# 379. Is this another tech bubble? Or the next growth wave?

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Text version: https://stenobird.com/podcast/fundcalibre-investing-on-the-go-709585/379-is-this-another-tech-bubble-or-the-next-growth-wave.md
Podcast: [FundCalibre - Investing on the go](https://stenobird.com/podcast/fundcalibre-investing-on-the-go-709585)
Published: 2026-01-22T00:00:00+00:00
Episode link: https://www.buzzsprout.com/1890790/episodes/18512218-379-is-this-another-tech-bubble-or-the-next-growth-wave.mp3
Audio file: https://www.buzzsprout.com/1890790/episodes/18512218-379-is-this-another-tech-bubble-or-the-next-growth-wave.mp3
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Duration seconds: 1548

## Resource

Technology investing goes far beyond hardware and consumer gadgets. This episode explores how the sector has evolved, focusing on the underlying “technology DNA” that now runs through industries from finance to healthcare. Jeremy Gleeson, manager of the Allianz Global Hi-Tech Growth fund, covers enterprise and consumer spending trends, the realities of AI investment and returns and the less glamorous but essential infrastructure powering innovation. We examine opportunities beyond the dominan...

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