Brad Gerstner

speaker

3,957 appearances 19 recordings 4 series first heard Apr 2025 last heard 4d ago

Brad Gerstner’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 17 in all, peaking in Jun 2026 with 4.

newest first · ▶ plays the moment

The AI was going to be the biggest super cycle in the history of technology, and you needed to shove your chips into the AI trade.

That's it.

If you were in the AI trade, you made money.

That is not where we are in 2026.

Everybody knows about AI.

It's all priced.

Now it's about facts and circumstances.

Stay mentally flexible.

Follow the facts.

Don't YOLO.

Don't go Forex like our friend up north who gave all his money to Citadel.

right?

Forex levered in this market, you know, very dangerous.

So in my estimation, we're medium position.

We're mentally flexible.

If we see those revenues come in big for these next few months and we see oil prices retreat, we're going to put more chips on the table.

If not, we'll, you know, we'll reserve the right to go even smaller.

With that, thank you all.

Thanks for having me.

Mr.

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