This investment guru backed Nvidia in 2016. Here are his other tips
The chief investment officer of fund manager Loftus Peak says he only gets one really good idea a year, and that it’s always about business.
After looking into the rise of machine learning, Alex Pollak's “one good idea” in 2016 was to buy into Nvidia, which now boasts a market valuation of $US4 tr…
How Loftus Peak Keeps beating the Market - And What They’re Buying Now | Alex Pollak
This expert doesn't just talk disruption, he invests in it.
And with a fund performance of 21% p.a since 2016 (that’s after fees), clearly it’s been working.
We sat down with Alex Pollak, Chief Investment Officer of Loftus Peak, to find out how his fund keeps beating the market and what’s next on …
What an AI-Powered Future Could Look Like with Alex Pollak
Will humanoid robots become household appliances? Will AI agents replace keyboards, book our travel, and make decisions on our behalf? In this episode, Alex Pollak from Loftus Peak helps us think through the probabilities of an AI-powered future, from drug discovery and autonomy to the companies be…
Markets Never Close: The Case for Tokenized ETPs | Alex Pollak | 21Shares [EP. 308]
Markets don't close when the exchange does. They just move somewhere else.
In this episode of MoneyNeverSleeps, Pete Townsend speaks with Alex Pollak of 21Shares about why crypto ETPs are not just surviving the rise of onchain finance — they're about to become part of it.
Alex Pollak is Managing Di…
SpaceX IPO, AI Boom & Iran War: What It Means for Markets in 2026
In this episode of Talk Money To Me, we unpack one of the most complex market environments in recent years — where geopolitical risk, inflation pressures and blockbuster IPOs are colliding at the same time.
Recorded on 13 April 2026, Felicity Thomas and Candice Bourke break down the latest developm…
AI IPO rush meets market jitters as Austrailans rethink where to put their savings
The global AI investment boom is gathering pace, with OpenAI signalling its intention to eventually join rivals Anthropic and SpaceX on the US sharemarket, potentially fuelling another wave of capital raising worth hundreds of billions of dollars across the industry. SBS Finance Editor Ricardo Gonç…
AI IPO rush meets market jitters as Austrailans rethink where to put their savings
The global AI investment boom is gathering pace, with OpenAI signalling its intention to eventually join rivals Anthropic and SpaceX on the US sharemarket, potentially fuelling another wave of capital raising worth hundreds of billions of dollars across the industry. SBS Finance Editor Ricardo Gonç…
Is the hype real on these 5 global stocks?
Alex Pollak from Loftus Peak and Sam Ruiz from T Rowe Price run their rulers over the market’s latest obsessions and tell us if the hype is actually real. Plus, our guests share one company they think is flying under the radar.
Stocks Mentioned:
SpaceX (NASDAQ: SPCX)
SK Hynix (KRX: 000660)
Eli Lill…
Google, Meta, Amazon, Microsoft: Are the hyperscalers still a BUY?
Are the hyperscalers all hype? Or are investors hopes well placed?
We asked Sam Ruiz from T Rowe Price and Alex Pollak from Loftus Peak for their call on the AI juggernauts.
Stocks Mentioned:
Alphabet (NASDAQ: GOOGL)
Meta Platforms (NASDAQ: META)
Amazon (NASDAQ: AMZN)
Microsoft (NASDAQ: MSFT)
Chapt…
The economics of the AI companies is being tested with Alex Pollak | Loftus Peak
Big Tech is pouring unprecedented amounts of capital into AI infrastructure, but is it a once-in-a-generation investment opportunity or the beginning of an expensive arms race? Loftus Peak CIO Alex Pollak joins Ren to unpack why hyperscalers continue to spend despite growing bond market concerns, w…
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I have no special talent. I am only passionately curious, and
I listen to podcasts.
‐ Albert "Llamacorn" Einstein