The Minutes of Brad Gerstner on positioning https://minutesof.com/brad-gerstner/on/positioning/ Everything Brad Gerstner has said on positioning: 2 verbatim quotes between May 2024 and June 2024, each with a timestamp and a link to the recording it… en Sun, 30 Aug 2026 16:21:55 +0000 Gerstner says his hedge fund is running 60% net long exposure despite bullish AI view. https://minutesof.com/q/6118b905-7668-440d-a17b-7da597a4960c/ https://minutesof.com/q/6118b905-7668-440d-a17b-7da597a4960c/ “Our net exposures are 60%. What does that mean again? Reminder for folks at home. That means I have six out of ten dollars at risk” — CNBC Television Tue, 11 Jun 2024 16:52:46 +0000 positioning Gerstner warns Nasdaq at all-time high amid slowing economy, light earnings, and AI disruption. https://minutesof.com/q/3f5e9eaf-2c7f-48f8-b0bc-58f4e721ceb3/ https://minutesof.com/q/3f5e9eaf-2c7f-48f8-b0bc-58f4e721ceb3/ “And the backdrop is that the economy is slowing, earnings are coming in lighter than people expected, and AI is creating more disruption, creating more uncertainty than we expected.” — BG2 Pod Thu, 16 May 2024 19:31:21 +0000 positioning