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Haim Israel

Managing Director and Global Strategist heading WisdomTree's Global Thematic Research team. Previously led Bank of America's EEMEA Technology research.

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Mar 6, 2025 • 1h 5min

Peak monopoly and themes for 2030

Haim Israel, Managing Director and Global Strategist at WisdomTree, brings keen insights on the market's future. He delves into how AI might reshape industries by 2030, emphasizing the need for energy independence and the soaring demand for semiconductors. The discussion highlights the increasing tensions of the tech wars between the U.S. and China, alongside challenges like cybersecurity risks and the urgent need for businesses to adapt to a rapidly evolving technological landscape.