Who is on this subjectordered by the date of their first quote here
4 of 5 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 16 May 2024 — a date, and nothing else. It is not a claim about who reached a view first.
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David Tepper
27
8 Mar 2017 – 18 Sep 2025
-2626 d
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Howard Marks
2
thin
30 Jun 2022 – 23 Feb 2026
-686 d
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Brad Gerstner
2
thin
16 May 2024 – 11 Jun 2024
+0 d
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Bill Gurley
1
thin
26 Mar 2026 – 26 Mar 2026
+679 d
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Gavin Baker
1
thin
15 May 2026 – 15 May 2026
+729 d
The chronologysourced and dated, oldest first
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David Tepper
Tepper argues Allergan's aesthetics business being taken down with regulated pharma was crazy since aesthetics isn't affected by regulation.
“It's not affected by, regulation, that part of the business, the aesthetics business. So we thought that part of the business getting, you know, taken down with everything else was just absolutely crazy.”
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David Tepper
Tepper says Allergan multiples were too low partly because the stock got tied to Valeant, which he calls nonsense.
“the multiples were too low, and they put for some reason because it was tied in somehow with the valiant, you know, the nonsense with valiant.”
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David Tepper
Tepper says if Allergan went to 500 he wouldn't own a share, but he's not suggesting it will hit 500.
“If it went to 500, I wouldn't own a share. So, not suggesting it's going to 500,”
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“Some days I say it's really cheap. I should buy more. And some days I don't know why the heck I look at”
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David Tepper
Tepper sees nothing negative for small businesses with deregulation and tax cuts ahead.
“If you're a small business, you there's nothing negative on the horizon. Nothing. What's negative? They're gonna give you less regulations for Obamacare. They're gonna give you a tax cut.”
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David Tepper
Tepper projects long-run growth could be 0.25-0.5% higher with deregulation, 3.5% in 2017-18.
“I'm saying I think the long run with in a deregulatory could be a quarter half point higher.”
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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 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 believes stock market may have hit its yearly high due to interest rates around 3%.
“And it really has to do with interest rates. I'm not sure we're right on the cusp of breaking out on interest rates at this level, around 3%.”
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David Tepper
Tepper says quantitative trading machines are performing poorly this year despite prevalence of algorithmic finance.
“Machines, to compete against machines, which there's a lot of machine finance. The machines are doing shitty this year.”
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Howard Marks
Marks quotes Swenson that successful investing requires uncomfortably idiosyncratic positions; tomorrow's winners are today's losers.
“Everybody has the same influences, everybody thinks pretty much the same, everybody anoints the same winners and criticizes the same losers, and obviously tomorrow's winners are usually found on the pile of today's losers,”
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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 bonds despite being generally an optimist by nature.
“But for me as a hedge fund manager, I'm going to lean short. You know, I'll be short bonds and I'm not a great, I'm like generally an optimist.”
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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 warns Nasdaq at all-time high amid slowing economy, light earnings, and AI disruption.
“And the backdrop is that the economy is slowing, earnings are coming in lighter than people expected, and AI is creating more disruption, creating more uncertainty than we expected.”
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Brad Gerstner
Gerstner says his hedge fund is running 60% net long exposure despite bullish AI view.
“Our net exposures are 60%. What does that mean again? Reminder for folks at home. That means I have six out of ten dollars at risk”
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David Tepper
Tepper says if China stimulates successfully and animal spirits return, Japan will be a major beneficiary.
“If you look what happens, if China runs and they get the economy going and you get the animal spirits going, what happens?”
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David Tepper
Tepper says he has no confidence in NVIDIA earnings forecasts for 2026 and 2027.
“I have no idea in '26 and '27. I am no idea. Okay? I mean, as if I was but I don't believe I don't believe my analysts.”
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David Tepper
Tepper argues meeting AI power needs will require natural gas, not just nuclear.
“It has to be if you're gonna meet these power needs of what they need for AI, you're gonna have to use natural gas.”
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David Tepper
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.”
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David Tepper
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.”
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David Tepper
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.”
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David Tepper
Tepper says he likes NVIDIA at current price levels despite earlier concerns.
“I I I kinda like NVIDIA, the price. Okay? So don't get me wrong. I I I could just love it.”
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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 calls 25% or 50% tariffs destructive, drawing a line above 10% levels.
“I don't love the the 25% or the 50% tariffs. I think they're a little bit destructive.”
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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 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 he owns NVIDIA but trades in and out, not holding a constant position.
“I do own NVIDIA, but I go back and forth and back and forth a little bit, because I do, you know, I will trade a little bit.”
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David Tepper
Tepper says he's miserable despite a good year because he owns the market at high multiples.
“I I we're having a really good year, and I'm so miserable for having a really good year. Because I still own the market, and I can't stand that I own the market.”
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Howard Marks
Marks quotes Swensen saying good investing requires adopting uncomfortably idiosyncratic positions.
“Dave Swenson used my favorite two word phrase that good investing requires the adoption of uncomfortably idiosyncratic positions.”
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Bill Gurley
Gurley says best VCs have missed lists because they position themselves for opportunities, prerequisite to great investments.
“yeah, I mean, it took me forever to realize that some of the best venture capitalists have this missed list and the reason they have the missed list is because they're really effective at putting themselves in the right position to have the opportunity, which is a prerequisite to actually making the great investments.”
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Gavin Baker
Baker admits he has been hanging on to memory stocks for dear life despite contrarian instincts.
“I've been hanging on to the memory stocks for dear life. And yeah, but that's that's a that that's been a lifelong journey”
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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.