Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner
Bg2 Pod · 83:12
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...