17 March 2022 | Paul Dixey
Investing in the Tech Sector
In Season 2, Episode 4 Paul looks to the future with Mike Seidenberg, Portfolio Manager of the Allianz Technology Trust. Mike describes Silicon Valley to us and Paul and he discuss whether we are in another tech bubble and what the long term tailwinds for the tech sector are. They also touch on cyber security, semiconductors, Chinese tech, regulatory risk and Mark Zuckerberg’s big bet on the metaverse.