The Bid podcast

Player FM - Internet Radio Done Right

117 subscribers

추가했습니다 six 년 전

BlackRock에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 BlackRock 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Clocking In with Haylee Gaffin - Podcast about Podcasting for Podcasters

1
164: Foundations of Podcast Growth: Grow Your Podcast Series Pt. 1 10:41

6 weeks 전10:41

나중에 재생

리스트

10:41

Are you tired of releasing episodes week to week and getting no download growth? In this episode, I’m kicking off a brand-new series where I’ll be breaking down the exact strategies you need to expand your podcast audience—starting with the essential foundations. In this first episode, I’m covering: Why podcast growth matters (and why it’s NOT just about big numbers) The 3 core growth strategies: organic, collaborations, and paid growth What sustainable, realistic growth actually looks like Whether you’re just getting started or looking to scale, this series will give you the tools you need to grow your show strategically. Today's episode is brought to you by Mic Check Society , our community for podcasters who are looking to take their podcast from good to great. Come join us for educational trainings, a private member's only community, and monthly calls! Get $10 off per month with code PODCAST at micchecksociety.com . Clocking In with Haylee Gaffin is produced by Gaffin Creative , a podcast production company for creative entrepreneurs. Learn more about our services at Gaffincreative.com , plus you’ll also find resources, show notes, and more for the Clocking In Podcast. Time-stamps: Why podcast growth matters (2:09) Three pillars of podcast growth (3:39) Organic growth (3:52) Collaboration and borrowing audiences (4:31) Paid growth opportunities (5:11) What sustainable growth looks like (6:36) Connect with Haylee: instagram.com/hayleegaffin Gaffincreative.com micchecksociety.com Review the Transcript: https://share.descript.com/view/Plzue2YOIAh Hosted on Acast. See acast.com/privacy for more information.…

The Bid

시리즈 홈•Feed

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.

222 에피소드

The Bid

117 subscribers

updated 6일 전

시리즈 홈•Feed

222 에피소드

모든 에피소드

The Bid

1
220: Discovering India's Economic Boom: Demographic Dividends and A Digital Revolution 16:25

6일 전16:25

나중에 재생

리스트

16:25

Investment opportunities in India have been gaining significant attention, driven by the country's robust economic growth and favorable demographic trends. But what are the key factors that make India an attractive destination for long-term investment opportunities, and how can they navigate the complexities of this dynamic market? Vivek Paul, Head of Portfolio Research and UK Chief Investment Strategist for the BlackRock Investment Institute, will help explore the investment landscape in India, the opportunities in public markets, and the long-term growth potential driven by the country's economic growth and demographic strengths. We'll also delve into the implications of India's rapid digitization and resilience in a fragmented geopolitical landscape and discuss the challenges investors should consider in this evolving market. Key moments in this episode: 00:00 Introduction to Investment Opportunities in India 00:53 Exploring India's Economic and Demographic Strengths 02:41 The Impact of Digitization and Geopolitical Dynamics 03:26 Demographics and Economic Growth 05:03 Stock Market vs. Economic Growth 08:32 Fixed Income Markets and Central Bank Policies 10:26 Geopolitical Risks and Tariffs 12:47 Investment Risks and Opportunities in Indian Equities 15:27 Conclusion and Final Thoughts Check out our previous episode on India from last year here: https://open.spotify.com/episode/5lsbTpWYFSxgJkz75VA2rB?si=di74nyAmTISczr6uR_q5tA Sources: “Tapping Into India’s Transformation” Investment Perspectives, BlackRock Investment Institute, 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 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 india, india investing, dividend investing, blackrock, economy, financial services, stock market investing podcast, finserv, finance podcast, economic growth, investing, investment, interest rates See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…

The Bid

1
219: From Savings to Prosperity: The Global Impact of Capital Markets 19:26

13일 전19:26

나중에 재생

리스트

19:26

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 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 capital markets, global economy, economics, bond markets, retirement See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…

