Watch CNBC's full interview with Altimeter's Brad Gerstner on Roblox, stock picks and more

Brad Gerstner of Altimeter Capital joins CNBC's "Halftime Report" team to discuss Roblox's potential and break down the IPO debut, as well as markets and the economy. 'There's going to be normalization in a post-pandemic world,' says Gerstner. I would much rather have deceleration, the 10-year going up, but know that we saved ourselves from this plague, he says, adding that Roblox is a business that's exploding around the globe.