Best Gerstner Podcasts (2025)

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NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner 1:44:14

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3d ago1:44:14

1:44:14

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, Brad and Clark Tang sit down with Jensen Huang, founder & CEO of NVIDIA, for a sweeping deep dive on the new era of AI. From the $100B partnership with OpenAI to the rise of AI factories, sovereign AI, and protecting the Amer…

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GLENN GERSTNER: AUTHOR AND PROFESSOR 28:37

15d ago28:37

28:37

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Hedgeye’s Keith McCullough on Market Opportunities and Risks | #598 54:40

20m ago54:40

54:40

Today’s guest is Keith McCullough, Founder and CEO of Hedgeye, a financial media company that provides real-time investment research. In today’s episode, Keith discusses his journey in the financial world, the importance of market signals, and the innovative quad framework he uses to navigate economic scenarios. He emphasizes the significance of un…

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Ep. 171: Are Students Less Happy Today? UWGB Counselors Weigh In (w/ Illene Cupit and Michelle Gauger) 32:15

14h ago32:15

32:15

In this episode, host Dr. Alison Jane Martingano sits down with two licensed counselors from the UW–Green Bay Wellness Center, Illene Cupit and Michelle Gauger, to talk about what they’re seeing on the ground when it comes to student mental health. Recent global research shows a dip in happiness and a rise in stress, anxiety, and despair amongst yo…

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DIANDRA ASBATY: GREAT FEMALE BOWLER 31:49

1h ago31:49

31:49

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ERIN WALL: VP OF VPS “BEHIND THE SCENES” 27:49

8d ago27:49

27:49

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Turning Expiring Options Into Venture Exposure [Vested’s Dave Thornton] | #597 43:13

15d ago43:13

43:13

Today’s guest is Dave Thornton, co-founder & Chief Customer Officer of Vested, which helps startup employees unlock the value in their equity. In today’s episode, Dave walks through the messy reality of startup stock options, noting $600 billion of startup equity is abandoned over a market cycle. He explains how Vested helps solve this problem by p…

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Inside OpenAI Enterprise: Forward Deployed Engineering, GPT-5, and More | BG2 Guest Interview 1:08:57

17d ago1:08:57

1:08:57

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, guest host Altimeter’s Apoorv Agrawal explores how OpenAI is reshaping enterprise with Sherwin Wu, Head of Engineering OpenAI Platform, and Olivier Godement, Head of Product OpenAI Platform. From T-Mobile’s AI voice support t…

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Innovative Tax Strategies in Bond Investing [Alex Morris] | #596 1:00:09

19d ago1:00:09

1:00:09

Today’s guest is Alex Morris, the CEO & CIO of F/m Investments, a $19 billion investment firm. In today’s episode, Alex & Meb walk through the evolution of investment strategies and what led Alex to launch a series of bond-centric ETFs, with TBIL emerging as the breakout success. He also highlights his new “Compoundr” series, seeks to convert bond …

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TREAVOR MASON: MEMBER OF THE PHANTOM RADIO JR. CLUB 27:16

22d ago27:16

27:16

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Bob Elliott on The Biggest Macro Experiment of Our Lifetime | #595 1:05:58

26d ago1:05:58

1:05:58

Subscribe to YouTube Today’s guest is Bob Elliott, CEO and CIO of Unlimited, which uses machine learning to create low-cost index replications of 2&20 style alternative investments. Prior to founding Unlimited, Bob served on the Investment Committee at Bridgewater Associates and led Ray Dalio’s investment research team for nearly a decade. In today…

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China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner 1:06:32

28d ago1:06:32

1:06:32

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they dive deep into China’s explosive innovation across AI and EVs, the rise of open-source models, lessons for U.S. competitiveness, the real story on tariffs and trade—and what America must do to win the global tech race. E…

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GARY “GURU” PARSONS: PRO SHOP OPERATOR 27:56

29d ago27:56

27:56

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The Parallels of Past and Present in Finance - Mark Higgins | #594 59:07

1M ago59:07

59:07

Today’s guest is Mark J. Higgins, a Senior VP for IFA Institutional, where he focuses on providing advisory services to institutions. He’s also the author of Investing in U.S. Financial History: Understanding the Past to Forecast the Future, which is one of my favorite books on financial history. In today’s episode, Mark explores the parallels betw…

1
BRAD EDELMAN: HIGH ROLLER FAME 28:02

1M ago28:02

28:02

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1
A Golden Moment for Asset Allocation? | Mike Philbrick | #593 55:41

1M ago55:41

55:41

Today’s returning guest is Mike Philbrick, CEO of ReSolve Asset Management and Founding Member of the Return Stacked Team. In today’s episode, Mike discusses the evolving role of gold and Bitcoin in investment portfolios given the current economic landscape. He explores the historical performance of gold, its risk premium, and how it can help negat…

