In a conversation moderated by Goldman Sachs’ Michael Brandmeyer, BlackRock’s Tony Kim, head of tech sector fundamental equities, shares his views on the technology ecosystem, public and private valuations, and the impact of artificial intelligence and quantum computing.
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Jul 15
The Growth of the Space Industry
Falling launch costs, innovations, and AI are fuelling a space economy that could reach $1 trillion by the 2040s, according to Michael Tarulli and Erik Sparks in Goldman Sachs Investment Banking. The key driver: launch costs have plunged sharply, opening up access to space and en ... Show More
16m 34s
Jul 9
Ken Griffin on US-China Tensions and AI
Ken Griffin, the founder and CEO of Citadel, expects agentic artificial intelligence (AI) to enable a “golden age” of entrepreneurship and eliminate some corporate moats, even as the cost of using AI creates a deep moat around other companies. And while some jobs may be replaced ... Show More
29 m
Jul 2024
182: 2024 Midyear Outlook: Waves of Transformation
<p>Vivek Paul, UK Chief Investment Strategist for the BlackRock Investment Institute joins host Oscar Pulido to discuss the rise of AI and its potential to deliver a productivity boom, the role of private markets in infrastructure, and how geopolitical dynamics are influencing in ... Show More
19m 56s
Oct 2025
BNY's Jose Minaya on How AI Is Transforming Asset Management
Barry speaks with Jose Minaya, global head of BNY Investments and Wealth. In this episode, Jose and Barry discuss his career buy-side trading, investing in the alternatives space. The also discuss the changes blockchain and AI are bringing to asset management. See omnystudio.com/ ... Show More
56m 33s
Aug 2023
A Quantum Leap Into the Next Generation of Computing
Rajeeb Hazra, President & Chief Executive Officer at Quantinuum, discusses commercializing quantum technology. Frank Holmes, Executive Chairman at Hive Digital Technologies, talks macro issues facing the crypto industry. Managing Director of China Beige Book International Shehzad ... Show More
36m 34s
Nov 2023
OpenAI Drama Casts a Shadow on Tech Industry
Andrew McAfee, Principal Research Scientist at MIT and author of The Geek Way, explains how the OpenAI saga could impact future development of artificial intelligence. Mary Lou Gardner, Associate Partner for CPG, Retail and Logistics at Infosys Consulting, discusses retail earnin ... Show More
36m 30s
Mar 2024
First Time Founders with Ed Elson – Could this AI Founder Replace Investment Bankers?
Ed speaks with Gabe Stengel, Co-founder and CEO of Rogo, about the potential for AI to disrupt the banking sector. They also discuss Gabe’s experience pitching his financial services AI company to VCs, the importance of willpower, and how he finds balance between work and his per ... Show More
43m 41s
Jun 2025
Greylock Presents: The Intelligent Marketer
The Intelligent Marketer is a new podcast hosted by Greylock partner Mike Duboe and FERMAT CEO Rishabh Jain, about the intersection of AI, marketing, and commerce. In every episode, Mike & Rishabh talk with an expert guest about the future of artificial intelligence in marketing, ... Show More
44m 13s
Aug 2024
Tech Investor Gene Munster on MegaTrends | Okay, Computer.
Dan Nathan and Gene Munster, founder and partner of Deepwater Asset Management delve into the latest developments in the tech market, focusing on NVIDIA's impending earnings report and the competitive landscape of AI. They discuss expectations for NVIDIA's revenue growth, the imp ... Show More
40m 29s