The Bid

BlackRock
  • 4.4 (34)
  • Investing
  • Updated weekly

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

    12 hr ago

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

    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 Chief Investment Officer for Fundamental Equities, and Tom Becker, senior portfolio manager on BlackRock’s Global Tactical Asset Allocation team. Together, they explore what is driving inflation today, from AI infrastructure demand and energy bottlenecks to fiscal spending, supply constraints, and regional differences. The conversation examines how inflation is affecting capital markets, equities, fixed income, stock market trends, and portfolio diversification. This episode also looks at the role of AI as both a near-term inflationary force and a potential longer-term productivity driver. As AI investing accelerates demand for electricity, chips, copper, data centers, and infrastructure, investors are watching how these megaforces reshape markets and the global economy. Key insights: ·      How AI infrastructure demand is contributing to inflation pressures ·      Why inflation differs across regions, including the U.S., Europe, Japan, and China ·      Where pricing power matters most for companies and sectors ·      How inflation measures like CPI, PCE, and PPI inform market views ·      Why sticky inflation can challenge traditional stock-bond diversification ·      How investors can think about inflation across equities, bonds, and multi-asset portfolios 🔗 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  🔗 Learn More About BlackRock: https://1blk.co/41uwhDS  Key moments in this episode: 00:00 Introduction: Why Inflation Matters 02:57 Supply Demand Basics 04:57 From Pandemic To Now 07:26 Inflation By Region 09:19 Equity Winners Losers 13:24 Which Inflation Metrics 15:23 AI And Macro Inflation 17:24 AI Bottlenecks Plays 18:58 Fixed Income And 60 40 21:03 Key Takeaways Sources: “Harry Styles Ticket Prices Spark Outrage Among Fans”, Forbes, 2026; BlackRock Fundamental Equities, June 2026, based on analysis of company statements; Blackrock Fundamental Equities, June 2026, based on data from the UK Office of National Statistics Inflation and investing, sticky inflation, AI infrastructure, fixed income, equities, portfolio diversification, capital markets, stock market trends 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 any company or investment strategy mentioned is for illustrative purposes only and not investment advice. In the UK and non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. For full disclosures, visit blackrock.com/corporate/compliance/bid-disclosures. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    23 min
  2. Is Tokenization the Next Evolution of Global Financial Market Infrastructure? Ft. Rob Goldstein, COO of BlackRock

    18 Jun

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

    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 represent and transfer financial assets, raising questions about how markets may operate in the future. In this episode of The Bid, Oscar Pulido speaks with Rob Goldstein, Chief Operating Officer at BlackRock. They discuss what tokenization means in practice, how it differs from cryptocurrencies, and why digital assets are drawing increased attention from investors, institutions, and policymakers. The conversation explores how tokenization could improve access, efficiency, and connectivity across financial markets. Rob also shares his perspective on the coexistence of traditional financial systems and digital assets, the role of digital wallets, and the regulatory developments that could shape adoption in the years ahead. Key insights: ·      How tokenization creates digital representations of financial assets ·      Why tokenization differs from cryptocurrencies and Bitcoin ·      How digital wallets could expand access to capital markets ·      Why traditional finance and digital assets may coexist ·      What role blockchain technology plays in financial infrastructure ·      How regulation could influence the future of tokenized markets  🔗 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  🔗 Learn More About BlackRock: https://1blk.co/41uwhDS  Key moments in this episode: 00:00 Tokenization Success Metrics 00:33 Markets Plumbing Shift 01:56 Welcome and Guest Intro 03:25 Defining Tokens and Wallets 06:07 Global Access and Wallet Growth 08:49 Traditional Finance Complexity 11:45 Bridging TradFi and Digital 13:45 Crypto vs Tokenization 16:57 Phone as Portfolio Hub 18:11 Op-Ed and Tech Evolution 22:09 Digital Assets in Portfolios 23:33 What Must Happen Next 25:08 Keep It Simple for Users 26:46 Closing Thoughts and Wrap 27:54 Outro and Disclosures Tokenization, Digital assets, Financial market infrastructure, Capital markets, Blockchain technology, Digital wallets, Investing innovation, Financial technology 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 any company or investment strategy mentioned is for illustrative purposes only and not investment advice. In the UK and non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. For full disclosures, visit blackrock.com/corporate/compliance/bid-disclosures. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    29 min
  3. Asia’s Infrastructure Moment: The Investment Opportunity Behind the Energy Transition

