The Minutes of Brad Gerstner on economics https://minutesof.com/brad-gerstner/on/economics/ Everything Brad Gerstner has said on economics: 6 verbatim quotes between October 2020 and August 2026, each with a timestamp and a link to the recording… en Sun, 30 Aug 2026 16:21:50 +0000 Gerstner notes US is only 14% of China's exports and 3% of China's GDP. https://minutesof.com/q/118adf92-a072-4293-96f1-0f83d0f73bf2/ https://minutesof.com/q/118adf92-a072-4293-96f1-0f83d0f73bf2/ “The US only represents about 14% of China's exports. The US only represents about 3% of China's GDP.” — BG2 Pod Thu, 28 Aug 2025 23:39:23 +0000 economics Gerstner cites Morgan Stanley forecasting carbon offset spending rising from $2 billion to $100 billion by 203 https://minutesof.com/q/0bf3507f-9deb-4dce-a5e2-5e9d21d5e7a3/ https://minutesof.com/q/0bf3507f-9deb-4dce-a5e2-5e9d21d5e7a3/ “In 2020, Morgan Stanley estimates that about $2,000,000,000 was spent on the carbon offset market, and by 2030 they expect that to be $100,000,000,000 by these large hyperscalers that have to buy these massive carbon offsets.” — BG2 Pod Wed, 25 Sep 2024 16:21:38 +0000 economics Gerstner explains SPAC costs are borne by SPAC shareholders through share dilution, not by the company going p https://minutesof.com/q/1b7dab41-fb30-48fd-af5d-1cf29252840a/ https://minutesof.com/q/1b7dab41-fb30-48fd-af5d-1cf29252840a/ “All the costs are borne by the shareholders of the SPAC who gave us part of their shares when we set up the SPAC as a finder's fee for helping them invest in a world class company.” — Invest Like the Best Tue, 27 Oct 2020 09:30:00 +0000 economics Gerstner describes SPAC fee structure where shareholders pay via dilution, similar to VC fund economics. https://minutesof.com/q/e687cfc9-521d-4b81-a6d4-df5f7565549e/ https://minutesof.com/q/e687cfc9-521d-4b81-a6d4-df5f7565549e/ “I mean, it's very similar to our VC funds where we get paid for helping our investors invest in companies like Snowflake.” — Invest Like the Best Tue, 27 Oct 2020 09:30:00 +0000 economics