269: The Biggest Themes of 2026 So Far: How AI, Geopolitics and Digital Assets Are Reshaping Portfolios
2026 market themes have been shaped by geopolitical realignment, the physical demands of artificial intelligence and changing assumptions ab...
Radio and PodcastLive Radio & Podcasts
Business
The Bid
The Bid breaks down what’s happening in the markets and explores the forces that are changing investing. Hear thought leaders from and outside of BlackRock discuss the trends shaping society...
Episodes
20 of 271 episodes
268: AI’s latest frontiers: An Investor’s Perspective on AI, Space and Equity opportunities
AI investing continues to shape markets as artificial intelligence (AI) moves beyond software and into the physical infrastructure of the gl...
267: Defense Investing in a New Era of Geopolitics, AI, and Global Security Transformation
Defense investing is rapidly moving from the margins to the center of capital markets as geopolitical fragmentation, rising global tensions,...
266: 2026 Midyear Outlook: Scarcity vs. Abundance in the Age of AI
Artificial intelligence continues to reshape economies and markets, but its rapid expansion is also exposing new constraints across energy,...
265: 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 T...
264: 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...
263: 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 f...
262: 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 i...
261: 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...
260: 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 fina...
259: 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...
258: 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 rat...
257: Beyond The Magnificent Seven: Discovering Equity Opportunities in The S&P 493
The S&P 493 is gaining attention as investors look beyond the Magnificent Seven and reassess where growth and diversification may come from...
256: AI and Bond Markets: How Artificial Intelligence Is Reshaping Fixed Income Investing
AI and bond markets are becoming increasingly interconnected as artificial intelligence reshapes capital demand, market structure, and inves...
255: The Rise of Private Markets: Access, Liquidity, and Portfolio Diversification
Private markets are moving from the sidelines of institutional portfolios into the mainstream of wealth management. As companies stay privat...
254: Alternative Investing: Finding Diversification in Volatile AI-driven Markets
Alternative investing is moving from a niche allocation to a core portfolio conversation. As volatility returns, interest rates reset higher...
253: Emerging Markets: How Investors are Responding to Shifting Global Paradigm
Emerging markets are back in focus in 2026 — not just as a cyclical trade, but as investors reassess performance leadership, diversification...
252: The K-Shaped Consumer Economy: GLP-1s, AI and the Future of Consumer Spending
The K-shaped consumer is redefining the outlook for the U.S. economy. While overall spending remains resilient, growth is increasingly conce...
251: The Infrastructure Buildout and the Skilled Trades We’re Missing
Skilled trades are becoming one of the most important — and overlooked — drivers of the global infrastructure boom. As trillions of dollars...
250: Powering AI 2.0: Why the AI Boom Is Becoming an Energy Story
Powering AI is no longer just a technology story — it’s an energy and infrastructure story reshaping capital markets and the global economy....