In this episode of "The Conversations", Shahril Hamdan and Ben Prade explore Southeast Asia’s growing potential as a tech and investment hub. They discuss the region’s strong economic fundamentals, young digital-savvy population, and evolving tech ecosystem, with a particular focus on Malaysia. From the rise of B2B software and AI-driven innovation to infrastructure development and funding challenges, they highlight how Southeast Asia is positioning itself on the global tech stage. The conversat...
Feb 12, 2025•36 min•Ep. 1
In the latest episode of "The Conversations" Per Roman, Alec Daffener, and Callum Stewart dive into the 18th edition of GP Bullhound's Technology Predictions report. Explore their insights on the monumental technological shifts shaping 2025. From the rise of quantum sensing and multimodal AI to the cautious evolution of agentic AI, innovations once confined to theory are now becoming a reality. Download full report at: https://www.gpbullhound.com/articles/10-predictions-to-drive-technology-in-20...
Jan 14, 2025•27 min
This is The Conversations, a podcast from GP Bullhound. In this episode, Managing Partner and Co-Founder Per Roman, alongside Partner Ben Prade unpack the AI revolution, discussing progress made so far and what may happen next. Reflecting on 2024, they share insights on standout companies such as ConnexAI, Leolabs, Headway, HackerOne, and Typeform. They explore how breakthroughs in artificial intelligence and quantum technology, which are driving transformation across sectors and extending ap...
Dec 13, 2024•33 min
Tech Thoughts - Friday, 16 JuneGP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public market team, Inge Heydorn, Partner and Jenny Hardy, Portfolio Manager. Today the team discuss results from Adobe and Oracle and share their insights from the AMD AI day.Today is our last episode for the summer, but we will keep you in up-to-date with our Fridays Tech Newsletter! Subscribe to our Newsletter on LinkedIn or get the news in your inbox by subscribing here https://shorturl....
Jun 16, 2023•12 min
GP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public market team, Inge Heydorn, Partner and Jenny Hardy, Portfolio Manager. Today the team will discuss Apple's WWDC and TSMC. For more information about Tech Thoughts and insights, visit https://www.gpbullhound.com/category/insights/tech-thoughts/#TechThoughts #TechUpdate #TechPodcast #AppleWWDC #WWDC #TSMC
Jun 09, 2023•11 min
GP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public market team, Inge Heydorn, Partner and Jenny Hardy, CFA, Portfolio Manager. Today the team will give an update on AI and discuss Salesforce and Broadcom results. For more information about Tech Thoughts and insights, visit https://www.gpbullhound.com/category/insights/tech-thoughts/#TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts #WaltDisney #Disney #Google #Semis
Jun 02, 2023•16 min
GP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public market team, Inge Heydorn, Partner, and Jenny Hardy, CFA, Portfolio Manager. Today, we discuss our core holding Nvidia's results, and what it means for tech and semiconductors.For more information about Tech Thoughts and insights, visit https://www.gpbullhound.com/category/insights/tech-thoughts/#TechThoughts #TechUpdate #TechPodcast #Nvidia #AMD #TSMC #ASML
May 26, 2023•11 min
GP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public market team, Inge Heydorn, Partner, Jenny Hardy, CFA, Portfolio Manager and Nejla-Selma Salkovic, Analyst at GP Bullhound. Today the team discusses results from Applied Materials, Cisco, and TakeTwo.For more information about Tech Thoughts and insights, visit https://www.gpbullhound.com/category/insights/tech-thoughts/#TechThoughts #TechUpdate #TechPodcast #AppliedMaterials #Cisco #TakeTwo #gaming
May 19, 2023•14 min
GP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public market team, Inge Heydorn, Partner and Jenny Hardy, CFA, Portfolio Manager. Today we will discuss Walt Disney results, Google's I/O day and data points across semis. For more information about Tech Thoughts and insights, visit https://www.gpbullhound.com/category/insights/tech-thoughts/#TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts #WaltDisney #Disney #Google #Semis
May 12, 2023•18 min
GP Bullhound's #TechnologyPodcast - Our weekly market round-up with Inge Heydorn, Partner at GP Bullhound. Today Inge will give results updates on Infineon and Apple and share his views on the 2H demand.For more information about Tech Thoughts and insights, visit https://www.gpbullhound.com/category/insights/tech-thoughts/#TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts
May 05, 2023•8 min
GP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public markets team, Inge Heydorn, Partner, and Jenny Hardy, CFA, Portfolio Manager. Today they will discuss the Cloud update after Microsoft, Google and Amazon's results, the semiconductor cycle update, and the Activision deal fallout.For more information about Tech Thoughts and insights, visit here.#TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts
