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Podcast: Monetary Matters with Jack Farley
Episode: What Investors Are Overlooking in AI & Semis | Val Zlatev
Description: Val Zlatev, Portfolio Manager and Senior Partner at hard tech specialist hedge fund Analog Century Capital Management joins Other People’s Money to discuss what he thinks investors still fail to appreciate about the secular growth of AI and semiconductors. He also discusses why DeepSeek was so misunderstood, other aspects of the AI supply chain, the state of the analog chip cycle, running long/short and market neutral strategies and garnering interest from the large multi-manager platforms.
Learn More About Analog Century Capital Management: https://www.analogcm.com/
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