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

About this episode

Brad Gerstner discusses his market outlook and portfolio positioning with the Investment Committee.

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

People in this episode

Host: Scott Wapner

Guest: Brad Gerstner

Topics covered

• market outlook
• investment strategies
• portfolio management
• financial news
• economic trends

Keywords

• market outlook
• investment committee
• portfolio moves
• Altimeter Capital
• Scott Wapner

Mentioned in this episode

Organizations: Altimeter Capital

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