{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/a4c5de36-8260-4222-8e38-ff997dc73436/6400b01091cec20012c97492?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"IC Interviews: Stephen Yiu","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/61b9b44742e856e989985776/1677766456431-a10d59dd2e72d2faa7c3ff8b113bd8c3.jpeg?height=200","description":"<p>Dave Baxter is joined by Stephen Yiu, lead manager of the popular but embattled&nbsp;<strong>Blue Whale Growth fund (GB00BD6PG787)</strong>. They discuss recent shifts in the portfolio - from Yiu&nbsp;exiting many of the mega-cap US tech stocks to a newfound interest in the energy sector - and the thinking behind this. From Chatgpt to the metaverse, they also look at which technological advances might drive tomorrow's returns, and which might look less convincing.</p>","author_name":"Investors' Chronicle"}