recession: everyone on the record — The Minutes https://minutesof.com/on/recession/ Everyone on the record about recession: 9 verbatim quotes from 5 people, March 2020 to June 2025, in one chronology, each with a timestamp and a link to… en Sun, 30 Aug 2026 22:33:11 +0000 Brad Gerstner: Gerstner argues cutting $2 trillion in one year would create negative 7% GDP and trigger recess https://minutesof.com/q/d4826d97-af07-4934-88e0-8cb6fd3f33eb/ https://minutesof.com/q/d4826d97-af07-4934-88e0-8cb6fd3f33eb/ “The problem is every $300,000,000,000 you cut is a 1% headwind to GDP. So if you cut $2,000,000,000,000 in a single year, you have negative 7% GDP, right?” — Brad Gerstner, Bloomberg Live Thu, 05 Jun 2025 09:44:40 +0000 recession Marc Rowan: Rowan does not expect a recession with high unemployment given the 4% starting point. https://minutesof.com/q/0afe089b-8912-4cb0-8477-70a072b3c0f7/ https://minutesof.com/q/0afe089b-8912-4cb0-8477-70a072b3c0f7/ “Do I think we will have a recession associated with large increases on unemployment? No, I don't. Remember, we're starting from a position of strength. We're starting from 4% unemployment.” — Marc Rowan, Barron's Thu, 22 May 2025 16:38:39 +0000 recession Marc Rowan: Rowan predicts two quarters of negative growth if tariff uncertainty continues without resolution. https://minutesof.com/q/f5ff9c6e-471c-49ff-b4eb-6fded846aab4/ https://minutesof.com/q/f5ff9c6e-471c-49ff-b4eb-6fded846aab4/ “We likely will cause two quarters of negative growth if we, in fact, don't resolve the uncertainty. So until we have resolution of what the rules of the game are, it's gonna be slow.” — Marc Rowan, Bloomberg Podcasts Mon, 05 May 2025 14:48:44 +0000 recession Brad Gerstner: Gerstner states he is certain the probability of meaningful economic slowing in 2024 has increa https://minutesof.com/q/ce4a62a1-ff59-4801-9c1d-3672c8820a5c/ https://minutesof.com/q/ce4a62a1-ff59-4801-9c1d-3672c8820a5c/ “I am certain that the probability that we're going to have meaningful slowing in 2024 has gone up.” — Brad Gerstner, CNBC Television Thu, 28 Sep 2023 19:12:52 +0000 recession David Friedberg: Friedberg argues US dollar rally against weak global economies will create significant headwi https://minutesof.com/q/e15db386-0731-4c9c-b76c-0a49ce5adb3a/ https://minutesof.com/q/e15db386-0731-4c9c-b76c-0a49ce5adb3a/ “And so the global economy collapsing or being very shaky right now and the US dollar rallying is not good for us.” — David Friedberg, Megyn Kelly Mon, 17 Oct 2022 21:00:09 +0000 recession Stanley Druckenmiller: Druckenmiller strongly assumes a recession will occur in 2023, though timing is uncerta https://minutesof.com/q/48fc567a-aad6-4c83-b4cf-b4ec6d6a8c9e/ https://minutesof.com/q/48fc567a-aad6-4c83-b4cf-b4ec6d6a8c9e/ “I assume, and I pretty strongly assume we're gonna have a recession sometime in '23. I just don't know whether it's gonna be in the early part or the later part.” — Stanley Druckenmiller, René Sellmann Thu, 16 Jun 2022 15:02:21 +0000 recession Brad Gerstner: Gerstner argues the Fed is behind the curve on recession rather than inflation, citing massive https://minutesof.com/q/3c5532d8-cf97-4388-84d3-94027d5976c6/ https://minutesof.com/q/3c5532d8-cf97-4388-84d3-94027d5976c6/ “I tweeted a few weeks ago, the Fed's probably behind the curve on recession, not inflation. Right? We have massive demand destruction going on right now in The US economy.” — Brad Gerstner, All-In Podcast Sat, 26 Mar 2022 05:49:32 +0000 recession Gavin Baker: Baker reports a dentist cut her software bill in half in one hour with zero pushback. https://minutesof.com/q/ffb190ab-f9a0-4dfe-9c65-5f6be6a5185e/ https://minutesof.com/q/ffb190ab-f9a0-4dfe-9c65-5f6be6a5185e/ “In one hour, she cut her software bill in half. One hour, she said there was zero pushback.” — Gavin Baker, Invest Like the Best Thu, 02 Apr 2020 09:30:00 +0000 recession David Friedberg: Friedberg compares market retracements: 1987 saw 33%, 2000 saw 47%, 2008 saw 56%, but we're o https://minutesof.com/q/b9f0e0f2-18b5-4431-bc17-82bf6118326a/ https://minutesof.com/q/b9f0e0f2-18b5-4431-bc17-82bf6118326a/ “1987, we saw 33% retracement. 2000, we saw 47%. 2008, we saw 56% and we're only 20 into this one.” — David Friedberg, All-In Podcast Sun, 15 Mar 2020 02:04:09 +0000 recession