This is an equity bubble

De laatste Daalder Denkt Hardop, waarin Daalder nog een keer ingaat op vragen van luisteraars en stilstaat bij de vraag wat hij nou eigenlijk gaat doen. En welke podcasts de Daalder Denkt Hardop kunnen gaan vervangen. 

Waarin Daalder zijn afscheid aankondigt, ingaat op de recente ontwikkelingen in financiële markten en de credit spreads in het bijzonder en nog een appeltje te schillen heeft ten aanzien van doorgeschoten optimisme ten aanzien van factorbeleggen.Vraag voor de laatste Daalder Denk ... Show More

Waarin Daalder stilstaat bij de nieuwe all time high van de AEX, ingaat op de positieve interpretatie die de beurs momenteel kiest, Trump langs de Liz Truss meetlat legt en uiteraard wat podcasttips heeft.Reageren? Mail naar: vraag.daalder@blackrock.com 

In the second episode of our infrastructure mini-series on The Bid, guest host Mark Wiedman, speaks with Matt Harris and Salim Samaha from Global Infrastructure investing to explore one of the biggest opportunities in infrastructure, the global transition to a low carbon economy. ... Show More

Vivek Paul, UK Chief Investment Strategist for the BlackRock Investment Institute joins host Oscar Pulido to discuss the rise of AI and its potential to deliver a productivity boom, the role of private markets in infrastructure, and how geopolitical dynamics are influencing inves ... Show More

Send us a textBitcoin is at an all-time high. New digital currency ETFs are coming to the market, broadening access to and increasing the legitimacy of an asset class that very few people truly understand. So we quickly caught up with our cryptocurrency expert Christopher Newhous ... Show More

Over the summer, The Bid brings back some of the best episodes from this year. Kicking off the series, hosts Oscar and Stevie take a look back on Is Japan At An Inflection Point?Belinda Boa, Head of Active Investments for Asia Pacific at BlackRock joins Oscar to examine the prosp ... Show More

Send us a textOur long-awaited third season recap of the hit show "Succession" is HERE!  Even if you watched the show and loved it, you might not have understood all of the finer points when it comes to the scheming and negotiations at WayStar Royco.  We are here to break down th ... Show More

Send us a textEver wondered what global macro trading looks like at the world's most elite hedge funds like Citadel, Balyasny, and Bluecrest?  You might imagine you'd need a tremendous grasp of the markets, an ability to analyze and interpret massive amounts of data & r ... Show More

“Most central banks will prefer to sit back and wait and see.” In this week’s PERSPECTIVES Weekly podcast, the Global Head of the Private Bank’s Chief Investment Office, Markus Müller, notes that the U.S. Federal Reserve’s decision to stay put on rates is likely to be echoed by o ... Show More

Send us a textIn the second of our three SALT iConnections interview series, we sat down with Ty Wallach, a living legend in the credit investing world.   Ty was a partner and portfolio manager at Oak Hill and Paulson, two of the most successful and famous names in investing over ... Show More

Send us a textThis week, we break down the tension between Jerome Powell and Donald Trump—and what it actually means for monetary policy. If you listened to Powell’s latest remarks at the Economic Club of Chicago, you may not have thought much of it, but anyone knows how to decod ... Show More

Send us a textOur long-awaited third season recap of the hit show "Succession" is HERE!  Even if you watched the show and loved it, you might not have understood all of the finer points when it comes to the scheming and negotiations at WayStar Royco.  We are here to break down th ... Show More