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HomeAlphaTarget PULSE - Markets | Business | Technology | Investing | Insights
AlphaTarget PULSE - Markets | Business | Technology | Investing | Insights

AlphaTarget PULSE - Markets | Business | Technology | Investing | Insights

Active· last episode 1 month ago
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~34 min episodes

About AlphaTarget PULSE - Markets | Business | Technology | Investing | Insights

AlphaTarget PULSE brings you timely, institutional-grade insights on markets, business, technology and investing. Every other Friday, our Founder Puru Saxena (veteran money manager and Founder of money management firms in Hong Kong) and our highly experienced analysts (ex-Citibank, Societe Generale, Peel Hunt, Berenberg, Motley Fool) cut through the noise and dissect markets, disruptive business trends, technological developments and opportunities, revealing where the smart money is investing.  AlphaTarget PULSE is a production of AlphaTarget, a premier research firm which specialises in uncovering disruptive, rapidly growing companies in the public markets, equipping investors with actionable insights to stay ahead in today’s ever-evolving business landscape. Our firm is trusted by a wide range of investors including individuals, family offices, financial advisers, funds and wealth managers and our research subscription educates and empowers investors to make smarter decisions.   Meet the Panellists: Puru Saxena – Former Founder and Portfolio Manager of two Hong Kong based money management firms (2001–2016) and a regular guest on Bloomberg, CNBC, BBC and CNN. His firm was acquired by a listed asset management company in 2016. Today, he shares his investment insights with 380,000+ followers on X (@saxena_puru). Irnest Kaplan – Former Equity Analyst at Societe Generale and Founder of a boutique research firm for 22 years. Recognised multiple times as South Africa’s #1 analyst in Computing and Electronics by institutional investors. BSc in Electrical Engineering (Cum Laude) from the University of the Witwatersrand, South Africa and CFA Charterholder. Oyvind Bjerke – Former Investor at Arceau Family Office and Research Manager at MMC Ventures. Previously Equity Analyst at Peel Hunt and Berenberg, specialising in disruptive technology and thematic research. MSc in Behavioural Finance (Distinction) from Warwick Busine

Language
English
Type
podcast

Episodes(21)

  1. 1

    What Middle East Escalation, Fed Policy and Nvidia's GTC Reveal About the Next Move in AI and Growth Stocks

    1 Aug38m
  2. 2

    Semiconductor Sell-Off, the Software Rotation, and Why Meta's Cloud Move Isn't What It Looks Like

    1 Aug30m
  3. 3

    Micron's Multi-Decade AI Bet, the Memory Cycle Peak, and Why We're Holding 35% Cash

    1 Aug37m
  4. 4

    AI Token Wars, Oracle's AI Spending Boom, and Why Markets May Not Be Done Falling

    1 Aug36m
  5. 5

    SpaceX’s 2 Trillion USD IPO, Fuel Cells Powering AI, and the Return of Market Euphoria

    1 Aug27m
  6. 6

    Semiconductor Mania, AI Infrastructure Demand and Frothy Markets

    1 Aug35m
  7. 7

    AI CapEx Surge, Cloud Acceleration and Market Signals

    1 Aug28m
  8. 8

    Anthropic Shockwaves, Cybersecurity Sell Off and Stocks Surge

    1 Aug34m

+13 more — listen on the platforms above

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WHICHPODCAST

Discover your next favourite podcast. Search 40,000+ shows, take the quiz, or browse by category.

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© 2026 WhichPodcast. All rights reserved.

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