Private For Longer & What That Means For Wall Street with Jeff Richards of Notable Capital

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 3 July 2025

⏱️ 43 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan Nathan is joined by Jeff Richards, managing partner at Notable Capital, to discuss recent trends and insights in the tech and AI investment landscape. They explore the skepticism on Wall Street around AI, contrasting it with the optimism in Silicon Valley. Jeff highlights how major tech companies like Microsoft, Amazon, and Google are investing heavily in AI despite public skepticism. The discussion also covers the disparity between private and public market valuations, the growing momentum of companies like Anthropic and OpenAI, and the factors influencing the IPO and M&A landscape. Richards also shares his views on the future of agentic AI, its transformative potential, and challenges related to trust and security. The episode concludes with insights on the impact of AI on various sectors, the need for more companies to go public, and the future financial landscape for venture capital-backed investments. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Transcript

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0:30.9	When will M&A activity pick up?
0:33.2	Will this year mark the return of IPOs?
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1:27.2	Welcome to the Risk Reversal podcast. I'm Dan Nathan. I am joined by
1:31.3	friend of the pod, Jeff Richard, managing partner at Notable Capital. Jeff, welcome back to the pod.
1:36.6	Great to see you again. All right. You and I saw each other a week ago, which kind of stimulated
1:40.8	our need to get a mic in front of our faces a little bit.
1:44.2	We had a group, a couple bankers,
1:46.8	a couple of VCs, a couple media folks.
	...

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