Richard Kramer

Richard Kramer, founder of Arete and former Goldman Sachs technology analyst, shares his insights on evaluating company value, emphasizing critical thinking in equity analysis. He discusses the economic fallout of Roe v. Wade's overturn and its implications for women's workforce participation. The conversation shifts to the tech landscape, where Kramer expresses bullishness on YouTube over TikTok, while also highlighting the pivotal role of cash flow management and effective leadership in today's uncertain economic climate.

In this discussion, Richard Kramer, the founder of Arete Research and a keen observer of the online advertising landscape, proposes turning Google's network business into a nonprofit to enhance transparency. He explores the ethical concerns in tech analysis and delves into the evolving U.S. antitrust environment. Kramer emphasizes that this transformation could foster a fairer ad ecosystem for consumers and local publishers while addressing systemic issues. He also touches on the importance of attention in gaming advertising and forecasts future trends in the industry.