The Bid

1
218: Geopolitical Shifts, Trade Dynamics and President Trump's First 100 Days in Office [April 29th] 24:39

23일 전24:39

나중에 재생

리스트

24:39

The geopolitical landscape in 2025 has seen significant shifts and developments. President Trump's second term has ushered in a new era of international relations, characterized by bold policy changes and strategic maneuvers. The implementation of new tariffs has reshaped global trade dynamics, raising concerns about broader economic implications. As we navigate these complex geopolitical changes, investors are asking how these developments will impact international trade, economic relations, and market stability. Catherine Kress, Head of Geopolitical Research and Strategy at BlackRock, provides an update on the current status of tariffs globally, we’ll discuss the key developments investors should be watching, and how they might impact international trade and economic relations. We'll also examine geopolitics in President Trump's first 100 days in office, other major stories on the horizon and how they could evolve in ways that impact investors. This episode was recorded on April 28th and published on April 29th. Key moments in this episode: 00:00 Introduction to Geopolitical Shifts in 2025 00:40 Impact of US Tariffs on Global Trade 02:20 Geopolitical Landscape Under Trump's Administration 04:20 Global Fragmentation and Rising Tensions 07:06 US-China Trade Conflict and Technology Competition 15:22 US-Europe Relations and Tensions 17:41 Conflict in Ukraine and the Middle East 21:47 Investment Strategies Amid Geopolitical Uncertainty 23:30 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 Important notice: 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. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosures the bid, tariffs, investing insights, tariff, tariff pause, us tariff pause, investing podcast, tariff war, tariff relief, tariffs and economy, finance, trump, economy, inflation, blackrock, economic growth, market volatility, trump, trump 100 days, president trump See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…

The Bid

1
217: How Does This Cycle of Tariff Market Volatility Compare to Historical Periods of Market Uncertainty? [April 23rd] 18:41

29일 전18:41

나중에 재생

리스트

18:41

Global markets have been experiencing extraordinary volatility in response to the U.S. tariff pause announced on April 9th, a reflection of the uncertainty surrounding the economic and policy outlook. But similar to other unprecedented market moments in history, the investment strategies that work today may not apply tomorrow. So how can investors adapt their investment approach, when the familiar economic rulebook is thrown out? Rich Mathieson, a senior portfolio manager within the Systematic Active Equities team, a quantitative investment group at BlackRock will take us through some of the pivotal moments in history where uncertainty was a catalyst for transformation in the insights and strategies used by investors. He’ll share how that’s playing out in markets today, including how he is using data and techniques that can help investors cut through the headline noise . This episode was recorded on April 22nd and published April 23rd. Key moments in this episode: 00:00 Introduction to Market Volatility and Impact of Tariff Policies 02:41 Unique Features of Current Market 06:29 Artificial Intelligence in Investing 08:14 Analyzing Trade Tensions 11:05 Current Market Environment 13:51 Investment Opportunities 15:43 Portfolio Construction Insights 17:20 Conclusion and Next Episode Preview Sources: “Stocks Advance as Nvidia Closes at All-Time High: Markets Wrap”, Bloomberg January 2025; “Investors haven’t been this bearish in 30 years” Blooomberg, April 2025; “Is This The Brink Of The Recession We Have Yet To Have?” Bloomberg, April 2025; BlackRock Systematic, as of April 22, 2025. Comment references momentum and crowding signals; Bloomberg data for MSCI World Index performance, referencing performance during the month of April 2025; “As tariffs roil the markets, here's why some sectors are faring worse than others”, CBC News April 2025; “The Magnificent 7's lousy year, by the numbers”, CNBC, April 2025; Bloomberg, performance of S&P 500 Index for 2023 and 2024 🔗 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 Important Notice: 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. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosures the bid, tariffs, investing insights, tariff, tariff pause, us tariff pause, investing podcast, tariff war, tariff relief, tariffs and economy, finance, trump, economy, inflation, blackrock, economic growth, market volatility See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…

