EPISODE · Mar 15, 2026 · 21 MIN
S1E260: Tech alpha: why adoption and R&D matter more than P/E
from BT Money Hacks · host The Business Times
Technology alpha: myth or opportunity? Can tech fortunes be found in adoption and R&D? Apparently, author Igor Pejic thinks so. Howie Lim gets him to decode Big Tech risk, spot the real game-changers from the hype, and navigate the volatile waves of AI, geopolitics, and regulation. Synopsis: Every Monday, The Business Times breaks down useful financial tips. Highlights: 01:22 Technology alpha and outsized tech-driven returns 05:53 Non-financial markers of good investments 08:16 Geopolitical and regulatory pressure 10:48 Why 'Tier 2' enabler tech 18:06 Anticipating the 'convergence' of tech --- Send us your questions, thoughts, story ideas, and feedback to [email protected]. --- Written and hosted by: Howie Lim ([email protected]) With Igor Pejic, author of Tech Money Edited by: Howie Lim & Claressa Monteiro Produced by: Howie Lim & Chai Pei Chieh A podcast by BT Podcasts, The Business Times, SPH Media --- Follow BT Money Hacks podcasts every Monday: Channel: bt.sg/btmoneyhacks Amazon: bt.sg/mham Apple Podcasts: bt.sg/oeXe Spotify: bt.sg/oeGN YouTube Music: bt.sg/mhyt Website: bt.sg/moneyhacks Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice. --- Discover more BT podcast series: BT Correspondents: bt.sg/btcobt BT Market Focus at: bt.sg/btmktfocus BT Podcasts at: bt.sg/pcOM BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.
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S1E260: Tech alpha: why adoption and R&D matter more than P/E
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