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On The Tape

This Aggression Will Not Stand, Jeff...Richards

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6757 Ratings

🗓️ 17 April 2025

⏱️ 46 minutes

🧾️ Download transcript

Summary

Jeff Richards of Notable Capital joins Dan Nathan to break down today’s market volatility, the impact of trade policy and tech sector uncertainty, and how private company founders are navigating this choppy environment. They discuss why AI and small business tech are long-term growth areas, the challenges facing IPOs and M&A, and why much of today’s innovation is happening in private markets. Richards highlights cybersecurity and alternative asset managers as strong sectors, and predicts a bumpy 2025 but major long-term opportunities as AI adoption accelerates. — 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,

0:07.2

a podcast from RBC Capital Markets, to get insights on these questions and more. Explore the trends in

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.

0:27.4

To be invested with Betterment is to believe in better. Whether it's saving for today

0:31.8

or building wealth for tomorrow, they help people and small businesses put their money to work.

0:36.8

They automate to make savings simpler.

0:38.8

They optimize to make investing smarter.

0:41.0

They build innovative technology backed by financial experts for anyone who's ever said,

0:45.8

I think I can do better.

0:47.4

So be invested in yourself.

0:48.9

Be invested in your business.

0:50.3

Be invested in better with betterment.

0:52.3

Get started at betterment.com.

0:56.1

Welcome to the Risk Reversal podcast. I am Dan Nathan. I am joined by Jeff Richards. He's managing

1:01.4

partner at notable capital. Jeff, welcome back to the pod. Great to be here. Great to see you.

1:06.1

You look great. You look great too. All right. I'm very fortunate two days in a row. I get to have conversations with what I think are two of the best venture people out there, not only because what you do and the companies you've invested in and your track record and the firms you're involved with, but also your ability to kind of look beyond the private markets and extrapolate some of the things that you see there into the public markets. Obviously, a lot of our listeners are very focused on the public markets.

1:31.3

By the way, I'm just going to give a little plug here yesterday.

1:33.3

I sat down with Josh Wolf from Lux Capital, and we had a great conversation.

1:38.3

So check that out.

1:39.3

What are we going to talk about today, Jeff?

...

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