1
PACKY HANRAHAN: PBA TOUR STAR 27:32

1M ago27:32

27:32

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1
TED HOFFMAN III: SON OF HOF DAD (PART 2 OF 2) 30:41

2M ago30:41

30:41

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KKR's Henry McVey - Regime Change is Here: Think Differently About Asset Allocation | #592 58:38

2M ago58:38

58:38

Today’s guest is Henry McVey, Head of Global Macro & Asset Allocation and Firmwide Market Risk and CIO of the KKR Balance Sheet. In today’s episode, Henry discusses the current macroeconomic landscape, emphasizing the regime change underway. He touches on the implications of a decline in the US dollar, where he sees opportunities in global markets,…

1
China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner 1:04:20

2M ago1:04:20

1:04:20

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss open-source models in China and the US, the compute arms race, tariffs and the reordering of global trade, and more. Enjoy another episode of BG2! Timestamps: (00:00) Intro (3:55) Open-Source Models in China (17:…

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TED HOFFMAN III: SON OF HOF DAD (PART 1 OF 2) 27:28

2M ago27:28

27:28

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KELSEE COPELAND: MEMBER OF THE PHANTOM RADIO JR. CLUB 26:48

2M ago26:48

26:48

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Tax Strategies, Exchange Funds, and Portfolio Optimization with Wes Gray & Srikanth Narayan | #591 51:21

2M ago51:21

51:21

Today’s guests are Wes Gray, founder, CEO and Co-CIO of Alpha Architect, and Srikanth Narayan, founder and CEO of Cache, which he started in 2022 after experiencing concentrated stock positions in his own portfolio. Previously, he served in engineering and product leadership positions at Uber and Alphabet. In today’s episode, Meb, Wes & Srikanth sh…

1
RAY VALDOVINO: HALL OF FAME BOWLER 26:59

2M ago26:59

26:59

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Goldman Sachs’ Sara Naison-Tarajano - Family Office Whisperer | #590 48:55

3M ago48:55

48:55

Today’s guest is Sara Naison-Tarajano, Global Head of Private Wealth Management Capital Markets and Goldman Sachs Apex. Sara has been at Goldman Sachs for over 25 years, and currently leads a worldwide platform that delivers multi-asset trading, financing, and direct-investment opportunities to some of the firm’s largest family offices. In today’s …

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Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 1:18:35

3M ago1:18:35

1:18:35

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they welcome Michael Dell to discuss the Invest America Act, lessons learned from the 90’s, government spending, budget deficit, the AI talent war, AI's Role in Economic Growth and Productivity, the explosion in AI compute an…

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MASEN HIRSCH: MEMBER OF PHANTOM RADIO JR. CLUB 23:52

3M ago23:52

23:52

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Dan Rasmussen & D.A. Wallach on The Future of Biotech and Healthcare | #589 1:26:27

3M ago1:26:27

1:26:27

Today’s guests are Dan Rasmussen, founder of Verdad Advisers, and D.A. Wallach, a venture capital investor for Time BioVentures and an acclaimed recording artist. Pharrell Williams discovered D.A.’s band Chester French and signed the group to Interscope Records. In today’s episode, Dan & D.A. discuss the current state of biotech, the impact of AI o…

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JIM GOODWIN: HALL OF FAME WRITER 27:40

3M ago27:40

27:40

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Victor Haghani on Predicting the Market and Disciplined Asset Allocation | #588 1:13:32

3M ago1:13:32

1:13:32

Today’s guest is Victor Haghani, founder and CIO of Elm Wealth, which focuses on managing wealth with an emphasis on diversification, low fees, and tax efficiency. He’s also the author of The Missing Billionaires: A Guide to Better Financial Decisions. In today’s episode, Victor explores the Crystal Ball challenge, and how position sizing can be ev…

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JODI MANN: JR. TOURNAMENT DIRECTOR 27:12

3M ago27:12

27:12

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Coatue Pt2. Open AI’s Kevin Weil Dives into All Things ChatGPT | BG2 w/ Bill Gurley & Brad Gerstner 21:36

3M ago21:36

21:36

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, recording from the Coatue East Meets West stage, they welcome OpenAI CPO Kevin Weil to discuss all things OpenAI. Enjoy another episode of BG2! Show Notes: Coatue EMW 2025 Slides Produced by Benny Beausoleil Music by Yung Spi…

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Rob Arnott & Cam Harvey on Passive Investing Risks, The AI Boom & Stimulus That Doesn’t Stimulate | #587 1:11:36

3M ago1:11:36

1:11:36

Today’s guests are Rob Arnott, founder and Chairman of the board of Research Affiliates, and Campbell Harvey, Head of Research at Research Affiliates and Professor of Finance at the Fuqua School of Business at Duke University. In today’s episode, Rob and Cam touch on the state of value investing in a megacap dominated market, emphasizing the potent…

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Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2 1:01:16

