Who is on this subjectordered by the date of their first quote here
4 of 4 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 1 Oct 2025 — a date, and nothing else. It is not a claim about who reached a view first.
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Howard Marks
2
thin
21 Feb 2024 – 21 Feb 2024
-588 d
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Howard Lutnick
1
thin
1 Oct 2025 – 1 Oct 2025
+0 d
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Brad Gerstner
1
thin
6 Jul 2026 – 6 Jul 2026
+278 d
- John Williams 4 thin
The chronologysourced and dated, oldest first
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Howard Marks
Marks believes most readers cannot implement his concepts even after understanding them, so sharing carries no competitive risk.
“Well, I really believe that I can tell people what's important, but most of them are still not gonna be able to do it.”
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Howard Marks
Marks says sharing investment wisdom poses little risk because most people cannot implement the concepts even if they know them.
“So I'm not putting myself at risk, because some people are gonna say, well, that's what he says. I'm not into that.”
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Howard Lutnick
Lutnick says they implemented full tariff policy by April because they prepared for over a year, faster than anyone before.
“Think about January 20, he walks into the Oval Office, and by April, full on tariff policy is gone.”
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Brad Gerstner
Gerstner expects Social Security Administration to auto-create 70 million accounts for all children under 18 within months.
“I hope that over the course of the next few months we're going to be auto creating with the Social Security Administration 70,000,000 accounts for every kid under the age of 18 so that we can get this money into those accounts and and get it compounding.”
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John Williams
Williams explains ample reserves deliver adequate liquidity to maintain rate control and smooth functioning.
“In the Fed’s monetary policy implementation framework, an ample supply of U.S. dollar reserves delivers adequate liquidity to the banking system, helping to maintain rate control and smooth market functioning.”
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John Williams
Williams notes actual tariffs in effect recently were much smaller than announced rates.
“But actual tariffs in effect in recent months were much smaller than that, as seen by the amount of tariff revenue collected each month.”
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John Williams
Williams notes the SRF was used at June quarter end and mid-September as reserve levels fall.
“But as reserve levels fall this is shifting somewhat, with the SRF used at the recent June quarter end and at the mid-September tax date.”
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John Williams
Williams says counterparties need repo rates materially above SRF rate before using the facility due to frictions.
“These frictions add to the costs that counterparties face when using the facility and mean that counterparties generally require private market repo rates to trade materially above the SRF minimum bid rate before using the facility.”
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