Open Source bi-weekly conversation with Brad Gerstner (@altcap) & Bill Gurley (@bgurley) on all things tech, markets, investing & capitalism
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Gerstner Podcasts
Big Science FM began as an experiment borne of a belief that the laws that govern the Universe are simple. Fantastical, astonishing, often unbelievable, but ultimately comprehensible to anyone who wants to understand. For an hour each week, Dr Ed Gerstner and guests explore the ideas that make the Universe tick.
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Halftime Report is on the front lines of CNBC’s market coverage. CNBC’s Scott Wapner and the Street’s top investors get to the heart of the action as it’s happening and help set the agenda for the rest of the day. Halftime Report airs weekdays 12-1PM ET on CNBC TV.
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A podcast created by two creatives from Northwest Oklahoma, Mr. Robin (Robin Hohweiler) and Mikey (Mikel Robinson). This podcast represents yet another collaborative effort between the two with an emphasis on the humanities. Mr. Robin and Mikey can be reached at [email protected] or [email protected] - drop ’em a line! Thanks for listening!
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Every song has a story. And every story needs a storyteller. Each episode, the world's greatest musicians, composers and singers explain where their beautiful melodies & powerful words come from. Music to our ears.
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Reformed Forum supports the church in presenting every person mature in Christ (Colossians 1:28) by providing Reformed theological resources to pastors, scholars, and anyone who desires to grow in their understanding of Scripture and the theology that faithfully summarizes its teachings.
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Brad Gerstner Live on Halftime Report 1/6/26
47:00
47:00
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47:00Scott Wapner and the Investment Committee debate the Dow going for it's first 49k close and what it means for the market and your money. Plus, Brad Gerstner, founder, chairman, and CEO of Altimeter Capital joins us to discuss his market outlook and how he's positioning his portfolio for 2026. Investment Committee Disclosures Hosted by Simplecast, a…
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AI Enterprise - Databricks & Glean | BG2 Guest Interview
45:00
45:00
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45:00In this BG2 guest interview, Altimeter partner Apoorv Agrawal sits down with Ali Ghodsi (Databricks) and Arvind Jain (Glean) for a candid, operator-level discussion on what’s actually working in enterprise AI—and what isn’t. They unpack why 95% of AI projects fail, why LLMs are rapidly commoditizing, and why durable advantage is shifting to proprie…
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Mr. Robin's Hood Podcast, Episode 79 - Convo with Dave Gerstner, the Pizza King of Coldwater
57:56
57:56
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57:56Episode 79 of the Mr. Robin's Hood Podcast features Dave Gerstner, owner of Dave’s Pizza Oven in Coldwater, Kansas. Hosts Robin Hohweiler (Mr. Robin) and Mikel Maureé Robinson (Mikey-on-the-Mic) talk with Dave about building his pizza business since 1984, his consistent technique and the community the restaurant serves. The conversation also explor…
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1
The Everything (Other than Tech) Rally 1/9/26
43:53
43:53
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43:53Scott Wapner and the Investment Committee discuss the broad rally across the market and how you should position your portfolio. Plus, the Committee shares the many moves they are making. And later, the desk debates whether Bitcoin is poised to break out. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com …
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Scott Wapner and the Investment Committee assess the rally and debate where markets are going from here. Plus, the Committee shares their latest portfolio moves. Also, Thomas Peterffy, Founder and Chairman of Interactive Brokers, joins us live to debate the surge in popularity of Prediction Markets and what it means for investors. And later, Josh B…
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Scott Wapner and the Investment Committee their expectations of the market moving higher as the S&P and Dow aim for new record highs. Plus, the desk share their latest portfolio moves. And later, we hit the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about o…
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Scott Wapner and the Investment Committee Debate what 2026 will hold for stocks and how you can trade it. Plus, the desk share their latest portfolio moves. And later, we hit the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of per…
