The Minutes of David Tepper on rates https://minutesof.com/david-tepper/on/rates/ Everything David Tepper has said on rates: 4 verbatim quotes between March 2017 and September 2025, each with a timestamp and a link to the recording it… en Sun, 30 Aug 2026 16:22:30 +0000 Tepper questions high equity multiples on S&P 220 earnings estimates given current interest rate levels. https://minutesof.com/q/7803d44c-a9db-43ce-8205-b01868cbc581/ https://minutesof.com/q/7803d44c-a9db-43ce-8205-b01868cbc581/ “I saw somebody else on your show the other day, they had a two twenty price to two twenty earnings estimates for the S and P.” — CNBC Television Thu, 22 Dec 2022 14:39:54 +0000 rates Tepper projects long-run growth could be 0.25-0.5% higher with deregulation, 3.5% in 2017-18. https://minutesof.com/q/9f97d492-6442-4baf-bf65-ae05a69042a4/ https://minutesof.com/q/9f97d492-6442-4baf-bf65-ae05a69042a4/ “I'm saying I think the long run with in a deregulatory could be a quarter half point higher.” — CNBC Wed, 08 Mar 2017 14:54:29 +0000 rates Tepper dismisses the view that Fed won't hike in non-press-conference meetings as fallacy. https://minutesof.com/q/b505b391-2850-4f28-8f3b-af73a605c44f/ https://minutesof.com/q/b505b391-2850-4f28-8f3b-af73a605c44f/ “September increase, December increase, and maybe more than that. This is fallacy that says the Fed won't go in on, press conference.” — CNBC Wed, 08 Mar 2017 14:54:29 +0000 rates Tepper argues Fed is far behind where it should be given projected 2.25% inflation by year-end. https://minutesof.com/q/8077faec-1e58-4ffe-885f-a9108254dce2/ https://minutesof.com/q/8077faec-1e58-4ffe-885f-a9108254dce2/ “They'll go a lot because they're so far behind where that 1% real if you're running two and a quarter percent inflation by the end of the year and and you have all these things happen, I think the real rate should be higher sooner because you have all these things happen.” — CNBC Wed, 08 Mar 2017 14:54:29 +0000 rates