The Minutes of Brad Gerstner on market risk https://minutesof.com/brad-gerstner/on/market-risk/ Everything Brad Gerstner has said on market risk: 3 verbatim quotes between June 2024 and May 2026, each with a timestamp and a link to the recording it… en Sun, 30 Aug 2026 16:21:52 +0000 Gerstner warns that if AI revenues don't materialize, the public market AI trade will have a problem beyond NV https://minutesof.com/q/fa69c424-22a0-479f-8a56-73a54a82c6fe/ https://minutesof.com/q/fa69c424-22a0-479f-8a56-73a54a82c6fe/ “The market the public market does not have a way to play pure AI outside of NVIDIA. It is going to be watching.” — CNBC Television Fri, 07 Nov 2025 17:51:39 +0000 market risk Gerstner estimates Trump tax cuts contributed 20% of S&P 500 gains and their expiration would be a headwind. https://minutesof.com/q/796abca2-3284-4b82-a1f0-cc4a5c76b512/ https://minutesof.com/q/796abca2-3284-4b82-a1f0-cc4a5c76b512/ “some people have estimated that the tax decreases from the Trump tax cuts contributed to about 20% of the gains in the S and P 500.” — BG2 Pod Fri, 09 Aug 2024 00:27:40 +0000 market risk Gerstner notes Satya called AI a supply-driven wave with much experimental work, creating reset risk. https://minutesof.com/q/9c92f33c-5ad1-45b6-ad4f-a24358c590e0/ https://minutesof.com/q/9c92f33c-5ad1-45b6-ad4f-a24358c590e0/ “Satya very quickly said this is a supply driven wave. And I think up to date, that is true. We're we're building ahead of demand.” — BG2 Pod Sat, 22 Jun 2024 17:50:33 +0000 market risk