Denny Fish
Portfolio Manager of the Global Technology and Innovation Team at Janus Henderson Investors. Expert in technology trends and investment strategies.
Best podcasts with Denny Fish
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18 snips
Aug 21, 2025 • 44min
Thoma Bravo to Pay $12.3 Billion for Dayforce, Nasdaq Fall Continues
Denny Fish, Portfolio Manager at Janus Henderson Investors, delves into the latest tech trends and investment strategies. He discusses the alarming drop in Nasdaq valuations and shares insights on AI's transformative potential across industries. The acquisition of Dayforce by Thoma Bravo for $12.3 billion is explored, highlighting the evolving investment landscape. Fish also touches on the competition among tech giants like Google and Apple in integrating AI, while addressing the complexities of ROI in AI and SaaS projects.
9 snips
Oct 6, 2025 • 44min
The AI Trade: Where It's Going, How to Play It
Denny Fish, Portfolio Manager at Janus Henderson Investors and an expert in tech and AI, shares insights on navigating the AI investment landscape. He discusses the implications of the OpenAI-AMD deal and compares current market dynamics to the 1990s tech bubble, asserting that valuations are still reasonable. Denny recommends a strategy for retail investors focused on enablers, enhancers, and end users of AI. He also touches on the challenges faced by major companies in the current market and discusses the future of quantum computing.
