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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So it becomes much more violent if you ever see demand slippage.

Um, you know, famous last words, I don't see it today over the course of the next 12 to 18 months.

Um, but you know, you have these unknown, unknown moments that certainly causes.

Credit spreads are blowing, you know, have continued to stay wide on these deals.

So there is fear in the market about them.

September 13th through 15th in LA.

This couldn't be better dates for the summit.

I mean, we're we're gonna be within sixty days of an election, midterm election.

We're gonna be within thirty days of an IPO, you know, potentially of anthropic.

I mean, like w it it it's gonna be heated.

Multiples of revenue can compress very quickly.

Right.

It works great when the company's growing greater than 50%.

But remember, it's just a heuristic.

It's just a very rough estimate used almost exclusively in Silicon Valley.

You know, so people are saying, oh my God, this thing sold for two times revenue.

But when you actually look at it on a look through basis, probably sold for maybe 30 times free cash flow.

I don't think it's easy to get it to 400 million in EBITDA.

I think if it was, the board would have done that.

I'm on, you know, we're

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