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

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Content provided by Julia Gallop and Vermeer Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Julia Gallop and Vermeer Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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 episodes

Artwork
iconShare
 
Manage episode 322993276 series 2882616
Content provided by Julia Gallop and Vermeer Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Julia Gallop and Vermeer Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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 episodes

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