Halftime Report Altimeter Capital’s Brad Gerstner joins us Live 6/12/25
Jun 12, 2025
Brad Gerstner, Founder and CEO of Altimeter Capital, shares his insights on the transformative impact of AI on markets and industries. He discusses the exciting future of his "Invest America" plan, aiming to foster economic fairness. The conversation dives into the evolving landscape of the stock market, particularly the resilience of sectors like AI and aerial transportation. Gerstner also highlights Apple’s changing fortunes and the bipartisan support for financial reforms that enhance youth economic opportunities, making for a thought-provoking listen.
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Episode notes
Market Turns Bullish on Clarity
- The market turned bullish as clarity emerged that tariffs would be reasonable and not extreme.
- A pro-growth stance with pending rate cuts and the AI super cycle fuel confidence in continued market gains.
AI Super Cycle Outpaces Internet
- The AI super cycle is larger and faster than the internet revolution.
- Massive investments in AI compute and inference signal profound global transformation underway.
Global AI Diffusion is Vital
- The U.S. must diffuse its AI technology globally to maintain leadership.
- Allowing competition in China keeps developers in the U.S. ecosystem and strengthens America’s AI edge.
