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GP Bullhound's Podcast
GP Bullhound
51 episodes
1 day ago

At GP Bullhound, we believe tech provides solutions to many of the world's problems and injustices. We are here to support global tech leaders on their mission to build a better future. In our podcasts, you will find our views and conversations covering the latest market updates. Please note that the content here is for informational purposes only, should not be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security, and is not directed at any investors or potential investors in any GP Bullhound Fund. GP Bullhound and/or connected persons may, from time to time, have positions in and/or effect transactions in investments or related investments mentioned in this podcast and may provide financial services to the issuers of such investments. This podcast is not intended for use by private or retail investors.

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Technology
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All content for GP Bullhound's Podcast is the property of GP Bullhound and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

At GP Bullhound, we believe tech provides solutions to many of the world's problems and injustices. We are here to support global tech leaders on their mission to build a better future. In our podcasts, you will find our views and conversations covering the latest market updates. Please note that the content here is for informational purposes only, should not be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security, and is not directed at any investors or potential investors in any GP Bullhound Fund. GP Bullhound and/or connected persons may, from time to time, have positions in and/or effect transactions in investments or related investments mentioned in this podcast and may provide financial services to the issuers of such investments. This podcast is not intended for use by private or retail investors.

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Technology
Episodes (20/51)
GP Bullhound's Podcast
The Conversations: GP Bullhound South East Asia Report

In this episode of "The Conversations", Shahril Hamdan and Ben Prade explore Southeast Asia’s growing potential as a tech and investment hub. They discuss the region’s strong economic fundamentals, young digital-savvy population, and evolving tech ecosystem, with a particular focus on Malaysia.

From the rise of B2B software and AI-driven innovation to infrastructure development and funding challenges, they highlight how Southeast Asia is positioning itself on the global tech stage. The conversation also delves into geopolitical neutrality, semiconductor supply chains, and the role of government in fostering a thriving startup ecosystem.

This episode also features insights from GP Bullhound’s latest research report on Southeast Asia’s tech landscape, now available for download on our homepage.

Tune in for a deep dive into the future of tech in Southeast Asia and the opportunities ahead for investors and entrepreneurs.

Download the report: https://www.gpbullhound.com/articles/unleashing-southeast-asia-tech-confronting-realities-lifting-ambitions/

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9 months ago
36 minutes 7 seconds

GP Bullhound's Podcast
The Conversations, GP Bullhound's Technology Predictions 2025

In the latest episode of "The Conversations" Per Roman, Alec Daffener, and Callum Stewart dive into the 18th edition of GP Bullhound's Technology Predictions report.
Explore their insights on the monumental technological shifts shaping 2025. From the rise of quantum sensing and multimodal AI to the cautious evolution of agentic AI, innovations once confined to theory are now becoming a reality. Download full report at: https://www.gpbullhound.com/articles/10-predictions-to-drive-technology-in-2025/

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10 months ago
26 minutes 33 seconds

GP Bullhound's Podcast
The Conversations, Per Roman & Ben Prade discussing AI
This is The Conversations, a podcast from GP Bullhound. In this episode, Managing Partner and Co-Founder Per Roman, alongside Partner Ben Prade unpack the AI revolution, discussing progress made so far and what may happen next. Reflecting on 2024, they share insights on standout companies such as ConnexAI, Leolabs, Headway, HackerOne, and Typeform. They explore how breakthroughs in artificial intelligence and quantum technology, which are driving transformation across sectors and extending ap...
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11 months ago
32 minutes 46 seconds

GP Bullhound's Podcast
Tech Thoughts - Friday, 16 June
Tech Thoughts - Friday, 16 JuneGP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public market team, Inge Heydorn, Partner and Jenny Hardy, Portfolio Manager. Today the team discuss results from Adobe and Oracle and share their insights from the AMD AI day.Today is our last episode for the summer, but we will keep you in up-to-date with our Fridays Tech Newsletter! Subscribe to our Newsletter on LinkedIn or get the news in your inbox by subscribing here https://shorturl....
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2 years ago
11 minutes 37 seconds

