Investors' Chronicle IC Interviews: Fund manager Katie Potts
Aug 22, 2023
Fund manager Katie Potts discusses valuing technology stocks, the impact of AI in the US tech sector, challenges faced by UK tech companies, changing market conditions, and investment opportunities in the tech sector.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 3min
Factors Affecting Bottom Line of Software Companies and Manufacturing Companies
02:38 • 22min
The Impact and Potential Applications of AI
24:44 • 6min
Exploring the Tech Supply Chain and UK Tech Market
31:02 • 3min
Changing Market Conditions and Portfolio Derating
34:11 • 5min
Capital, Economic Growth, and Investment Opportunities in the Tech Sector
39:40 • 3min