3M ago1:01:16

1:01:16

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they welcome Coatue’s Thomas and Philippe Laffont to discuss the AI Super cycle, Stablecoin and crypto, consumer AI, NVIDIA GPU’s, Macroeconomics, publc markets, VC markets, M&A’s, insights for founders and CEO’s, and more. E…

1
GARY BECK: BOWLING PROMOTER 26:21

3M ago26:21

26:21

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1
Whitney Baker on the End of ‘Buy the Dip’ & the American Bubble | #586 1:45:05

4M ago1:45:05

1:45:05

Today we’re joined by Whitney Baker, founder of Totem Macro and one of the sharpest minds in macro investing. Whitney was previously the head of Emerging Markets at Bridgewater Associates and worked at Soros Fund Management under current Treasury Secretary Scott Bessent. In today’s episode, Whitney discusses the current macroeconomic landscape, emp…

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SYMPHONY HILL: MEMBER OF PHANTOM RADIO JR. CLUB 26:53

4M ago26:53

26:53

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Kim Flynn - Unlocking Alternative Investments | #585 55:34

4M ago55:34

55:34

Today’s guest is Kim Flynn, President of XA Investments, which helps provide access to alternative investments. She was previously the Head of Product Development for Nuveen Investments Global Structured Products Group. In today’s episode, Meb and Kim discuss the democratization of alternative investments in relation to the recent explosion of inte…

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China, AI Immigration, Rare Earths & Chips, Tariffs, Market Check | BG2 w/ Bill Gurley & Brad Gerstner 1:01:11

4M ago1:01:11

1:01:11

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss the pace of AI and data walls, China’s startups, immigration and talent acquisition, rare earths, chips, China trade deal, corporate governance, Delaware incorporation rights, & more. Enjoy another episode of BG2…

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JESSICA ABEL: EXECUTIVE DIRECTOR OF BVL 27:14

4M ago27:14

27:14

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Cole Wilcox on The Power Law of Investing | #584 1:04:02

4M ago1:04:02

1:04:02

Today’s guest is Cole Wilcox, CIO of Longboard Asset Management, a boutique asset manager specializing in alternative investment strategies. In today’s episode, Cole walks through one of my favorite papers of all time, Does Trend-Following Still Work On Stocks? Hint: it does. Cole explains why you have to be a good loser to be a good investor, how …

1
GARY BECK: TEEN MASTERS 26:21

4M ago26:21

26:21

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1
Apollo's Alex Wright on The Role of Private Markets in Modern Portfolios | #583 49:06

4M ago49:06

49:06

Today’s guest is Alex Wright, Global Wealth Strategist at Apollo. In today’s episode, Alex discusses the fragility of public markets, citing high valuations, rising correlations, and limited diversification opportunities, which prompt a need to reassess traditional 60/40 portfolios. Then he walks through the opportunity in private markets, includin…

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AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner 1:16:27

4M ago1:16:27

1:16:27

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss the overturning of the AI Diffusion Rule, Brad’s trip to the Middle East, Middle East Deals, China Tariffs, Reconciliation Bill, Invest America, Delaware Incorporation Rights, Momentum in Crypto, Open Source AI i…

1
COOPER POWELL: MEMBER OF PHANTOM RADIO JR. CLUB 26:34

4M ago26:34

26:34

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BCG’s Philipp Carlsson-Szlezak on Global Macro: Recession Risk, Tariffs, Debt Dynamics | #582 45:35

5M ago45:35

45:35

Today’s guest is Philipp Carlsson-Szlezak, Global Chief Economist at BCG and author Shocks, Crises, and False Alarms: How to Assess True Macroeconomic Risk. In today’s episode, Philipp starts by sharing his framework to assess macroeconomic risk, emphasizing the importance of adapting to changing global conditions. Then he applies that framework to…

1
JODI MANN: jR. TOURNAMENT DIRECTOR 27:45

5M ago27:45

27:45

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1
Episode 170: The Psychology of Eco-Spirituality (w/Dr. Regan Gurung and Dr. Georjeanna Wilson-Doenges) 52:49

4M ago52:49

52:49

In this episode of Dr. Alison Jane Martingano welcomes Dr. Regan Gurung and Dr. Georjeanna Wilson-Doenges to explore the emerging science of eco-spirituality, which examines how experiences in nature can become a gateway to a deeper well-being and connection in the world. Dr. Gurung, a professor at Oregon State University, has authored over 100 pee…

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Episode 169: The Psychology of Acting Human (w/Alan Kopischke) 42:51

5M ago42:51

42:51

Join us in this episode where Dr. Alison Jane Martingano invites assistant professor of theatre and dance at UWGB, Alan Kopischke, to discuss the commonalities of those in theatre and psychology. They explore how understanding the emotions, values, and motives of others is important in both realms and how both disciplines can help the other better …

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KATELYN TONEY: MEMBER OF PHANTOM RADIO JR. CLUB 25:39

5M ago25:39

25:39

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