The Bid

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The Bid Podcast

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.

  1. 5 DAYS AGO

    How To Invest In AI vs Tech In A Portfolio

    AI investing is a hot topic of conversation. But how should investors be considering both tech and AI in their portfolios - as part of the same allocation, or should they be separate? Jay Jacobs, US Head of Thematic and Active ETFs at BlackRock joins host Oscar Pulido to discuss whether investors should consider AI and tech as separate allocations, different investing approaches to AI and specific sectors to explore within the AI ecosystem.

    21 min

  2. 13 SEPT

    Tech and AI Investing Trends: A Stock Picker’s Take

    AI is experiencing a transformative moment, powering the phenomenal run in public markets, but the investment opportunities certainly transcend that small group of names. So where are the most compelling opportunities and how can AI investment not only build wealth, but contribute to a more efficient future? Tony Kim, portfolio manager from BlackRock's Fundamental Equities team, joins Oscar to explore the evolving conversation around AI among industry leaders, rebut AI skepticism and examine the investment potential of quantum computing.

    23 min

  3. 6 SEPT

    A Cruel Inflation Summer - BlackRock's Version

    Economists around the world have been attributing the rise in costs of services and inflation in a number of countries to Taylor Swift’s worldwide Eras tour. However, Swift herself can't be held fully responsible for some of the shifts in consumer spending habits that are influencing the prices of goods and services. There are many other macro and micro forces at play in driving spending behavior and inflation trends around the world. Tom Becker and Kate Moore are senior investors at BlackRock with decades of global macro and thematic investing experience between them. They join Oscar to discuss the changes in consumer spending behavior, the future path of interest rates, and what signs investors should be on the lookout for in the latter half of 2024.

    23 min

  4. 3 SEPT

    Market take: Patience needed in the AI buildout

    Investors have started to worry about tech companies spending big on artificial intelligence. Carolina Martinez Arevalo, Portfolio Strategist of the BlackRock Investment Institute, explains why we focus on the broader story and stay overweight the AI theme.

    4 min

  5. 30 AUG

    Best Of: A History Of Investing In AI

    Artificial Intelligence has revolutionized industries and reshaped the way we live, work, and interact with technology. But before the age of self-driving cars, virtual assistants, and smart homes, there is a fascinating history of research, trials, and tribulations that laid the foundation for the AI-driven world we inhabit today. Oscar is joined by Jeff Shen, Co-CIO, and Co-head of Systematic Active Equity at BlackRock, to discover the history of AI’s investing booms and winters and what the current wave of AI investing has in store for investors

    22 min

  6. 16 AUG

    Best Of: Is Japan At An Inflection Point?

    Over the summer, The Bid brings back some of the best episodes from this year. Kicking off the series, hosts Oscar and Stevie take a look back on Is Japan At An Inflection Point? Belinda Boa, Head of Active Investments for Asia Pacific at BlackRock joins Oscar to examine the prospects, challenges, and potential opportunities that may define Japan's future in the global investment sphere. Long regarded as an undervalued and overlooked market, Japan has been undergoing a profound transformation. The renewed interest in this market stems from a variety of factors— including revamped investor sentiment, evolving macroeconomic conditions and compelling corporate reforms. Will Japan be able live up to its potential and redefine its role on the global investment stage? Original episode aired: January 26th, 2024.

    24 min

  7. 5 AUG

    Market Take: Rate Cuts Don't Dull Allure of Income

    More central banks are starting to cut policy rates after their quick tightening during the pandemic. Natalie Gill, Portfolio Strategist at the BlackRock Investment Institute, explores why we think central banks will need to keep rates higher for longer and how that informs our bond and credit preferences

    4 min

  8. 29 JUL

    Market take: Steering Through Market Air Pockets

    We see central bank policy expectations, equity factor rotations and currency moves driving the recent market volatility. Wei Li, Global Chief Investment Strategist at BlackRock, dives into these market drivers and explains how we navigate volatility by keying on corporate earnings and real economy investment opportunities.

    5 min
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About

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.

Information

  • Creator
    BlackRock
  • Years Active
    2018 - 2024
  • Episodes
    193
  • Rating
    Clean
  • Copyright
    © 2024 BlackRock, Inc. All Rights Reserved. BLACKROCK is a registered trademark of BlackRock, Inc. All other trademarks are those of their respective owners.
  • Show Website
    The Bid

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