What podcasts say about Gita Gopinath
Every statement, with the speaker, the exact quote and the moment it was said.
What Gita Gopinath has said on podcasts
20 statements · 11 positive · 7 negative · 2 neutral
The Fed will avoid a highly disruptive announcement at this meeting.
“I don't expect that they're going to have a huge disruptive announcement today.”
Open the episode · Bloomberg Surveillance TV: October 28th, 2026Listen at 3:44
The Fed is expected to raise rates 25 basis points in December.
“December is where everybody expects there's going to be a 25 bips hike.”
Open the episode · Bloomberg Surveillance TV: October 28th, 2026Listen at 3:51
Kevin Warsh is shifting the Fed away from forward guidance.
“What Warsh is trying to do is move away from a forward guidance approach”
Open the episode · Bloomberg Surveillance TV: October 28th, 2026Listen at 4:30
Kevin Warsh wants the Fed to move away from rigid forward guidance.
“He wants to move away from that.”
Open the episode · Bloomberg Surveillance TV: October 28th, 2026Listen at 4:44
The Fed’s guidance transition has not greatly increased uncertainty premium.
“I don't think it's a huge increase in premium associated with that uncertainty.”
Open the episode · Bloomberg Surveillance TV: October 28th, 2026Listen at 4:51
Uncertainty around the Fed's reaction function will diminish with more communication.
“That will go away with more and more of these conferences and these conversations that are had.”
Open the episode · Bloomberg Surveillance TV: October 28th, 2026Listen at 4:56
An AI-related correction could erase about $41 trillion in global wealth.
“My estimate was that the hit would be about $35 trillion to global wealth if there was a dot-com side correction. Right now, that number is $41 trillion, so it's going up.”
Open the episode · Bloomberg Surveillance TV: October 28th, 2026Listen at 6:00
The Fed should not deliberately burst an AI-related asset bubble.
“the Fed should certainly not... go out there specifically to burst a bubble.”
Open the episode · Bloomberg Surveillance TV: October 28th, 2026Listen at 6:23
AI is currently generating a demand shock.
“what we're seeing right now is a demand shock from AI.”
Open the episode · Bloomberg Surveillance TV: October 28th, 2026Listen at 7:03
AI infrastructure investment over the next years will be very large.
“the amount of build out in AI infrastructure is just huge.”
Open the episode · Bloomberg Surveillance TV: October 28th, 2026Listen at 7:16
“the amount of build out that we're expecting over the next year is over a trillion and a half.”
Open the episode · Bloomberg Surveillance TV: October 28th, 2026Listen at 7:28
The baseline scenario is continued AI-driven demand and inflationary pressure.
“there's one scenario, which is the baseline, which is we continue this way.”
Open the episode · Bloomberg Surveillance TV: October 28th, 2026Listen at 7:53
A serious market correction could prompt very rapid rate cuts.
“there's also a possibility that you could have a serious market correction, in which case you would be in the mold of cutting interest rates very rapidly.”
Open the episode · Bloomberg Surveillance TV: October 28th, 2026Listen at 8:05
A serious market correction could prompt the Fed to cut rates rapidly.
“you could have a serious market correction, in which case you would be in the mold of cutting interest rates very rapidly.”
Open the episode · Bloomberg Surveillance TV: October 28th, 2026Listen at 8:07
Inflation settling around 2.5% would be acceptable.
“My sense is that if inflation settles at like two and a half percent, it's okay.”
Open the episode · Bloomberg Surveillance TV: October 28th, 2026Listen at 8:57
Inflation settling around 2.5% would be acceptable.
“if inflation settles at like two and a half percent, it's okay.”
Open the episode · Bloomberg Surveillance TV: October 28th, 2026Listen at 8:58
The Fed can cut interest rates very quickly after a serious correction.
“The Fed can cut interest rates very quickly. absolutely they can do that.”
Open the episode · Bloomberg Surveillance TV: October 28th, 2026Listen at 9:28
Long-term Treasury yields will decline during a correction.
“I expect the long yield will come down”
Open the episode · Bloomberg Surveillance TV: October 28th, 2026Listen at 9:57
U.S. fiscal policy has little remaining capacity.
“fiscal policy doesn't have any space left.”
Open the episode · Bloomberg Surveillance TV: October 28th, 2026Listen at 10:13
Human judgment remains necessary for economic analysis despite AI tools.
“there's a lot of need for humans to figure these things out.”
Open the episode · Bloomberg Surveillance TV: October 28th, 2026Listen at 11:40
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.