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
Cybersecurity has become one of the most critical areas of technology, but it is also one of the most challenging sectors for investors to navigate. In this episode of Silicon Valley Bite Size, Cherry Reynard sits down with Mike Seidenberg, lead manager of Allianz Technology Trust, to explore why success in cybersecurity can be surprisingly short-lived.
Mike explains how constantly evolving cyber threats can quickly render once-...
Quantum computing is often described as the next frontier, a technology that could solve problems beyond the reach of today's computers. But how close are we to seeing real-world applications, and what does it mean for investors?
In this episode of Silicon Valley Bite Size, Mike Seidenberg, lead manager of Allianz Technology Trust, explores the opportunities and challenges surrounding quantum computing. He discusses how quantum diff...
Space technology is often associated with moon landings, astronauts and science fiction ambitions. But beneath the headlines, a quieter commercial revolution is taking shape.
In this episode of Silicon Valley Bite Size from Allianz Technology Trust, Mike Seidenberg, lead manager at the trust, talks about why the real investment opportunity in space may have less to do with tourism or exploration, and far more to do wi...
In this episode of Silicon Valley Bite Size, Allianz Technology Trust portfolio manager Mike Seidenberg explains why AI may represent the latest in a series of powerful technology cycles, following the internet and cloud computing.
Mike discusses the huge infrastructure investments now being made across the AI ecosystem, the productivity gains already emerging in the workplace, and the sharp sell-off in parts of the software sector ...
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...
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 ...
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 a...
It wasn’t an easy ride in 2022 and calm waters may be some way off yet, however M...
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