Brad Gerstner · BG2 Pod · 23 December 2024
“So you would have to think that there would be 70% PE compression from here or that their revenue was going to fall by 70% or that their earnings were going to fall by 70%.”
Verbatim excerpt with a timestamp. The full recording is at the source; we link out and do not host it. Everything Brad Gerstner is on record saying.