In this podcast, Tony Kim, a Managing Director at BlackRock who specializes in technology investments, shares his career journey that spans engineering, investment banking, and now portfolio management. He advocates for a systematic and holistic approach to technology investing, emphasizing the importance of grasping entire ecosystems and recognizing dominant players, which he refers to as "power laws." Kim highlights the expanding influence of AI across various industries and anticipates continued growth in the market capitalization of the technology sector. He also discusses his strategies for managing active ETFs focused on AI and broader technology opportunities. Additionally, Kim offers fascinating insights into his unique investment research methods, which include annual tours of Silicon Valley and numerous company meetings.
