Brad Gerstner on The AI Supercycle, Invest America & Stock Compensation | #551

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 4 October 2024

⏱️ 58 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Today's 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. (2:10) Intro of Brad Gerstner (7:47) Current market thoughts (10:58) The state of AI (16:16) Brad's investment philosophy (22:32) Impact of AI on both enterprise and consumer technology (25:46) Global advancements in AI (27:27) Autonomous vehicles (30:39) Stock-based compensation (36:31) Invest America (53:06) Importance of financial literacy for kids ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Follow The Idea Farm: Twitter | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at [email protected] ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	This episode is brought to you by Shopify.
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0:16.7	Sign up for a one pound per month trial period at shopify.coidek slash special offer
0:21.8	or lowercase.
0:23.2	That's Shopify. dot co-de-e-K slash Special Offer. Welcome to the Mebb Favor Show, where the focus is on helping you grow and
0:36.4	preserve your wealth.
0:37.4	Join us as we discuss the craft of investing and uncover new and profitable
0:40.9	ideas, all to help you grow wealthier and wiser. Better
0:43.7	investing starts here.
0:44.9	Meff-Babber is the co-founder and chief investment officer at Cambria Investment Management.
0:48.8	Due to industry regulations, he will not discuss any of Cambra's funds on this
0:51.6	podcast. All opinions expressed by podcast participants are solely their own opinions and do not reflect the
0:55.6	opinion of Cambria Investment or its affiliates.
0:57.9	For more information, visit Cambria Investments.com.
1:00.0	Welcome back everybody. We got another awesome show today. Our guest is Brad Gersner,
1:06.9	founder and CEO of Altimeter Capital, multi-billion dollar tech VC focused
1:12.4	investment firm, invest in both public and private
	...

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