Apr 28, 2023•17 min
GP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public market team, Inge Heydorn, Partner, and Jenny Hardy, CFA, Portfolio Manager. Today we will discuss the earnings season, including TSMC, ASML and LAM Research.For more information about Tech Thoughts and insights, visit https://www.gpbullhound.com/tech-thoughts/#TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts
Apr 21, 2023•13 min
GP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public market team, Inge Heydorn, Partner and Jenny Hardy, CFA, Portfolio Manager. Today we will discuss TSMC, Infineon and the latest on semiconductor demand.For more information about Tech Thoughts and insights, visit https://www.gpbullhound.com/tech-thoughts/#TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts
Apr 14, 2023•12 min
GP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public market team, Inge Heydorn, Partner, Jenny Hardy, CFA, Portfolio Manager and Nejla-Selma Salkovic, Analyst. Today we will discuss Nvidia's GTC event, news flow around semis and politics, and Amazon's gaming announcements.For more information about Tech Thoughts and insights, visit https://www.gpbullhound.com/tech-thoughts/#TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts
Mar 24, 2023•13 min
GP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public market team, Inge Heydorn, Partner and Jenny Hardy, Portfolio Manager. Today we share an update on #AI and #semis.For more information about Tech Thoughts and insights, visit gpbullhound.com/tech-thoughts#TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts
Mar 17, 2023•9 min
GP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public market team, Inge Heydorn, Partner, Jenny Hardy, Portfolio Manager and Nejla-Selma Salkovic, Analyst. Today we discuss the week's results, conference takeaways from AMD, Intel and LAM Research, and the latest gaming data points.For more information about Tech Thoughts and insights, visit gpbullhound.com/tech-thoughts#TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts
Mar 10, 2023•15 min
GP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public market team, Inge Heydorn, Partner, and Jenny Hardy, Portfolio Manager. Today, we discuss Workday, Salesforce results, AI commentary, Broadcom, and Infineon.For more information about Tech Thoughts and insights, visit gpbullhound.com/tech-thoughts #TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts
Mar 03, 2023•13 min
Friday, 24 February 2023GP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public market team, Inge Heydorn, Partner and Jenny Hardy, Portfolio Manager. Today we discuss AI and Nvidia, Palo Alto Networks, Cap Gemini and data points to further consumer weakness.For more information about Tech Thoughts and insights, visit gpbullhound.com/tech-thoughts#TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts
Feb 24, 2023•13 min
GP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public market team, Inge Heydorn, Partner and Jenny Hardy, Portfolio Manager. Today we discuss Applied Materials, Global Foundries, ADI and semis. We also look at Cisco and the infrastructure market, and how to play AI.For more information about Tech Thoughts and insights, visit gpbullhound.com/tech-thoughts #TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts
Feb 17, 2023•17 min
GP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public market team, Inge Heydorn, Partner and Jenny Hardy, Portfolio Manager. Today we will discuss the AI war between Google and Microsoft, what we're seeing so far this year in the semiconductor industry, as well as other takeaways from this week's results across tech.For more information about Tech Thoughts and insights, visit gpbullhound.com/tech-thoughts#TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts
Feb 10, 2023•13 min
GP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public market team, Inge Heydorn, Partner, Jenny Hardy, Portfolio Manager and Nejla-Selma Salkovic, Analyst. Today we will share this week's tech results, including Microsoft and ASML updates.Listen to today's insights and subscribe for weekly updates.For more information about Tech Thoughts and insights, visit gpbullhound.com/tech-thoughts#TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts
Jan 27, 2023•15 min
GP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public market team, Inge Heydorn, Partner, Jenny Hardy, Portfolio Manager and Nejla-Selma Salkovic, Analyst. Today we will share a market update and, discuss semicap equipment, the gaming market and dive into Netflix results.Listen to today's insights and subscribe for weekly updates.For more information about Tech Thoughts and insights, visit gpbullhound.com/tech-thoughts#TechThoughts #TechUpdate #TechPodcast #Technology...
