Silicon Valley Byte Size - The Allianz Technology Trust Podcast

A look at developments from the technology sector and what they mean for investors. The Allianz Technology Trust investment team will offer their insight, as they discuss cutting edge companies and how they are changing our lives. Hosted on Acast. See acast.com/privacy for more information.

Episodes

Gigawatts & Megadeals: The Sheer Scale of AI Infrastructure

December 5, 2025 • 14 mins

Everyone is talking about AI, but what does it actually take to power this revolution? In our latest Silicon Valley Bitesize episode, portfolio manager Mike Seidenberg pulls back the curtain on the massive infrastructure build-out that's happening right now – a wave of investment so large it dwarfs major public works projects.

From multi-gigawatt data centres that consume the power of a small city to the critical "plumbing" co...

Mark as Played

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

October 6, 2025 • 17 mins

Everyone knows about the chip makers, but what about the rest of the AI story? In this episode of Silicon Valley Bitesize, portfolio manager Mike Seidenberg takes host Cherry Reynard beyond the obvious AI plays to explore the entire ecosystem – from data centre infrastructure to innovative software integration.

Mike explains his "first and second derivatives" approach to AI investing, and reveals why he's optimistic about the ...

Mark as Played

Searching for gems in the tech sector

June 10, 2025 • 12 mins

In this episode of Silicon Valley Byte Size, Cherry Reynard sits down with Allianz Technology Trust fund manager Mike Seidenberg to explore the overlooked corners of the tech sector. While mega-cap stocks dominate headlines, Mike shares insights on emerging opportunities in consumer tech, cybersecurity, and artificial intelligence. He also discusses how the Trust is navigating market volatility, the potential of quantum computing, ...

Mark as Played

AI euphoria versus economic realities – tech in 2025

April 15, 2025 • 18 mins

After a strong 2024 and an initially promising start to 2025, Mike Seidenberg discusses the pullback in technology shares over 2025 so far. Recorded just before the recent tariff announcements and the associated market reactions, the realities of a new policy dynamic in the US were already causing ripples in markets. Mike explains that while the team look to understand the macro environment, they are focused on finding the companie...

Mark as Played

Positioning for 2025 – the year ahead in tech

February 19, 2025 • 19 mins

As technology becomes more and more ubiquitous in our daily lives, what are the major themes that are likely to drive the technology sector forward? And, how will a possible tariff regime from the new US administration impact technology, particularly in terms of supply chain? Of course, we can’t ignore valuations either. Portfolio Manager, Mike Seidenberg discusses all these topics and more, including regulation, the outlook for gr...

Mark as Played

Beyond the behemoths

October 29, 2024 • 13 mins

In the 27th episode of the Silicon Valley Byte Size Podcast, Mike Seidenberg, Lead Portfolio Manager, joins host Cherry Reynard to discuss the current tech landscape, dominated by a handful of companies. Mike discusses the importance of looking beyond these giants to uncover new opportunities, sharing his insights on the key secular themes driving long-term growth in the industry. Tune in to find out where Mike and the team are fin...

Mark as Played

Is bigger always better?

July 17, 2024 • 13 mins

Despite the well-established dominance of mega-cap technology companies that play a key role in IT infrastructures, Portfolio Manager Mike Seidenberg talks to Cherry Reynard about the potential of the mid- and large-cap sector for long term growth. Mike delves into the complexities and limitations of mega-cap companies, making a compelling case for shifting the focus to mid- and large-caps, where opportunities for faster growth and...

Mark as Played

Semiconductors – a core ingredient

June 24, 2024 • 13 mins

Semiconductors are everywhere – not only in things where we would definitely expect them, but increasingly in everyday items as well as those products become more technologically advanced. That proliferation has spawned some very profitable companies – Cherry Reynard and Mike Seidenberg discuss the different types of companies in the ecosystem and where the trust is currently putting its concentration in this sector, many of which ...

Mark as Played

Making connections

April 11, 2024 • 15 mins

The Internet-of-Things can often conjure up images of smart home devices and either utopian or dystopian views of a fully connected life. However, there are many other use cases, for example in industrial applications, where the technology has wide ranging implications for efficiency and improvement. Mike Seidenberg and Cherry Reynard delve deeper into this connected landscape…

Hosted on...

Mark as Played

The post-pandemic technology landscape

December 13, 2023 • 14 mins

The technology sector that has emerged from the pandemic is different to the one that went before. And we are still seeing some of the ramifications. In this latest podcast we discuss how the sector has changed over the past two years, and how that is reflected in the portfolio. Which pandemic trends have endured, how has the higher interest rate environment dented the valuation of higher growth shares and how has the portfolio bee...

Mark as Played

AI – opportunity or threat?

August 31, 2023 • 15 mins

ChatGPT has brought artificial intelligence (AI) firmly into investors’ sights in 2023. But, where are we today in terms of AI and its applications, and where are we going in the future? Cherry and Mike look at the implications and whether the initial euphoria from an investment perspective is warranted. There is no doubt that increasing use of data is an advantage for businesses, and those that fall behind in their use of AI risk ...

Mark as Played

The big business of cyber crime

June 16, 2023 • 13 mins

In this latest podcast, portfolio manager Mike Seidenberg and stand-in host Jon Cronin focus in on the topic of cybersecurity. The team look at what the implications are to us all in our daily lives, but also how this impacts businesses, corporations, and governments. With huge criminal enterprises emerging and nation states weaponising cyber-attacks, just how big is the problem?

