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

Page: https://stenobird.com/podcast/halftime-report-40380/altimeter-s-brad-gerstner-on-the-tech-takeoff-5-14-26
Text version: https://stenobird.com/podcast/halftime-report-40380/altimeter-s-brad-gerstner-on-the-tech-takeoff-5-14-26.md
Podcast: [Halftime Report](https://stenobird.com/podcast/halftime-report-40380)
Published: 2026-05-14T17:14:41+00:00
Episode link: https://www.cnbc.com
Audio file: https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/26b7b638-4673-47c3-a344-1eb24efbcfff/episodes/fe26de37-4941-4206-b0fd-1128a93a2207/audio/128/default.mp3?aid=rss_feed&awCollectionId=26b7b638-4673-47c3-a344-1eb24efbcfff&awEpisodeId=fe26de37-4941-4206-b0fd-1128a93a2207&feed=qltQrd_8
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JSON: https://stenobird.com/v1/public/podcasts/halftime-report-40380/episodes/altimeter-s-brad-gerstner-on-the-tech-takeoff-5-14-26
Duration seconds: 3003

## Resource

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

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## Transcript

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