S1E260: Tech alpha: why adoption and R&D matter more than P/E
BT Money Hacks · The Business Times
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Show Notes
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
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Send us your questions, thoughts, story ideas, and feedback to [email protected].
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Written and hosted by: Howie Lim ([email protected])
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
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