• Brad Gerstner on The AI Supercycle, Invest America & Stock Compensation | #551

  • Oct 4 2024
  • Duración: 1 h y 2 m
  • Podcast

Brad Gerstner on The AI Supercycle, Invest America & Stock Compensation | #551

Escúchala gratis

Ver detalles del espectáculo

  • Resumen

  • Today's is Brad Gerstner, founder and CIO of Altimeter Capital, a multi-billion dollar technology-focused investment firm that invests in both public and private markets. In today's episode, Brad discusses his journey in investing, how to invest in the AI supercycle, and how he incorporates the impact of stock compensation when analyzing companies. Brad also covers his initiative, Invest America, aimed at promoting financial literacy and inclusion for children in the U.S. He highlights the need for a collective effort to empower the next generation and ensure they have a stake in the economy. (2:10) Intro of Brad Gerstner (7:47) Current market thoughts (10:58) The state of AI (16:16) Brad's investment philosophy (22:32) Impact of AI on both enterprise and consumer technology (25:46) Global advancements in AI (27:27) Autonomous vehicles (30:39) Stock-based compensation (36:31) Invest America (53:06) Importance of financial literacy for kids ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Follow The Idea Farm: Twitter | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! Learn more about your ad choices. Visit megaphone.fm/adchoices
    Más Menos
Más Menos
activate_Holiday_promo_in_buybox_DT_T2

Lo que los oyentes dicen sobre Brad Gerstner on The AI Supercycle, Invest America & Stock Compensation | #551

Calificaciones medias de los clientes

Reseñas - Selecciona las pestañas a continuación para cambiar el origen de las reseñas.

Reseñas de Audible.com

Opiniones de Amazon
No hay comentarios disponibles