Searching for gems in the tech sector

Searching for gems in the tech sector

From Silicon Valley Byte Size - The Allianz Technology Trust Podcast by AllianzGI Investment Trusts

June 10, 2025 · 12 min · Season 1 · Episode 30

About this episode

The episode explores overlooked opportunities in the tech sector with insights from fund manager Mike Seidenberg.

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.

People in this episode

Host: Cherry Reynard

Guest: Mike Seidenberg

Topics covered

  • tech sector
  • consumer tech
  • cybersecurity
  • artificial intelligence
  • market volatility
  • quantum computing

Keywords

  • tech sector
  • consumer tech
  • cybersecurity
  • artificial intelligence
  • market volatility
  • quantum computing
  • emerging opportunities

Mentioned in this episode

Organizations: Allianz Technology Trust, AllianzGI Investment Trusts, Acast

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