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Investing in the Tech sector with Mike Seidenberg, Allianz Technology Trust

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Manage episode 322993276 series 2882616
Indhold leveret af Julia Gallop and Vermeer Partners. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Julia Gallop and Vermeer Partners eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

This week we look to the future with Mike Seidenberg, Portfolio Manager of the Allianz Technology Trust. Mike describes Silicon Valley to us and I ask him whether we are in another tech bubble, what the long term tailwinds for the tech sector are and we also touch on cyber security, semiconductors, Chinese tech, regulatory risk and Mark Zuckerberg’s big bet on the metaverse.

  continue reading

58 episoder

Artwork
iconDel
 
Manage episode 322993276 series 2882616
Indhold leveret af Julia Gallop and Vermeer Partners. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Julia Gallop and Vermeer Partners eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

This week we look to the future with Mike Seidenberg, Portfolio Manager of the Allianz Technology Trust. Mike describes Silicon Valley to us and I ask him whether we are in another tech bubble, what the long term tailwinds for the tech sector are and we also touch on cyber security, semiconductors, Chinese tech, regulatory risk and Mark Zuckerberg’s big bet on the metaverse.

  continue reading

58 episoder

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