On the record about
3 people · 5 quotes · 20 Jun 2020 to 26 Sep 2024
3 of 3 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 9 Aug 2024 — a date, and nothing else. It is not a claim about who reached a view first.
Friedberg argues Trump wins by blaming third parties and positioning himself as agent of change.
“Trump is incredible at pointing a finger at some third party and saying that's the enemy. I'm the guy who's gonna go defeat him for a year.”
Gerstner estimates Trump tax cuts contributed 20% of S&P 500 gains and their expiration would be a headwind.
“some people have estimated that the tax decreases from the Trump tax cuts contributed to about 20% of the gains in the S and P 500.”
Tepper says he strongly prefers split government and is pleased with current electoral outlook.
“I am a big proponent of split government. And right now, as you're more than aware of Yep. It looks like the senate is, republican and the house is democratic, and I'm loving life.”
Tepper explains split government is best for markets and economy, rejecting either party's sweep.
“But from a from this market perspective, an economic perspective, what's good for the economy, I wanna split government. And I don't want all Democrats, and I don't want all Republicans.”
Tepper warns markets could face problems if election results surprise split-government expectations.
“So if it gets surprised, that could be a problem for the markets. But as long as it's a split, the market's gonna be fine.”