Why Altimeter rotated out of Microsoft

Scott Wapner and the Investment Committee are joined live by Brad Gerstner, Founder and CEO of Altimeter Capital, to talk discuss where he sees the markets headed from here and how he's positioning his portfolio. Plus, the Committee share their latesr potfolio moves.  

Investment Committee Disclosures

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.