Brad Gerstner · BG2 Pod · 11 July 2024
“Semiconductors and semi stocks have driven most of the net selling during these months, and overall hedge funds are more underweight growth than at any point Morgan Stanley has seen in the last ten years.”
Verbatim excerpt with a timestamp. The full recording is at the source; we link out and do not host it. Everything Brad Gerstner is on record saying.