The Minutes of Brad Gerstner on geopolitics https://minutesof.com/brad-gerstner/on/geopolitics/ Everything Brad Gerstner has said on geopolitics: 3 verbatim quotes between March 2024 and May 2026, each with a timestamp and a link to the recording it… en Sun, 30 Aug 2026 16:21:53 +0000 Gerstner warns $120 oil will hurt markets if Iran situation isn't resolved in three to four months. https://minutesof.com/q/c877114b-169f-4fcc-a18d-357bee75fea8/ https://minutesof.com/q/c877114b-169f-4fcc-a18d-357bee75fea8/ “A $120 oil will take its toll on the market if we don't solve that over the course of the next three to four months.” — CNBC Television Mon, 04 May 2026 19:16:21 +0000 geopolitics Gerstner warns Huawei went from 0% to 50% Saudi market share, arguing US must export AI technology. https://minutesof.com/q/b39df35c-a461-4811-aca6-f8de41c8d66d/ https://minutesof.com/q/b39df35c-a461-4811-aca6-f8de41c8d66d/ “Huawei has gone from 0% market share in Saudi Arabia to 50% market share in Saudi Arabia.” — CNBC Television Thu, 12 Jun 2025 17:50:39 +0000 geopolitics Gerstner says AI has become the leading edge of sovereign battles, making TikTok's status quo path inconceivab https://minutesof.com/q/259fa1a3-a282-47b8-acd4-74c5d3051d30/ https://minutesof.com/q/259fa1a3-a282-47b8-acd4-74c5d3051d30/ “So given that, I think it's almost inconceivable for me now to see how TikTok US has a path forward under kind of the status quo.” — BG2 Pod Thu, 21 Mar 2024 21:32:49 +0000 geopolitics