Jan 20, 2023•12 min
GP Bullhound's #TechnologyPodcast! Our weekly market round-up with our public market team, Inge Heydorn, Partner, Jenny Hardy, Portfolio Manager, and Nejla-Selma Salkovic, Analyst. Today, we will share a market update, and discuss the CES consumer conference in Las Vegas, semiconductors, IT consultants, and gaming. Listen to today's insights and subscribe for weekly updates. For more information about Tech Thoughts, please visit https://www.gpbullhound.com/tech-thoughts/.#TechThoughts #T...
Jan 13, 2023•11 min
GP Bullhound's #TechnologyPodcast - last episode of the year! Our weekly market round-up with our public market team, Inge Heydorn, Partner, Jenny Hardy, Portfolio Manager and Nejla-Selma Salkovic, Analyst. Today we will share a market update and discuss Adobe and Oracle results, November gaming data, and an update on the China semis market.Thank you to all of our 2022 listeners. We will meet again on Friday, 13 January, for more market updates. Have a great holiday break! Listen t...
Dec 16, 2022•15 min
Friday, 9 December 2022GP Bullhound's #TechnologyPodcast! Our weekly market round-up with our public market team, Jenny Hardy, Portfolio Manager and Nejla-Selma Salkovic, Analyst. Today we will share a market update and discuss TSMC's Arizona event and its impact on semis, Taiwanese November sales numbers and software results.Listen to today's insights and subscribe for weekly updates.For more information about Tech Thoughts and insights, visit gpbullhound.com/tech-thoughts#TechThoughts #Tech...
Dec 09, 2022•11 min
GP Bullhound's #TechnologyPodcast! Our weekly market round-up with our public market team, Inge Heydorn, Partner and Jenny Hardy, Portfolio Manager. Today we will share a market update, our thoughts on software company results, technology conferences key takeaways, and we discuss ASMI's profit upgrade.Listen to today's insights and subscribe for weekly updates.For more information about Tech Thoughts and insights, visit gpbullhound.com/tech-thoughts#TechThoughts #TechUpdate #TechPodcast #Tech...
Dec 02, 2022•13 min
GP Bullhound's #TechnologyPodcast! Our weekly market round-up with our public market team, Inge Heydorn, Partner and Jenny Hardy, Portfolio Manager. Today they will cover Disney's surprise announcement, the latest semiconductor results, what we are seeing in the smartphone and PC market, the European and Taiwanese Chips Acts, and some good gaming news.Listen to today's insights and subscribe for weekly updates. For more information about Tech Thoughts and insights, visit gpbullhound.com/...
Nov 25, 2022•15 min
GP Bullhound's #TechnologyPodcast! Our weekly market round-up with our public market team, Inge Heydorn, Partner and Jenny Hardy, Portfolio Manager. Today, they will recap some of the latest headlines and insights from the public market and comment on results on Infineon, Applied Materials, Cisco and others.Listen to today's insights and subscribe for weekly updates. #TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts
Nov 18, 2022•19 min
GP Bullhound's #TechnologyPodcast! Our weekly market round-up with our public market team, Inge Heydorn, Partner and Jenny Hardy, Portfolio Manager and Nejla-Selma Salkovic, Analyst. Today we will share a market update, their view on this week's results and discuss October numbers from Taiwan.Listen to today's insights and subscribe for weekly updates. #TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts
Nov 11, 2022•20 min
Friday, 4 November 2022GP Bullhound's #TechnologyPodcast! Our weekly market round-up with our public market team, Inge Heydorn, Partner and Jenny Hardy, Portfolio Manager. Today we will give a market update and share our conclusions on GP Bullhound's holdings and portfolio thinking.Listen to today's insights and subscribe for weekly updates. #TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts
Nov 04, 2022•18 min
