Jeremy Raper: Cycles, AI, and Activism

Jeremy Raper: Cycles, AI, and Activism

July 31, 2026 · 1h 33m · Season 7 · Episode 26

About this episode

Brandon Beylo chats with Jeremy Raper about AI, investment research, and activism.

PLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST. THIS IS FOR EDUCATION AND ENTERTAINMENT PURPOSES ONLY I had a great time chatting with Jeremy Raper of Raper Capital. I always learn something new from him, and this episode doesn't disappoint. This week, we chat: Cyclicality in AI/semiconductors Using AI in Jeremy's investment research process Activism in Australia Back to writing online And more! I know you'll love this episode. Big thanks to Jeremy for joining and taking an hour of his morning to chat stocks and more. PLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST. THIS IS FOR EDUCATION AND ENTERTAINMENT PURPOSES ONLY

People in this episode

Host: Brandon Beylo

Guest: Jeremy Raper

Topics covered

Keywords

Mentioned in this episode

Organizations: Raper Capital

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