Brad Gerstner
speaker
3,707 appearances
17 recordings
4 series
first heard Apr 2025
last heard 8 Aug
Brad Gerstner’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 15 in all, peaking in Jun 2026 with 4.
Appearances
I mean, it is heroic and important that we have this level of, I just think, unbridled enthusiasm for innovation on the frontier that Elon's doing.
And I wish we saw more CEOs, more public companies willing to take this level of risk.
We just got done talking about, you know, some CEOs maybe that were taking less risk because the safe bet was was easier to make.
Yeah.
Elon refuses just to take the safe bet.
He's taking all the dollars from this thing where he has an extraordinary business and plowing them back into these things that are critically important to the United States.
Yeah, I I I mean honestly, I think this is all super healthy.
I think uh the SpaceX IPO is extraordinary.
I think the consolidation here is perfectly predictable.
And now you have a company at 1.4 trillion that I think if you take a three or a four-year view.
You can see yourself tripling your money in this business at a very reasonable valuation on the Morgan Stanley numbers or on the Elon numbers or whatever.
But that's always been the bet.
Do you believe that Elon is the greatest innovator and great allocator of capital?
But the price of entry matters, right?
When you get carried away on day one of an IPO and you buy this thing over two trillion, you got to know that this is going to happen.
I was on CNBC the day of the IPO.
And I said, I would want to own this company, but I'm not sure today's the day I would buy the company.
Right.
And so I you know the entry price matters.
But but let me give you another one.
Showing 121–140 of 3,707 · page 7 of 186
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