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New Trends With Friends Episode: Growth, The State Of Venture Capital, and Too Much Macro Worry?
With special guest Jeff Richards (General Partner at Notable Capital, $10B AUM)
Howard Lindzon
April 23, 2025
Good morning everyone,
In this episode of Trends with Friends, Michael Parekh, Phil Pearlman, and I are joined by special guest Jeff Richards (General Partner at Notable Capital, $10B AUM) to break down the chaos of today’s markets and the long-term promise of AI and American innovation. Jeff and his partners have an uncanny ability to back huge winners including Tik-Tok (Bytedance).
We discuss all things $TSLA ( ▼ 2.25% ) - is dominance fading - to the flood of Chinese EVs, to self-driving disruption, the flight from U.S. assets, and betting on the next Pope. This week’s episode is a full-spectrum conversation on growth, degeneracy, macro risk, and why patience may be the sharpest tool in your portfolio. The time and topics are broken down below so you can zero in on specific parts of the discussion.
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JUMP TO THE GOOD STUFF:
(0:00) Introduction and Guest Introduction
(3:42) Market Overview and Cashtag Awards
(5:05) Tesla Earnings Discussion
(11:33) Future of Autonomous Vehicles
(18:15) Global Market Dynamics and Tesla's Position
(21:18) Sales Performance and Market Perception
(23:01) Market Dynamics and Consumer Discretionary Trends
(24:18) The Role of European Banks in Global Finance
(27:04) Investment Strategies Amidst Economic Uncertainty
(30:06) Innovation Cycles and the Future of Technology
(34:51) Navigating Systemic Risks in Investment
(39:10) The Impact of Tariffs and Global Supply Chains
(42:21) AI's Role in Shaping Future Markets
(46:39) Addressing Economic Inequality and Investment Opportunities
(54:41) The Importance of Patience in Investing
(56:47) The Degenerate Economy: Speculation as Entertainment
(1:01:14) Understanding Contagion Risk in Financial Markets
(1:09:34) Innovation Amidst Uncertainty: A Look Ahead
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