Insights Now

Tech and Equity Investing


Listen Later

On today’s episode Dr. David Kelly is joined by Manish Goyal from J.P. Morgan Asset Management, who has over 25 years of investment experience in the tech industry and manages strategies that focus on digital evolution and innovation. The pandemic accelerated years of technological adoption and innovation, with strides made in the digitization of the consumer, integration of enterprise IT, and a massive migration of business, communication, and recreation to online platforms. As we look past the pandemic to a new normal, what are the drivers for technology from here? How can productivity continue to accelerate for businesses and workers? With valuations of Tech at levels not seen since the Tech Bubble, are asset prices for tech inflated? Are the recent regulatory actions from the Chinese government apart of a broader global trend that could pose a threat to Big Tech? Finally, where are the best opportunities for investors today?

...more
View all episodesView all episodes
Download on the App Store

Insights NowBy Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management

  • 4.3
  • 4.3
  • 4.3
  • 4.3
  • 4.3

4.3

91 ratings


More shows like Insights Now

View all
Bloomberg Surveillance by Bloomberg

Bloomberg Surveillance

1,200 Listeners

Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

189 Listeners

Exchanges by Goldman Sachs

Exchanges

992 Listeners

Capital Ideas Podcast by Capital Group

Capital Ideas Podcast

279 Listeners

Eye On The Market by Michael Cembalest

Eye On The Market

284 Listeners

The Bid by BlackRock

The Bid

248 Listeners

UBS On-Air: Market Moves by Client Strategy Office

UBS On-Air: Market Moves

181 Listeners

Making Sense by J.P. Morgan

Making Sense

58 Listeners

Thoughts on the Market by Morgan Stanley

Thoughts on the Market

1,267 Listeners

At Any Rate by J.P. Morgan Global Research

At Any Rate

80 Listeners

Barron's Streetwise by Barron's

Barron's Streetwise

1,546 Listeners

Barron's Live by Barron's Live

Barron's Live

195 Listeners

Global Data Pod by J.P. Morgan Global Research

Global Data Pod

24 Listeners

The View From Apollo by Torsten Slok

The View From Apollo

24 Listeners

The Markets by Goldman Sachs

The Markets

70 Listeners