The Minutes of Brad Gerstner on demand destruction https://minutesof.com/brad-gerstner/on/demand-destruction/ Everything Brad Gerstner has said on demand destruction: 2 verbatim quotes from March 2022, each with a timestamp and a link to the recording it came from. en Sun, 30 Aug 2026 16:21:54 +0000 Gerstner argues the Fed is behind the curve on recession rather than inflation, citing massive demand destruct https://minutesof.com/q/3c5532d8-cf97-4388-84d3-94027d5976c6/ https://minutesof.com/q/3c5532d8-cf97-4388-84d3-94027d5976c6/ “I tweeted a few weeks ago, the Fed's probably behind the curve on recession, not inflation. Right? We have massive demand destruction going on right now in The US economy.” — All-In Podcast Sat, 26 Mar 2022 05:49:32 +0000 demand destruction Gerstner illustrates demand destruction: $1,200 monthly payment bought $350K house in December, now only $295K https://minutesof.com/q/0e4fe4b8-37b8-44ec-8381-00a15cec7493/ https://minutesof.com/q/0e4fe4b8-37b8-44ec-8381-00a15cec7493/ “Just the increase in the thirty year mortgage means you're buying power in December, four months ago, to buy a house and you if you could afford $1,200 a month, that buying power bought you a $350,000 house. Today, it buys you a $295,000 house.” — All-In Podcast Sat, 26 Mar 2022 05:49:32 +0000 demand destruction