The Bid

BlackRock
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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.

  1. -13 Ч

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

    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 ingenuity and drive market dynamics. Oscar Pulido welcomes Tony Kim, head of the BlackRock Fundamental Equities Global Technology Team, and Michael Gates, lead portfolio manager of BlackRock's target allocation models. Fresh from their interactions with technology leaders in San Francisco and Silicon Valley, Tony and Michael share their insights on the rapid advancements in AI, the efficiencies it brings to the economy, and the promising investment opportunities it unveils across various sectors. Key moments from this episode: 00:00 Introducing AI’s Unprecedented Investment Surge 03:03 The Three Layers of AI Investment Opportunity 08:21 AI’s Impact on Labor and Services 10:34 Exponential Growth and Humanoid Robots 14:41 Quantum Computing and Cybersecurity 18:48 Considering The Societal Impact and Future Outlook 🔗 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  Sources: “AI Scaling Laws and Market Structure”, Anton Korinek, Professor of Economics, University of Virginia; Bloomberg data as of June 31st 2025; “The Complex Truth About AI Computing and Value”, Wall Street Journal, March 2nd 2025; Analysis based on BlackRock Global Technology evaluations and calculations; BlackRock and World Bank Group Data, World Bank estimates GDP around $111 trillion, Capital expenditure on AI infrastructure is estimated at around $400 bn. AI, AI Investing, Tech Investing, Technology Investing, Silicon Valley, Tech 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 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 go to 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.

    24 мин.

  2. 22 АВГ.

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

    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 global financial landscape. These markets connect long-term savings with productive uses of capital. Driving innovation, growth and job creation. But what are capital markets and how will they contribute to long-term global economic development? Samara Cohen, chief Investment Officer of ETF and Index Investments at BlackRock joins host Oscar Pulido to explore the key differences in capital market growth strategies between mature and emerging markets, how capital markets help in mobilizing investment, and the role of regulatory frameworks and market innovation in ensuring their effective functioning. Sources: “The Virtuous Cycle: The Global Potential Of Capital Markets” BlackRock, 2025 Original episode aired May 9th 2025 🔗 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  Capital markets, global growth, stock markets, bond markets, capital 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 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    21 мин.

  3. 1 АВГ.

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

    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, BlackRock portfolio manager and technology investing expert. 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 technology and AI investing among industry leaders, rebut AI skepticism and examine the investment potential of quantum computing. Sources: Google Investor call, July 2024 per Sundar Pichai. Original episode aired September 13th 2024 Key moments in this episode: 00:00 Introduction to The Bid's summer series Part Two and Stevie's Favourite Episode: Tech and AI Investing Trends 02:15 Tony Kim on the Evolution of AI in Tech 03:50 AI's Impact on Various Industries 05:16 Investment Opportunities in AI 08:07 The Future of AI and Quantum Computing 21:20 Historical Perspectives and Future Insights 22:44 Conclusion and Upcoming Episodes 🔗 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  AI, Tech investing, Investing in tech, tech opportunities, silicon valley 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 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    25 мин.

  4. 18 ИЮЛ.

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

    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.

    29 мин.

  5. 3 ИЮЛ.

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

    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 welcomes back Glenn Purves, Global Head of Macro at the BlackRock Investment Institute, to break down the firm’s 2025 Midyear Outlook. They explore why the long-term economic picture has become less predictable, how mega forces like AI and geopolitical fragmentation are reshaping global economic markets, and what “investing in the here and now” really means. From the role of private capital in funding infrastructure and energy to the balance between strategic and tactical asset allocation, Glenn shares how investors can find opportunity amid uncertainty in the economy—and what risks investors should watch for in the second half of the year. Sources: 2025 Midyear Outlook, BlackRock Investment Institute Key moments in this episode: 00:00 Introduction to 2025 Market Volatility 01:55 Introducing the Investment Midyear Outlook 02:46 Geopolitical Fragmentation and Mega Forces 03:48 3 Investment Themes In 2025 05:10 Navigating Uncertainty and Risk 08:47 The Role of AI and Energy in Investments 13:19 Geopolitical Landscape and Trade Policies 16:49 Conclusion and Key Takeaways 19:30 Summer Series on The Bid Check out this playlist featuring previous Outlooks: https://open.spotify.com/playlist/1xN5nUCnSM9TuHxTE5ibOe 🔗 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 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 go to Blackrock.com/corporate/compliance/bid-disclosures economy, investors, macroeconomic See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    21 мин.

  6. 27 ИЮН.

