Looking Beyond AI in Global Technology with Anthony Ginsberg

Is the next phase of technology investing about looking beyond the biggest names in AI? In this discussion, Anthony Ginsberg, CEO of GinsGlobal, explores why the technology opportunity may be broader than traditional tech indices suggest, with growth emerging across areas including artificial intelligence, cloud computing, cybersecurity, robotics, social media and digital entertainment. The discussion also highlights how an equal-weighted approach to technology investing can broaden exposure across global technology themes and geographies, while identifying opportunities in mid- and small-cap technology companies beyond the largest market-cap-weighted stocks. Topics covered include: ➡️ How AI is converging with other areas of technology ➡️ Why cloud computing could remain an important growth theme ➡️ The case for taking a more global approach to technology investing ➡️ How equal weighting can reduce reliance on a handful of dominant stocks ➡️ Opportunities beyond large-cap technology companies ➡️ How economic growth, interest rates and fiscal policy could influence technology markets Timestamps: 00:03 – Introduction to GinsGlobal 00:25 – Why are traditional tech indices failing to capture present growth? 01:28 – Why use an equal-weighted approach? 02:28 – Which technology themes could stand out in 2026? 03:43 – How are companies selected for the index? 04:33 – Which market forces could shape the next 12 months? This material does not constitute a marketing document. It is not an invitation to invest and is for educational purposes only.