Brad Gerstner

So we're doing all these tax cuts.

It's great that the economy's ripping for equity holders, but there's a reason why two-thirds of the country feels this administration has failed the working man.

It's time to get back to work.

It's time for Trump and his group to get focused on the people who put them there, not just the people like us who are extremely affluent already.

What do you think, Brad?

If you're right, and we have inflation over 3% next November, and you have higher youth unemployment, and the economy is only growing at 1.5%, and interest rates stay high,

then I think it'll be a rough midterm for the Republicans.

I don't actually think that's the flight path for the country.

I actually think you are going to get three to four rate cuts.

I actually think you are going to see a reacceleration of GDP.

I don't think that these job cuts are the result of AI, but that's what makes a market.

I think you heard the president say after the elections this week,

that there are a lot of things around affordability that got to be delivered that aren't being delivered.

And that number one affordability issue starts with interest rates being lower.

And he's been pounding the table on that all year long.

But listen, I think a big mistake by Republicans in this last election cycle is they weren't talking about affordability.

And the people they lost to were talking about affordability.

So I think on that score, you're correct.

But

I happen to think that inflation is going to continue rolling over.