Denny Fish
Portfolio manager at Janus Henderson overseeing the Global Technology and Innovation Fund and lead of the firm's technology sector research team, focused on AI, semiconductors, and long-term tech investing.
Top 3 podcasts with Denny Fish
Ranked by the Snipd community
24 snips
Jan 25, 2026 • 22min
Interview with Janus Henderson Investors Portfolio Manager Denny Fish
Denny Fish, portfolio manager at Janus Henderson who leads tech sector research, talks AI, semiconductors, and long-term tech investing. He explores AI infrastructure and semiconductor strength. He breaks down category roles like enablers, enhancers, and end users. He highlights CES takeaways, NVIDIA’s expanding strategy, and portfolio approaches for resilience and optionality.
18 snips
Aug 21, 2025 • 44min
Thoma Bravo to Pay $12.3 Billion for Dayforce, Nasdaq Fall Continues
Denny Fish, Portfolio Manager at Janus Henderson Investors, delves into the latest tech trends and investment strategies. He discusses the alarming drop in Nasdaq valuations and shares insights on AI's transformative potential across industries. The acquisition of Dayforce by Thoma Bravo for $12.3 billion is explored, highlighting the evolving investment landscape. Fish also touches on the competition among tech giants like Google and Apple in integrating AI, while addressing the complexities of ROI in AI and SaaS projects.
9 snips
Oct 6, 2025 • 44min
The AI Trade: Where It's Going, How to Play It
Denny Fish, Portfolio Manager at Janus Henderson Investors and an expert in tech and AI, shares insights on navigating the AI investment landscape. He discusses the implications of the OpenAI-AMD deal and compares current market dynamics to the 1990s tech bubble, asserting that valuations are still reasonable. Denny recommends a strategy for retail investors focused on enablers, enhancers, and end users of AI. He also touches on the challenges faced by major companies in the current market and discusses the future of quantum computing.
