

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.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Intro
00:00 • 2min
NVIDIA's Ascendancy in AI and GPUs
02:21 • 6min
Navigating Tech Stock Dynamics
08:24 • 14min
Bitcoin's Rise and Retail Investing Trends
22:32 • 6min
Economic Insights and Legal Developments
28:30 • 3min
Tech Trends and Political Shifts
31:47 • 10min
Tech Tensions and Investment Insights in the Current Market
42:11 • 3min
Silicon Valley's Political Shift
45:38 • 5min
Market Insights and Investment Strategies as 2024 Closes
51:05 • 2min