    Retirement Planning: What New Legislation Could Mean For Your Retirement Account

    In a recent BlackRock survey of registered voters, more than 75% of retirees said they wished they had saved more money for retirement. And with the recent passage of the SECURE 2.0 Act now in effect, opening up new opportunities for savers, investors are considering how to save and build wealth for the future. Shoring up emergency savings is protective of retirement savings, according to research by The BlackRock Foundation. So how can investors ensure they’re pulling all the levers at their disposal to retire on their own terms? Rob Crothers, Head of U.S. Retirement for BlackRock, will discuss the current state of the retirement landscape and help us unpack a toolkit for retirement savers that’s been proposed by the Bipartisan Policy Center and how investors and employers can plan for the future. Key moments in this episode: 00:00 Introduction: The Importance of Saving for Retirement 00:17 Exploring the SECURE 2.0 Act and Retirement Universals 02:01 Current Retirement Landscape and Policy Changes 04:06 BlackRock's D.C. Retirement Summit and Key Recommendations 06:28 Mechanisms for Better Saving Behavior 11:40 Encouraging Early Financial Education 14:24 Market Volatility and Long-Term Saving Strategies 16:50 Actionable Retirement Considerations 18:18 Conclusion and Upcoming Topics Check out this playlist on investing for retirement here: https://open.spotify.com/playlist/08Fx1iZaBwLclqpswIbjUq 🔗 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  Sources: BlackRock Global Family Office Report 2025; ‘To Spend Or Not To Spend’, Dec 2024, BlackRock; ‘More Than 1 Million Americans Now Enrolled In Auto-IRA Programs’, AARP 2025; Callan DC Trends Survey, Callan 2025; Survey of Household Economic Decision-Making, FED 2025; Bipartisan Policy Paper, BlackRock 2025 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 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 go to Blackrock.com/corporate/compliance/bid-disclosures Retirement, retirement planning, retirement account, bipartisan policy center, 401k See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    19 мин.

  7. 20 ИЮН.

    Systematic Investing: The Role of Consistent Alpha in Volatile Markets

    The global investment environment is full of uncertainty — from inflation, growth dynamics, to policy shifts and geopolitical tensions. Investors are seeking clarity and ways to unlock more consistent investment outcomes during a period of unpredictable conditions. Innovations in data analytics and technology are helping investors better understand markets not just in during turbulent times, but in everyday decision making. But is AI the answer to consistent investment performance, and how can human judgment have the potential to create more resilient investment results? Enter systematic investing, that blends human insight and machine learning to pursue consistent alpha in volatile markets through disciplined processes, alternative data, and continuous innovation. Ronald Kahn, Global Head of Systematic Investment Research at BlackRock, has played a foundational role in shaping the field of quantitative investing over the past few decades. He joins host Oscar Pulido to talk about what it means to pursue consistent alpha in today’s markets, how data and technology have evolved investors' expectations and how systematic investing continues to deliver potential in uncertain conditions. Key moments in this episode: 00:00 Investment Uncertainty in 2025 02:23 Pursuing Consistent Alpha in Volatile Markets 04:02 The Role of Data and Technology 04:26 Alternative Data in Action 07:53 Systematic Investing and Technology 12:44 Human and Machine Collaboration 16:07 Considerations for Individual Investors 18:47 Conclusion and Next Episode Preview Check out the full series covering tariffs and market volatility on The Bid: https://open.spotify.com/playlist/3iiZbbNz3eI08zXGZ4n3LI?si=TNiOrYRoSxyXVsbwsBs68Q 🔗 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 systematic investing, consistent alpha, alpha investing, outperforming the market, investing opportunities, active manager, ETFs active ETFs See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    20 мин.

  8. 13 ИЮН.

    Tariffs, Tech and Transition: Europe and Asia's Evolving Equity Landscape

    Following our last episode on U.S. equities with Carrie King, we’re expanding the conversation globally to understand how these dynamics are playing out beyond American shores. European and Asian equity markets are navigating a complex mix of geopolitical shifts, technological disruption, and evolving investor sentiment. Helen Jewell, Chief Investment Officer for Fundamental Equities in EMEA, and Belinda Boa, Head of Active Investments for Asia Pacific at BlackRock, will unpack how equity markets across Europe and Asia are responding to these changing dynamics, whether companies are absorbing the cost of tariffs or passing them on to consumers, and what resilience looks like for investors in markets shaped by volatility and transformation. Key moments in this episode: 00:00 Introduction to Global Equity Markets Landscape 02:00 Asian Market Dynamics and Tariff Strategies 04:05 European Companies' Resilience and Stock Specifics 06:53 Drivers of European Market Performance 08:30 AI and Other Investment Opportunities in APAC 11:08 Themes and Opportunities in European Equities 13:08 Insights on UK Market and Investor Strategies 19:42 Conclusion and Final Thoughts Check out the full series covering tariffs and market volatility on The Bid: https://open.spotify.com/playlist/3iiZbbNz3eI08zXGZ4n3LI?si=TNiOrYRoSxyXVsbwsBs68Q 🔗 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 equity markets, european equities, asian equities, stock market, stocks, value stocks, growth stocks, investing opportunities AI investing, europe, asia, equity, equities, See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    21 мин.
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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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  • Автор
    BlackRock
  • Годы выхода
    2018 - 2025
  • Выпуски
    232
  • Ограничения
    Без ненормативной лексики
  • Авторские права
    © 2025 BlackRock, Inc. All Rights Reserved. BLACKROCK is a registered trademark of BlackRock, Inc. All other trademarks are those of their respective owners.
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    The Bid

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