&#35; Brad Gerstner

Ep. 039 - [EMERGENCY] Our Numbers Are "Insane." Here's the Proof. (Datacenters) | Jeremie Ontiveros, Reyk Knuhtsen, Jordan Nanos

SemiAnalysis Weekly

LS 25

TOP 10%

20. oktoober 2026

Brad Gerstner put our 43 gigawatt forecast for 2027 on All-In, then again in his BG2 sit-down with Jensen, and called it too aggressive. The consensus counter sits near 25 GW, built on moratorium headlines and grid connection fears. Jordan Nanos (@JordanNanos) sits down with Jeremie Ontiveros (@Jer…

00:34:46

A NEW Generation of Robber Barons: Elon, Trump Accounts, and Gold-Backed USTs

Kingpilled

LS 34

TOP 5%

21. oktoober 2026

Join me most weekdays for The ASTROLABE: a livestream on Kick, Rumble, and X covering all the tweets, videos, articles, and memes that caught my eye. Many are saying it’s the “best afternoon morning night early morning show on the internet” and “my daily white pill prescription.” Don’t miss the wee…

03:13:19

Musk Floats Mega-Merger, United CEO on Airfares & Fuel 10/21/26

Squawk Pod

LS 52

TOP 0.5%

21. oktoober 2026

SpaceX shares jumped after it reported surging revenue growth and Elon Musk floated a potential merger of the company with Tesla. Altimeter Capital’s Brad Gerstner says Musk needs to make sure a deal is fair for Tesla shareholders and expects at least a 30% premium to where the stock trades today. …

00:54:30

Claire Cormier Thielke – The Future of Cities and Real Estate – [Invest Like the Best, EP.209]

Invest Like the Best with Patrick O'Shaughnessy

19. jaanuar 2021

My guest today is Claire Cormier Thielke, Managing Director of Asia Pacific for Hines, the largest private real estate investment, development and management firm in the world with over $144 billion in assets under management. Claire responsible for acquisitions, development, and new business gener…

01:06:04

Brad Gerstner and Rich Barton – Thriving in Changing Markets - [Invest Like the Best, EP.197]

Invest Like the Best with Patrick O'Shaughnessy

27. oktoober 2020

My guests today are Rich Barton and Brad Gerstner. Brad is the founder of Altimeter Capital and is one of my favorite active investors. Brad and Altimeter were one of the largest investors in Snowflake in its earlier days and continue to invest in iconic modern businesses with an extreme focus. Ric…

01:19:22

Brad Gerstner – Public and Private Investing - [Invest Like the Best, EP.179]

Invest Like the Best with Patrick O'Shaughnessy

23. juuni 2020

My guest today is Brad Gerstner, the founder and CIO of Altimeter Capital, a multi-billion dollar technology-focused investment firm. Brad and his team are known for a deep expertise in internet-enabled businesses, including Expedia, Facebook, Uber, and many more. We discuss the evolution of opport…

01:10:28

401(k) From Birth? Inside the “Trump Accounts” With Brad Gerstner

Prof G Markets

4. detsember 2025

Ed Elson is joined by Patrick Moorhead, CEO and Chief Analyst of Moor Insights & Strategy, to break down Amazon’s new Tranium3 chip and what it means for the escalating AI chip race. Then Brad Gerstner, founder, chairman, and CEO of Altimeter Capital, joins the show to discuss how he helped bring t…

00:32:24

Is Nvidia in Trouble? + Government Seeded Investment Accounts For Kids — ft. Brad Gerstner

Prof G Markets

5. september 2024

Scott and Ed open the show by discussing the state of the US economy, how the markets reacted to Nvidia’s earnings, and OpenAI’s latest funding round. Then Brad Gerstner, founder, chair, and CEO of Altimeter Capital, joins the show to discuss why he’s not concerned about an AI bubble. He also share…

00:58:18

Brad Gerstner on AI and Investing

Exponential Learning

11. oktoober 2026

Alex and Jordan distill Brad Gerstner's sharpest recent investment thinking on AI infrastructure, tech stocks, and where the value accrues — from the capex supercycle to CoreWeave, Nvidia, and the revenue tripwires he's watching.

00:18:32