Silicon Valley Byte Size - The Allianz Technology Trust Podcast

Author: AllianzGI Investment Trusts

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.
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Language: en

Genres: Business, Business News, Investing, News

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Searching for gems in the tech sector
Episode 30
Tuesday, 10 June, 2025

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, and real-world applications of AI that are already reshaping industries. Tune in for a grounded, forward-looking perspective on where tech is headed next. Hosted on Acast. See acast.com/privacy for more information.