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

Q: How long is this episode of RiskReversal Pod?

This episode is 35 minutes long.

Q: When was this RiskReversal Pod episode published?

This episode was published on March 20, 2025.

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Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.

What this episode covers

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

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