The Fed has acknowledged, you know, we had a CPI print and inflation print this week that came in lighter than expected. It's now pretty clear, we've had two months in a row where inflation is rolling over. So I suspect in 2023, the consensus belief is that inflation's going to come down. If you go back to that first slide, Goldman Sachs thinks it's going to 3%, Morgan Stanley thinks it'sgoing to 2.5%. That's a better setup than 22 where it was skyrocketing.
Brad Gerstner of Altimeter Capital joins Molly and Jason for an epic Friday show. They chop it up about the state of the economy, what it actually means to be founder friendly and discuss which big tech companies are“fit”. (1:24)
(0:00) J+M Kick off the show
(1:24) Brad Gerstner joins Molly and Jason
(10:28) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
(11:38) Brad presents on interest rates, inflation and business multiples
(26:32) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups
(28:05) The Fed’s core mission
(37:54) Being founder friendly
(39:42) Brad’s letter to Meta
(48:33) Companies that need to get fit
(53:00) Google and Meta’s fitness
(58:08) The curse of the money-printing machine
(1:00:01) Google vs ChatGPT
(1:05:05) Is Uber fit?
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