The Bid

1
216: The 90-Day U.S. Tariff Pause - How Should Investors Respond Right Now? [April 15th] 19:57

5 weeks 전19:57

나중에 재생

리스트

19:57

On April 9th, the U.S. administration announced a 90-day tariff pause on country-specific reciprocal tariffs, exempting key tech imports while maintaining high tariffs on select Chinese goods. This decision introduced extraordinary volatility to global markets. Notably, the S&P 500 rebounded nearly 6% last week, marking one of its largest daily jumps in history. Meanwhile, long-term U.S. Treasury yields spiked, reflecting investors' altered risk perceptions in light of the tariff adjustments. At the same time, the U.S. dollar tumbled to three-year lows against major currencies, highlighting concerns about future currency valuations in these tumultuous times. But the question remains, how should investors respond when considering the implications of prolonged uncertainty, including potential recession risks, impacts on corporate investment, and consumer spending? In this episode of The Bid, Oscar Pulido is joined by Alex Brazier, Global Head of Investment & Portfolio Solutions and Helen Jewell, Chief Investment Officer for EMEA at BlackRock. Alex and Helen will help us unpack the details of this tariff pause, its effects on market dynamics, and provide strategic insights for investors considering how to navigate volatile markets. NOTE: This episode was recorded and published on April 15th 2025 Key moments: 00:00 Introduction to the Tariff Pause, Market Reactions and Volatility 02:45 Discuss Historic Market Movements 06:48 Equity Market Reactions 09:13 Portfolio Strategies in Uncertain Times 12:20 Investor Questions 14:12 Looking Ahead: What Are Experts Looking For? 18:46 Conclusion and Final Thoughts 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 Tariff pause, us tariff pause, The Bid, The Bid Investing podcast, Tariff War, Tariff Relief, Investing Insights, Tariffs and Economy, Tariff, Tariffs See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…

The Bid

1
215: Navigating Market Volatility and Tariff Policy: Positioning Portfolios Amid Uncertainty [April 8th] 20:42

6 weeks 전20:42

나중에 재생

리스트

20:42

The recent tariff announcements by President Trump on April 2nd have sent shockwaves through the global markets, triggering significant market volatility, driven by the uncertainty of these tariffs and their impact on global supply chains, inflation, and economic growth. As markets are grappling with various potential scenarios, how should investors be positioning their portfolios to navigate continued uncertainty? Glenn Purves, Global Head of Macro at the BlackRock Investment Institute and Gargi Pal Chaudhuri, Chief Investment and Portfolio Strategist for the Americas at BlackRock. Glenn and Gargi will help us navigate the current themes driving market dynamics, how these shifts impact supply chains and prices, and how investors can manage volatility and uncertainty in these turbulent times. This episode was recorded April 8th and published April 9th prior to the announcement of the 90-day pause on tariffs. Key moments: 01:52 Overview of Recent Tariff Announcements 04:56 Market Reactions and Volatility 08:42 Investment Strategies Amid Uncertainty 10:26 Investor Sentiment and Portfolio Positioning 14:51 Key Indicators and Future Outlook 19:32 Conclusion and Final Thoughts 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 tariff, tariffs, global markets, inflation, economy, economic growth, blackrock, the bid, finance, finserv, trump, market volatility See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…

