The Minutes of Brad Gerstner on uncertainty https://minutesof.com/brad-gerstner/on/uncertainty/ Everything Brad Gerstner has said on uncertainty: 2 verbatim quotes between March 2025 and February 2026, each with a timestamp and a link to the… en Sun, 30 Aug 2026 16:21:53 +0000 Gerstner describes exponential AI change creating fog of war where investors cannot predict 35 years of cash f https://minutesof.com/q/d92352fb-403c-4898-93c3-57c399f3774a/ https://minutesof.com/q/d92352fb-403c-4898-93c3-57c399f3774a/ “Fog of war. I can't predict thirty five years into the future of those free cash flows, so I have to pull it in a little bit.” — Altimeter Capital Fri, 06 Feb 2026 21:47:27 +0000 uncertainty Gerstner explains recent market decline as rising uncertainty increasing discount rates and compressing multip https://minutesof.com/q/87ff320f-836b-487e-9716-16a70df9701f/ https://minutesof.com/q/87ff320f-836b-487e-9716-16a70df9701f/ “When uncertainty goes up, discount rates go up, risk premiums go up, multiples come down, markets come down. That's that's the explanation for the last four weeks in the market.” — CNBC Television Wed, 12 Mar 2025 13:00:04 +0000 uncertainty