Hosted ...

Mark as Played

Cyber-crime-fighters – capes not required!

June 16, 2023 • 11 mins

Picking up where the previous podcast episode left off, portfolio manager Mike Seidenberg and host Jon Cronin dive a little deeper on the topic of cybersecurity. Which companies are championing the fight-back, what should investors be thinking about in that sector, and how does cyber security stack up alongside other areas within tech?

Hosted on Acast. See acast.com/privacy for more info...

Mark as Played

Geopolitics and Technology

March 30, 2023 • 26 mins

In this latest podcast, portfolio manager Mike Seidenberg and host Cherry Reynard focus in on a single issue: geopolitics and how it’s affecting the technology sector. The geopolitical landscape has seen many issues over the past year, with war in Europe and a significant deterioration in US/China relations destabilising global trade. With technology being a largely globalised industry, how might these geopolitical tensions affect ...

Mark as Played

Finding our Sea Legs

January 3, 2023 • 20 mins

At the sunset of 2022, Mike Seidenberg joined Cherry Reynard for the final time of the year to discuss how unprecedented macroeconomic factors (at least in recent memory) and nervous markets are combining to make managing a technology portfolio something like trying to find one’s sea legs on a ship being tossed about in rough seas.

It wasn’t an easy ride in 2022 and calm waters may be some way off yet, however Mike descri...

Mark as Played

A Rollercoaster Ride

November 2, 2022 • 16 mins

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...

Mark as Played

Winners and losers

August 11, 2022 • 25 mins

Against the force of rising inflation and interest rates, there has been indiscriminate pressure on tech stock valuations. Those valuations now look much more reasonable, and all eyes are on corporate earnings with a dispersion of results emerging. As economic growth continues to slow and central banks flex more muscle, investors in the technology sector need to be more discerning around which areas might struggle, and which could ...

Mark as Played

Momentous Events

April 6, 2022 • 27 mins

Just one quarter into 2022 the world has already seen significant economic and geopolitical events. How might this impact the technology sector, both in the short- but also the longer-term? In this latest podcast, the team ponder the balance of short-term headwinds with continuing long-term growth themes.

Produced remotely by the Lansons Content Team.

Hosted on Acast. ...

Mark as Played

Taking Stock of 2021

January 10, 2022 • 37 mins

With a new year upon us, Walter Price and Mike Seidenberg joined host Cherry Reynard late in December to look at some of the defining moments for the tech sector in 2021 and to reflect on the future of the sector.

Produced remotely by the Lansons Content Team.

Hosted on Acast. See acast.com/privacy for more information.

Mark as Played

The Social Dilemma – Withstanding Regulation

November 19, 2021 • 24 mins

New regulation and increased taxation for technology companies are inevitable over the coming years, particularly as the biggest companies gain increasing power – Walter Price and Mike Seidenberg discuss the potential impact on the sector. Although the social media giants help us to communicate effectively and businesses to advertise efficiently, there is concern in regulatory oversight given the influence they have in our daily li...

Mark as Played

Popular Podcasts

Stuff You Should Know

If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.

Dateline NBC

Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com

Betrayal: Weekly

Betrayal Weekly is back for a brand new season. Every Thursday, Betrayal Weekly shares first-hand accounts of broken trust, shocking deceptions, and the trail of destruction they leave behind. Hosted by Andrea Gunning, this weekly ongoing series digs into real-life stories of betrayal and the aftermath. From stories of double lives to dark discoveries, these are cautionary tales and accounts of resilience against all odds. From the producers of the critically acclaimed Betrayal series, Betrayal Weekly drops new episodes every Thursday. Please join our Substack for additional exclusive content, curated book recommendations and community discussions. Sign up FREE by clicking this link Beyond Betrayal Substack. Join our community dedicated to truth, resilience and healing. Your voice matters! Be a part of our Betrayal journey on Substack. And make sure to check out Seasons 1-4 of Betrayal, along with Betrayal Weekly Season 1.

The Breakfast Club

The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy, Jess Hilarious, And Charlamagne Tha God!

The Joe Rogan Experience

The official podcast of comedian Joe Rogan.

Advertise With Us

Silicon Valley Byte Size - The Allianz Technology Trust Podcast

Episodes

.css-14f5ked{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:2;overflow:hidden;}Gigawatts & Megadeals: The Sheer Scale of AI Infrastructure

.css-r6mb8g{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:1;overflow:hidden;}The AI Ecosystem Play: It's Not Just About the Chips

Searching for gems in the tech sector

AI euphoria versus economic realities – tech in 2025

Positioning for 2025 – the year ahead in tech

Beyond the behemoths

Is bigger always better?

Semiconductors – a core ingredient

Making connections

The post-pandemic technology landscape

AI – opportunity or threat?

The big business of cyber crime

Cyber-crime-fighters – capes not required!

Geopolitics and Technology

Finding our Sea Legs

A Rollercoaster Ride

Winners and losers

Momentous Events

Taking Stock of 2021

The Social Dilemma – Withstanding Regulation

Popular Podcasts

Gigawatts & Megadeals: The Sheer Scale of AI Infrastructure

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