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We Asked T. Rowe's $8 Billion Tech Manager Why We Are in 1998 — And Why Software Is in Trouble artwork
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We Asked T. Rowe's $8 Billion Tech Manager Why We Are in 1998 — And Why Software Is in Trouble

Excess Returns by Excess Returns

Aug 11, 202601:00:38Business

T. Rowe Price technology portfolio manager Dom Rizzo joins Jack Forehand and Kai Wu to break down the AI investment cycle, hyperscaler capital spending, semiconductor demand, and why the recent tech selloff may look more...

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We Asked T. Rowe's $8 Billion Tech Manager Why We Are in 1998 — And Why Software Is in Trouble is an episode from Excess Returns by Excess Returns. T. Rowe Price technology portfolio manager Dom Rizzo joins Jack Forehand and Kai Wu to break...

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Published Aug 11, 2026, 01:00:38 long, audio available.

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