S1E260: Tech alpha: why adoption and R&D matter more than P/E

About this episode

The episode discusses the importance of technology adoption and R&D in identifying investment opportunities in the tech sector.

Technology alpha: myth or opportunity? Can tech fortunes be found in adoption and R&D? Apparently, author Igor Pejic thinks so. Howie Lim gets him to decode Big Tech risk, spot the real game-changers from the hype, and navigate the volatile waves of AI, geopolitics, and regulation. Synopsis: Every Monday, The Business Times breaks down useful financial tips. Highlights: 01:22 Technology alpha and outsized tech-driven returns 05:53 Non-financial markers of good investments 08:16 Geopolitical and regulatory pressure 10:48 Why 'Tier 2' enabler tech 18:06 Anticipating the 'convergence' of tech --- Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg. --- Written and hosted by: Howie Lim (howielim@sph.com.sg) With Igor Pejic, author of Tech Money Edited by: Howie Lim & Claressa Monteiro Produced by: Howie Lim & Chai Pei Chieh A podcast by BT Podcasts, The Business Times , SPH Media --- Follow BT Money Hacks podcasts every Monday: Channel: bt.sg/btmoneyhacks Amazon: bt.sg/mham Apple Podcasts: bt.sg/oeXe   Spotify: bt.sg/oeGN   YouTube Music: bt.sg/mhyt Website: bt.sg/moneyhacks Do note: This podcast is meant to provide general…

People in this episode

Host: Howie Lim

Guest: Igor Pejic

Topics covered

• Technology alpha
• R&D
• Big Tech
• AI
• geopolitics
• regulation

Keywords

• investment
• returns
• non-financial markers
• geopolitical pressure
• regulatory pressure
• Tier 2 tech
• convergence

Mentioned in this episode

Products: Tech Money

Books & works: Tech Money

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