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Taking Stock - After The Bell: AI: Boom, Bottlenecks and the Next Big Bet

Episode 66

Date: 23 June 2026

1 minute read

AI: Boom, Bottlenecks and the Next Big Bet

Jonathan and James sit down with Polar Capital's Ben Rogoff to unpack the AI boom, where the real investment opportunities lie, and what comes next for tech markets.

Podcast Hosts

James Hughes

Investment Director

Jonathan Raymond

Investment Manager

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