Silicon Valley Byte Size - The Allianz Technology Trust Podcast

By 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 ho... more

· Business
· News
· Technology
· Investing
· Business News

FAQs about Silicon Valley Byte Size - The Allianz Technology Trust Podcast:

How many episodes does Silicon Valley Byte Size - The Allianz Technology Trust Podcast have?

The podcast currently has 31 episodes available.

Silicon Valley Byte Size - The Allianz Technology Trust Podcast episodes:

October 06, 2025 The AI Ecosystem Play: It's Not Just About the Chips
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 reveals why he's optimistic about the long-term technology spending outlook. Tune in for Mike’s perspective on finding value across the full AI investment landscape.
Hosted on Acast. See acast.com/privacy for more information.
...more
18min
June 10, 2025 Searching for gems in the tech sector
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.
...more
13min
April 15, 2025 AI euphoria versus economic realities – tech in 2025
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 are focused on finding the companies that could be the winners over the longer-term, whatever short term headwinds are created.

Hosted on Acast. See acast.com/privacy for more information.
...more
19min
February 19, 2025 Positioning for 2025 – the year ahead in tech
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, including regulation, the outlook for growth and how the team are positioning the trust for 2025.
Hosted on Acast. See acast.com/privacy for more information.
...more
20min
October 29, 2024 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 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 out where Mike and the team are finding opportunities currently.
Hosted on Acast. See acast.com/privacy for more information.
...more
13min
July 17, 2024 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 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 opportunities for faster growth and innovation are often more abundant.
Hosted on Acast. See acast.com/privacy for more information.
...more
14min
June 24, 2024 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 companies – Cherry Reynard and Mike Seidenberg discuss the different types of companies in the ecosystem and where the trust is currently putting its concentration in this sector, many of which are not household names.
Hosted on Acast. See acast.com/privacy for more information.
...more
14min
April 11, 2024 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 wide ranging implications for efficiency and improvement. Mike Seidenberg and Cherry Reynard delve deeper into this connected landscape…
Hosted on Acast. See acast.com/privacy for more information.
...more
16min
December 13, 2023 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 that is reflected in the portfolio. Which pandemic trends have endured, how has the higher interest rate environment dented the valuation of higher growth shares and how has the portfolio been reshaped to reflect this changing environment.

Recorded and produced by Lansons.
Hosted on Acast. See acast.com/privacy for more information.
...more
15min
August 31, 2023 AI – opportunity or threat?
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 fall behind in their use of AI risk being at a competitive disadvantage. On balance, is AI an opportunity or a threat?
Hosted on Acast. See acast.com/privacy for more information.
...more
16min

FAQs about Silicon Valley Byte Size - The Allianz Technology Trust Podcast:

How many episodes does Silicon Valley Byte Size - The Allianz Technology Trust Podcast have?

The podcast currently has 31 episodes available.

More shows like Silicon Valley Byte Size - The Allianz Technology Trust Podcast

On The Money

5 Listeners

Share Silicon Valley Byte Size - The Allianz Technology Trust Podcast

Sign up to save your podcasts

Silicon Valley Byte Size - The Allianz Technology Trust Podcast

FAQs about Silicon Valley Byte Size - The Allianz Technology Trust Podcast:

How many episodes does Silicon Valley Byte Size - The Allianz Technology Trust Podcast have?

Silicon Valley Byte Size - The Allianz Technology Trust Podcast episodes:

FAQs about Silicon Valley Byte Size - The Allianz Technology Trust Podcast:

How many episodes does Silicon Valley Byte Size - The Allianz Technology Trust Podcast have?

More shows like Silicon Valley Byte Size - The Allianz Technology Trust Podcast

On The Money