Brad Gerstner · BG2 Pod · 5 June 2025
“On point three, it gets us right? If we do this trade, and I don't know that China would do this trade, but if we did this trade, then it would get us access to those rare earths right now, which is absolutely critical, and it buys us time to stand up our own rare earth supply.”
Verbatim excerpt with a timestamp. The full recording is at the source; we link out and do not host it. Everything Brad Gerstner is on record saying.