Brad Gerstner · BG2 Pod · 11 July 2024
“Altimeter's peak exposure to these names was about 70% over the course of the last twelve months. So we had 70% of our dollars at one point in time in these names.”
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.