Podcasts · Business

The Bid - An Investing Podcast from BlackRock

BlackRock

277 episodes

The Bid breaks down what’s happening in the world of investing and explores the forces changing the economy and finance. From stock market outlooks to geopolitics and technology, BlackRock speaks to thought leaders and industry experts from around the globe about the biggest trends moving markets.

Episodes page 1 of 6

  1. 275: How Geopolitics Is Redefining Defense, Energy, Technology and Global Markets

    · 27 min · Episode 275

    Geopolitical tensions are increasingly reshaping the global economy. Defense spending is rising, energy security has returned to the policy agenda, and competition over artificial intelligence and critical technologies…

  2. 274: How Tokenized Cash Is Modernizing Money, Markets and Investing

    · 20 min · Episode 274

    Tokenized cash is emerging as one of the most tangible applications of tokenization in financial markets. While much of the attention around digital assets has focused on cryptocurrencies, a broader transformation is…

  3. 273: AI Beyond Tech: How Artificial Intelligence Is Reshaping the Economy

    · 21 min · Episode 273

    The AI economy is entering a broader phase as artificial intelligence moves beyond technology companies and into healthcare, manufacturing, financial services and other parts of the economy. At the same time, growing…

  4. 272: Space, The Final Investing Frontier - How AI and Technology Are Expanding the Economy

    · 24 min · Episode 272

    The space economy is becoming more connected to everyday economic activity, from satellite communications and navigation to weather forecasting, defense and data. Falling launch costs, advances in satellite technology…

  5. 271: David Rubenstein, Co-Founder of The Carlyle Group, on the Business of Sports, Investing and Leadership

    · 23 min · Episode 271

    Sports investing has evolved as franchise values have risen, live sports have retained a powerful hold on audiences, and ownership has become an increasingly sophisticated business. Yet sports teams remain unusual…

  6. 270: Sports, Markets and Investing: What Separates Skill From Good Luck

    · 21 min · Episode 270

    Sports and investing can both be shaped by small margins, repeated decisions and the balance between skill and chance. From tennis points to soccer matches and basketball shot selection, elite competition offers a…

  7. 269: The Biggest Themes of 2026 So Far: How AI, Geopolitics and Digital Assets Are Reshaping Portfolios

    · 20 min · Episode 269

    2026 market themes have been shaped by geopolitical realignment, the physical demands of artificial intelligence and changing assumptions about diversification. Across markets, investors are confronting several…

  8. 268: AI’s latest frontiers: An Investor’s Perspective on AI, Space and Equity opportunities

    · 24 min · Episode 268

    AI investing continues to shape markets as artificial intelligence (AI) moves beyond software and into the physical infrastructure of the global economy. From data centers and chips to space-based compute, autonomous…

  9. 267: Defense Investing in a New Era of Geopolitics, AI, and Global Security Transformation

    · 19 min · Episode 267

    Defense investing is rapidly moving from the margins to the center of capital markets as geopolitical fragmentation, rising global tensions, and technological innovation reshape how nations allocate resources. What was…

  10. 266: 2026 Midyear Outlook: Scarcity vs. Abundance in the Age of AI

    · 20 min · Episode 266

    Artificial intelligence continues to reshape economies and markets, but its rapid expansion is also exposing new constraints across energy, infrastructure, labor, and capital. As investors navigate an increasingly…

  11. 265: Inflation and Investing: What Sticky Prices Mean for Portfolios Today - Ask Me Anything

    · 23 min · Episode 265

    Inflation and investing are once again front and center as markets assess a new mix of price pressures. In this Ask Me Anything episode of The Bid, host Oscar Pulido is joined by Helen Jewell, BlackRock’s International…

  12. 264: Is Tokenization the Next Evolution of Global Financial Market Infrastructure? Ft. Rob Goldstein, COO of BlackRock

    · 29 min · Episode 264

    Financial market infrastructure is often invisible to investors, yet it powers every trade, settlement, and ownership record across capital markets. As technology evolves, tokenization is emerging as a new way to…

  13. 263: Asia’s Infrastructure Moment: The Investment Opportunity Behind the Energy Transition

    · 19 min · Episode 263

    Asia infrastructure investing is becoming central to the global energy transition as rising demand, energy security concerns, and the need for more resilient systems accelerate capital deployment across the region. In…

  14. 262: What Do ETFs in Asia Mean for Investors in Today’s Markets?

