Reacting to Nvidia’s Earnings: Brad Gerstner Joins Us Live 8/28/25

28/08/2025 55 min
Reacting to Nvidia’s Earnings: Brad Gerstner Joins Us Live 8/28/25

Listen "Reacting to Nvidia’s Earnings: Brad Gerstner Joins Us Live 8/28/25"

Episode Synopsis

Scott Wapner and the Investment Committee debate the best strategy right now with Nvidia earnings in the rea-view mirror and stocks at record highs. Plus, Altimeter Capital's Brad Gerstner joins us to react to Nvidia's earnings last night. The stock is his second largest holding. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.