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

An episode of [The Bid - An Investing Podcast from BlackRock](https://invisiblenetwork.ai/podcast/1441032838), 18 Jul 2025, 29 min.

Audio: https://rss.art19.com/episodes/e42c479d-a473-4dfa-943c-c6637c69fffb.mp3?rss_browser=BAhJIhVJbnZpc2libGVOZXR3b3JrBjoGRVQ%3D--0761ee75eb25694efc17849092f8583c07f6c68b

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 Davos, Switzerland. In a special episode recorded from Davos, host Oscar Pulido is joined by Philipp Hildebrand, Vice Chairman of BlackRock, and Tom Donilon, Chairman of the BlackRock Investment Institute, to discuss the latest insights on the macroeconomic and geopolitical outlook for 2025. Philipp and Tom will provide their expert analysis on how these dynamics are shaping the global economic environment and what it means for investors and policymakers, offering listeners a behind-the-scenes perspective from Davos. Original episode aired January 24th 2025 Key moments in this episode: 00:00 Introduction to The Bid's Best of Summer Series 00:49 Oscar's Favorite Episode: Geopolitics Live from Davos 03:02 Insights from Davos: Geopolitical and Economic Outlook 05:35 The Impact of AI and Technology 07:41 US-China Relations and Global Fragmentation 10:59 Economic Outlook for 2025 18:02 Europe's Response to Global Challenges 26:00 Reflections and Closing Remarks 🔗 Learn More About BlackRock: https://1blk.co/41uwhDS 🔗 Watch and Subscribe to The Bid on YouTube: https://1blk.co/48iHOs4 🔗 Follow Us on LinkedIn: https://1blk.co/3v09q6Q 🔗 Follow Us on Twitter (or X): https://1blk.co/3NuiIOW This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to the names of each company mentioned in this communication is merely for explaining the investment strategy and should not be construed as investment advice or investment recommendation of those companies. In the UK and Non-European Economic Area countries, this is authorised and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorised and regulated by the Netherlands Authority for the Financial Markets. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosures Geopolitics, Davos, tariffs, geopolitical, See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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