Episode

Altimeter's Brad Gerstner on his Current Market Outlook 5/4/26

Podcast: Halftime Report
Published: May 4, 2026
Duration seconds: 3145
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Canonical source: https://www.cnbc.com
Audio: https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/26b7b638-4673-47c3-a344-1eb24efbcfff/episodes/9ec859ec-3aa1-42d8-b2ca-815ee7f0d207/audio/128/default.mp3?aid=rss_feed&awCollectionId=26b7b638-4673-47c3-a344-1eb24efbcfff&awEpisodeId=9ec859ec-3aa1-42d8-b2ca-815ee7f0d207&feed=qltQrd_8
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Markdown: /podcast/halftime-report-40380/altimeter-s-brad-gerstner-on-his-current-market-outlook-5-4-26.md

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Summary

Scott Wapner and the Investment Committee are joined live by Brad Gerstner, Founder and CEO of Altimeter Capital, to talk discuss where he sees the markets headed from here and how he's positioning his portfolio. Plus, the Committee share their latesr potfolio moves. Investment Committee Disclosures