The Minutes of Brad Gerstner on volatility https://minutesof.com/brad-gerstner/on/volatility/ Everything Brad Gerstner has said on volatility: 4 verbatim quotes between August 2024 and December 2025, each with a timestamp and a link to the… en Fri, 23 Oct 2026 11:01:28 +0000 Gerstner says AI added 100 basis points to GDP this year despite NVIDIA's 225% drawdowns. https://minutesof.com/q/0b708d25-c740-471a-899d-8207d0f0e32e/ https://minutesof.com/q/0b708d25-c740-471a-899d-8207d0f0e32e/ “It added a 100 basis points to GDP this year. But remember, this year, we had 225% drawdowns in Nvidia.” — CNBC Television Tue, 02 Dec 2025 14:15:59 +0000 volatility Gerstner notes NVIDIA dropped to $92 on tariffs but has recovered to $180. https://minutesof.com/q/b0737eda-47d6-4150-a627-fe536a0c84a8/ https://minutesof.com/q/b0737eda-47d6-4150-a627-fe536a0c84a8/ “Remember the deep sea moment? Stock stock was down 25%. And then on the tariff moment, the stock got down to $92 a share. It's at a 180 today.” — CNBC Television Wed, 15 Oct 2025 12:48:34 +0000 volatility Gerstner reports NASDAQ moved 30 percentage points in sixty to seventy days from trough to recovery. https://minutesof.com/q/06892d86-c24b-4833-a565-47617e0705f0/ https://minutesof.com/q/06892d86-c24b-4833-a565-47617e0705f0/ “It's a 30 move in about sixty or seventy days, which is extraordinary even by the historical patterns that we've seen over the course of the last five years.” — BG2 Pod Thu, 31 Jul 2025 15:11:15 +0000 volatility Gerstner estimates 20 trillion dollars in yen carry trades with Buffett borrowing 200 billion yen. https://minutesof.com/q/bbb27c04-34cb-47ca-98e5-64b401f96645/ https://minutesof.com/q/bbb27c04-34cb-47ca-98e5-64b401f96645/ “there are estimates that up to $20,000,000,000,000 of yen was borrowed, and then you invest that in rate yielding assets around the world and you pocket the spread.” — BG2 Pod Fri, 09 Aug 2024 00:27:40 +0000 volatility