The Minutes of Brad Gerstner on debt https://minutesof.com/brad-gerstner/on/debt/ Everything Brad Gerstner has said on debt: 3 verbatim quotes between February 2025 and June 2025, each with a timestamp and a link to the recording it… en Sun, 30 Aug 2026 16:21:52 +0000 Gerstner calculates that 2.5-3.5% annual productivity growth for a decade could substantially reduce the US de https://minutesof.com/q/1985298b-35b6-47bd-9bbe-070c98fdca51/ https://minutesof.com/q/1985298b-35b6-47bd-9bbe-070c98fdca51/ “if productivity for the next decade or so was about two and a half to three and a half percent per year, we could achieve substantial reductions in this key ratio of debt to GDP.” — BG2 Pod Fri, 20 Jun 2025 00:11:39 +0000 debt Gerstner notes 1990s experts wrongly predicted debt-to-GDP would rise to 80%; instead it fell from 60 to 40. https://minutesof.com/q/f7e5ee2a-9317-45ec-a0c6-e02fddeffd5d/ https://minutesof.com/q/f7e5ee2a-9317-45ec-a0c6-e02fddeffd5d/ “in 1993, debt to GDP was supposed to go from 40 to or 60 to 80 by experts, it in fact went from 60 to 40. Yes. So experts can be wrong by a lot.” — BG2 Pod Fri, 20 Jun 2025 00:11:39 +0000 debt Gerstner argues sovereign wealth fund must clear 5% hurdle rate given $40 trillion debt at 5% cost. https://minutesof.com/q/ab9b1770-cf9b-4c61-970a-1277f16b5bd0/ https://minutesof.com/q/ab9b1770-cf9b-4c61-970a-1277f16b5bd0/ “So we're a debtor nation, and we're paying 5% on all that debt. So the hurdle rate to our return that is needed on the sovereign wealth fund, right, is 5%.” — BG2 Pod Wed, 05 Feb 2025 23:13:28 +0000 debt