Innovation Meets Conviction

Innovation Meets Conviction

Welcome to the MayTech Global Investment podcast — where innovation meets conviction. Join the team at MayTech Global Investments as we explore global trends, disruptive technologies, and growth opportunities shaping the future of investing. From AI and the next generation of healthcare to opportunities resulting from evolving globalization trends, each episode brings our unique perspective, shaped by valuable investment experience, to help allocators, investors, and advisors stay ahead of the curve.

Episodes

August 4, 2025 22 mins

In this fourth episode of Innovation Conviction, John Gross is joined by Nels Wangensteen and Ingrid Yin of MayTech Global Investments for part two of the 2025 webinar. The conversation explores the ongoing AI growth cycle—from infrastructure to applications and future embodiment.


They examine AI’s emerging role in healthcare, from biomarker integration to robotic surgery. The team also dives into global portfolio positioning, ...

Mark as Played

In this third episode of Innovation Conviction, John Gross is joined by Nels Wangensteen and Ingrid Yin, co-founders and portfolio managers at MayTech Global Investments, to explore key developments shaping their global growth strategy. The team reviews standout performance from 2024, the continued dominance of AI, and how themes like Globalization 2.0 and the “silver tsunami” are influencing portfolio positioning in 2025.


They...

Mark as Played

In this second episode of Innovation Conviction, John Gross joins Nels Wangensteen and Ingrid Yin to dissect the principles and practices behind long-term growth investing. The team reflects on cornerstone holdings like Amazon and Nvidia, detailing the research-driven conviction that has kept these positions in the portfolio for over a decade.


They explore how the strategy thrives by identifying companies at the forefront of se...

Mark as Played

In this debut episode of Innovation Conviction, John Gross moderates a conversation with MayTech Global Investments co-founders and portfolio managers Nels Wangensteen and Ingrid Yin. They explore the firm’s investment philosophy, rooted in long-term thematic research and fundamental analysis. Nels and Ingrid discuss their high-conviction views on the transformative potential of artificial intelligence, the rise of next-gen medicin...

Mark as Played

Welcome to the MayTech Global Investment podcast — where innovation meets conviction.
Join the team at MayTech Global Investments as we explore global trends, disruptive technologies, and growth opportunities shaping the future of investing. From AI and the next generation of healthcare to opportunities resulting from evolving globalization trends, each episode brings our unique perspective, shaped by valuable investment experie...

Mark as Played

Popular Podcasts

    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

    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.

    Law & Order: Criminal Justice System - Season 1 & Season 2

    Season Two Out Now! Law & Order: Criminal Justice System tells the real stories behind the landmark cases that have shaped how the most dangerous and influential criminals in America are prosecuted. In its second season, the series tackles the threat of terrorism in the United States. From the rise of extremist political groups in the 60s to domestic lone wolves in the modern day, we explore how organizations like the FBI and Joint Terrorism Take Force have evolved to fight back against a multitude of terrorist threats.

    The Bobby Bones Show

    Listen to 'The Bobby Bones Show' by downloading the daily full replay.

    The Clay Travis and Buck Sexton Show

    The Clay Travis and Buck Sexton Show. Clay Travis and Buck Sexton tackle the biggest stories in news, politics and current events with intelligence and humor. From the border crisis, to the madness of cancel culture and far-left missteps, Clay and Buck guide listeners through the latest headlines and hot topics with fun and entertaining conversations and opinions.

Advertise With Us
Music, radio and podcasts, all free. Listen online or download the iHeart App.

Connect

© 2025 iHeartMedia, Inc.