Who is on this subjectordered by the date of their first quote here
1 of 2 lane rests on fewer than 5 quotes and is marked thin. Offsets are days from the middle first-quote date, 8 Mar 2017 — a date, and nothing else. It is not a claim about who reached a view first.
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David Tepper
17
8 Mar 2017 – 18 Sep 2025
+0 d
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Brad Gerstner
2
thin
27 Oct 2020 – 12 Mar 2025
+1329 d
The chronologysourced and dated, oldest first
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David Tepper
Tepper says the Fed's 1% real rate target is dead wrong if tax cuts happen and French election goes well.
“It's not wrong if there's no tax cuts necessarily. Certainly, if the French election goes the wrong way, not wrong. Not wrong. But it's gonna be dead freaking wrong.”
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David Tepper
Tepper warns markets must prepare for Fed hikes in June, September, December and possibly more.
“You're gonna bet against these tax things. You're gonna bet against the French election. You better be you better be ready, and the market has to get ready for June increase Yeah.”
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David Tepper
Tepper dismisses the view that Fed won't hike in non-press-conference meetings as fallacy.
“September increase, December increase, and maybe more than that. This is fallacy that says the Fed won't go in on, press conference.”
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David Tepper
Tepper dismisses the view that Fed won't hike in non-press-conference meetings as fallacy.
“September increase, December increase, and maybe more than that. This is fallacy that says the Fed won't go in on, press conference.”
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David Tepper
Tepper argues Fed is far behind where it should be given projected 2.25% inflation by year-end.
“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.”
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David Tepper
Tepper says three more hikes this year is more likely than two, questions if fourth should be priced.
“So I'm sure that the Fed funds odds are going up as we're speaking, and there's a better chance that they'll go three times more this year than two times more this year.”
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David Tepper
Tepper says three more hikes this year is more likely than two, questions if fourth should be priced.
“So I'm sure that the Fed funds odds are going up as we're speaking, and there's a better chance that they'll go three times more this year than two times more this year.”
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Brad Gerstner
Gerstner argues 2020 multiple expansion mirrors 2018 contraction when Nasdaq fell 25% without earnings misses.
“If you look at the multiple expansion that's occurred, it's almost the identical mirror image of the multiple contraction that occurred in the fall of twenty eighteen.”
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David Tepper
Tepper notes mortgage rates have declined 90 basis points since peaking in early November.
“But the truth is that was in November where rates peaked, mortgage rates peaked in early November. Well, they're down 90 basis points since then.”
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David Tepper
Tepper says junk spreads down 150 basis points since fall peak, which doesn't help Fed's tightening goals.
“Junk spreads down 150 basis points since their peak in early October, late September. That doesn't really do a lot for you if you're the fed.”
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David Tepper
Tepper says junk spreads down 150 basis points since fall peak, which doesn't help Fed's tightening goals.
“Junk spreads down 150 basis points since their peak in early October, late September. That doesn't really do a lot for you if you're the fed.”
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David Tepper
Tepper emphasizes coordinated global tightening is rare and central banks are signaling further tightening ahead.
“I mean, we don't have coordinated tightening around the whole world and everybody tightening at the same time too often. You just don't. And I don't have people telling me they're gonna go further tightening.”
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David Tepper
Tepper says he is leaning short on equities because risk-reward doesn't make sense given central bank guidance.
“I would probably say I'm leaning short on the equity markets, you know, so right now, because I think they're, you know, I think the upside downside just doesn't make sense to me when I have so many people telling me, so many central banks telling me what they're going to do,”
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Brad Gerstner
Gerstner cites recent Delta and United warnings about softening consumer demand as grabbing Fed attention.
“But when they hear Delta Airlines warn this week that they're seeing, you know, a softening of consumer demand, when they see United Airlines, Scott Kirby, you know, say the same things.”
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David Tepper
Tepper says one or two more rate cuts won't be too easy, but beyond that risks repeating the 2000-2001 crash.
“I don't think another ease matters, you know, as far as being too easy. This is gonna be a little bit restrictive.”
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David Tepper
Tepper is constructive on Fed easing but concerned about high market valuation levels.
“I'm constructive because of the easing right now, but I'm also miserable because of the levels.”
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David Tepper
Tepper warns that easing beyond two or three cuts risks a weaker dollar and higher inflation.
“Beyond that, I think it can, you know, then you're really risking a lot of things. A weaker dollar, more inflation, and those sort of things.”
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David Tepper
Tepper says big stocks aren't cheap but he won't fight the Fed in the near term.
“The big stocks are not cheap. I mean, so you don't have cheapness here, but you do have a constructive you know, like, you know, I'm not fighting the Fed.”
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David Tepper
Tepper says big stocks aren't cheap but he won't fight the Fed in the near term.
“The big stocks are not cheap. I mean, so you don't have cheapness here, but you do have a constructive you know, like, you know, I'm not fighting the Fed.”
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Where they overlapsame programme, same subject
- CNBC Television also carries Brad Gerstner and David Tepper on this subject, at different times.