Investors are facing one of the most challenging backdrops in recent years

amid slowing economic growth, rising inflation, and geopolitical conflicts.

I'm Allison Nathan and this is exchanges at Goldman Sachs, great investors.

In this special series, Allison Mass, chairman of our investment banking division Division and Katie Koch, Chief Investment

Officer of Public Equities in our Asset Management Division, speak with the

world's most respected investors about their investing strategies, career trajectories, and their outlook for markets and economies.

I recently sat down with Katie Koch who shared highlights from her conversation with Brad Gersner,

the founder and CEO of Altimeter Capital.

Katie, Altimeter Capital is known for taking concentrated positions in tech

companies and clearly we've seen massive volatility in that sector.

So tell us about some of the key takeaways you had during your conversation with

Brad about how he's navigating this tumultuous period.

Yeah, Allison, it was a really great discussion at a critical point, and it was very interesting

to hear about his experience during the tech bubble, as well as when he chose to launch Altimeter which was at the peak of the

financial crisis in 2008. So he's in a great position to speak about how challenging

environments call for resilient leadership and people who have used the good times to kind of prepare for the bad times.

One of my biggest takeaways from my conversation with Brad is that despite the market volatility,

particularly in the tech sector which you referenced, the secular

arc of technology is very long.

And with transformative AI and data trends on the horizon, he did predict that venture investing

will see one of its best moments in the next few years,

which is obviously not something everybody's out there saying right now.

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