Episode

Altimeter's Brad Gerstner on the Tech Takeoff 5/14/26

Podcast: Halftime Report
Published: May 14, 2026
Duration seconds: 3003
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Canonical source: https://www.cnbc.com
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Summary

Scott Wapner and the Investment Committee are joined by Brad Gerstner, Founder and CEO of Altimeter Capital, to discuss a multitude of topics ranging from the Cerebrus IPO, Nvidia and the future of AI. Plus, the desk share their latesr portfolio moves. Investment Committee Disclosures