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Fidelity Answers: If I’m worried about US tech then where else can I make decent returns? artwork
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Fidelity Answers: If I’m worried about US tech then where else can I make decent returns?

For Investment Professionals Only by Fidelity International

Demand isn't the main driver of profitability, supply is. In the latest edition, portfolio managers Fred Sykes and Tom Record look for the money left in the AI boom and places to hide if it goes wrong, while arguing inve...

About This Episode

Fidelity Answers: If I’m worried about US tech then where else can I make decent returns? is an episode from For Investment Professionals Only by Fidelity International. Demand isn't the main driver of profitability, supply is. In the lates...

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Episode Details

Published Nov 27, 2025, 30:14 long, audio available.

Questions About This Episode

What is Fidelity Answers: If I’m worried about US tech then where else can I make decent returns? about?

Demand isn't the main driver of profitability, supply is. In the latest edition, portfolio managers Fred Sykes and Tom Record look for the money left in the AI boom and places to hide if it goes wrong, while arguing investors should obsess a bit less about GDP growth and macroeconomics. Plus: analyst Srishti Sinha on the risks to a US power sector flooded with datacentre investment.

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Which podcast is Fidelity Answers: If I’m worried about US tech then where else can I make decent returns? from?

Fidelity Answers: If I’m worried about US tech then where else can I make decent returns? is an episode from For Investment Professionals Only by Fidelity International.

How long is this episode?

This episode is 30:14 long.

When was this episode published?

This episode was published on Nov 27, 2025.

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Are there related episodes from For Investment Professionals Only?

Yes. This page shows related episodes from For Investment Professionals Only when more episodes are available from the podcast feed.

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Where can I listen to Fidelity Answers: If I’m worried about US tech then where else can I make decent returns??

You can listen to Fidelity Answers: If I’m worried about US tech then where else can I make decent returns? on this page when the episode audio is available from the podcast feed.

Which podcast is this episode from?

Fidelity Answers: If I’m worried about US tech then where else can I make decent returns? is from For Investment Professionals Only by Fidelity International.

What are the episode details?

Published Nov 27, 2025 and 30:14 long