Investing Technology Megatrends: Cloud, AI and Cybersecurity with Mobeen Tahir | Ep.113

The Armchair Trader Podcast

This week on the Investing, Money & Markets podcast Stuart Fieldhouse talks to Mobeen Tahir, Director for Macroeconomics and Thematic Research at WisdomTree. Those who attended our Beyond the Channel investment event in London last year will have caught his excellent presentation on artificial intelligence. Stuart and Mobeen chat about three of the key drivers of the technology sector at the moment, namely artificial intelligence, the cloud and cyber security. Each sub-sector has its own interesting dynamics in store for investors, although artificial intelligence certainly seems to be stealing the show at the moment. NVIDIA aside, we discuss whether there are operational efficiencies in the AI value chain which could create opportunities for upstarts, how the cloud has changed in the last 15 years or so, and whether there is more to the cyber security sector than just the vanilla defence play. For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/ For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/register 00:00 How did the pandemic change the Technology sector? 02:53 Nvidia hype, and the next Nvidia 05:51 The AI value chain 08:38 Ocado as an AI business 10:30 Cloud companies as an investment theme 13:20 How will the cloud computing sector develop over the next decade? 16:24 Can David beat Goliath in the AI space? 19:16 Cybersecurity: more than a defensive strategy 23:17 Internet of Things: an opportunity for cybersec