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    Okay, Computer 11/2/22: Outlier People Create Outlier Returns: A Conversation with GGV Capital’s Jeff Richards

    Okay, Computer 11/2/22: Outlier People Create Outlier Returns: A Conversation with GGV Capital’s Jeff Richards

    FromOn The Tape

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    Okay, Computer 11/2/22: Outlier People Create Outlier Returns: A Conversation with GGV Capital’s Jeff Richards

    FromOn The Tape

    ratings:
    Length:
    48 minutes
    Released:
    Nov 1, 2022
    Format:
    Podcast episode

    Description

    Dan talks with Jeff Richards, GGV Capital Managing Partner, about Big Tech’s ugly third quarter (1:00), Jeff’s bullishness on cloud infrastructure (5:00), how startups and small businesses are adapting to rising interest rates (10:30), finding silver linings in the outlook for 2023 (14:10), if Mark Zuckerberg’s enormous bet on the metaverse will break Meta (20:00), how much longer the valuation reset for private companies will last (30:00), and why Jeff thinks Elon Musk will turn Twitter into a much better product 12 months from now (33:45).

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    Check out our show notes and transcript here

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    Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.

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    Released:
    Nov 1, 2022
    Format:
    Podcast episode

    Titles in the series (100)

    Each week, CNBC Fast Money contributors Dan Nathan and Guy Adami, along with former hedge fund manager Danny Moses (as featured in The Big Short), break down market-moving headlines, provide their insights into the financial markets and discuss under-the-radar investment themes. You’ll leave each week with a better perspective on financial and business news from three experienced, nonconsensus voices whose goal is to provide listeners with the intellectual framework to think critically and make smarter investment decisions. Each episode, the co-hosts go Off The Tape with a guest from the world of finance, media, entertainment or sports. Dan Nathan is a CNBC contributor, the Principal of Risk Reversal Advisors and is the founder and editor of RiskReversal.com. Guy Adami is an original member of CNBC’s Fast Money and is currently the Director of Advisor Advocacy at Private Advisor Group. Danny Moses has been on Wall Street for decades in a variety of roles, is currently a private investor and was also featured in The Big Short for his bet against the housing market. Stay up to date at OnTheTapePodcast.com, follow us on Twitter @OnTheTapePod and subscribe to On The Tape in your favorite podcast store.