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What SVB’s collapse, ChatGPT and Alibaba’s break up mean for big tech
The dominance of big tech is still a key market driver, but recent events have accelerated the risks for investors in this sector. When you’re looking for growth, what opportunities do new technology present, and to what extent should investors be cautious?
In this timely podcast, Alphinity Investment Management’s Mary Manning shares her thoughts on:
- what the collapse of Silicon Valley Bank means for start ups,
- how artificial intelligence will change the way we live, and how to profit from it
- whether regulatory risk is the key driver behind Baba’s split
- which region has zero companies she’s interested in hearing from, and
- where investors should really be looking to find profitable growth in a higher rate world.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.