Brad Gerstner

speaker

3,957 appearances 19 recordings 4 series first heard Apr 2025 last heard 17 Sep

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

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recordings per month · last 12 months

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

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I hear a lot of people saying $1.5 or $2 trillion.

David just talked earlier that it's going to be run rating over $100 billion, maybe by the end of the year.

That's like 10 to 15 times revenue.

That is not that much for a company that just grew 10X and is rumored to be profitable in Q2.

And so

I look at the market, the consolidation we saw in the month of July.

You know, we put in the Leopold bottom, hopefully in July.

That, you know, a lot of semi-stocks were down.

Okay.

Yeah, thirty, forty five.

30, 40.

Hey, hey, listen, the guy's doing great.

He continue, he's apparently still up 80% for the year, just made another big private investment.

I I I think he's done an extraordinarily good job building a firm in a short period of time.

But the market did panic.

around that, um, as as as he had to cover.

I think all of that is really good.

So as I look ahead, marching to these IPOs later in the year on the back of the SpaceX IPO, I think we're in in in really good shape.

Um, you know, particularly if these revenues continue a pace.

Framey, David.

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