Billy Leung is an ETF investment strategist at Global X ETFs.
While Billy’s current role is steeped in exchange-traded funds (ETFs) he has a wide and deep knowledge of technology companies and trends across the world, having been a sell-side analyst and worked in a high frequency trading business. He’s been tracking technology stocks since the 2000s.
Like this? Register for next’s week AI investing webinar with Billy Leung:
In this Australian Investors Podcast Owen Rask and Billy Leung from Global X talk about:
- Billy’s background and analysing markets bottom-up and top-down
- Valuation of technology stocks and how they changed value investing
- The AI companies leading the pack: MSFT, GOOGL, META, NVDA, AAPL
- AI stocks no-one follows…
- How the AI ecosystem can be divided into three levels of abstraction: hardware, infrastructure and application
- China’s AI push versus USA: Ali Baba, Baidu and Tencent
- Why an ETF approach can help you capture a theme without identifying winners
