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Podcast: Investing in Technology Megatrends – AI, Cybersecurity and the Cloud

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This week on the Investing, Money & Markets podcast, Stuart Fieldhouse talks to Mobeen Tahir, Director for Macroeconomics and Thematic Research at WisdomTree. Those who attended our Beyond the Channel investment event in London last year will have caught his excellent presentation on artificial intelligence.

Stuart and Mobeen discuss three of the key drivers of the technology sector at the moment, namely artificial intelligence, the cloud and cyber security. Each sub-sector has its own interesting dynamics in store for investors, although artificial intelligence certainly seems to be stealing the show at the moment.

NVIDIA NASDAQ:NVDA aside, we discuss whether there are operational efficiencies in the AI value chain which could create opportunities for upstarts, how the cloud has changed in the last 15 years or so, and whether there is more to the cyber security sector than just the vanilla defence play.

Listen: Investing in Technology Megatrends

 

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This article does not constitute investment advice. Make sure you do your own research or consult a professional advisor.

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