The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments.

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In this episode, we discuss key questions on investors minds. How much of this is a hype phase now? What is not yet obvious as an investment in AI? What will regulations do to AI? Are costs going to come down for AI such that there is money to be made?

This episode is presented by Kelly Chia (Deputy Head of Research, Asia) and Reid Menge (co-PM for BlackRock’s Technology equity portfolios).