Silicon Valley Byte Size - The Allianz Technology Trust Podcast

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A Rollercoaster Ride

2022 has undoubtedly been a difficult year so far for the technology sector and for technology investors in turn. Portfolio manager Mike Seidenberg joins host Cherry Reynard to discuss how the current negative market sentiment and economic backdrop is balanced against the ongoing demand drivers for tech firms as we look to the future. With the rollercoaster ride looking likely to continue in the near term at least, Mike sees active management as being key for investors. Hosted on Acast. See acast.com/privacy for more information.

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  The cost of competitive advantage: What AI gives us and what it takes away

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  Have we reached peak Silicon Valley?

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  Cybersecurity Investing: Why Today's Winners Can Quickly Become Obsolete

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  Quantum Computing: does execution matter more than Innovation?

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  Beyond the moonshot: why connectivity is the biggest space tech investment…

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  Is AI the Next Big Technology Cycle?

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  Gigawatts & Megadeals: The Sheer Scale of AI Infrastructure

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  The AI Ecosystem Play: It's Not Just About the Chips

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  Searching for gems in the tech sector

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  AI euphoria versus economic realities – tech in 2025

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  Positioning for 2025 – the year ahead in tech

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  Beyond the behemoths

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  Is bigger always better?

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  Semiconductors – a core ingredient

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  Making connections

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  The post-pandemic technology landscape