Blackstone’s Jon Gray: Don’t Panic Over Tariffs!

Ladies and gentlemen, buckle up! We’re in the midst of a market rollercoaster, and the man at the helm of blackstone, Jon gray, has some sage advice for us. He’s saying, “Don’t panic, don’t sell, and definitely don’t miss out on the opportunities hiding in plain sight!” Let’s dive in and see what Gray has to say about navigating these choppy waters.



First things first, Gray is all about the long game. He’s not sweating the short-term volatility caused by President Trump’s tariffs. In fact, he’s seeing this as a golden opportunity to scoop up undervalued assets. “In a moment like this, you look around and say, ‘are there good businesses that are now on sale?’” Gray said at the Bloomberg Invest conference. BOOM! That’s the kind of thinking that makes you a winner in this market.

Now, let’s talk about what’s really driving Gray’s strategy. He’s all about digital infrastructure and energy. Why? Because these sectors are the backbone of our future, and they’re not going anywhere, tariffs or not. Gray sees the cost of compute dropping and usage skyrocketing, making digital infrastructure a no-brainer. “Despite DeepSeek, or maybe even because of it, you’re going to drive down the cost of compute, and I think drive up usage,” he said. That’s the kind of forward-thinking that makes Gray a legend in the investment world.

But what about the tariffs? Gray’s not sweating it. He knows that the market hates uncertainty, but he also knows that this too shall pass. “Now just feels like a time where the nervousness is high and the pricing for assets is reasonable,” he said. That’s right, folks! This is the time to be patient, to wait for the best opportunities to emerge, and to load up on those undervalued assets.

Now, let’s talk about the real estate sector. Gray’s got his eye on the prize, and he’s seeing the bottom. Demand is steady, supply is down, and prices have readjusted. That means higher returns for those who deploy capital now. “You’re now in that period like you were in the early ’90s or after the financial crisis, where people have taken a bunch of losses in real estate,” Gray said. “They’re very cautious about the sector, but the prices have readjusted, and if you deploy capital now you'll generate higher returns. It’s a cyclical business, and so you see us deploying a lot of capital.”

But what about the private credit sector? Gray’s bullish on that too. He sees continued growth, especially as wealthy individuals allocate more of their portfolios to private assets. “I think it'll be varying. Things like private equity may not grow at the same pace. But private credit, I think is still very early days,” he said. That’s right, folks! This is the time to get in on the ground floor of the next big thing.

So, what’s the takeaway? Don’t panic over tariffs! Stay focused on the long game, and load up on those undervalued assets in digital infrastructure, energy, and real estate. And remember, Gray’s not just talking the talk—he’s walking the walk. Blackstone had over $1.1 trillion in assets under management as of Dec. 31, 2024. That’s right, folks! This is the kind of money that talks, and Gray’s got the ear of the market.

So, are you ready to take the plunge? Are you ready to load up on those undervalued assets and ride the wave of the future? Then listen to Gray, and don’t miss out on this opportunity. The market’s a beast, but with the right strategy, you can tame it and come out on top. So, let’s get out there and make some money!