Altimeter's Brad Gerstner on the Tech Takeoff 5/14/26
May 14, 2026•50 min
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Episode description
Scott Wapner and the Investment Committee are joined by Brad Gerstner, Founder and CEO of Altimeter Capital, to discuss a multitude of topics ranging from the Cerebrus IPO, Nvidia and the future of AI. Plus, the desk share their latesr portfolio moves.
Investment Committee Disclosures
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