Tools, enablers and beneficiaries with Anshu Sharma from Loftus Peak

Loftus Peak's Anshu Sharma makes the case that disruption is a continuum rolling through every industry rather than a technology trade, and explains why a portfolio with more than a quarter of its weight in AI infrastructure also backs a Chinese battery maker the team toured in person and a growing position in life sciences. Sharma also takes on the question many investors are asking, how to stay invested in the AI build out while keeping a close eye on how it is being paid for.