Who is on this subjectordered by the date of their first quote here
6 of 7 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 12 Mar 2025 — a date, and nothing else. It is not a claim about who reached a view first.
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David Sacks
1
thin
28 May 2022 – 28 May 2022
-1019 d
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Bill Gurley
1
thin
5 Feb 2025 – 5 Feb 2025
-35 d
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Brad Gerstner
1
thin
12 Mar 2025 – 12 Mar 2025
+0 d
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Marc Rowan
6
9 Apr 2025 – 9 Apr 2025
+28 d
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Howard Lutnick
3
thin
1 Oct 2025 – 1 Oct 2025
+203 d
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JD Vance
3
thin
24 Aug 2026 – 25 Aug 2026
+530 d
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John Williams
4
thin
The chronologysourced and dated, oldest first
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David Sacks
Sacks says Trump broke the Democrats' blue wall by linking bipartisan trade policy to Rust Belt deindustrialization.
“He then took the issue of trade and basically broke down the Democrats' blue wall and the Rust Belt by basically pointing out the ways that our trade our bipartisan trade policy, just like our bipartisan foreign you know, our war policy had led to the deindustrialization of the of the Rust Belt.”
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Bill Gurley
Gurley states China's GDP share fell from 33% to 5% after Mao closed the economy.
“at the end of Mao's reign, and Mao had raised the wall and and kind of turned China inwards, they had fallen to 5% of global GDP.”
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Brad Gerstner
Gerstner coins Besant consensus referencing fully loaded gun rarely discharged, says Trump sits in middle negotiating hard.
“You know, he wrote in his LP letter, a fully loaded gun rarely discharged. And where does the president sit? I think the president sits right in the middle.”
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Marc Rowan
Rowan argues the US is the freest trading market considering non-tariff barriers and questions why that should be permanent.
“The US is the second freest trading market in the world financially after Japan and is the freest trading market in the world considering non tariff barriers. Why is that written in stone?”
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Marc Rowan
Rowan argues the US should reconsider being the freest trading market and could rank tenth or twentieth instead.
“The US is the second freest trading market in the world financially after Japan and is the freest trading market in the world considering non tariff barriers.”
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Marc Rowan
Rowan prescribes sequencing tariff deals with Mexico and Canada first, then budget, before addressing China and Europe.
“Four four big markets. Mexico, Canada, Europe, China. Get Mexico and Canada done first. Get your budget done.”
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Marc Rowan
Rowan worries most about damage to US brand regarding long-term agreements and security pacts from tariff approach.
“The one I worry about more is the second, which is damage to The US brand. What does our brand mean when it comes to long term agreements, long term security packs?”
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Marc Rowan
Rowan reports meeting 200 top Mexican business leaders who were unanimously pro-tariff, a shocking finding he shared with administration.
“And I came back and I reported to the administration to a person they were pro tariff, which is a shocking thing to say”
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Marc Rowan
Rowan quotes a leading Mexican family saying they accept tariffs if needed to make Mexico great again.
“One of the leading families said to me, if it takes tariffs to make Mexico great again, so be it.”
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Howard Lutnick
Lutnick says he and Trump designed the tariff policy together over a year and a quarter before taking office.
“We talked it through, he taught me, I tell you what, he taught me everything about tariffs. We designed the tariff policy together, and we talked Did you about the believe in tariffs?”
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Howard Lutnick
Lutnick says he and Trump designed the tariff policy together over a year before taking office.
“We designed the tariff policy together, and we talked Did you about the believe in tariffs? Security I didn't really understand tariffs before I met Donald Trump.”
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Howard Lutnick
Lutnick says 15% tariff rate was chosen as the trade-maximizing number for the EU deal.
“Yes. Right? Because everyone, otherwise, you just raise your price forever. So there's a price where so we knew that 15% was the maximizing number,”
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JD Vance
Vance says communities were told for forty years that domestic manufacturing location doesn't matter.
“For forty years, places like Brewer have been told that it doesn't matter. That it doesn't matter if we make things here in Maine or 5,000 miles away with foreign workers.”
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JD Vance
Vance outlines three criteria the Trump administration wants companies to meet: buy, hire, and invest American.
“We want companies that buy American, that hire American, and that invest in American communities.”
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JD Vance
Vance says the administration supports businesses that build domestically and invest in workers.
“That if you're a business that's building in your backyard, if you're investing in your workers and trying to make a great American product, then we are on your side because you are on the side of American workers and American patriots.”
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John Williams
Williams estimates effective tariff rates at 15-20 percent, with receipts rising from 2.25 percent to 10 percent by July.
“By comparison, net tariff receipts as a share of imports rose from about 2-1/4 percent in the first three months of the year to around 10 percent in July.”
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John Williams
Williams describes unusual April 2025 dollar depreciation alongside rising Treasury yields and falling equities.
“Amid elevated uncertainty in U.S. trade policy last April, we observed unusual price action: the dollar depreciated while Treasury yields rose and equities declined.”
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John Williams
Williams notes unusual April 2025 dollar weakness alongside rising yields and falling equities, diverging from typical flight-to-quality patterns.
“This garnered attention from market participants as it diverged from the typical “flight to quality” flows observed during risk-off episodes, in which the dollar tends to appreciate and Treasury yields tend to fall.”
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John Williams
Williams expects trade and immigration policies combined with uncertainty to weigh on growth.
“But based on what the data tell us today, I expect the combined effects of trade and immigration policies and associated uncertainty to continue to weigh on growth.”
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Where they overlapsame programme, same subject
- CNBC Television also carries Brad Gerstner and Marc Rowan on this subject, at different times.