EP 135: The AI bubble and new frontiers in tech

Beyond the Benchmark by EFG by Guy Ellis

Feb 3, 202630:12Business

Dominic Jacobson, Senior Equity Analyst in EFG Asset Management’s US Growth Equity team unpacks whether tech bubble fears are misplaced, and why compute power and energy availability may in fact be keeping excess in chec...

Related Episodes

Continue listening to more episodes from Beyond the Benchmark by EFG.

EP 150: The midterm playbook: Congress, data centres and the cost-of-living vote

Sep 9, 2026 - 27:41

As the US midterm elections come into view, Moz Afzal is joined by Clayton Allen, Practice Head for the U...

EP 149: Joining the party late – Europe’s bullish turn

Aug 25, 2026 - 30:00

After years of being the market’s perennial underdog, Europe is finally having a moment. In this episode...

EP 148: Is the AI boom cracking? Inside July’s sell-off and beyond

Aug 7, 2026 - 28:07

Enterprise artificial intelligence demand is booming, semiconductors remain volatile, and July’s sharp se...

EP 147: Where technology ends and human intuition begins – onboard with Team Malizia

Jul 23, 2026 - 29:09

What happens when the models, forecasts and systems have done all they can – and it’s down to human judgm...

EP 146: Secondaries first: rethinking private market liquidity

Jul 9, 2026 - 27:36

In EFG’s Outlook 2026 publication, private equity secondaries were highlighted as a key opportunity withi...

EP 145: EFG’s Mid-Year Outlook: what to know now and how to act

Jun 26, 2026 - 28:54

In this special Mid-Year edition Moz Afzal is joined by Deputy CIO Daniel Murray to revisit EFG’s 2026 Ou...

EP 144: Strongmen, sanctions and the Strait of Hormuz: Navigating today’s new geopolitical order

Jun 15, 2026 - 39:09

In this Future Leaders edition of the Beyond the Benchmark podcast (recorded as of early June 2026), Moz...

EP 143: The SpaceX IPO and the New Space Economy

Jun 11, 2026 - 29:07

Alexandra Vidyuk, CEO and Founding Partner of Beyond Earth Ventures, sits down with Moz to explore how th...