MPNGF - Capturing The 5G Opportunity - Bruce Liu Joins Alpha Trader Podcast

This episode of Alpha Trader podcast features hosts Aaron Task and Stephen Alpher speaking with Brue Liu, CEO at Esoterica Capital, and portfolio manager of the Esoterica Thematic ETF Trust (WUGI). Among the topics discussed: 5G technology is much more than just an upgrade from 4G, says Liu. If one thinks of 4G as enabling the mobile internet, 5G will allow the digitization of every aspect of our lives - from streaming to smart homes to smart factories to remote healthcare to self-driving cars. Another difference - if 4G was mostly a U.S. phenomenon, 5G is global. The evolution to 5G technology will first be felt in semiconductors as all devices will require upgrades. Among Esoterica’s top ten holdings are Nvidia (NVDA), Xilinx (XLNX), Marvell (MRVL), Qualcomm (QCOM), Advanced Micro Devices (AMD), and Taiwan Semiconductor (TSM). Speaking of the recent crackdown by Beijing on China’s large tech companies, Liu says

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Capturing The 5G Opportunity - Bruce Liu Joins Alpha Trader Podcast