The Minutes of Brad Gerstner on airlines https://minutesof.com/brad-gerstner/on/airlines/ Everything Brad Gerstner has said on airlines: 2 verbatim quotes from March 2025, each with a timestamp and a link to the recording it came from. en Sun, 30 Aug 2026 16:21:53 +0000 Gerstner cites United Airlines government ticket sales down 50% year-to-date as indicator of spending cuts' ca https://minutesof.com/q/5737dfb5-6447-473a-8815-2b467905fca6/ https://minutesof.com/q/5737dfb5-6447-473a-8815-2b467905fca6/ “I heard a stat the other day that United Airlines ticket sales to the government this year are down 50% year to date, five zero.” — Upfront Ventures Thu, 13 Mar 2025 21:33:08 +0000 airlines Gerstner cites recent Delta and United warnings about softening consumer demand as grabbing Fed attention. https://minutesof.com/q/91715c32-644e-4989-a615-cffb35228e3a/ https://minutesof.com/q/91715c32-644e-4989-a615-cffb35228e3a/ “But when they hear Delta Airlines warn this week that they're seeing, you know, a softening of consumer demand, when they see United Airlines, Scott Kirby, you know, say the same things.” — CNBC Television Wed, 12 Mar 2025 13:00:04 +0000 airlines