Silicon Valley Byte Size - The Allianz Technology Trust Podcast

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 comp...

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 o...

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-...

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 sma...

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 r...

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, t...

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...

As technology becomes more and more ubiquitous in our daily lives, what are the major themes that are likely to drive the technology sector forward? And, how will a possible tariff regime from the new US administration impact technology, particularly in terms of supply chain? Of course, we can’t ignore valuations either. Portfolio Manager, Mike Seidenberg discusses all these topics and more, inclu...

In the 27th episode of the Silicon Valley Byte Size Podcast, Mike Seidenberg, Lead Portfolio Manager, joins host Cherry Reynard to discuss the current tech landscape, dominated by a handful of companies. Mike discusses the importance of looking beyond these giants to uncover new opportunities, sharing his insights on the key secular themes driving long-term growth in the industry. Tune in to find...

Despite the well-established dominance of mega-cap technology companies that play a key role in IT infrastructures, Portfolio Manager Mike Seidenberg talks to Cherry Reynard about the potential of the mid- and large-cap sector for long term growth. Mike delves into the complexities and limitations of mega-cap companies, making a compelling case for shifting the focus to mid- and large-caps, where...

Semiconductors are everywhere – not only in things where we would definitely expect them, but increasingly in everyday items as well as those products become more technologically advanced. That proliferation has spawned some very profitable companies – Cherry Reynard and Mike Seidenberg discuss the different types of companies in the ecosystem and where the trust is currently putting its concentra...

The Internet-of-Things can often conjure up images of smart home devices and either utopian or dystopian views of a fully connected life. However, there are many other use cases, for example in industrial applications, where the technology has wide ranging implications for efficiency and improvement. Mike Seidenberg and Cherry Reynard delve deeper into this connected landscape… Hosted on Acast. Se...

The technology sector that has emerged from the pandemic is different to the one that went before. And we are still seeing some of the ramifications. In this latest podcast we discuss how the sector has changed over the past two years, and how that is reflected in the portfolio. Which pandemic trends have endured, how has the higher interest rate environment dented the valuation of higher growth s...

ChatGPT has brought artificial intelligence (AI) firmly into investors’ sights in 2023. But, where are we today in terms of AI and its applications, and where are we going in the future? Cherry and Mike look at the implications and whether the initial euphoria from an investment perspective is warranted. There is no doubt that increasing use of data is an advantage for businesses, and those that f...

In this latest podcast, portfolio manager Mike Seidenberg and stand-in host Jon Cronin focus in on the topic of cybersecurity. The team look at what the implications are to us all in our daily lives, but also how this impacts businesses, corporations, and governments. With huge criminal enterprises emerging and nation states weaponising cyber-attacks, just how big is the problem? Hosted on Acast....

Picking up where the previous podcast episode left off, portfolio manager Mike Seidenberg and host Jon Cronin dive a little deeper on the topic of cybersecurity. Which companies are championing the fight-back, what should investors be thinking about in that sector, and how does cyber security stack up alongside other areas within tech? Hosted on Acast. See acast.com/privacy for more information.

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...

At the sunset of 2022, Mike Seidenberg joined Cherry Reynard for the final time of the year to discuss how unprecedented macroeconomic factors (at least in recent memory) and nervous markets are combining to make managing a technology portfolio something like trying to find one’s sea legs on a ship being tossed about in rough seas. It wasn’t an easy ride in 2022 and calm waters may be some way off...

2022 has undoubtedly been a difficult year so far for the technology sector and for technology investors in turn. Portfolio manager Mike Seidenberg joins host Cherry Reynard to discuss how the current negative market sentiment and economic backdrop is balanced against the ongoing demand drivers for tech firms as we look to the future. With the rollercoaster ride looking likely to continue in the n...

Against the force of rising inflation and interest rates, there has been indiscriminate pressure on tech stock valuations. Those valuations now look much more reasonable, and all eyes are on corporate earnings with a dispersion of results emerging. As economic growth continues to slow and central banks flex more muscle, investors in the technology sector need to be more discerning around which are...

Just one quarter into 2022 the world has already seen significant economic and geopolitical events. How might this impact the technology sector, both in the short- but also the longer-term? In this latest podcast, the team ponder the balance of short-term headwinds with continuing long-term growth themes. Produced remotely by the Lansons Content Team. Hosted on Acast. See acast.com/privacy for mor...

With a new year upon us, Walter Price and Mike Seidenberg joined host Cherry Reynard late in December to look at some of the defining moments for the tech sector in 2021 and to reflect on the future of the sector. Produced remotely by the Lansons Content Team. Hosted on Acast. See acast.com/privacy for more information.

New regulation and increased taxation for technology companies are inevitable over the coming years, particularly as the biggest companies gain increasing power – Walter Price and Mike Seidenberg discuss the potential impact on the sector. Although the social media giants help us to communicate effectively and businesses to advertise efficiently, there is concern in regulatory oversight given the...

The world is entering a new phase. Most people agree there will be some kind of ‘new normal’ post-pandemic where remote working will mix with on-site working where possible. In this latest podcast episode, the team discuss how this will benefit businesses that can make this new hybrid workplace both effective and efficient. Furthermore, new generations have changing expectations of work. Combined...

With continuing signs of economic recovery, Walter Price and Mike Seidenberg talk to Cherry Reynard about the cyclical and ‘value’ parts of the technology sector likely to benefit. Tailwinds still remain though for high growth companies that did so well in 2020 and the team describe how they will play their part in a new dynamic as people emerge from lockdowns across the globe. Produced, recorded...