Latest Interviews
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Clear all filtersBrad Gerstner "$4 trillion of wealth transfer to kids who would've otherwise had zero"
Brad Gerstner, Michael Dell, Molly, Elon, Dario, Jensen, David Harris
Invest America, a not-for-profit initiative backed by Michael Dell and Frank Bisignano, aims to automatically open investment accounts for all US citizens under 18 to facilitate a projected $4 trillion wealth transfer. Founder Brad Gerstner targets 70 million accounts within 30 days by integrating the program with existing 401(k) infrastructure and leveraging bipartisan political support to bypass previous legislative hurdles. The summit also featured a strategic consensus on AI safety where industry leaders and policymakers agreed that labs must lead self-regulation while incorporating independent peer review to manage emerging technological risks.
Brad Gerstner: Why high interest rates mean low company valuations
Brad Gerstner, Harry Stebbings
The firm advocates for strict valuation discipline by applying a 20% discount to pre-pandemic multiples to ensure margins of safety against rising interest rates. It adjusts capital deployment inversely to market sentiment, expanding during panic but rejecting current growth stock corrections as fully priced rather than genuine opportunities. Looking forward, the strategy targets long-term value creation in cloud and AI sectors, contingent on a stabilized cost of capital and a return to predictable market conditions.