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Talking Research Podcast Q2 2024


AI-driven technologies such as ChatGPT are being adopted at breakneck speeds. Because of this, companies are scrambling to keep up – they need smarter software, stronger networks and better computers. This has created huge opportunities for pioneering firms such as TSMC, ASML and Nvidia. Investment managers Tom Miedema and Jamie Zegleman explore whether these innovative companies will maintain their competitive edge.

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Important Information
This podcast and transcript are provided for general information only and should not be construed as investment advice or a recommendation. This information does not represent and must not be construed as an offer or a solicitation of an offer to buy or sell securities, commodities and/or any other financial instruments or products. This podcast and document may not be used for the purpose of an offer or solicitation in any jurisdiction or in any circumstances in which such an offer or solicitation is unlawful or not authorised.

Stock Examples
The information provided in this podcast and transcript relating to stock examples should not be considered a recommendation to buy or sell any particular security. Any examples discussed are given in the context of the theme being explored.

Katie Boyce
Investment Writer
Jamie Zegleman
Investment Manager
Tom Miedema
Investment Manager


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