#78 - Bruce Liu – 5G, Edge Computing & the Cloud: Building the 'New Digital Economy'
Bruce Liu manages WUGI, Esoterica's NextG Economy ETF, which invests in 5G and its enablement of the ‘New Digital Economy’. Having spent time at WisdomTree, Alliance Bernstein, PhaseCapital, and the Dow Chemical Pension Fund, Bruce’s research technique was honed at some of the most prestigious sell-side and brokerage firms on the planet.
Now he puts that to use exploring possibly this decade’s most compelling investment trend. 5G, and the technologies leveraging this next-generation connectivity, are revolutionising industries in pursuit of the New Digital Economy. We discuss sub-themes like Edge computing & Cloud, as well as the companies at the vanguard of this disruption – think Sea Ltd. & Nvidia.
Bruce concludes by explaining how WUGI offers diversified exposure to this market megatrend, and analyses the fund’s 140% return since inception! Enjoy.
Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter