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 The Bid, host Oscar Pulido is joined by Helen Jewell, BlackRock’s International Chief Investment Officer for Fundamental Equities, and Tom Becker, senior portfolio manager on BlackRock’s Global Tactical Asset Allocation t ... Show More
Jul 2
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, infrastructure, labor, and capital. As investors navigate an increasingly complex landscape, the debate has shifted from AI's potential to t ... Show More
20m 12s
Jun 18
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 markets. As technology evolves, tokenization is emerging as a new way to represent and transfer financial assets, raising questions about ho ... Show More
28m 56s
Jun 12
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 for more resilient systems accelerate capital deployment across the region. In Southeast Asia, the opportunity is not only about replacing ol ... Show More
18m 41s
Jul 2025
Macro Freestyle: What to watch as we enter H2
<p>Standard Chartered’s Eric Robertsen, Global Head of Research and Chief Strategist and Madhur Jha, Head of Thematic Research examine financial markets at the midpoint of the year, including the impact of the upcoming tariff deadline, geopolitical uncertainty, oil price volatili ... Show More
22m 3s
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
Feb 2025
Trading Insights: Evolution of the markets structuring business
<p>In this episode, Eloise Goulder, head of the Data Assets and Alpha Group at J.P. Morgan, sits down with Rui Fernandes, global head of Markets Trading Structuring at J.P. Morgan, to explore the evolution of the trading and structuring businesses. They delve into the key driver ... Show More
26m 23s
Mar 2025
Volatility, Divestitures, and IPOs
Today we talk market volatility and inflation, the struggling dollar store industry, and a new AI initial public offering.
Also, Asit and Matt have thoughts on some recent earnings reports, writer Ben Wallace joins us to talk about the history and future of Bitcoin, and, as alwa ... Show More
40m 31s
Jun 2025
Mid-year outlook: diversify and hedge
Goldman Sachs’ Christian Mueller-Glissmann, head of asset allocation research in Goldman Sachs Research, and Alexandra Wilson-Elizondo, co-head and co-chief investment officer of the Multi-Asset Solutions business in Goldman Sachs Asset Management, examine the dynamics driving ma ... Show More
25m 49s
Aug 2024
Recession or slowdown? Navigating uncertainty
<p class="p1">Ben Thompson, Head of EMEA Leveraged Finance Capital Markets, hosts Jonathan Butler, Head of European Leveraged Finance and Co-Head of Global High Yield Strategy at PGIM Fixed Income, to unpack the global leveraged finance market. They discuss central bank policies, ... Show More
11m 40s