Talking Markets Podcast (AI Tech Tour takeaways) with Tony Kim of BlackRock
From UBS On-Air: Market Moves by Client Strategy Office
May 28, 2026 · 31 min
About this episode
Tony Kim discusses insights from a recent Asia Tech Tour focused on AI and quantum computing.
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
People in this episode
Host: Daniel Cassidy
Guest: Tony Kim
Topics covered
- AI technology
- quantum computing
- Asia Tech Tour
- investment opportunities
- market analysis
Keywords
- AI stack
- technology investment
- emerging tech
- portfolio management
- market trends
Mentioned in this episode
Organizations: BlackRock
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