191: Tech and AI Investing Trends: A Stock Picker’s Take
The Bid · BlackRock
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Show Notes
AI is experiencing a transformative moment, powering the phenomenal run in public markets, but the investment opportunities certainly transcend that small group of names. So where are the most compelling opportunities and how can AI investment not only build wealth, but contribute to a more efficient future?
Tony Kim, portfolio manager from BlackRock's Fundamental Equities team, joins Oscar to explore the evolving conversation around AI among industry leaders, rebut AI skepticism and examine the investment potential of quantum computing.
Sources: Google Investor call, July 2024 per Sundar Pichai
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