This week, Stuart Fieldhouse, host of the Investing, Money & Markets Podcast, talks to Mobeen Tair, Director for Macroeconomics and Thematic Research, at WisdomTree. Those who attended the Beyond the Channel event in London last summer will have heard his excellent presentation on Artificial Intelligence.
Stuart and Mobeen talk about three of the most important drivers in the technology sector right now, namely artificial Intelligence, the cloud, and cyber security. Each sub-sector offers investors a unique set of dynamics, but artificial intelligence seems to be the most popular at the moment.
NVIDIA NASDAQ NVDA aside we discuss if there are operational efficiencies within the AI value chain that could create opportunities for newcomers, how the cloud changed over the last 15 years, and if there is more to cyber security than just a vanilla defence play.
Listen: Investing Megatrends in Technology