Silicon Valley Byte Size - The Allianz Technology Trust Podcast
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.
Podcasting since 2018 • 27 episodes
Silicon Valley Byte Size - The Allianz Technology Trust Podcast
Latest Episodes
Beyond the behemoths
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...
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Season 1
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Episode 27
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13:00
Is bigger always better?
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 gro...
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Season 1
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Episode 26
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13:38
Semiconductors – a core ingredient
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 com...
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Season 1
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Episode 25
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13:49
Making connections
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 ...
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Season 1
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Episode 24
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15:05
The post-pandemic technology landscape
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 ...
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Season 1
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Episode 23
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14:34