The Minutes of Brad Gerstner on stock picking https://minutesof.com/brad-gerstner/on/stock-picking/ Everything Brad Gerstner has said on stock picking: 3 verbatim quotes between May 2025 and January 2026, each with a timestamp and a link to the recording… en Mon, 31 Aug 2026 13:09:01 +0000 Gerstner says Meta is not a market leader in AI today but remains a huge AI beneficiary. https://minutesof.com/q/0cbe5614-a1f1-44f7-8a39-0f9f6ebcf2f1/ https://minutesof.com/q/0cbe5614-a1f1-44f7-8a39-0f9f6ebcf2f1/ “But the fact of the matter is they're not market leaders today in AI. They're huge beneficiaries from AI. We think the company is going to continue to do well.” — CNBC Television Tue, 06 Jan 2026 18:25:41 +0000 stock picking There's gonna be a lot of alpha. This is a stock pickers market. This is not a market just to own the index an https://minutesof.com/q/dc507453-8c81-4a3e-a0f2-09a121b99672/ https://minutesof.com/q/dc507453-8c81-4a3e-a0f2-09a121b99672/ “There's gonna be a lot of alpha. This is a stock pickers market. This is not a market just to own the index and go to sleep.” — CNBC Television Mon, 05 May 2025 18:29:26 +0000 stock picking Gerstner says tariffs and AI create diverging company outcomes requiring active stock picking over index inves https://minutesof.com/q/eb57bd6a-ad58-4d2e-943e-a528f00924e7/ https://minutesof.com/q/eb57bd6a-ad58-4d2e-943e-a528f00924e7/ “So active managers get paid right now to do their job, find those companies that are gonna benefit, and avoid the companies that are gonna get hurt.” — CNBC Television Mon, 05 May 2025 18:29:26 +0000 stock picking