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Rob Goldstein

πŸ‘€ Speaker
382 total appearances

Appearances Over Time

Podcast Appearances

Odd Lots
BlackRock's Rob Goldstein on the Next Megatrends in Finance

In X months or maybe a year or two, tools like this will re-engineer every website on the planet Earth, and they will all be more user-friendly.

Odd Lots
BlackRock's Rob Goldstein on the Next Megatrends in Finance

Let me start out.

Odd Lots
BlackRock's Rob Goldstein on the Next Megatrends in Finance

Let me provide a little context broadly about that.

Odd Lots
BlackRock's Rob Goldstein on the Next Megatrends in Finance

what we think is going to happen or what a group of us think are going to happen.

Odd Lots
BlackRock's Rob Goldstein on the Next Megatrends in Finance

And then let me go into Aladdin because I think that they're somewhat related.

Odd Lots
BlackRock's Rob Goldstein on the Next Megatrends in Finance

So one of our portfolio managers, one of our technology portfolio managers is a gentleman, Tony Kim.

Odd Lots
BlackRock's Rob Goldstein on the Next Megatrends in Finance

And a year ago, two years ago, I said, Tony, if today there are 100 lines of code in the world, in 2030, how many are there?

Odd Lots
BlackRock's Rob Goldstein on the Next Megatrends in Finance

And he said a million.

Odd Lots
BlackRock's Rob Goldstein on the Next Megatrends in Finance

And I was like, you're out of your mind.

Odd Lots
BlackRock's Rob Goldstein on the Next Megatrends in Finance

And he said, no, no, no.

Odd Lots
BlackRock's Rob Goldstein on the Next Megatrends in Finance

Like I was quite thoughtful about that.

Odd Lots
BlackRock's Rob Goldstein on the Next Megatrends in Finance

I didn't make up a number.

Odd Lots
BlackRock's Rob Goldstein on the Next Megatrends in Finance

Well, but this is an important dimension because 10 times 10 times 10 times 10 times 10.

Odd Lots
BlackRock's Rob Goldstein on the Next Megatrends in Finance

So if you believe, which it's going to be a multiple, you could argue, is it three?

Odd Lots
BlackRock's Rob Goldstein on the Next Megatrends in Finance

Is it seven?

Odd Lots
BlackRock's Rob Goldstein on the Next Megatrends in Finance

Is it 10?

Odd Lots
BlackRock's Rob Goldstein on the Next Megatrends in Finance

Is it 14?

Odd Lots
BlackRock's Rob Goldstein on the Next Megatrends in Finance

But it's going to go up every year by a multiple given these tools.

Odd Lots
BlackRock's Rob Goldstein on the Next Megatrends in Finance

So the amount of code in the world is going to go up dramatically.

Odd Lots
BlackRock's Rob Goldstein on the Next Megatrends in Finance

And I think that when you look at a platform like Aladdin,