Beyond the Benchmark by EFG · 2026-02-03 · 30 min
Dominic Jacobson, Senior Equity Analyst in EFG Asset Management’s US Growth Equity team unpacks whether tech bubble fears are misplaced, and why compute power and energy availability may in fact be keeping excess in check. Also featured are geopolitical competition, open-source versus closed-source models and what could be the next big untapped opportunity in tech. Our host, Moz Afzal: Our guest: Dominic Jacobson EFGAM: Important disclaimers The value of investments and the income derived from them can fall as well as rise, and past performance is no indicator of future performance. Investment products may be subject to investment risks involving, but not limited to, possible loss of all or part of the principal invested. This document does not constitute and shall not be construed as a prospectus, advertisement, public offering or placement of, nor a recommendation to buy, sell, hold or solicit, any investment, security, other financial instrument or other product or service. It is not intended to be a final representation of the terms and conditions of any investment, security, other financial instrument or other product or service.
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