logo
episode-header-image
Jul 2024
19m 56s

182: 2024 Midyear Outlook: Waves of Tran...

Blackrock
About this episode
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 investment strategies, and ultimately answer the question of how investors can positi ... Show More
Up next
Nov 21
241: Europe’s Economic Comeback: What It Will Take for a Broad Resurgence
<p>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 re ... Show More
20m 25s
Nov 14
240: Rate Cuts, Retail Power, and the Road Ahead - Ask Me Anything with Gargi Pal Chaudhuri
<p>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 <em>The Bid</em>, host Oscar Pulido sits down with BlackRock’s Gargi Pal Chaudhuri, Chief Investme ... Show More
20m 12s
Nov 7
239: How Private Markets Could Reshape Portfolios and Investment Opportunities by 2030
<p>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, <em>private markets</em> are increasingly acce ... Show More
18m 4s
Recommended Episodes
Jun 2023
China trade, BoC hike, SEC goes after crypto
OANDA Senior Market Analyst Craig Erlam reviews the latest market news with Jonny Hart and Trader Nick MarketPulse is an award-winning news site that delivers round-the-clock commentary on a wide range of asset classes, as well as in-depth insights into the major economic trends ... Show More
20m 32s
Jun 2023
A new bull market, China growth concerns, Bitcoin dominance
OANDA Senior Market Analyst Ed Moya reviews the latest market news with Jonny Hart and Trader Nick MarketPulse is an award-winning news site that delivers round-the-clock commentary on a wide range of asset classes, as well as in-depth insights into the major economic trends and ... Show More
20m 47s
Dec 2024
The Shocking Future: How Markets Are Changing with Larry McDonald—Crypto, AI, BRICS, and the New Administration’s Impact | S2 Ep. 161
<p>Welcome back to <em>Founder's Story</em>! In this episode, Daniel Robbins sits down with Larry McDonald, founder of <a href="https://www.thebeartrapsreport.com/"><em>The Bear Traps Report</em> </a>and author of the newly released book, <em>How to Listen When Markets Speak</em> ... Show More
26m 24s
Jan 2024
Three 2023 investment lessons we carry into 2024
<p>Wei Li, BlackRock Global Chief Investment Strategist, shares why we think 2023 stressed the value of adapting to a new volatile macro regime, and leveraging investment insight and structural forces to find opportunities.</p><p><br></p><p><strong>General disclosure: </strong>Th ... Show More
3m 57s
Aug 4
U.S. tug-of-war: earnings vs. tariffs
<p>U.S. corporate strength could cushion the blow from tariffs – yet questions remain about who will pay for tariffs and what sectors will feel them most.&nbsp;Nicholas Fawcett, Senior Portfolio Strategist at the BlackRock Investment Institute, unpacks why corporate earnings have ... Show More
3m 49s
May 2025
How Governments Shape Markets
Even in free markets, governments still make plays. Chris Hughes is a co-founder of Facebook and an economist who specializes in the history of Fed policy. He is also the author of “MarketCrafters: The 100-Year Struggle to Shape the American Economy.” Hughes joined Ricky Mulvey t ... Show More
34m 54s
Dec 2024
Diversifying our portfolio diversifiers
<p>We believe economies are undergoing a transformation that could keep shifting the long-term economic trend. Vivek Paul, Global Head of Portfolio Research at the BlackRock Investment Institute, discusses why transformation calls for adding new portfolio diversifiers like bitcoi ... Show More
3m 43s
Oct 22
UK CPI lower than expected, Gold markets still down after huge plunge
Join OANDA Senior Market Analysts & podcast guest Nick Syiek (TraderNick) as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delive ... Show More
9m 42s