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Fidelity Answers: If I’m worried about US tech then where else can I make decent returns? episode artwork

EPISODE · Nov 27, 2025 · 30 MIN

Fidelity Answers: If I’m worried about US tech then where else can I make decent returns?

from Fidelity Answers: The Investment Podcast · host Fidelity International

Demand isn’t the main driver of profitability, supply is. In the latest edition, portfolio managers Fred Sykes and Tom Record look for the money left in the AI boom and places to hide if it goes wrong, while arguing investors should obsess a bit less about GDP growth and macroeconomics.  Plus: analyst Srishti Sinha on the risks to a US power sector flooded with datacentre investment.  See omnystudio.com/listener for privacy information.

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Fidelity Answers: If I’m worried about US tech then where else can I make decent returns?

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How long is this episode of Fidelity Answers: The Investment Podcast?

This episode is 30 minutes long.

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This episode was published on November 27, 2025.

What is this episode about?

Demand isn’t the main driver of profitability, supply is. In the latest edition, portfolio managers Fred Sykes and Tom Record look for the money left in the AI boom and places to hide if it goes wrong, while arguing investors should obsess a bit...

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