
Brad Gerstner: No AI Bubble, Semis Eat the Nasdaq & AI's Take Off Problem
Sep 17, 2026 - 18:10
Radio and PodcastLive Radio & Podcasts
(0:00) Saronic founders join the show! (4:56) The Navy's first autonomous rescue in the Strait of Hormuz, and how China out builds America 230-to-1 (13:04) $3B destroyers vs. Marauder (21:25) Killing cost-plus, the new p...