Altimeter CEO Brad Gerstner: I believe Trump is a free trader 'at his core' and wants to make deals

This podcast features an interview with Brad Gerstner, CEO of Altimeter Capital, discussing market uncertainty and investment strategies. Gerstner explains his firm's decision to reduce market exposure earlier in the year due to high economic, political, and technological uncertainty, and the subsequent resumption of buying as valuations decreased. He predicts further market corrections are possible, contingent on the unfolding of trade negotiations and related policy decisions. Specifically, he cites April 2nd as a potential key date for tariff announcements, highlighting the impact of these announcements on market behavior. The interview provides insights into the current market climate and the considerations driving investment decisions in a period of significant uncertainty.