market risk: everyone on the record — The Minutes https://minutesof.com/on/market-risk/ Everyone on the record about market risk: 6 verbatim quotes from 3 people, June 2024 to May 2026, in one chronology, each with a timestamp and a link to… en Sun, 30 Aug 2026 22:33:04 +0000 Brad Gerstner: Gerstner warns the market could see a 10 to 20% consolidation after recent gains. https://minutesof.com/q/31bc9965-bb52-401b-90c0-de580a832362/ https://minutesof.com/q/31bc9965-bb52-401b-90c0-de580a832362/ “But the bigger risk right now is simply that we've come a long way quickly. Right? We could have a 10 to 20% consolidation in the socks or these other technology and AI markets,” — Brad Gerstner, CNBC Television Thu, 28 May 2026 17:00:15 +0000 market risk Marc Rowan: But now as we've been saying, it's only 70% of what you need to worry about. The other 30% is geop https://minutesof.com/q/e0ba339e-c084-46f7-a518-41cd4d21c712/ https://minutesof.com/q/e0ba339e-c084-46f7-a518-41cd4d21c712/ “But now as we've been saying, it's only 70% of what you need to worry about. The other 30% is geopolitics. It's government borrowing. It's excesses in capital markets and it's technological change.” — Marc Rowan, Bloomberg Live Tue, 03 Mar 2026 17:46:05 +0000 market risk Bill Gurley: Gurley warns that widespread dependence on one player creates correction risk if they default on https://minutesof.com/q/d6f3de2f-7d6c-4c30-a225-242b012b1403/ https://minutesof.com/q/d6f3de2f-7d6c-4c30-a225-242b012b1403/ “And that is another thing that could lead to a correction if they ever have to start defaulting on some of those commitments.” — Bill Gurley, Yahoo Finance Mon, 26 Jan 2026 13:00:06 +0000 market risk Brad Gerstner: Gerstner warns that if AI revenues don't materialize, the public market AI trade will have a pr 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.” — Brad Gerstner, CNBC Television Fri, 07 Nov 2025 17:51:39 +0000 market risk Brad Gerstner: Gerstner estimates Trump tax cuts contributed 20% of S&P 500 gains and their expiration would b 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.” — Brad Gerstner, BG2 Pod Fri, 09 Aug 2024 00:27:40 +0000 market risk Brad Gerstner: Gerstner notes Satya called AI a supply-driven wave with much experimental work, creating reset 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.” — Brad Gerstner, BG2 Pod Sat, 22 Jun 2024 17:50:33 +0000 market risk