    · 16 min · Episode 262

    ETFs in Asia have grown significantly since the global financial crisis, but their role is changing. What began as a way to access markets is now expanding into broader portfolio applications as investors face more…

  15. 261: Why Are Global Investors Looking to Asia As An Investment Destination?

    · 20 min · Episode 261

    Asia has often been viewed as a long-term growth story, but its role in global markets is becoming more immediate. The region now represents a significant share of global GDP and listed companies, while operating…

  16. 260: The Top Retirement Trends That Are Reshaping Investing, Income and Longevity

    · 18 min · Episode 260

    Retirement systems are undergoing a structural shift as traditional pensions decline and individuals take on greater responsibility for financial outcomes. Longer lifespans and evolving capital markets are making…

  17. 259: Cryptoassets At A Crossroads: Volatility, Adoption, and Changing Investor Perspectives

    · 23 min · Episode 259

    Crypto investing is at a crossroads as digital assets move from speculative beginnings toward broader institutional adoption and integration into capital markets. As volatility persists and infrastructure evolves,…

  18. 258: Portfolio Construction for a Changing World: Adapting to A Market Regime Shift

    · 21 min · Episode 258

    Portfolio construction is being redefined as investors face a fundamentally different market regime. Higher inflation, shifting interest rate dynamics, and accelerating megaforces like AI and geopolitics are…

  19. 257: Beyond The Magnificent Seven: Discovering Equity Opportunities in The S&P 493

    · 21 min · Episode 257

    The S&P 493 is gaining attention as investors look beyond the Magnificent Seven and reassess where growth and diversification may come from in today’s equity markets. With market concentration at historic highs, a…

  20. 256: AI and Bond Markets: How Artificial Intelligence Is Reshaping Fixed Income Investing

    · 18 min · Episode 256

    AI and bond markets are becoming increasingly interconnected as artificial intelligence reshapes capital demand, market structure, and investing approaches across fixed income. As inflation regimes shift and…

  21. 255: The Rise of Private Markets: Access, Liquidity, and Portfolio Diversification

    · 18 min · Episode 255

    Private markets are moving from the sidelines of institutional portfolios into the mainstream of wealth management. As companies stay private longer and financing increasingly happens outside public exchanges,…

  22. 254: Alternative Investing: Finding Diversification in Volatile AI-driven Markets

    · 21 min · Episode 254

    Alternative investing is moving from a niche allocation to a core portfolio conversation. As volatility returns, interest rates reset higher, AI accelerates capital spending, and fiscal deficits expand, investors are…

  23. 253: Emerging Markets: How Investors are Responding to Shifting Global Paradigm

    · 20 min · Episode 253

    Emerging markets are back in focus in 2026 — not just as a cyclical trade, but as investors reassess performance leadership, diversification, and where growth is showing up in a shifting global paradigm. After a long…

  24. 252: The K-Shaped Consumer Economy: GLP-1s, AI and the Future of Consumer Spending

    · 21 min · Episode 252

    The K-shaped consumer is redefining the outlook for the U.S. economy. While overall spending remains resilient, growth is increasingly concentrated among higher-income households, creating widening gaps across income…

  25. 251: The Infrastructure Buildout and the Skilled Trades We’re Missing

    · 18 min · Episode 251

    Skilled trades are becoming one of the most important — and overlooked — drivers of the global infrastructure boom. As trillions of dollars flow into energy systems, transportation networks, telecoms, and AI data…