GP Bullhound's Podcast
Tech Thoughts - Friday, 9 June
GP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public market team, Inge Heydorn, Partner and Jenny Hardy, Portfolio Manager. Today the team will discuss Apple's WWDC and TSMC. For more information about Tech Thoughts and insights, visit https://www.gpbullhound.com/category/insights/tech-thoughts/#TechThoughts #TechUpdate #TechPodcast #AppleWWDC #WWDC #TSMC
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2 years ago
11 minutes 6 seconds

GP Bullhound's Podcast
Tech Thoughts - Friday, 2 June
GP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public market team, Inge Heydorn, Partner and Jenny Hardy, CFA, Portfolio Manager. Today the team will give an update on AI and discuss Salesforce and Broadcom results. For more information about Tech Thoughts and insights, visit https://www.gpbullhound.com/category/insights/tech-thoughts/#TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts #WaltDisney #Disney #Google #Semis
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2 years ago
16 minutes 7 seconds

GP Bullhound's Podcast
Tech Thoughts - Friday, 26 May 2023
GP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public market team, Inge Heydorn, Partner, and Jenny Hardy, CFA, Portfolio Manager. Today, we discuss our core holding Nvidia's results, and what it means for tech and semiconductors.For more information about Tech Thoughts and insights, visit https://www.gpbullhound.com/category/insights/tech-thoughts/#TechThoughts #TechUpdate #TechPodcast #Nvidia #AMD #TSMC #ASML
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2 years ago
11 minutes 7 seconds

GP Bullhound's Podcast
Tech Thoughts - Friday, 19 May
GP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public market team, Inge Heydorn, Partner, Jenny Hardy, CFA, Portfolio Manager and Nejla-Selma Salkovic, Analyst at GP Bullhound. Today the team discusses results from Applied Materials, Cisco, and TakeTwo.For more information about Tech Thoughts and insights, visit https://www.gpbullhound.com/category/insights/tech-thoughts/#TechThoughts #TechUpdate #TechPodcast #AppliedMaterials #Cisco #TakeTwo #gaming
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2 years ago
13 minutes 42 seconds

GP Bullhound's Podcast
Tech Thoughts - Friday, 12 May
GP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public market team, Inge Heydorn, Partner and Jenny Hardy, CFA, Portfolio Manager. Today we will discuss Walt Disney results, Google's I/O day and data points across semis. For more information about Tech Thoughts and insights, visit https://www.gpbullhound.com/category/insights/tech-thoughts/#TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts #WaltDisney #Disney #Google #Semis
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2 years ago
18 minutes 14 seconds

GP Bullhound's Podcast
Tech Thoughts - Friday, 5 May
GP Bullhound's #TechnologyPodcast - Our weekly market round-up with Inge Heydorn, Partner at GP Bullhound. Today Inge will give results updates on Infineon and Apple and share his views on the 2H demand.For more information about Tech Thoughts and insights, visit https://www.gpbullhound.com/category/insights/tech-thoughts/#TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts
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2 years ago
7 minutes 37 seconds

GP Bullhound's Podcast
Tech Thoughts - Friday, 28 April
GP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public markets team, Inge Heydorn, Partner, and Jenny Hardy, CFA, Portfolio Manager. Today they will discuss the Cloud update after Microsoft, Google and Amazon's results, the semiconductor cycle update, and the Activision deal fallout.For more information about Tech Thoughts and insights, visit here.#TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts
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2 years ago
17 minutes 23 seconds

GP Bullhound's Podcast
Tech Thoughts - Friday, 21 April
GP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public market team, Inge Heydorn, Partner, and Jenny Hardy, CFA, Portfolio Manager. Today we will discuss the earnings season, including TSMC, ASML and LAM Research.For more information about Tech Thoughts and insights, visit https://www.gpbullhound.com/tech-thoughts/#TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts
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2 years ago
13 minutes 28 seconds

