Randeep Somal
Fund manager at M&G Investments offering market perspective on valuations, macro drivers and investor flows affecting tech and AI-related stocks.
Best podcasts with Randeep Somal
Ranked by the Snipd community
Nov 14, 2025 • 9min
Billions wiped out as AI sector bears the brunt of tech sell-off
Takara Small, a national technology columnist for CBC, and Randeep Somal, a fund manager at M&G Investments, delve into the recent sell-off in tech stocks, particularly AI favorites like Nvidia and Alphabet. They discuss AI fatigue and failed projects contributing to waning investor interest. Randeep highlights macroeconomic factors and profit-taking, while Takara notes geopolitical risks affecting valuations. They also touch on Google’s efforts to comply with EU regulations and the surprising news around Domino's UK sales.
Oct 31, 2025 • 9min
Hazelnut supply crisis threatens chocolates like Nutella
Felice Knickley, an agricultural economist with extensive experience in Turkey, highlights the hazelnut crisis affecting Nutella, driven by climate issues and pest infestations. She details how production declines have led to soaring prices and market tensions with Ferrero. Randeep Somal, an investment professional, discusses the rise of NVIDIA in the AI sector and its strategy to bolster South Korea's tech ambitions. The conversation also touches on the economic impact of Halloween spending, boosting retail activity globally.
