The AI Trade Enters Its 'Show Me' Era with Jeff Richards

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 20 March 2025

⏱️ 36 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan Nathan and Guy Adami welcome back Jeff Richards, Managing Partner at Notable Capital. The discussion covers a wide range of topics, including the shift from investing in tech giants like the 'Mag 7' to gold and European banks. Jeff shares insights on market concentration and the importance of discovering new tech opportunities. The conversation also delves into the AI revolution, its impact on private markets, and the evolving pricing models in the software industry. Jeff highlights the significant potential of AI in healthcare and stresses the value of taking a long-term investment approach amidst market volatility. The podcast concludes with some discussion on the NCAA tournament and Jeff's picks to make a run. Further Reading Top Developers Want Nvidia Blackwell Chips. Everyone Else, Not So Much (The Information) Why AI Isn’t Giving Salesforce a Boost (The Information) — 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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0:14.0	market forces impacting deal flow and find out how companies, investors are shifting their strategies
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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0:56.1	All right, welcome to the Risk Reversal podcast. I'm Dan Nathan, joined by Guy Adami as always.
1:02.8	We have a very special guest today. This would be Jeff Richards returning to the podcast.
1:06.7	He is managing partner and notable capital out there in SF. Jeff, welcome back to the pod.
1:12.1	Great to be here.
1:13.2	You know, Jeff is one of the great follows on the Twitter.
1:16.0	Yeah.
1:16.2	Have you noticed this?
	...

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