The Bid

1
214: The Rise and Growth Of Venture Debt In The Investing Landscape 19:58

8 weeks 전19:58

나중에 재생

리스트

19:58

When people think of how early-stage companies finance their initial growth, venture capital and private equity are often the first things that come to mind, but growth and venture debt have become increasingly prominent in the financial landscape, especially in the wake of the collapse of Silicon Valley Bank. Ross Ahlgren, a portfolio manager in the growth debt team at BlackRock, joins Oscar to help us understand the current themes driving growth and venture debt opportunities, how his team identifies and evaluates emerging trends, and the role of relationships and local presence shaping the future of this market. Go back and listen to episode 120 "Why Are These Events Different to 2008?" where we break down what happened at Silicon Valley Bank in 2023. 00:00 Introduction to Venture and Growth Debt 01:31 Understanding Venture and Growth Debt 02:45 The Role of Venture Debt in Company Expansion 04:28 Misconceptions and Risk-Reward in Venture Debt 07:13 Impact of Silicon Valley Bank Collapse 13:32 Regional Differences in Venture Debt 15:01 Investment Opportunities and Risks 18:53 Conclusion and Final Thoughts Follow The Bid on Spotify & Apple Music , and subscribe to us on YouTube . 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 venture debt, debt financing, growth capital, business growth, financial support, investment capital, the bid, blackrock investment strategies, finance landscape See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…

The Bid

1
213: The Evolution of Private Markets in Modern Investment Portfolios 20:59

9 weeks 전20:59

나중에 재생

리스트

20:59

When investors consider how to diversify their investment portfolios, traditional assets like stocks and bonds are often the first things that come to mind. But private markets have become increasingly prominent in the financial landscape. These unique investments can offer diversification benefits that are often insulated from broader economic cycles. So, what's driving this shift towards private market investments and how are these trends reshaping the strategies of investors compared to previous cycles? Paul Braude and Vidy Vairavamurthy, Portfolio managers at BlackRock, join Oscar to help us understand the current themes driving private market opportunities, how they identify and evaluate emerging trends, and how private market investments can complement public market exposures. 00:00 Introduction to Diversifying Investment Portfolios 00:16 The Rise of Private Markets 01:44 Understanding Private Markets and Alternatives 03:52 Evolution and Growth of Private Markets 07:03 Challenges and Opportunities in Private Markets 12:34 Emerging Private Assets 16:21 Trends Driving Private Markets 19:50 Conclusion and Future Outlook Sources: “As companies stay private longer advisors need access to private markets” , Nasdaq, August 2022; BlackRock with data from Prequin as of April 2024; “Expanded DPO” View private markets, public markets, emerging assets, music royalties, private credit 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 .…

The Bid

1
212: The Role of Low-Carbon Opportunities In The Infrastructure Investing Landscape 19:20

10 weeks 전19:20

나중에 재생

리스트

19:20

Infrastructure investments have long been recognized as a foundation for economic growth and low carbon infrastructure is increasingly becoming an area of interest for investors in both public and private markets. But how will low carbon infrastructure play a role in the evolving energy investing landscape? Helen Jewell, Chief Investment Officer for fundamental equities at BlackRock helps us explore the significance of infrastructure from an investing perspective, the opportunities in public markets, and the long-term growth potential from investments in renewable energy. Timestamps: 00:00 Introduction to Low-Carbon Infrastructure 00:41 Market Insights with Helen Jewell 03:45 The Role of Public Markets in Infrastructure 07:47 Low Carbon Infrastructure and Energy Needs 10:21 Utilities and Renewable Energy Investments 16:23 Challenges in Infrastructure Investing 17:57 Conclusion and Future Outlook Sources: “Growth in global electricity demand is set to accelerate in coming years” in IEA, February 2025; BGF Sustainable Growth Infrastructure Fund, Fundamental Equities, BlackRock Febrruary 2025; FTSE Developed Core Infrastructure Index = 3.35%, Source: FTSE Russell as at 31 January 2025; National Grid Sell US Onshore Renewables Arm $174billion Brookfield” Reuters, February 2024; Bloomberg NEF, January 2025; Bloomberg New Energy Outlook, 2025; “How Copper Will Shape Our Future” BHP, September 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 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 low carbon investing, low carbon infrastructure, infrastructure, infrastructure investing, low carbon opportunities, copper, metals, infrastructure investments, blackrock investment insights, low-carbon See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…

