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18min chapter
From Technology in Focus to Finance with BlackRock's Tony Kim
Masters in Business
Navigating Tech Valuations and Market Dynamics
This chapter explores the valuation intricacies of major tech firms, particularly the 'Magnificent Seven', against the backdrop of a struggling tech sector. It discusses a unique annual bus tour to Silicon Valley that fosters strategic discussions and insights on industry shifts, alongside pivotal moments in tech history. The conversation also highlights the challenges faced by investments during downturns, emphasizing the need for a balance between long-term strategies in emerging technologies and short-term financial pressures.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode