Brad Gerstner on The AI Supercycle, Invest America & Stock Compensation | #551
My guest today 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.
Key Points
- Investing in long-term compounders with high qualitative insights can yield substantial returns, as demonstrated by Brad Gerstner’s investments in companies like Google and Booking.com.
- The upcoming AI supercycle is expected to significantly transform various industries, with companies like OpenAI and NVIDIA poised to be major beneficiaries due to their advancements in AI technology.
- InvestAmerica aims to create investment accounts for every child in the U.S. to promote financial literacy and participation in the country's economic growth, addressing the wealth gap and fostering a sense of shared prosperity.
Follow Brad: Website; X; LinkedIn
Follow Invest America: Website; X
Resources: Time to Get Fit — an Open Letter from Altimeter to Mark Zuckerberg (and the Meta Board of Directors) Tim Ranzetta, NGPF - Teaching America Personal Finance | #524 Platform Aeronaut
Chapters
2:10 | |
7:47 | |
10:58 | |
16:16 | |
22:32 | |
25:46 | |
27:27 | |
30:39 | |
36:31 | |
53:06 |
Transcript
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