  26. 250: Powering AI 2.0: Why the AI Boom Is Becoming an Energy Story

    · 25 min · Episode 250

    Powering AI is no longer just a technology story — it’s an energy and infrastructure story reshaping capital markets and the global economy. As artificial intelligence scales from training to real-world inference,…

  27. 249: Thematic Investing in 2026: AI, Defense, Infrastructure, and the Next Phase of Market Transformation

    · 19 min · Episode 249

    Thematic investing is increasingly shaping how investors interpret markets heading into 2026, as artificial intelligence, geopolitical fragmentation, and infrastructure constraints intersect across the global economy.…

  28. 248: Retirement Realities: Your Questions Answered - Ask Me Anything with Jaime Magyera

    · 19 min · Episode 248

    Retirement planning is becoming more complex as careers grow less linear, lifespans extend, and financial decisions start earlier in life. From early-career savers to small business owners and those approaching…

  29. 247: Inside Hedge Fund Strategies: How They Work and Why Investors Are Paying Attention

    · 21 min · Episode 247

    Hedge fund strategies are gaining renewed attention as market volatility rises and traditional stock and bond diversification becomes less reliable. With inflation uncertainty, shifting monetary policy, and growing…

  30. 246: Macro and Geopolitical Outlook - Live From Davos

    · 36 min · Episode 246

    Global markets are entering 2026 amid heightened geopolitical uncertainty, structural shifts in the global order, and rapid technological change. Recorded live from the World Economic Forum in Davos, this episode of…

  31. 245: Stock Picker's Guide to 2026: How AI and Earnings Will Shape Stock Market Trends

    · 20 min · Episode 245

    AI investment, evolving earnings leadership, and shifting global dynamics are redefining stock market trends as investors enter 2026. Companies are deploying unprecedented capital toward data centers, compute, and…

  32. 244: Market take: The Diversification Mirage in Plain Sight

    · 5:52 · Episode 244

    This week, the focus is on diversification—and why it’s getting harder to achieve. Portfolio Strategist Natalie Gill explains how the “diversification mirage,” a key theme in BII’s 2026 outlook, is now showing up in…

  33. 243: Market take: How a Softening Labor Market Shapes the Fed’s Next Move

    · 6:05 · Episode 243

    As The Bid takes a short break for the holidays, we’re introducing listeners to Market Take, the weekly macro podcast from the BlackRock Investment Institute. Market Take offers fast, digestible insights on what’s…

  34. 242: 2026 Outlook: Pushing Limits

    · 21 min · Episode 242

    AI-driven investment, rising leverage and shifting market dynamics are reshaping the 2026 stock market outlook. As companies accelerate spending on data centers, chips and digital infrastructure, micro-level decisions…

  35. 241: Europe’s Economic Comeback: What It Will Take for a Broad Resurgence

    · 20 min · Episode 241

    Europe’s macro outlook is shifting. After years of fiscal restraint and fragmented policy, the region is entering a new chapter one centered on pro-growth fiscal policy, energy security, and capital-market reform. For…

  36. 240: Rate Cuts, Retail Power, and the Road Ahead - Ask Me Anything with Gargi Pal Chaudhuri

    · 20 min · Episode 240

    Stock market trends are in sharp focus as central banks pivot, earnings broaden beyond mega-cap leaders, and AI-driven CapEx reshapes corporate priorities. In this AMA edition of The Bid, host Oscar Pulido sits down…

  37. 239: How Private Markets Could Reshape Portfolios and Investment Opportunities by 2030

    · 18 min · Episode 239

    Private markets are transforming the investment landscape — reshaping portfolios, expanding access, and driving growth across asset classes from private equity to infrastructure and private credit. Once the domain of…

  38. 238: Jim Cramer on Investing – How To Make Money In Any Market

    · 23 min · Episode 238

    Investing in any market can feel daunting — but it doesn’t have to. In this episode of The Bid, host Oscar Pulido sits down with Jim Cramer, investor, author, and host of Mad Money, to explore what it really takes to…

