Fed: everyone on the record — The Minutes https://minutesof.com/on/fed/ Everyone on the record about Fed: 19 verbatim quotes from 2 people, March 2017 to September 2025, in one chronology, each with a timestamp and a link to… en Sun, 30 Aug 2026 22:32:58 +0000 David Tepper: Tepper says big stocks aren't cheap but he won't fight the Fed in the near term. https://minutesof.com/q/774780b5-935f-44a0-9575-8d749e76b28f/ https://minutesof.com/q/774780b5-935f-44a0-9575-8d749e76b28f/ “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.” — David Tepper, CNBC Television Thu, 18 Sep 2025 13:39:12 +0000 fed David Tepper: Tepper says big stocks aren't cheap but he won't fight the Fed in the near term. https://minutesof.com/q/774780b5-935f-44a0-9575-8d749e76b28f/ https://minutesof.com/q/774780b5-935f-44a0-9575-8d749e76b28f/ “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.” — David Tepper, CNBC Television Thu, 18 Sep 2025 13:39:12 +0000 fed David Tepper: Tepper warns that easing beyond two or three cuts risks a weaker dollar and higher inflation. https://minutesof.com/q/98613b7d-86dc-461e-a13f-83867385a45e/ https://minutesof.com/q/98613b7d-86dc-461e-a13f-83867385a45e/ “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.” — David Tepper, CNBC Television Thu, 18 Sep 2025 13:39:12 +0000 fed David Tepper: Tepper is constructive on Fed easing but concerned about high market valuation levels. https://minutesof.com/q/be7afe27-0406-451e-91b9-b5e22023b0d9/ https://minutesof.com/q/be7afe27-0406-451e-91b9-b5e22023b0d9/ “I'm constructive because of the easing right now, but I'm also miserable because of the levels.” — David Tepper, CNBC Television Thu, 18 Sep 2025 13:39:12 +0000 fed David Tepper: Tepper says one or two more rate cuts won't be too easy, but beyond that risks repeating the 200 https://minutesof.com/q/c1179fba-4e66-4b11-8d34-152c46ef7ff9/ https://minutesof.com/q/c1179fba-4e66-4b11-8d34-152c46ef7ff9/ “I don't think another ease matters, you know, as far as being too easy. This is gonna be a little bit restrictive.” — David Tepper, CNBC Television Thu, 18 Sep 2025 13:39:12 +0000 fed Brad Gerstner: Gerstner cites recent Delta and United warnings about softening consumer demand as grabbing Fed https://minutesof.com/q/91715c32-644e-4989-a615-cffb35228e3a/ https://minutesof.com/q/91715c32-644e-4989-a615-cffb35228e3a/ “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.” — Brad Gerstner, CNBC Television Wed, 12 Mar 2025 13:00:04 +0000 fed David Tepper: Tepper says he is leaning short on equities because risk-reward doesn't make sense given central https://minutesof.com/q/f6a66f50-d08c-4d95-bed6-8836c265720e/ https://minutesof.com/q/f6a66f50-d08c-4d95-bed6-8836c265720e/ “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,” — David Tepper, CNBC Television Thu, 22 Dec 2022 14:39:54 +0000 fed David Tepper: Tepper emphasizes coordinated global tightening is rare and central banks are signaling further https://minutesof.com/q/af849a9b-849e-47dc-afbb-3ad103db13c2/ https://minutesof.com/q/af849a9b-849e-47dc-afbb-3ad103db13c2/ “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.” — David Tepper, CNBC Television Thu, 22 Dec 2022 14:39:54 +0000 fed David Tepper: Tepper says junk spreads down 150 basis points since fall peak, which doesn't help Fed's tighten https://minutesof.com/q/7974d539-4cb5-407d-ae7a-66801b4a4ff8/ https://minutesof.com/q/7974d539-4cb5-407d-ae7a-66801b4a4ff8/ “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.” — David Tepper, CNBC Television Thu, 22 Dec 2022 14:39:54 +0000 fed David Tepper: Tepper says junk spreads down 150 basis points since fall peak, which doesn't help Fed's tighten https://minutesof.com/q/7974d539-4cb5-407d-ae7a-66801b4a4ff8/ https://minutesof.com/q/7974d539-4cb5-407d-ae7a-66801b4a4ff8/ “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.” — David Tepper, CNBC Television Thu, 22 Dec 2022 14:39:54 +0000 fed David Tepper: Tepper notes mortgage rates have declined 90 basis points since peaking in early November. https://minutesof.com/q/e714ba01-17f8-4fad-af94-7cd3ab0d2c00/ https://minutesof.com/q/e714ba01-17f8-4fad-af94-7cd3ab0d2c00/ “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.” — David Tepper, CNBC Television Thu, 22 Dec 2022 14:39:54 +0000 fed Brad Gerstner: Gerstner argues 2020 multiple expansion mirrors 2018 contraction when Nasdaq fell 25% without e https://minutesof.com/q/daf435a6-e8cc-452a-8dee-a5b76a1ce075/ https://minutesof.com/q/daf435a6-e8cc-452a-8dee-a5b76a1ce075/ “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.” — Brad Gerstner, Invest Like the Best Tue, 27 Oct 2020 09:30:00 +0000 fed David Tepper: Tepper says three more hikes this year is more likely than two, questions if fourth should be pr https://minutesof.com/q/e8cbd0a1-8d8e-4dac-be1c-09f8920902fb/ https://minutesof.com/q/e8cbd0a1-8d8e-4dac-be1c-09f8920902fb/ “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.” — David Tepper, CNBC Wed, 08 Mar 2017 14:54:29 +0000 fed David Tepper: Tepper says three more hikes this year is more likely than two, questions if fourth should be pr https://minutesof.com/q/e8cbd0a1-8d8e-4dac-be1c-09f8920902fb/ https://minutesof.com/q/e8cbd0a1-8d8e-4dac-be1c-09f8920902fb/ “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.” — David Tepper, CNBC Wed, 08 Mar 2017 14:54:29 +0000 fed David Tepper: 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.” — David Tepper, CNBC Wed, 08 Mar 2017 14:54:29 +0000 fed David Tepper: 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.” — David Tepper, CNBC Wed, 08 Mar 2017 14:54:29 +0000 fed David Tepper: 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.” — David Tepper, CNBC Wed, 08 Mar 2017 14:54:29 +0000 fed David Tepper: Tepper warns markets must prepare for Fed hikes in June, September, December and possibly more. https://minutesof.com/q/6189f751-8749-45d7-9b65-31972b90d57c/ https://minutesof.com/q/6189f751-8749-45d7-9b65-31972b90d57c/ “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.” — David Tepper, CNBC Wed, 08 Mar 2017 14:54:29 +0000 fed David Tepper: Tepper says the Fed's 1% real rate target is dead wrong if tax cuts happen and French election g https://minutesof.com/q/04c05440-5395-4483-a483-d9887cc1c26e/ https://minutesof.com/q/04c05440-5395-4483-a483-d9887cc1c26e/ “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.” — David Tepper, CNBC Wed, 08 Mar 2017 14:54:29 +0000 fed