The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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The AI Trade Enters Its 'Show Me' Era with Jeff Richards
Manage episode 472417813 series 2938944
Content provided by RiskReversal Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by RiskReversal Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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)
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FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media
768 episodes
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Manage episode 472417813 series 2938944
Content provided by RiskReversal Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by RiskReversal Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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
768 episodes
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The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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