AI Spend To Kingdon (Capital) Come with Parshv Shah

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 27 March 2025

⏱️ 46 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan Nathan is joined by Parshv Shah, Portfolio Manager at Kingdon Capital Management, on the RiskReversal podcast. They discuss the impact of generative AI on the stock market, particularly focusing on tech stocks and hyperscalers like Google, Amazon, and Microsoft. The conversation covers the shifts in market sentiment, the performance and future outlook for companies like Nvidia, Dell, and Adobe, and the role of AI in cybersecurity. They also explore the implications of custom silicon and agent technology on consumer internet companies, featuring insights into the challenges and opportunities these innovations present for various tech sectors. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media

Transcript

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0:00.0	When will M&A activity pick up? Will this year mark the return of IPOs? Listen to strategic alternatives,
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0:19.3	to drive growth and unlock value.
0:21.7	Listen and subscribe to Strategic Alternatives Today, available wherever you get your podcasts.
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0:52.3	Get started at betterment.com. Welcome to the risk reversal
0:57.4	podcast. I'm Dan Nathan, joined by Parshaw, portfolio manager at Kingden Capital Management. Parsh,
1:02.9	welcome to the pod. Thank you for having me. All right. This is a good opportunity for us to kind
1:07.8	level set where investors kind of perceive this generative AI
1:12.9	trade. I'm going to call it trade in fast money terms here a little bit because it's one of
1:17.2	those things that over the last two years in my career going back nearly 30 years, I've seen very
1:22.3	few sort of shifts that have kind of just taken the markets by storm, if you will. And so I'd love to go back a
1:29.3	little bit when you started investing in the markets. How long you've been at Kingden? Kingden's a firm,
	...

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