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Tony Kim

Managing Director and Head of Fundamental Equities’ Global Technology Team at BlackRock. His expertise spans technology investing and finance.

Top 5 podcasts with Tony Kim

Ranked by the Snipd community
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34 snips
Dec 12, 2024 • 1h 8min

From Technology in Focus to Finance with BlackRock's Tony Kim

Tony Kim, Managing Director at BlackRock and veteran in tech investing, shares his insights on navigating the tech finance landscape. He discusses the evolution of profitability in tech and the transformative impact of the fifth industrial revolution on the workforce. Kim also delves into the complexities of tech valuations, particularly the 'Magnificent Seven', while emphasizing the importance of a human-centric approach in technology. Additionally, he highlights the significance of mentorship and continuous learning in building a successful career in this dynamic field.
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9 snips
Nov 10, 2023 • 39min

BlackRock’s Tony Kim on the ‘dawn of a new intelligence era’

BlackRock’s Tony Kim discusses the tech ecosystem, public and private valuations, and the impact of AI and quantum computing. They explore the connectivity of sectors, the evolution of tech, the influence of AI on the industry, valuation of private markets, characteristics of successful tech teams, talent acquisition in finance, comparing market corrections, and the dawn of a new intelligence era.
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6 snips
Jan 29, 2024 • 49min

E34: BlackRock Managing Director Tony Kim on the Secrets of Durable Companies

Tony Kim, Managing Director at Blackrock, discusses the secrets of durable businesses, unreliable TAM measure, competitive moats, 2nd/3rd acts for growth. They touch on durable revenue, data gravity, determining expansion opportunities, fundamentals in AI investments, the challenge of handling the backlog of unicorns, and analyzing CEO and CFO messages.
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Sep 5, 2025 • 24min

230: AI At The Frontier: A Stock Picker's Take on AI Investing

Tony Kim, head of BlackRock's Global Technology Team, dives into AI's impact on stock markets and investment trends. He discusses the transformative AI technology stack and its implications for infrastructure spending. The conversation touches on quantum computing, highlighting its potential as a revolutionary platform, and the crucial need for cybersecurity as AI technology evolves. Additionally, they explore the societal impact of AI and the exponential growth of humanoid robots, revealing promising investment opportunities across various sectors.
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Aug 1, 2025 • 25min

228: Best Of: Technology and AI Investing Trends - A Stock Picker's Take

Tony Kim, a portfolio manager at BlackRock and expert in technology investing, shares his insights on the booming AI market. He discusses the transformative role of AI in companies and the vast investment opportunities it creates. Delving into the future, Kim highlights the revolutionary potential of quantum computing and its applications across various industries. He emphasizes the need for long-term investment strategies while addressing common skepticism about AI's immediate returns, painting an optimistic picture of the tech landscape.

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