
TDI Podcast: Gerber on Ai, Tech and War (#963)
From The Disciplined Investor by Andrew Horowitz - Host
March 8, 2026 · 1h 10m · Episode 963
About this episode
The episode discusses the intersection of war, technology, and investing with guest Ross Gerber.
War and Markets – Not a great mix South Korea tumbles the most in history Inflation risk is real again – the Fed’s quandary is real Investors questioning AI trends and the impact of current policies with our Guest – Ross Gerber of Gerber Kawasaki. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)   Ross Gerber is the Co-Founder, President and CEO of Gerber Kawasaki Wealth and Investment Management . Ross oversees Gerber Kawasaki’s corporate and investment management operations as well as serves individual clients. Ross has become one of the most followed investors on social and in traditional media. His investment ideas and advice have made him a regular in the business news and he is featured on CNN, CNBC, Fox Business News, Bloomberg and Reuters as well as a contributing writer for Forbes.com. He has been ranked as one of the most influential investment advisors and Fintech innovators in America. Ross and the Gerber Kawasaki team oversees well over a billion dollars of investments focused on technology, media and entertainment companies for clients and the firm. Gerber Kawasaki has grown to be a leader in Fintech by leveraging technology to work…
People in this episode
Host: Andrew Horowitz
Guest: Ross Gerber
Topics covered
- AI
- technology
- war
- investing
- inflation
- financial markets
Keywords
- AI trends
- inflation risk
- financial markets
- investment management
- technology companies
Mentioned in this episode
Organizations: Gerber Kawasaki, CNN, CNBC, Fox Business News, Bloomberg, Reuters, Forbes.com
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