The Next Big Thing: A Megatrends Podcast WisdomTree

In this episode of The Next Big Thing, Chris is joined by Blake Heimann, Senior Associate, Quantitative Research, WisdomTree. Together they discuss various topics related to AI and technology. They touch on Apple's release of a large language model and the new M4 chip, as well as the performance of big companies like Apple and Tesla. They explore the potential of AI in self-driving cars and the challenges and advancements in the semiconductor industry. They also discuss the impact of AI on drug discovery, the importance of cybersecurity, and the challenges of developing and deploying AI models. They emphasize the convergence of technologies and the need for efficient and secure processes in the AI ecosystem.



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In this episode of The Next Big Thing, Chris and Mobeen are joined by Max Heinemeyer, Chief Product Officer at Darktrace, to discuss the intersection of cybersecurity and AI. Max shares his background in offensive security and how it led him to the defensive side of cybersecurity. He explains Darktrace's unique approach to cybersecurity, which involves using unsupervised machine learning to understand the behaviour and patterns of an organization's network. The conversation explores the challenges of cybersecurity in today's complex landscape and the role of AI in addressing those challenges.



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In this episode of The Next Big Thing, Chris and Mobeen are back at the helm, navigating the seas of thematic investing. Their journey takes them through the evolving interest in AI and practical implementation, the growth and innovation of NVIDIA, the increasing concern about cybersecurity and the threat of AI-powered cyber-attacks as well as the impact of macroeconomic factors on thematic investing. Questions arise such as ‘could the possibility of AI in devices inspire hardware resfresh cycles’ and ‘how could AI in automobiles create a new ecosystem of businesses and applications?’ Concluding their passage, Chris and Mobeen cast a reminder to remain vigilant and attuned to the shifting winds of technological progress.



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In this episode of The Next Big Thing, Chris is joined by Jeremy Schwartz, Global CIO at WisdomTree and Dan Ives, Managing Director and Senior Equity Research Analyst, Wedbush Securities. Together they discuss various topics related to the tech industry, including the current tech cycle, valuations, the AI opportunity, partnerships, the metaverse, chip manufacturing, and the potential of AI in healthcare and biotech. They also touch on the geopolitical risks in China and Taiwan, the future of electric vehicles, and the bull case for Tesla. Overall, the conversation highlights the transformative power of AI and its impact on various sectors of the economy.



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In this episode of The Next Big Thing, Chris and Mobeen discuss investor interest in thematic topics, the performance of energy storage, the long-term case for batteries, regional variations in electric vehicle adoption, China's role in the energy transition, the battery value chain, and exciting developments in energy storage. The conversation covers topics such as long duration energy storage and the potential of hydrogen, NVIDIA's growth and market cap, the future of semiconductors and NVIDIA's position, the supply of chips and the semiconductor shortage, the uptake of large language models and generative AI across industries, and the concept of the Magnificent Seven and market gains.



(00:00) Introduction

(01:25) Investor Interest in Thematic Topics

(05:15) Long-Term Case for Batteries

(09:33) Regional Variations in Electric Vehicle Adoption

(14:14) China's Role in the Energy Transition

(22:04) Performance of Companies in the Battery Value Chain

(28:44) Exciting Developments in Energy Storage

(33:20) NVIDIA's Growth and Market Cap

(37:24) Supply of Chips and Semiconductor Shortage

(43:52) Large Language Models and AI Uptake Across Industries

(50:29) The Magnificent Seven and Market Gains

(55:25) State of Large Language Models and Generative AI



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In this episode, Chris is joined by Mobeen Tahir, Director, Macroeconomic Research and Tactical Solutions here at WisdomTree. Together they discuss the performance and challenges of thematic investing in 2023. They explore the impact of rising interest rates on thematic investments, particularly in the energy transition space. They also delve into the advancements in green technologies, such as solid-state batteries and sustainable aviation fuels. The conversation then shifts to AI, the semiconductor supply chain and cybersecurity.



(00:00) Introduction and Year in Review

(04:57) Energy Transition and the Impact of Rising Interest Rates

(10:06) Advancements in Green Technologies: Solid State Batteries and Sustainable Aviation Fuels

(17:36) The Potential of Vehicle-to-Grid Technology

(35:18) The Impact of AI on the Tech Bubble and the Future of AI

(43:25) Onshoring and the Semiconductor Supply Chain

(51:25) The Intersection of AI and Biotech

(57:26) The Impact of Generative AI on Cybersecurity

(01:02:40) Closing Remarks and Future Outlook



For EU Investors Only

Learn more about megatrends: https://www.wisdomtree.eu/en-gb/strategies/megatrend-etfs