The Minutes

On the record about

recession

5 people · 9 quotes · 15 Mar 2020 to 5 Jun 2025

Who is on this subjectordered by the date of their first quote here

5 of 5 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 26 Mar 2022 — a date, and nothing else. It is not a claim about who reached a view first.

The chronologysourced and dated, oldest first

    1. David Friedberg

      Friedberg compares market retracements: 1987 saw 33%, 2000 saw 47%, 2008 saw 56%, but we're only 20% into this one.

      “1987, we saw 33% retracement. 2000, we saw 47%. 2008, we saw 56% and we're only 20 into this one.”

      15 Mar 2020 · All-In Podcast · 1:03:47 · source · permalink
    2. Gavin Baker

      Baker reports a dentist cut her software bill in half in one hour with zero pushback.

      “In one hour, she cut her software bill in half. One hour, she said there was zero pushback.”

      2 Apr 2020 · Invest Like the Best · 25:28 · source · permalink
    1. Brad Gerstner

      Gerstner argues the Fed is behind the curve on recession rather than inflation, citing massive demand destruction.

      “I tweeted a few weeks ago, the Fed's probably behind the curve on recession, not inflation. Right? We have massive demand destruction going on right now in The US economy.”

      26 Mar 2022 · All-In Podcast · 1:25:54 · source · permalink
    2. Stanley Druckenmiller

      Druckenmiller strongly assumes a recession will occur in 2023, though timing is uncertain.

      “I assume, and I pretty strongly assume we're gonna have a recession sometime in '23. I just don't know whether it's gonna be in the early part or the later part.”

      16 Jun 2022 · René Sellmann · 0:00 · source · permalink
    3. David Friedberg

      Friedberg argues US dollar rally against weak global economies will create significant headwinds in 2023.

      “And so the global economy collapsing or being very shaky right now and the US dollar rallying is not good for us.”

      17 Oct 2022 · Megyn Kelly · 7:38 · source · permalink
    1. Brad Gerstner

      Gerstner states he is certain the probability of meaningful economic slowing in 2024 has increased.

      “I am certain that the probability that we're going to have meaningful slowing in 2024 has gone up.”

      28 Sep 2023 · CNBC Television · 3:09 · source · permalink
    1. Marc Rowan

      Rowan predicts two quarters of negative growth if tariff uncertainty continues without resolution.

      “We likely will cause two quarters of negative growth if we, in fact, don't resolve the uncertainty. So until we have resolution of what the rules of the game are, it's gonna be slow.”

      5 May 2025 · Bloomberg Podcasts · 1:26 · source · permalink
    2. Marc Rowan

      Rowan does not expect a recession with high unemployment given the 4% starting point.

      “Do I think we will have a recession associated with large increases on unemployment? No, I don't. Remember, we're starting from a position of strength. We're starting from 4% unemployment.”

      22 May 2025 · Barron's · 16:44 · source · permalink
    3. Brad Gerstner

      Gerstner argues cutting $2 trillion in one year would create negative 7% GDP and trigger recession.

      “The problem is every $300,000,000,000 you cut is a 1% headwind to GDP. So if you cut $2,000,000,000,000 in a single year, you have negative 7% GDP, right?”

      5 Jun 2025 · Bloomberg Live · 5:24 · source · permalink

Where they overlapsame programme, same subject

Every subject on the record · RSS