The chief investment officer of fund manager Loftus Peak says he only gets one really good idea a year, and that it’s always about business.

After looking into the rise of machine learning, Alex Pollak's “one good idea” in 2016 was to buy into Nvidia, which now boasts a market valuation of $US4 trillion ($6 trillion).

This week, BOSS editor Sally Patten finds out how the local tech investor spots trends to stay ahead of the curve.

This podcast was sponsored by Aussie Broadband.