Ben Rogoff

Ben Rogoff, Co-head of Polar Capital's Global Technology team, talks about his early career, navigating the tech bubble, investment themes, importance of not missing out on big winners, benefits of diversification, false sell signals, and similarities and differences with the tech bubble.

In this discussion, Ben Rogoff, Fund Manager at Polar Capital with over two decades in tech investments, shares his insights on the ongoing AI revolution. He explores how tech is reshaping market dynamics and contrasts today's giants with those of the past. The conversation dives into the societal impacts of AI advancements, from job market disruptions to international tech competition. Rogoff also stresses the importance of investing wisely amidst technological changes, highlighting the need for innovative strategies in a rapidly evolving landscape.

In this discussion, Ben Rogoff, the Manager of Polar Capital Technology Trust, dives into the fast-paced advancements in artificial intelligence. He highlights the emergence of DeepSeek and its implications for tech giants like Nvidia. The conversation explores the competitive dynamics between AI technologies, including insights on Chinese firms. Rogoff also addresses the effects of US tariffs on investments and shares strategies for navigating market volatility, emphasizing the transformative potential of agentic AI and the importance of long-term investment.