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

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

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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. 

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