Alastair Unwin is a fund manager on Polar Capital’s Technology team. We discuss Alastair’s career as a technology investor, AI’s exponential curve of improvement and potential as a general purpose technology, as well as the issues that investors should consider as ever more capital is spent to realise AI’s promise. Show notes: [01:33] Alastair discusses how he got into investing [03:14] Lessons from Herald, Neptune and Polar [05:05] Heuristics for technology investing [07:29] AI scaling...
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Alastair Unwin is a fund manager on Polar Capital’s Technology team. We discuss Alastair’s career as a technology investor, AI’s exponential curve of improvement and potential as a general purpose technology, as well as the issues that investors should consider as ever more capital is spent to realise AI’s promise. Show notes: [01:33] Alastair discusses how he got into investing [03:14] Lessons from Herald, Neptune and Polar [05:05] Heuristics for technology investing [07:29] AI scaling...
Ben Rogoff (Polar Capital) - The Importance Of Not Missing Out
Far From The Finishing Post
45 minutes
2 years ago
Ben Rogoff (Polar Capital) - The Importance Of Not Missing Out
Ben Rogoff is co-head of Polar Capital's Global Technology team. Having joined the industry just before the technology bubble of the late 1990's and early 2000's, Ben has a wealth of experience navigating different market cycles. We discuss the environment today, the similarities and differences with the TMT bubble and what it takes to be a successful tech investor. We also dive into Ben's investment themes, the benefits of being diversified and the importance of not missing...
Far From The Finishing Post
Alastair Unwin is a fund manager on Polar Capital’s Technology team. We discuss Alastair’s career as a technology investor, AI’s exponential curve of improvement and potential as a general purpose technology, as well as the issues that investors should consider as ever more capital is spent to realise AI’s promise. Show notes: [01:33] Alastair discusses how he got into investing [03:14] Lessons from Herald, Neptune and Polar [05:05] Heuristics for technology investing [07:29] AI scaling...
