In tech we trust? | NOW Ep 111 | Investec vodcast

In this episode of No Ordinary Wednesday, Jeremy Maggs speaks with Zane Bezuidenhout and David Smith, Global Equity Research Analysts at Investec Investment Management in the UK. Fresh from the Deutsche Bank Tech Conference in California, they examine what’s substance and what’s speculation in the current tech cycle – and why artificial intelligence, still in its very early innings, could redefine how we think about growth and value.

Read more - https://www.investec.com/en_za/focus/...