    @WikiCollectables Год назад

    Well, I mean....

  • @seanpierre1338
    @seanpierre1338 Год назад

    5th bestie

  • @Jay-om2bv
    @Jay-om2bv Год назад +1

    This guy doesnt make any sense. His view of how the market works is similar to a two or three year old. Ill be doing the opposite of what he's suggesting.