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
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...
Hosted on Acast. See acast.com/privacy for more info...
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 ...
It wasn’t an easy ride in 2022 and calm waters may be some way off yet, however Mike descri...
Produced remotely by the Lansons Content Team.
Produced remotely by the Lansons Content Team.
Hosted on Acast. See acast.com/privacy for more information.
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...
Produced, recorded and edited remotely by Lan...
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