The Bid

1
211: The Intersection of AI and Geopolitics From An Investing Lens 22:49

12 weeks 전22:49

나중에 재생

리스트

22:49

Rapid advancements in artificial intelligence are influencing global power dynamics in ways that are reshaping the investment landscape. So, how are these AI developments impacting geopolitics, and what does this mean for investors? Catherine Kress, Head of Geopolitical Research and Jeff Shen, co-head of systematic equities at BlackRock join Oscar to help us understand the current themes driving the intersection of AI and geopolitics, how the broader technology and AI race is evolving, and the broader implications of the shifting US policy landscape on active management opportunities. Timestamps: 00:00 Introduction to AI and Geopolitics 00:46 Welcome and Guest Introduction 01:44 Intersection of Geopolitics and AI for investing 02:13 US-China Technology Competition 02:36 Economic and Military Implications of AI 04:09 US Policy on AI and Technology 08:11 Impact on the Tech Sector and Investments 11:06 DeepSeek and the AI Race 19:15 Future Investing Risks and Opportunities 21:44 Conclusion and Final Thoughts Sources : DeepSeek model training cost claims from paper, January 2025; 60% of US tech revenues derived from overseas based on Aladdin Explore, using revenue breakdowns from the S&P 500 index as of 4/30/2024; “DeepSeek's low-cost AI spotlights billions spent by US tech” Reuters, January 2025; “How DeepSeek AI Sparks Nearly $1 Trillion U.S. Tech Implosion”, Investors Business Daily, January 2025;“Nvidia Stock Has Almost Recovered From DeepSeek Rout. There’s More Good News” Barrons, February 2025; “US government commission pushes Manhattan Project-style AI initiative”, Reuters, Nov 2024; “US tightens control on AI chips export drawing pushback” BBC, January 2025; “FACT SHEET: Ensuring U.S. Security and Economic Strength in the Age of Artificial Intelligence” White House Press Briefing, January 2025; “What Donald Trump’s Win Means For AI” Time Magazine, November 2025; “Trump plans to impose 25% tariffs on autos, chips and pharmaceuticals”, CNN, February 2025; “REMARKS BY VICE PRESIDENT VANCE AT THE ARTIFICIAL INTELLIGENCE (AI) ACTION SUMMIT” US Embassy 2025, February 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 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 AI, ai, investment, economy, investing, geopolitics, asset management, policy, mega forces, investment podcast, the bid podcast, geopolitics, deepseek, blackrock, investing podcast See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…

The Bid

1
210: Thematic Investing: Finding Tomorrow's Investing Themes Today 16:23

13 weeks 전16:23

나중에 재생

리스트

16:23

Thematic investing is rapidly gaining traction in today’s investment landscape, but how can investors take advantage of this emerging strategic approach that is thematic investing? Thematic investing focuses on identifying long-term trends or themes—such as technological advancements, sustainability, or shifting demographics—that could drive growth and innovation. This investment portfolio strategy allows investors to align their portfolios with the forces shaping the future of markets. In this episode of The Bid, an investing podcast from BlackRock, Jeff Shen, co-head of Systematic Active Equity at BlackRock joins Oscar will explore how BlackRock’s team identifies and evaluates these emerging investing themes, utilizing advanced data analytics and technology to stay ahead of market trends. Jeff will also shed light on how technology plays a crucial role in shaping the future of investing, with innovations like artificial intelligence and big data reshaping the way investors make decisions. 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. 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 investment, finance, financial markets, economic news, the bid, blackrock, blackrock investment strategies, finance leader, economic analysis, thematic investing See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…

