Bini Kothari
Founder and CEO of Tekne (Technic) Capital Management, discussing Asian opportunities in semiconductors and AI-related supply chain investments.
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May 12, 2026 • 43min
AI, Memory Trade Takes A Pause 5/12/26
Bini Kothari, founder and CEO of Tekne Capital Management, spots Asian semiconductor and AI supply-chain opportunities. Olaolu Aganga, head of portfolio construction at Citi Wealth, outlines portfolio positioning, geographic tilts, and tactical moves like duration and gold. They discuss commodities rally, compute futures and China’s separate AI supply chain. Short, punchy market themes and tradeable areas highlighted.