    12 Jun

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

    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 Southeast Asia, the opportunity is not only about replacing old systems, but building new infrastructure at scale for a growing economy. In this episode of The Bid, host Oscar Pulido speaks live from Ecosperity in Singapore with Salim Samaha, Global Head of Energy at Global Infrastructure Partners, a part of BlackRock, and Heidi Yip, Head of Sustainable and Transition Solutions for Asia Pacific at BlackRock. Together, they discuss how the infrastructure opportunity is evolving globally, why Asia’s transition differs from Western markets, and where investors are seeing momentum across renewables, grids, storage, and system flexibility.  Key insights include: ·      How Asia’s infrastructure build-out differs from Western markets ·      Why energy security is becoming inseparable from the energy transition ·      Where capital is flowing across renewables, grids, storage, and interconnection ·      How public-private partnerships can help mobilize transition finance ·      Why execution bottlenecks, permitting, and offtake frameworks remain critical ·      Where AI, innovation, and rising demand may reshape future infrastructure needs Key moments: 00:00 Asia Infrastructure Boom 01:06 Live From EcoSperity 03:16 Energy Transition Now 04:20 Southeast Asia Grid Challenge 06:43 West vs Asia Reality Check 08:58 How APAC Investors Deploy Capital 11:26 Scaling Projects and Labor Crunch 13:17 Where Capital Flows and Bottlenecks 15:13 Five Year Outlook and Innovation 17:23 Wrap Up and Disclosures 🔗 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  🔗 Learn More About BlackRock: https://1blk.co/41uwhDS  Asia infrastructure investing, energy transition, infrastructure, capital markets, megaforces, renewables, energy security, sustainable investing Sources: IEA World Energy Investments 2025, Southeast Asia; IEA World Energy Investments 2024; IEA Global Energy Review 2026, Electricity generation mix for selected regions, 2025; IEA Integrating Solar and Wind in Southeast Asia; IEA Southeast Asia Energy Outlook 2024; IEA Global Energy Review 2026, Electricity generation mix for selected regions, 2025; Singapore Monetary Authority Press Release 2024; IEA data and charts energy investments; Urban Population in Southeast Asia, 2023-2050, IEA 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 any company or investment strategy mentioned is for illustrative purposes only and not investment advice. In the UK and non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. For full disclosures, visit blackrock.com/corporate/compliance/bid-disclosures. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    19 min
  4. What Do ETFs in Asia Mean for Investors in Today’s Markets?

    5 Jun

    What Do ETFs in Asia Mean for Investors in Today’s Markets?

    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 complex market conditions. In this episode of The Bid, Oscar Pulido speaks with Christian Obrist, Head of iShares Distribution in Asia, and Nick Peach, Head of iShares Asia Pacific at BlackRock. They discuss how ETF usage in the region has developed and how investors are applying them across different strategies. The conversation explores how education has shifted from fundamentals to advanced use cases, including liquidity management, tactical allocation, and operational efficiency. It also highlights the role of digital investors, the importance of local market development, and how ETFs are becoming more integrated into portfolio construction. Key moments in this episode 00:00 Introduction 02:15 How ETF usage in Asia has moved beyond market access 03:55 Why ETF investor education is shifting toward advanced applications 05:15 Active ETFs and Efficiency 06:43 Asia Ecosystem Differences 07:40 How digital investors are influencing ETF adoption 08:59 Why local market listings matter for ETF accessibility 11:27 How ETFs are becoming more integrated into portfolio construction 13:52 Asia Weekend Travel Picks 15:05 Wrap Up and Disclosures Sources: BlackRock client Survey May 2026 🔗 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  🔗 Learn More About BlackRock: https://1blk.co/41uwhDS  ETFs Asia, ETF adoption, portfolio construction, Asia markets, digital investors, liquidity management, passive investing 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 any company or investment strategy mentioned is for illustrative purposes only and not investment advice. In the UK and non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. For full disclosures, visit blackrock.com/corporate/compliance/bid-disclosures. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    16 min
  5. Why Are Global Investors Looking to Asia As An Investment Destination?

