The Minutes of Brad Gerstner on bubbles https://minutesof.com/brad-gerstner/on/bubbles/ Everything Brad Gerstner has said on bubbles: 2 verbatim quotes between January 2024 and December 2025, each with a timestamp and a link to the recording… en Mon, 31 Aug 2026 13:09:03 +0000 Gerstner argues NVIDIA at 23-24x next year's earnings and 18x 2027 earnings isn't bubble territory. https://minutesof.com/q/16d98429-1470-4e81-a081-ce974d5fa4d8/ https://minutesof.com/q/16d98429-1470-4e81-a081-ce974d5fa4d8/ “I think it's trading at 23, 24 times fully taxed earnings on next year's numbers, 18 times on 27 numbers. That is not the stuff that bubbles are made of.” — CNBC Television Tue, 02 Dec 2025 14:15:59 +0000 bubbles Gerstner asks whether the zero-rate bubble matched 1999 and if it requires four to five years to clear. https://minutesof.com/q/3ecfee4d-ce98-4502-92d5-b70abd8e8e26/ https://minutesof.com/q/3ecfee4d-ce98-4502-92d5-b70abd8e8e26/ “And will it take us the same four or five years that it took in 1999 for the world to work through that entire, backlog?” — BG2 Pod Thu, 25 Jan 2024 16:07:19 +0000 bubbles