Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner
Bg2 Pod · 83:12 · Watch on YouTube
Brad Gerstner and Bill Gurley open 2025 broadly optimistic. AI capex, Nvidia, memory chips and US growth look strong, but Gerstner sees one main risk he calls "the boogeyman": rising 10-year Treasury yields on top of...