GP Bullhound's Podcast
Tech Thoughts - Friday, 14 April
GP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public market team, Inge Heydorn, Partner and Jenny Hardy, CFA, Portfolio Manager. Today we will discuss TSMC, Infineon and the latest on semiconductor demand.For more information about Tech Thoughts and insights, visit https://www.gpbullhound.com/tech-thoughts/#TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts
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2 years ago
12 minutes 6 seconds

GP Bullhound's Podcast
Tech Thoughts - Friday, 24 March 2023
GP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public market team, Inge Heydorn, Partner, Jenny Hardy, CFA, Portfolio Manager and Nejla-Selma Salkovic, Analyst. Today we will discuss Nvidia's GTC event, news flow around semis and politics, and Amazon's gaming announcements.For more information about Tech Thoughts and insights, visit https://www.gpbullhound.com/tech-thoughts/#TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts
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2 years ago
13 minutes 16 seconds

GP Bullhound's Podcast
Tech Thoughts - Friday, 17 March 2023
GP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public market team, Inge Heydorn, Partner and Jenny Hardy, Portfolio Manager. Today we share an update on #AI and #semis.For more information about Tech Thoughts and insights, visit gpbullhound.com/tech-thoughts#TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts
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2 years ago
9 minutes 13 seconds

GP Bullhound's Podcast
Tech Thoughts - Friday, 10 March 2023
GP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public market team, Inge Heydorn, Partner, Jenny Hardy, Portfolio Manager and Nejla-Selma Salkovic, Analyst. Today we discuss the week's results, conference takeaways from AMD, Intel and LAM Research, and the latest gaming data points.For more information about Tech Thoughts and insights, visit gpbullhound.com/tech-thoughts#TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts
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2 years ago
15 minutes 6 seconds

GP Bullhound's Podcast
Tech Thoughts - Friday, 3 March 2023
GP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public market team, Inge Heydorn, Partner, and Jenny Hardy, Portfolio Manager. Today, we discuss Workday, Salesforce results, AI commentary, Broadcom, and Infineon.For more information about Tech Thoughts and insights, visit gpbullhound.com/tech-thoughts #TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts
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2 years ago
12 minutes 42 seconds

GP Bullhound's Podcast
Tech Thoughts - Friday, 24 February 2023
Friday, 24 February 2023GP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public market team, Inge Heydorn, Partner and Jenny Hardy, Portfolio Manager. Today we discuss AI and Nvidia, Palo Alto Networks, Cap Gemini and data points to further consumer weakness.For more information about Tech Thoughts and insights, visit gpbullhound.com/tech-thoughts#TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts
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2 years ago
12 minutes 56 seconds

GP Bullhound's Podcast
Tech Thoughts - Friday, 17 February 2023
GP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public market team, Inge Heydorn, Partner and Jenny Hardy, Portfolio Manager. Today we discuss Applied Materials, Global Foundries, ADI and semis. We also look at Cisco and the infrastructure market, and how to play AI.For more information about Tech Thoughts and insights, visit gpbullhound.com/tech-thoughts #TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts
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2 years ago
16 minutes 52 seconds

GP Bullhound's Podcast
Tech Thoughts - Friday, 10 February 2023
GP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public market team, Inge Heydorn, Partner and Jenny Hardy, Portfolio Manager. Today we will discuss the AI war between Google and Microsoft, what we're seeing so far this year in the semiconductor industry, as well as other takeaways from this week's results across tech.For more information about Tech Thoughts and insights, visit gpbullhound.com/tech-thoughts#TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts
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2 years ago
13 minutes 14 seconds

GP Bullhound's Podcast

At GP Bullhound, we believe tech provides solutions to many of the world's problems and injustices. We are here to support global tech leaders on their mission to build a better future. In our podcasts, you will find our views and conversations covering the latest market updates. Please note that the content here is for informational purposes only, should not be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security, and is not directed at any investors or potential investors in any GP Bullhound Fund. GP Bullhound and/or connected persons may, from time to time, have positions in and/or effect transactions in investments or related investments mentioned in this podcast and may provide financial services to the issuers of such investments. This podcast is not intended for use by private or retail investors.