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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 it? The pair delve into cyber security, semiconductors and super-computers amongst other factors.

Recorded and produced by Lansons.


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