The Minutes of Brad Gerstner on inflation https://minutesof.com/brad-gerstner/on/inflation/ Everything Brad Gerstner has said on inflation: 5 verbatim quotes between March 2022 and November 2023, each with a timestamp and a link to the recording… en Sun, 30 Aug 2026 16:21:51 +0000 Gerstner says the Fed made a clear mistake in summer 2021 by not seeing inflation coming. https://minutesof.com/q/f72e17ad-522b-4dd9-96d2-4a3d75bb3870/ https://minutesof.com/q/f72e17ad-522b-4dd9-96d2-4a3d75bb3870/ “But by the summer of twenty one, when the Fed was saying they don't see inflation, that was clearly a mistake.” — CNBC Television Wed, 08 Nov 2023 15:35:15 +0000 inflation Gerstner argues the Fed made a knowable mistake ignoring 20x shipping cost increases in summer 2021. https://minutesof.com/q/7612e0a6-d040-4109-ab37-56aa77382eff/ https://minutesof.com/q/7612e0a6-d040-4109-ab37-56aa77382eff/ “The cost of a container from China to The US had gone up 20x. Okay. The idea that we didn't have an inflation problem in the summer of twenty twenty one” — Joe Lonsdale Wed, 25 Oct 2023 18:32:55 +0000 inflation Gerstner says cargo container costs increased tenfold by June 2021 when inflation was evident. https://minutesof.com/q/76ce1075-5537-454d-ac71-744ee664e22b/ https://minutesof.com/q/76ce1075-5537-454d-ac71-744ee664e22b/ “June 2021, when the world knew inflation was here. I mean, the cost of a cargo container had gone up by 10 x.” — CNBC Television Thu, 28 Sep 2023 19:12:52 +0000 inflation Gerstner argues used car prices jumped from $20,000 to $29,000 due to stimulus. https://minutesof.com/q/c232add3-5914-48d1-9c5a-f8b06069ff85/ https://minutesof.com/q/c232add3-5914-48d1-9c5a-f8b06069ff85/ “The price for a used car was $20,000 for ten years. And then just coincidentally, alright, they give us a bunch of Red Bull and the price goes to $29,000.” — All-In Podcast Mon, 23 May 2022 04:51:01 +0000 inflation Gerstner reports the Fed expects 2% negative real rates by year-end, with 4.3% inflation and 2.3% ten-year rat https://minutesof.com/q/f38b9dbb-5996-43e1-a51d-292247c244a4/ https://minutesof.com/q/f38b9dbb-5996-43e1-a51d-292247c244a4/ “They said we expect inflation exiting the year to be 4.3 and we expect the ten year to be around 2.3.” — All-In Podcast Sat, 26 Mar 2022 05:49:32 +0000 inflation