Brad Gerstner

in the opposite place so anyway one game at a time super exciting i was out in san francisco at the chase center got to hang out with the coach a bit and some of the players parents and and it was a good good trip and now since i'm in austin it's right down the street here to san antonio so a lot of friends coming in and we'll we'll see what happens

in the opposite place so anyway one game at a time super exciting i was out in san francisco at the chase center got to hang out with the coach a bit and some of the players parents and and it was a good good trip and now since i'm in austin it's right down the street here to san antonio so a lot of friends coming in and we'll we'll see what happens

in the opposite place so anyway one game at a time super exciting i was out in san francisco at the chase center got to hang out with the coach a bit and some of the players parents and and it was a good good trip and now since i'm in austin it's right down the street here to san antonio so a lot of friends coming in and we'll we'll see what happens

I guess as long as we're repping and rolling, I have two degrees, one from Florida and one from Texas. The Texas ladies are playing in the Final Four in Tampa, so a lot of good stuff happening.

I guess as long as we're repping and rolling, I have two degrees, one from Florida and one from Texas. The Texas ladies are playing in the Final Four in Tampa, so a lot of good stuff happening.

I guess as long as we're repping and rolling, I have two degrees, one from Florida and one from Texas. The Texas ladies are playing in the Final Four in Tampa, so a lot of good stuff happening.

Yeah, so we're recording this right after Trump's presentation. I think you and I both watched it and then we jumped on the pod. You've been talking about this. It's obviously been choreographed that this was coming. And you've been saying for a very long time,

Yeah, so we're recording this right after Trump's presentation. I think you and I both watched it and then we jumped on the pod. You've been talking about this. It's obviously been choreographed that this was coming. And you've been saying for a very long time,

Yeah, so we're recording this right after Trump's presentation. I think you and I both watched it and then we jumped on the pod. You've been talking about this. It's obviously been choreographed that this was coming. And you've been saying for a very long time,

that Trump and his team are very serious about this rather than the argument that, oh, it's just a means to an end and a way to get a negotiation started. You have made the point that you believe that they believe this is actually where we need to take the economy. And as such, you've been conservative and worried about where this would go.

that Trump and his team are very serious about this rather than the argument that, oh, it's just a means to an end and a way to get a negotiation started. You have made the point that you believe that they believe this is actually where we need to take the economy. And as such, you've been conservative and worried about where this would go.

that Trump and his team are very serious about this rather than the argument that, oh, it's just a means to an end and a way to get a negotiation started. You have made the point that you believe that they believe this is actually where we need to take the economy. And as such, you've been conservative and worried about where this would go.

You gave a presentation last week on how to think about this. What did you talk about there? I think it was at the J.P. Morgan Tech Conference.

You gave a presentation last week on how to think about this. What did you talk about there? I think it was at the J.P. Morgan Tech Conference.

You gave a presentation last week on how to think about this. What did you talk about there? I think it was at the J.P. Morgan Tech Conference.

Right. And one of the pieces that I... witnessed, and I think everybody else did as well, maybe you have more data on it, is when they said reciprocal tariff, they kind of redefined what a tariff is for the reciprocal calculation. And they are including other, whatever, I don't know what else goes in there. Maybe you know exactly what fills this in.

Right. And one of the pieces that I... witnessed, and I think everybody else did as well, maybe you have more data on it, is when they said reciprocal tariff, they kind of redefined what a tariff is for the reciprocal calculation. And they are including other, whatever, I don't know what else goes in there. Maybe you know exactly what fills this in.

Right. And one of the pieces that I... witnessed, and I think everybody else did as well, maybe you have more data on it, is when they said reciprocal tariff, they kind of redefined what a tariff is for the reciprocal calculation. And they are including other, whatever, I don't know what else goes in there. Maybe you know exactly what fills this in.

But basically, the Trump administration is calculating an effective tariff, if you will, for each and every other country, which may not be the explicit tariff.

But basically, the Trump administration is calculating an effective tariff, if you will, for each and every other country, which may not be the explicit tariff.