    21 May

    Why Are Global Investors Looking to Asia As An Investment Destination?

    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 across distinct economic and policy cycles. In this episode of The Bid, Oscar Pulido speaks with Aarti Angara, Head of Global Product Solutions in Asia Pacific at BlackRock. They examine why Asia is gaining more attention from investors and how opportunities are developing across equities and fixed income. The conversation highlights the region’s diversity across countries, sectors, and growth drivers. It also explores themes such as AI-related manufacturing, domestic consumption in emerging markets, Japan’s shift in corporate behavior, and the role of Asian bond markets in diversification Key moments in this episode: 00:00 Introduction 02:23 How Asia’s scale is influencing its role in global portfolios 04:20 Why policy and economic cycles differ across the region 07:10 Why Japan’s corporate and inflation dynamics are drawing attention 08:36 Where AI-related manufacturing is concentrated 10:20 How domestic consumption is developing in India and Southeast Asia 12:47 How Asian fixed income behaves differently from developed markets 14:35 How to Allocate in Asia 17:42 Singapore Travel Tips 18:50 Wrap Up and Disclosures Sources: Bloomberg May 12th 2026,  🔗 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  🔗 Learn More About BlackRock: https://1blk.co/41uwhDS  Asia investing, APAC markets, Asian equities, Asian fixed income, Japan economy, AI supply chain, emerging Asia, portfolio diversification, Asia equity markets 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 any company or investment strategy mentioned is for illustrative purposes only and not investment advice. In the UK and non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. For full disclosures, visit blackrock.com/corporate/compliance/bid-disclosures. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    20 min
  6. The Top Retirement Trends That Are Reshaping Investing, Income and Longevity

    8 May

    The Top Retirement Trends That Are Reshaping Investing, Income and Longevity

    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 retirement planning more complex and consequential. Oscar Pulido speaks with Nick Nefouse, Global Head of Retirement Solutions at BlackRock. They discuss how defined contribution plans, target date funds, and regulatory changes are reshaping how individuals save, invest, and prepare for retirement. The conversation explores how retirement is moving from a focus on accumulation to income generation, particularly during the “retirement window.” It also highlights how global systems are converging toward similar models, and how innovation—across portfolio construction, private markets, and guaranteed income—is influencing long-term outcomes. Key insights: ·      How the shift from pensions to defined contribution plans is changing investor responsibility ·      Why longevity is reshaping retirement timelines and financial planning needs ·      How target date funds are simplifying access to capital markets for individuals ·      What the “retirement window” reveals about diverging investor outcomes ·      Where global retirement systems are converging despite regional differences ·      How income generation is becoming central to retirement portfolio design 🔗 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  🔗 Learn More About BlackRock: https://1blk.co/41uwhDS  Key moments in this episode: 00:00 Introduction to retirement trends 02:00 Shift from pensions to defined contribution plans 04:30 The role of target date funds and regulation 6:00 The retirement “window” and investor behavior 8:00 Expanding access to retirement plans 10:00 Global retirement system comparisons 14:00 Retirement vs. wealth management convergence 16:00 Market volatility and long-term investing 18:00 The future of retirement systems and innovation Sources: BlackRock Retirement Trends Report, 2025; Federal Reserve Bank of St. Louis, “Pension or 401(k)? Retirement Plan Trends in the U.S. Workplace,” 2025 retirement trends, retirement planning, defined contribution, 401k, target date funds, longevity, financial planning, investing, 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 any company or investment strategy mentioned is for illustrative purposes only and not investment advice. The views expressed by third‑party speakers are their own and do not necessarily reflect the views or positions of BlackRock, nor should they be interpreted as an endorsement by BlackRock. In the UK and non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. For full disclosures, visit blackrock.com/corporate/compliance/bid-disclosures. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    18 min
  7. Cryptoassets At A Crossroads: Volatility, Adoption, and Changing Investor Perspectives