  39. 237: Global Exchange: How Investors In Asia Pacific Markets Are Positioning For What's Next

    · 23 min · Episode 237

    Global investors are rethinking diversification as APAC markets investing takes center stage. As monetary policies diverge and growth paths split across regions, Asia Pacific is emerging as a key source of resilience —…

  40. 236: Investing in AI – From Its Origins to What Lies Ahead for Energy, Geopolitics, and Markets

    · 17 min · Episode 236

    Artificial intelligence is one of the most powerful forces reshaping the global economy, technology, and investing. But understanding AI requires looking at the full story — where it began, how it is unfolding, and…

  41. 235: Gold and Bitcoin as Portfolio Diversifiers: Why Interest Is Rising Now

    · 19 min · Episode 235

    Gold and bitcoin are in the spotlight again - and for good reason. In this special narrative format episode of The Bid, host Oscar Pulido weaves together expert insights from previous Bid episodes to explain why…

  42. 234: Retirement Confidence in Focus: How Savers Navigate Volatility and Change

    · 20 min · Episode 234

    Retirement confidence is under pressure. While younger generations are entering the workforce with optimism, the latest Read on Retirement report reveals troubling gaps between savers, plan sponsors, and retirees. Only…

  43. 233: How Active ETFs, Thematic Investing, and Market Dynamics Are Reshaping Portfolios - AMA with Jay Jacobs

    · 17 min · Episode 233

    ETFs are at the center of how investors are navigating today’s rapidly changing markets. From active ETFs to thematic strategies around megaforces like artificial intelligence and infrastructure, innovation in…

  44. 232: Infrastructure, AI & Energy: Navigating the Golden Age of Infrastructure Investing

    · 18 min · Episode 232

    Infrastructure investing is no longer a niche play — it’s at the center of today’s global economy and portfolios. In this episode of The Bid, we dive into why infrastructure investing is having a moment, how it…

  45. 231: A New Era for Fixed Income Investors: Prioritizing Income in a Volatile Market – LIVE FROM FUTUREPROOF FESTIVAL

    · 17 min · Episode 231

    Fixed income investing is experiencing a powerful resurgence. With yields at multi-decade highs, income opportunities are abundant, yet investors must navigate uncertainty in capital markets and shifting macroeconomic…

  46. 230: AI At The Frontier: A Stock Picker's Take on AI Investing

    · 24 min · Episode 230

    The world of artificial intelligence continues to profoundly impact the stock markets and create investment opportunities. Despite a brief setback earlier this year, AI continues to push the boundaries of human…

  47. 229: Best Of: From Savings To Prosperity: The Global Impact of Capital Markets

    · 21 min · Episode 229

    Continuing the summer series, The Bid brings back some of the best episodes from the last year. Oscar’s final pick is unpacking the meaning and the power of capital markets. Capital markets are a powerful force in the…

  48. 228: Best Of: Technology and AI Investing Trends - A Stock Picker's Take

    · 25 min · Episode 228

    Continuing the summer series, The Bid brings back some of the best episodes from the last year. Stevie's pick is a deep dive into the technology and AI investing trends coming out of Silicon Valley featuring Tony Kim,…

  49. 227: Best of: A Macro and Geopolitical Outlook – Live from Davos

    · 29 min · Episode 227

    Over the summer, The Bid brings back some of the best episodes from the last year. Kicking off the series, hosts Oscar and Stevie take a look back on one of the most popular episodes, recorded live on location in…

  50. 226: 2025 Midyear Outlook: How investors Can Get A Grip on Economic Uncertainty

    · 21 min · Episode 226

    So far, 2025 has been a year of sharp policy shifts and heightened macroeconomic uncertainty. With volatility becoming the new normal, how can investors stay grounded? In this episode of The Bid, host Oscar Pulido…

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