In the second episode of Insiders and Outliers - MCP on Emerging Markets founder and portfolio manager, Carlos Hardenberg, shares his insights into the semiconductor industry, set to be a $1 trillion market by 2030. Join us as we explore both Carlos' history and current approach to investing, as well as his management of geopolitical risks in the semiconductor industry. We also discuss Asia's ongoing leadership in the industry and the expanding range of semiconductor end markets.
You can listen to the episode on Spotify, Apple Podcasts and Soundcloud.