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PODCAST

The Bid

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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All Episodes

00:21:16

257: Beyond The Magnificent Seven: Discovering Equity...

The Bid ·

2026/04/10

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 handful of mega cap companies have driven much of the S&P 500’s returns, raising questions about what lies beneath the surface.In this episode of The Bid, host Oscar Pulido speaks with Ibrahim Kanan, Head of the U.S. Core Equity Team within BlackRock’s Fundamental Equities Group,

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00:18:12

256: AI and Bond Markets: How Artificial Intelligence...

The Bid ·

2026/04/02

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 traditional diversification dynamics evolve, investors are rethinking the role bonds play in portfolios.In this episode of The Bid, host Oscar Pulido speaks with Jeff Rosenberg, Senior Fixed Income Portfolio Manager at BlackRock Systematic, about how AI and bond markets are evolving together

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00:17:50

255: The Rise of Private Markets: Access, Liquidity,...

The Bid ·

2026/03/27

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, investors are beginning to rethink how broad the traditional investment universe really is. The shift is raising a new question for portfolios: should investors be looking beyond public markets to access the full range of opportunities across capital markets?In this episode of The Bid, host

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00:20:39

254: Alternative Investing: Finding Diversification...

The Bid ·

2026/03/20

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 reassessing what diversification really means. In a world where stocks and bonds can move together and macro forces dominate markets, traditional portfolio frameworks are under pressure.In this episode of The Bid, host Oscar Pulido revisits conversations with investors and strategists

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00:20:20

253: Emerging Markets: How Investors are Responding...

The Bid ·

2026/03/13

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 stretch of disappointing returns, emerging markets have started the year strongly, alongside record interest from global investors. But the case for EM today is less about a single story — and more about dispersion across countries, sectors, and themes.In this episode of The Bid, host

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00:21:16

252: The K-Shaped Consumer Economy: GLP-1s, AI and...

The Bid ·

2026/03/06

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 levels. As policy shifts, AI adoption, and healthcare innovations reshape behavior, the consumer landscape is becoming more uneven.In this episode of The Bid, host Oscar Pulido is joined by Lisa Yang, Portfolio Manager and Co-Head of the Consumer Industry Group within BlackRock

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00:18:07

251: The Infrastructure Buildout and the Skilled...

The Bid ·

2026/02/27

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 centers, the constraint is no longer just capital — it’s labor. The scale of the infrastructure buildout is historic, but delivering it depends on the availability of trained workers.In this episode of The Bid, host Oscar Pulido is joined by Claire Chamberlain, Global Head of Social

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00:24:54

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

The Bid ·

2026/02/20

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, electricity demand is accelerating at a pace few anticipated.In this episode of The Bid, host Oscar Pulido is joined by Will Su from BlackRock’s Fundamental Equities Group to examine how powering AI is transforming utilities, natural gas markets, renewables, and nuclear power. With data

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00:19:26

249: Thematic Investing in 2026: AI, Defense,...

The Bid ·

2026/02/13

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.Jay Jacobs, Head of U.S. Equity ETFs at BlackRock, joins Oscar to discuss why mega forces are becoming harder to ignore—and harder to diversify away from—than in past market cycles. Their conversation explores how AI investing is evolving from a growth narrative into one focused on

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00:19:03

248: Retirement Realities: Your Questions Answered -...

The Bid ·

2026/02/06

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 retirement, people are asking how to build financial security while staying flexible in an unpredictable world.In this Ask Me Anything episode of The Bid, host Oscar Pulido is joined by Jaime Magyera, Head of BlackRock’s U.S. Wealth Advisory and Retirement Businesses, to answer

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00:21:16

247: Inside Hedge Fund Strategies: How They Work and...

The Bid ·

2026/01/30

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 macro instability, investors are reassessing how different sources of return and risk management show up across capital markets.In this episode of The Bid, host Oscar Pulido speaks with Mike Pyle, Deputy Head of BlackRock’s Portfolio Management Group, about how hedge fund strategies

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00:35:48

246: Macro and Geopolitical Outlook - Live From Davos

The Bid ·

2026/01/22

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 The Bid examines the macroeconomic and geopolitical forces shaping the year ahead.Host Oscar Pulido is joined by Philipp Hildebrand, Vice Chairman of BlackRock, and Tom Donilon, Vice Chairman of BlackRock and Chairman of the BlackRock Investment Institute. Drawing on conversations with

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00:19:50

245: Stock Picker's Guide to 2026: How AI and...

The Bid ·

2026/01/16

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 productivity-enhancing technologies, while rate cuts and supply-chain realignment reshape the macro backdrop. These forces are changing how fundamentals, valuations, and sector growth patterns show up in equity markets.In this episode of The Bid, host Oscar Pulido speaks with Carrie

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00:05:52

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

The Bid ·

2025/12/19

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 real time. A small set of megaforces is increasingly dictating equity performance, meaning traditional attempts to diversify—whether toward equal-weighted indices or new regions—can amount to larger active positions than many investors realize.Natalie also breaks down how rising

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00:06:05

243: Market take: How a Softening Labor Market Shapes...

The Bid ·

2025/12/12

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 moving markets - and this week, the focus is squarely on the labor market.Senior Economist Nicholas Fawcett breaks down why softer U.S. labor data is reinforcing expectations for another potential Federal Reserve rate cut. With hiring and labor supply both cooling, policymakers are

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00:20:51

242: 2026 Outlook: Pushing Limits

The Bid ·

2025/12/05

The 2026 market outlook is dominated by AI, leveraging up and a diversification mirage. Jean Boivin joins The Bid to discuss megaforces, capital markets, private credit and how micro-level AI investing and balance sheet decisions are now driving the macro picture.

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00:20:25

241: Europe’s Economic Comeback: What It Will Take...

The Bid ·

2025/11/21

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 investors, this transformation signals the potential for renewed momentum in European equities and fixed income.In this episode of The Bid, host Oscar Pulido speaks with Helen Jewell, Chief Investment Officer for EMEA Fundamental Equities, and Roelof Salomons, Chief Investment

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00:20:12

240: Rate Cuts, Retail Power, and the Road Ahead -...

The Bid ·

2025/11/14

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 with BlackRock’s Gargi Pal Chaudhuri, Chief Investment and Portfolio Strategist for the Americas in the Investment Portfolios Solutions team. Together they field listener questions on rate cuts, market breadth, ETF flows, and how AI adoption could influence equity leadership over

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00:18:04

239: How Private Markets Could Reshape Portfolios and...

The Bid ·

2025/11/07

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 institutions, private markets are increasingly accessible to individual investors, offering new ways to pursue diversification and long-term opportunity.In this episode of The Bid, host Oscar Pulido is joined by Cameron Joyce, Head of Research Insights at Preqin, a part of BlackRock,

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00:22:51

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

The Bid ·

2025/10/31

Jim Cramer joins The Bid to discuss how everyday investors can build wealth in any market. From his lessons on compounding to the importance of doing the homework, Cramer and host Oscar Pulido explore confidence, curiosity, and long-term investing in today’s dynamic capital markets.

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259 results

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