GP Bullhound's Podcast
Technology Podcasts
At GP Bullhound, we believe tech provides solutions to many of the world's problems and injustices. We are here to support global tech leaders on their mission to build a better future. In our podcasts, you will find our views and conversations covering the latest market updates. Please note that the content here is for informational purposes only, should not be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security, and is not directed at any investors or potential investors in any GP Bullhound Fund. GP Bullhound and/or connected persons may, from time to time, have positions in and/or effect transactions in investments or related investments mentioned in this podcast and may provide financial services to the issuers of such investments. This podcast is not intended for use by private or retail investors.
Location:
United States
Genres:
Technology Podcasts
Description:
At GP Bullhound, we believe tech provides solutions to many of the world's problems and injustices. We are here to support global tech leaders on their mission to build a better future. In our podcasts, you will find our views and conversations covering the latest market updates. Please note that the content here is for informational purposes only, should not be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security, and is not directed at any investors or potential investors in any GP Bullhound Fund. GP Bullhound and/or connected persons may, from time to time, have positions in and/or effect transactions in investments or related investments mentioned in this podcast and may provide financial services to the issuers of such investments. This podcast is not intended for use by private or retail investors.
Language:
English
Website:
https://www.gpbullhound.com/
Episodes
Tech Thoughts - Friday, 16 June
6/16/2023
Tech Thoughts - Friday, 16 June
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 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.at/LOPQZ
#TechThoughts #TechUpdate #TechPodcast #AMD #AIday #adobe
Duration:00:11:37
Tech Thoughts - Friday, 9 June
6/9/2023
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
Duration:00:11:06
Tech Thoughts - Friday, 2 June
6/2/2023
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
Duration:00:16:07
Tech Thoughts - Friday, 26 May 2023
5/26/2023
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
Duration:00:11:07
Tech Thoughts - Friday, 19 May
5/19/2023
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
Duration:00:13:42
Tech Thoughts - Friday, 12 May
5/12/2023
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
Duration:00:18:14
Tech Thoughts - Friday, 5 May
5/5/2023
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
Duration:00:07:37
Tech Thoughts - Friday, 28 April
4/28/2023
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
Duration:00:17:23
Tech Thoughts - Friday, 21 April
4/21/2023
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
Duration:00:13:28
Tech Thoughts - Friday, 14 April
4/14/2023
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
Duration:00:12:06
Tech Thoughts - Friday, 24 March 2023
3/24/2023
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
Duration:00:13:16
Tech Thoughts - Friday, 17 March 2023
3/17/2023
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
Duration:00:09:13
Tech Thoughts - Friday, 10 March 2023
3/10/2023
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
Duration:00:15:06
Tech Thoughts - Friday, 3 March 2023
3/3/2023
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
Duration:00:12:42
Tech Thoughts - Friday, 24 February 2023
2/24/2023
Friday, 24 February 2023
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 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
Duration:00:12:56
Tech Thoughts - Friday, 17 February 2023
2/17/2023
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
Duration:00:16:52
Tech Thoughts - Friday, 10 February 2023
2/10/2023
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
Duration:00:13:14
Tech Thoughts - Friday, 27 January 2023
1/27/2023
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
Duration:00:14:52
Tech Thoughts - Friday, 20 January 2023
1/20/2023
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 #TechnologyPodcasts
Duration:00:11:31
Tech Thoughts - Friday, 13 January 2023
1/13/2023
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 #TechUpdate #TechPodcast #TechnologyPodcasts
Duration:00:11:22