Episode
Talking Markets Podcast (AI Tech Tour takeaways) with Tony Kim of BlackRock
- Podcast
- UBS On-Air: Market Moves
- Published
- May 28, 2026
- Duration seconds
- 1861
- Processing state
not_requested- Canonical source
- https://www.ubs.com/content/dam/podcasts/wma/260407%20-%20Talking%20Markets%20Podcast_BlackRock.mp3
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Summary
Tony Kim, Head of the Global Technology Team within the Fundamental Equities division of BlackRock’s Portfolio Management Group, drops by the Talking Markets Podcast to reflect on a recent two-week Asia Tech Tour, where he met with over 40 companies across the AI stack. Tony shares what stood out most from those conversations, and shares how he is framing the opportunity and timing for another emerging tech theme, quantum computing. Host: Daniel Cassidy