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Courtney Reagan and the Investment Committee debate the setup for stocks in 2026 and how you should position your portfolio. Plus, the desk give you their top picks for 2026 and explain why these names are going higher. And, the Committee shares their latest portfolio moves. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company.…
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Mr. Robin's Hood Podcast, Episode 81 - 2025 Review with Lil V
1:13:00
1:13:00
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1:13:00Episode 81 of Mr. Robin's Hood Podcast ricochets through Season 3’s kickoff with irreverent humor, outrageous guest stories, and wild personal anecdotes. Hosts Robin Hohweiler (Mr. Robin), Mikel Maureé Robinson (Mikey-on-the-Mic), and special guest host Veronica Hohweiler (Lil V) revisit memorable moments from past episodes — from family legends li…
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Positioning Your Portfolio for 2026 12/31/25
43:23
43:23
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43:23Frank Holland and the Investment Committee debate the key themes of 2026 and how to position your portfolio for the new year. Plus, the desk give you their top stock picks for 2026. And later, the Committee debate the latest Calls of the Day.I nvestment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for informat…
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The Key Themes for Stocks in 2026 12/30/25
43:12
43:12
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43:12Frank Holland and the Investment Committee debate the main themes to look out for in 2026. CNBC's Steve Liesman also joins us with what to expect from the Fed next year. Plus, Josh Brown spotlights Hilton in his "Best Stocks in the Market." And later, the Committee debate the real estate sector. Investment Committee Disclosures Hosted by Simplecast…
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Frank Holland and the Investment Committee size up the path for stocks as we close out 2025. Plus, the desk shares their latest portfolio moves. And later, we discuss some retail names in the athleisure space as Lululemon launches a proxy fight to overhaul the board. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm…
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The Final Trading Days of the Year 12/26/25
43:42
43:42
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43:42The Investment Committee debate the final trading days of 2025 and get ready for the year ahead. 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.By CNBC
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Mr. Robin's Hood Podcast, Episode 80 (In Between) - The Grievance Files, Pet Peeves Unleashed
31:50
31:50
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31:50Episode 80 (an In-Between) of Mr. Robin's Hood Podcast, "The Grievance Files," finds hosts Mr. Robin (Robin Hohweiler) and Mikey-on-the-Mic (Mikel Mauree Robinson) venting humorously about life's tiny outrages — from rogue shopping carts, empty packaging to toilet-paper betrayals, rude interrupters, bad tippers, and noisy soda cans. With playful sn…
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Scott Wapner and the Investment Committee debate what effect a strong GDP will have on stocks and what it means for your money. Plus, we hit the latest Calls of the Day. And later, Jenny Harrington shares her top dividend plays for 2026. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information a…
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Scott Wapner and the Investment Committee debate the three key questions for stocks in 2026. Plus, the Committee shares their latest portfolio moves. And later, we hit the latest Calls of the Day. Josh Brown also spotlights a sector in his "Best Stocks in the Market." Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pc…
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Scott Wapner and the Investment Committee debate the final stretch of 2025 and whether stocks can stage a rally into the new year. Uber and Lyft shares slide this week as the autonomous vehicle wars heat up. The desk talks about the prediction markets mania. CNBC Senior Markets Commentator Michael Santoli joins with his Midday Word. Investment Comm…
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Scott Wapner and the Investment Committee discuss the rally in stocks after a lighter than expected inflation print. The experts detail their latest portfolio moves and debate the trades in energy, and Joby. Josh Brown adds Nasdaq, Inc. to his list of Best Stocks in the Market. Michael Santoli joins the desk with his Midday Word. Investment Committ…
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Scott Wapner and the Investment Committee discuss the state of stocks as investors grapple with more AI anxiety. Rob Sechan details his latest portfolio moves. Pro golfer Rory McIlroy and Will McIntosh, Versant President of Digital Platforms and Ventures, join from Jupiter, Florida ahead of the inaugural Optum Golf Channel Games. Investment Committ…
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