Anthony Scaramucci

speaker
636 appearances 1 recordings 1 series first heard Jun 2026 last heard 29 Jun

Anthony Scaramucci’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months
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Recordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.

Appearances

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But my guess is this will eventually resolve itself with some type of favorable outcome.
And so I'm not overly worried about that.
Maybe I should be.
I did get the pandemic wrong, though, Wilf.
I will tell you this.
I walked out of a meeting in the World Economic Forum in January of 2020.
We had met with some World Health Organization officials.
I won't name my other hedge fund friends that were in the meeting.
because they did miserably, and it wouldn't be fair to mention them.
I'll just mention myself.
But we all walked out of the meeting.
The WHO was telling us that this was going to be more like SARS or MERS, if you remember MERS.
And I remember being long and defiant and very wrong.
I had the worst year of my career in a 12-day period in the month of March of 2020.
And so I have gotten things wrong.
So I've been humbled by life and humbled by markets.
But I see this specter of deflation as being a forward trend that I'm more worried about than short-term inflation.
That's not to say that the Fed won't raise rates, which is causing some market uncertainty and a depression in prices right now.
But I think the bigger thing that we're going to be talking about in four or five years is, oh, wow, the AI, the automation, the robotics, the advancement in immunotherapy is going to crush the curve of costs.
And it's going to cause some deflation, some job disruption.
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