About this episode
Jan 30
247: Inside Hedge Fund Strategies: How They Work and Why Investors Are Paying Attention
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 source ... Show More
21m 16s
Jan 22
246: Macro and Geopolitical Outlook - Live From Davos
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 shapi ... Show More
35m 48s
Jan 16
245: Stock Picker's Guide to 2026: How AI and Earnings Will Shape Stock Market Trends
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-ch ... Show More
19m 50s
Mar 2025
The Hamilton Lane Take On The Infrastructure Sector Now and Beyond With Brent Burnett
<p>Welcome to <em>The Private Equity Podcast</em> by Raw Selection, hosted by Alex Rawlings. Brent Burnett, Head of Infrastructure and Real Assets at Hamilton Lane, shares insights on infrastructure growth, key trends, and the 2025 outlook. Tune in for a deep dive into its role i ... Show More
32m 30s
Dec 2024
The Race for AI—Search, National Infrastructure, & On-Device AI
<p>The AI race is on, and 2025 could be its most transformative year yet.</p><p>In this episode, a16z General Partners Anjney Midha and Jennifer Li, and Partner Alex Immerman dive into the trends reshaping AI and its impact on search, infrastructure, and devices.</p><p>We explore ... Show More
42m 45s
Dec 2024
The Shocking Future: How Markets Are Changing with Larry McDonald—Crypto, AI, BRICS, and the New Administration’s Impact | S2 Ep. 161
26m 24s
Oct 2024
State of Crypto 2024: Builder Energy, U.S. Election, Stablecoins, AI, More
<p>We take you behind the scenes of our newly released, annual State of Crypto Report — a16z crypto's analysis of the latest data and trends that have defined the industry in 2024. </p><p>This year's report features some brand new insights, from estimating the number of real cryp ... Show More
54m 19s
Sep 2025
The data center surge: Building the backbone of the digital age
<p style="margin: 0in; font-family: Aptos; font-size: 11.0pt;">In this episode, Fahmi Enam, head of Media Communications and Digital Infrastructure at J.P. Morgan Commercial Banking, is joined by Scott Wilcoxen, global head of Digital Infrastructure Investment Banking at J.P. Mor ... Show More
18m 22s
Feb 2024
49. Project Finance 101 & Infrastructure Investing Basics
<p><a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/2159526/open_sms">Send us a text</a></p><p>What is Project Finance? In this episode, we are joined again by Rahul Culas, Julie Kim, and David Albert to get into the basics of this sector of Investment Ba ... Show More
38m 30s
Jan 2025
Big Debates: The State of the Energy Transition
13m 56s
Jan 2025
Four Key Investment Themes for 2025
<p>Our Global Head of Fixed Income & Public Policy Research Michael Zezas discusses how Morgan Stanley’s key themes – deglobalization, longevity, the future of energy, and artificial intelligence – will evolve in 2025 and beyond.</p><p><br></p><p>----- Transcript -----</p><p> ... Show More
5m 16s
Aug 2024
Deep Sector Dive: Top Investor Buys in Energy and Utilities
How is the energy transition going? It depends on who you ask. But for energy investors, plenty of profit opportunities remain in both traditional oil and gas stocks and companies focused on renewable power – and should continue to do so for years. Meanwhile, utilities are quietl ... Show More
31m 15s
Sep 2025
Google DeepMind CEO Demis Hassabis on AI, Creativity, and a Golden Age of Science | All-In Summit
<p>(0:00) Introducing Sir Demis Hassabis, reflecting on his Nobel Prize win</p> <p>(2:39) What is Google DeepMind? How does it interact with Google and Alphabet?</p> <p>(4:01) Genie 3 world model</p> <p>(9:21) State of robotics models, form factors, and more</p> <p>(14:42) AI sci ... Show More
31m 48s
Infrastructure investing is no longer a niche play — it’s at the center of today’s global economy and portfolios. In this episode of The Bid, we dive into why infrastructure investing is having a moment, how it connects to AI, and what megaforces are shaping the next decade of growth.
Host Oscar Pulido sits down with Balfe Morrison, Head of Listed Infrastru ... Show More
<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
<p>In the latest edition of our Big Debates miniseries, Morgan Stanley Research analysts discuss the factors that will shape the global energy market in 2025 and beyond, and where to look for investment opportunities.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p><stro ... Show More
