The excitement around AI is everywhere, but is it backed by real-world application? This episode tackles the bubble question head-on, sparked by a listener's query. Stephen Yiu and AI specialist Mo Mulla separate the spenders from the suppliers, arguing that the real opportunity lies with the "picks and shovels" of the AI revolution. We explore the staggering growth of Asian tech, the future of AI in medicine and robotics, and how to spot lasting value amidst the noise. If you're wondering how to invest in AI without getting burned by the hype, this episode is for you. Capital at risk. Views we express on companies, asset classes and markets do not constitute Investment Recommendations and must not be viewed as such. Past performance is not a guide to future performance. This communication is issued by Blue Whale Capital LLP which is authorised and regulated by the Financial Conduct Authority.

You cannot outperform by doing what everyone else does. Stephen Yiu builds on that simple idea and adds what most investors miss. This episode covers narrative shifts, decision timing, and the discipline to change your mind fast. No hype, just usable thinking drawn from recent market experience. There is a quiet win, a prudent exit, and a challenge to a comforting belief. If you are curious about where human judgment still trumps the model, this episode of Outperformance Matters is for you. Capital at risk. Views we express on companies, asset classes and markets do not constitute Investment Recommendations and must not be viewed as such. Past performance is not a guide to future performance. This communication is issued by Blue Whale Capital LLP which is authorised and regulated by the Financial Conduct Authority.

Passive investing is gaining ground in the UK, driven by cold, hard logic. It’s a cheap way to get broad access to markets. But what if the machines have a blind spot?

Stephen Yiu, Chief Investment Officer of Blue Whale Capital, argues that outperformance can be found where automated strategies fall short.

Listen to this podcast to discover why 'alpha' lies not in tracking the past, but in funds that look to the future, anticipating market shifts before indices can react. From emerging tech giants to shifts in geopolitics, human insight is indispensable in an inefficient market. Yiu unveils the stark reality for active funds: adapt or face extinction. For those that can act on their insight, the coming era presents an unprecedented opportunity to redefine true outperformance.

Are you ready to explore where human intelligence has the edge over algorithmic efficiency? Listen to this first podcast in our 'Outperformance Matters' series"

Capital at risk. Views we express on companies, asset classes and markets do not constitute Investment Recommendations and must not be viewed as such. Past performance is not a guide to future performance. This communication is issued by Blue Whale Capital LLP which is authorised and regulated by the Financial Conduct Authority