
Disruptive Forces in Investing
Hosted by Anu Rajakumar · Neuberger
4.9from 83 ratings
- 168
- Episodes
- 20
- Transcribed
- 83
- Ratings
- Bi-weekly
- Cadence
- 2019
- First episode
About Disruptive Forces in Investing
Welcome to Disruptive Forces in Investing, a podcast series featuring Neuberger's seasoned investors who discuss trends that are transforming the investment industry and beyond.
- Publisher
- Neuberger
- Category
- business
- Language
- en
- Explicit
- No
- First episode
- 23 Jul 2019
- Latest episode
- 15 Oct 2026
Latest episodes
20 of 168 episodes have a transcript.

15 Oct 2026TRANSCRIPT
The AI Supercycle, Asia, and Why This Time is Different

6 Oct 2026TRANSCRIPT
Options Investing for Income, Liquidity and Volatility

22 Sept 2026TRANSCRIPT
Real Rates, Repriced Credit and the Case for a Short Fed Cycle
Inside a recent episode

The AI Supercycle, Asia, and Why This Time is Different
Published 15 Oct 2026 · Transcript excerpt
[…] Yeah, Anu, you just mentioned some specific key areas. We're actually quite excited about, for example, optical networking, because if we look at AI compute demand today, it's just... accelerating. Now, every single GPU has only certain amount of computing power, but if you can combine a cluster of these GPUs together, you get a much stronger, much bigger computing power. But to do that, you need higher speed networking. If you think about the large companies like NVIDIA, the Googles, the Amazons of the world, they're all working with their suppliers. to figure out what's best, what's the best technology to kind of, you know, remove this bottleneck from networking. […]
Read the full transcript with a Pod Engine plan.
See plansWho has been a guest on Disruptive Forces in Investing
Names identified in recent episode analyses. Showing up to five guests.
- YT Boon
- Derek Devens
- Ashok Bhatia
- Kei Okamura
- Shannon Saccocia
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
- Apple Podcasts (US)
- 4.9 / 5
- 60 ratings
- Spotify
- 5.0 / 5
- 23 ratings
Podcast Authority Score: 41 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
- Quality
- 46
- Social presence
- 0
- YouTube
- 0
- Engagement
- 90
Contact Disruptive Forces in Investing
- Guest appearances
- Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
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Questions about Disruptive Forces in Investing
Who hosts Disruptive Forces in Investing?
Anu Rajakumar host the show. Published by Neuberger.
How often do new episodes come out?
The show publishes bi-weekly, based on its RSS feed.
Does Disruptive Forces in Investing take guests?
Yes. Guests have been identified in episode analyses.
Where can I read transcripts?
20 of 168 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.
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