    1 May

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

    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, investors are increasingly asking not what crypto is—but what role it plays in portfolios. Host Oscar Pulido is joined by Robbie Mitchnick, Head of Digital Assets at BlackRock, and Dan Morehead, CEO of Pantera Capital, live from Miami at BlackRock’s Latin America Investment Forum. Together, they explore how crypto investing has evolved, why institutional participation is accelerating, and how investors are reassessing digital assets within diversified portfolios. The conversation examines the dual nature of crypto as both a volatile, risk-sensitive asset and a potential long-term diversifier. Robbie outlines how bitcoin’s unique characteristics—scarcity, decentralization, and independence from sovereign systems—differentiate it from traditional assets in capital markets. Dan reflects on early conviction in crypto and why institutional adoption may still be in its early stages, despite growing awareness. Check out our previous episode on Gold and Bitcoin as Portfolio Diversifiers: Why Interest Is Rising Now: https://open.spotify.com/episode/7LTut5pKnHVfrOdoAFM5r9 🔗 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  🔗 Learn More About BlackRock: https://1blk.co/41uwhDS  Key moments in this episode: 00:00 Introduction 03:30 Early conviction in crypto investing 05:00 Crypto as a portfolio asset 08:00 Understanding volatility and cycles 10:10 Bitcoin vs. Ethereum and market structure 12:00 Institutional adoption trends 15:00 Crypto in Latin America 17:00 Retail vs institutional investors 19:00 Future of crypto investing and regulation 21:00 AI and blockchain convergence 23:00 Closing thoughts Sources: Bitcoin market cap, Forbes April 19th 2026; Transforming Global Trade: Bitso Business at the Forefront of Blockchain”, Bitso Business 2025 crypto investing, bitcoin, ethereum, digital assets, blockchain 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 any company or investment strategy mentioned is for illustrative purposes only and not investment advice. In the UK and non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. For full disclosures, visit blackrock.com/corporate/compliance/bid-disclosures. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    23 min
  8. Portfolio Construction for a Changing World: Adapting to A Market Regime Shift

    24 Apr

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

    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 challenging long-held assumptions about diversification and asset allocation across capital markets. In this episode of The Bid, host Oscar Pulido sits down with Vivek Paul, Head of Portfolio Research and UK Chief Investment Strategist at the BlackRock Investment Institute. Together, they explore why traditional portfolio construction frameworks may no longer be sufficient and how investors are adapting to a world of greater uncertainty, dispersion, and structural change. Vivek explains how megaforces such as AI investing and geopolitical fragmentation are creating unprecedented outcomes across markets, making static asset allocation less effective. He outlines why portfolio construction must become more dynamic and granular, with a deeper focus on underlying risk exposures rather than broad asset class buckets. The conversation also examines the growing importance of private markets, active strategies, and scenario analysis in navigating today’s environment. Timestamps 00:00 Introduction 01:56 What’s driving the shift in portfolio construction 03:24 Megaforces: AI and geopolitics 06:15 Rethinking traditional asset allocation 09:27 Diversification in a new regime 12:10 Total Portfolio Approach: Private markets and active strategies 14:28 Scenario analysis and future outcomes 17:48 Risks and maintaining structure 19:00 Key takeaways Sources: Rethinking portfolio construction during transformation, BII February 2026 portfolio construction, capital markets, AI investing, megaforces, asset allocation, private markets, stock market trends, investing strategy, diversification 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 any company or investment strategy mentioned is for illustrative purposes only and not investment advice. In the UK and non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. For full disclosures, visit blackrock.com/corporate/compliance/bid-disclosures. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    21 min
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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.

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  • Creator
    BlackRock
  • Years Active
    2018 - 2026
  • Episodes
    267
  • Rating
    Clean
  • Copyright
    © 2025 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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