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Jeff Richards on the AI Revolution: Winners, Losers & Investment Opportunities

RiskReversal Pod

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Navigating the Tech Investment Landscape

This chapter explores the evolving investment landscape with a focus on macroeconomic factors, particularly the bond market and interest rates. The conversation highlights key opportunities in venture capital and technology, emphasizing the potential of small-cap tech firms and the importance of strong leadership in driving growth. Additionally, the chapter discusses the impact of leadership changes in major tech companies and the need for innovation in navigating market dynamics.

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