Iran, every mention

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every year anyone Brad Gerstner 10

Verbatim, from the transcripts: the passages where Iran comes up

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The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod Jun 11, 2026 · 1 mention

  • ▶ 1:15:32 Brad Gerstner Um, and we have some unknown unknowns, but the market, I mean, if I had told you the fact pattern for this year, that we're going to be in a war with Iran, that, you know, oil was going to be at a hundred bucks, that,

AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod May 22, 2025 · 3 mentions

Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Apr 24, 2025 · 1 mention

Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Aug 9, 2024 · 5 mentions

  • ▶ 11:07 Brad Gerstner And then the last one was just this expanding saber rattling in the Middle East potential of an expansion of the, the, the conflict with Iran. 2 times in the scene
  • ▶ 51:40 Brad Gerstner Take Iran into account, geopolitical risk. 3 times in the scene
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