Today on the podcast, Equity Analyst Michael Vogel discusses the importance of analyzing technological shifts beyond artificial intelligence and how these shifts can impact non-tech companies in the portfolio. Michael emphasizes the cultural approach to holding views lightly and shares examples of how the Research team navigates these changes. Key Points From This Episode: - Tech changes, non-tech companies adapting, potential shifts - Image sensors improve, and Kodak sales rise steadily - Electric cars and gas stations coexist profitably - Positive impact of legal software and AI - Analyzing investment matrix, tech shifts, and shared research Links: Mawer Investment Management
No persons identified in this episode.
This episode hasn't been transcribed yet
Help us prioritize this episode for transcription by upvoting it.
Popular episodes get transcribed faster
Other recent transcribed episodes
Transcribed and ready to explore now
#2426 - Cameron Hanes & Adam Greentree
16 Dec 2025
The Joe Rogan Experience
#487 – Irving Finkel: Deciphering Secrets of Ancient Civilizations & Flood Myths
12 Dec 2025
Lex Fridman Podcast
#2425 - Ethan Hawke
11 Dec 2025
The Joe Rogan Experience
SpaceX Said to Pursue 2026 IPO
10 Dec 2025
Bloomberg Tech
Don’t Call It a Comeback
10 Dec 2025
Motley Fool Money
Japan Claims AGI, Pentagon Adopts Gemini, and MIT Designs New Medicines
10 Dec 2025
The Daily AI Show