Technology alpha: myth or opportunity? Can tech fortunes be found in adoption and R&D? Apparently, author Igor Pejic thinks so. Howie Lim gets him to decode Big Tech risk, spot the real game-changers from the hype, and navigate the volatile waves of AI, geopolitics, and regulation.

Synopsis: Every Monday, The Business Times breaks down useful financial tips.

Highlights:

01:22 Technology alpha and outsized tech-driven returns

05:53 Non-financial markers of good investments

08:16 Geopolitical and regulatory pressure

10:48 Why 'Tier 2' enabler tech

18:06 Anticipating the 'convergence' of tech

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Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.

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Written and hosted by: Howie Lim (howielim@sph.com.sg)

With Igor Pejic, author of Tech Money

Edited by: Howie Lim & Claressa Monteiro

Produced by: Howie Lim & Chai Pei Chieh

A podcast by BT Podcasts, The Business Times, SPH Media

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Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.

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S1E260: Tech alpha: why adoption and R&D matter more than P/E

BT Money Hacks

S1E260: Tech alpha: why adoption and R&D matter more than P/E