The Bid

1
209: Why Are Bond Yields Rising As Rates Are Cut? 19:26

14 weeks 전19:26

나중에 재생

리스트

19:26

Sharp moves in bond yields have been a key area of focus in markets to start the year. Yields on 10-year treasury bonds are over 1% higher since September 2024 — a historically rare occurrence in both the direction and magnitude of moves. So, what’s driving this phenomenon and how is it reshaping the investment playbook compared to previous cycles? Jeff Rosenberg, Senior Fixed Income Portfolio Manager within the BlackRock Systematic business, will share his perspective on the different dynamics impacting bond yields and how his team is navigating this unique environment. Sources : Federal Reserve Bank of New York. Statement based on the ACM Model of estimated term premium dating back to the 1960s; Federal Reserve Bank of St. Louis, referencing the US deficit as a percentage of GDP. Data accessed January 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. 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 .…

The Bid

1
208: The Economic Impact of Tariffs: How the New U.S. Tariff Policy is Shaping Global Markets 21:36

15 weeks 전21:36

나중에 재생

리스트

21:36

Trade policies have always been a critical aspect of global economies and recent developments in U.S. tariff policy have sparked global market volatility and discussions around the impact on inflation. The latest tariff announcements have sent ripples through the markets, affecting various sectors, and raising questions about their long-term impact. But what exactly is the impact of the new tariff policies and how will they influence US businesses, global supply chains and the broader financial market? In this episode of The Bid, an investing podcast from BlackRock, we dive into the latest developments in trade policies and their impact on global economies. Joining Oscar to unpack these developments is Glenn Purves Global head of Macro in the BlackRock Investment Institute and Catherine Kress, Head of Geopolitical Research and Strategy at BlackRock. This episode was recorded at 2pm, February 5th, 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 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 import, export, international, economics, government, business, tax, customs, regulation, agreement, duty, protectionism, negotiation, tariff, rates, free trade, tariff rates, tariff policy analysis See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…

The Bid

1
207: A Macro and Geopolitical Outlook – Live from Davos 24:52

17 weeks 전24:52

나중에 재생

리스트

24:52

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. 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 .…

The Bid

1
206: Rebuilding The US Physical Economy 19:01

18 weeks 전19:01

나중에 재생

리스트

19:01

A critical theme for 2025 and beyond rebuilding the US physical economy with the Infrastructure, Investment and Jobs Act, and other policy measures, there's a renewed focus on enhancing infrastructure, reshoring manufacturing and addressing the housing supply gap. These efforts are not just about construction and development. They're about revitalizing the US economy and creating sustainable economic growth. Joining Oscar is Jay Jacobs, US head of Thematic and Active ETFs at BlackRock. Jay will provide insights into the demographic trends influencing the housing market, the reshoring of manufacturing, and the bipartisan support for these developments Sources: New York Governor. "Governor Hochul Announces $54 Million in State Funding to Support the Second Avenue Subway Project." 7/30/2024; Reuters. "JFK Airport's massive overhaul takes winding route through debt markets." 12/6/23; Department of Transportation. "Hudson River Tunnel Project between New York and New Jersey." July 2024; American Society of Civil Engineers. "ASCE'S Infrastructure Report Card Gives U.S. "C-" Grade, Says Investment Gap Trillion, Bold Action Needed. 3/3/2021; Report Card for America's Infrastructure. "Overview of Bridges." 2021; MRL Consulting. "Semiconductor in everyday life: products from leading companies you use daily." 7/31/24; Center for Strategic and International Studies, “Mapping the semiconductor supply chain: the critical role of the indo-pacific region,” 5/30/2023; Semiconductor Industry Association. "America Projected to Triple Semiconductor Manufacturing Capacity by 2032. The Largest Rate of Growth in the World." 5/8/24; Realtor.com, “U.S. housing supply gap grows in 2023; growth outpaces permits in fast-growing sunbelt metros,” 2/27/2024; Motley Fool Money. "Millennial Home-Buying and Homeownership Statistics." 9/10/24; CNN. “More than half of American renters who want to buy a home fear they’ll never afford one." July 29, 2024; Merrill Lynch. "Will the "Great Wealth Transfer" transform the markets?" May 2024. 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 .…