Who is on this subjectordered by the date of their first quote here
6 of 7 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 6 May 2024 — a date, and nothing else. It is not a claim about who reached a view first.
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David Friedberg
7
15 Mar 2020 – 12 May 2026
-1513 d
- David Sacks 1 thin 21 May 2020 – 21 May 2020 -1446 d
- Sir Richard Dearlove 2 thin 29 Oct 2020 – 29 Oct 2020 -1285 d
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Marc Rowan
1
thin
6 May 2024 – 6 May 2024
+0 d
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Howard Marks
1
thin
12 Jun 2026 – 12 Jun 2026
+767 d
- JD Vance 3 thin 24 Aug 2026 – 24 Aug 2026 +840 d
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Kevin Warsh
2
thin
28 Aug 2026 – 28 Aug 2026
+844 d
The chronologysourced and dated, oldest first
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“48% of all US employees work for a business that's got 10 or fewer employees. Now, these businesses are not only retail.”
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David Sacks
Sacks argues under-reaction caused the pandemic and overreaction will cause a depression.
“I tweeted that the pandemic, that under reaction caused the pandemic and overreaction will cause the depression. And I think that's kind of where we are right now.”
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David Friedberg
Friedberg argues underreaction caused the pandemic while overreaction will cause depression.
“And two months ago today, I tweeted that the pandemic, that under reaction caused the pandemic and overreaction will cause the depression. And I think that's kind of where we are right now.”
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David Friedberg
Friedberg argues that underreaction caused the pandemic and overreaction will cause a depression.
“I tweeted that the pandemic, that under reaction caused the pandemic and overreaction will cause the depression. And I think that's kind of where we are right now.”
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Sir Richard Dearlove
Dearlove says Russia's GDP roughly equals Italy's, ranking thirteenth or fourteenth globally with weak industrial base.
“Russia, in fact, now has more or less the GDP of Italy, somewhere around thirteenth or fourteenth in the world. And it has an aging population. It has a very weak industrial base.”
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Sir Richard Dearlove
Dearlove notes Ant's $34 billion flotation beat Aramco, illustrating Western-Chinese economic integration.
“two days ago, the Ant payment system, Jack Ma's company that controls massive payment system across the whole of China had a flotation and those of you who follow these things will be aware that it actually beat Aramco in terms of the value of the flotation, $34,000,000,000 was raised”
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David Friedberg
Friedberg argues US dollar rally against weak global economies will create significant headwinds in 2023.
“And so the global economy collapsing or being very shaky right now and the US dollar rallying is not good for us.”
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Marc Rowan
Rowan declares a soft landing achieved after 400 basis point rate increase without economic breakdown.
“we've had a soft landing. When rates have gone up 400 basis points and the wheels haven't come off the bus, as they say, I think that's the definition of a soft landing.”
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David Friedberg
Friedberg estimates 30 to 40 percent of US workers are employed by or depend on government spending.
“I tried to pull together all this data a couple months ago, but something north of like 30 or 40% of The US working force is touched by the government as a customer of their business, the primary customer of their business or as the employer of those individuals.”
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David Friedberg
Friedberg states US has $40 trillion debt, $2 trillion deficit, with $1 trillion just in interest payments.
“We have $40,000,000,000,000 of debt and we're gonna have a $2,000,000,000,000 deficit this year. A trillion dollars of that is just interest on the existing debt. That number is getting bigger and bigger every year.”
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David Friedberg
Friedberg claims 63 percent of Americans have negative equity with more debt than assets and no economic mobility.
“They have more debt than they have assets and everything's getting more expensive and no one's moving up the economic ladder. There's no mobility anymore.”
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Howard Marks
Marks sees no reason for the Fed to cut rates given the economy is performing fine.
“I don't see any reason to cut rates. I don't think this economy needs stimulus. The economy is doing fine.”
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JD Vance
Vance claims 83,000 new factory construction jobs created since Trump's return to office.
“Nationwide, all across our country, factory construction employment has exploded. 83,000 new jobs in factory consunct, construction just since Donald Trump came back into the White House.”
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JD Vance
Vance says demand for metal cutting and machine tools reached 40-year high under Trump.
“Did you know demand for metal cutting and machine tools has hit its highest level in almost forty years in The United States Of America?”
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JD Vance
Vance states demand for metal cutting and machine tools has reached a 40-year high in the US.
“Did you know demand for metal cutting and machine tools has hit its highest level in almost forty years in The United States Of America?”
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Kevin Warsh
Warsh observes profit margins are elevated relative to history and equity volatility is low.
“profit margins are quite elevated related to history and overall equity market, the volatility is low.”
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Kevin Warsh
Warsh defines economic strength as how well an economy withstands stress and shocks.
“One indicator of strength is how well an economy holds up under stress, how well it holds up under shocks.”
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Where they overlapsame programme, same subject
- All-In Podcast also carries David Friedberg and David Sacks on this subject, at different times.