Halftime Report

Brad Gerstner Joins us Live in San Francisco 11/21/24

4 snips
Nov 21, 2024
Brad Gerstner, Founder and CEO of Altimeter Capital, and investor Josh Brown dive into the latest tech market trends. They discuss Nvidia's astounding 94% sales growth and its key role in AI and GPU advancements. Brad shares insights on Snowflake's surge and their personal stakes in it. The duo also examines Bitcoin's rise and the impact of retail investing on the market. With a look at changing regulatory landscapes and political dynamics in Silicon Valley, they provide a comprehensive overview of current investment strategies.
Ask episode
Chapters
Transcript
Episode notes