The Bid - An Investing Podcast from BlackRock

277: Global Equity Markets: Can the Stock Market Rally Continue Beyond AI?

Global equity markets have delivered strong returns in recent years, fueled by corporate earnings growth, the expansion of artificial intelligence, and trillions of dolla

276: Rewiring Retirement Around The World: What Can We Learn?

Retirement planning is being transformed around the world. As people live longer, traditional pension systems evolve and governments face growing financial pressures, ind

275: How Geopolitics Is Redefining Defense, Energy, Technology and Global Markets

Geopolitical tensions are increasingly reshaping the global economy. Defense spending is rising, energy security has returned to the policy agenda, and competition over a

274: How Tokenized Cash Is Modernizing Money, Markets and Investing

Tokenized cash is emerging as one of the most tangible applications of tokenization in financial markets. While much of the attention around digital assets has focused on

273: AI Beyond Tech: How Artificial Intelligence Is Reshaping the Economy

The AI economy is entering a broader phase as artificial intelligence moves beyond technology companies and into healthcare, manufacturing, financial services and other p

272: Space, The Final Investing Frontier - How AI and Technology Are Expanding the Economy

The space economy is becoming more connected to everyday economic activity, from satellite communications and navigation to weather forecasting, defense and data. Falling

271: David Rubenstein, Co-Founder of The Carlyle Group, on the Business of Sports, Investing and Leadership

Sports investing has evolved as franchise values have risen, live sports have retained a powerful hold on audiences, and ownership has become an increasingly sophisticate

270: Sports, Markets and Investing: What Separates Skill From Good Luck

Sports and investing can both be shaped by small margins, repeated decisions and the balance between skill and chance. From tennis points to soccer matches and basketball

269: The Biggest Themes of 2026 So Far: How AI, Geopolitics and Digital Assets Are Reshaping Portfolios

2026 market themes have been shaped by geopolitical realignment, the physical demands of artificial intelligence and changing assumptions about diversification. Across ma

268: AI’s latest frontiers: An Investor’s Perspective on AI, Space and Equity opportunities

AI investing continues to shape markets as artificial intelligence (AI) moves beyond software and into the physical infrastructure of the global economy. From data center

267: Defense Investing in a New Era of Geopolitics, AI, and Global Security Transformation

Defense investing is rapidly moving from the margins to the center of capital markets as geopolitical fragmentation, rising global tensions, and technological innovation

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 cap

265: Inflation and Investing: What Sticky Prices Mean for Portfolios Today - Ask Me Anything

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 j

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

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 acce

262: What Do ETFs in Asia Mean for Investors in Today’s Markets?

ETFs in Asia have grown significantly since the global financial crisis, but their role is changing. What began as a way to access markets is now expanding into broader p

261: Why Are Global Investors Looking to Asia As An Investment Destination?

Asia has often been viewed as a long-term growth story, but its role in global markets is becoming more immediate. The region now represents a significant share of global

260: The Top Retirement Trends That Are Reshaping Investing, Income and Longevity

Retirement systems are undergoing a structural shift as traditional pensions decline and individuals take on greater responsibility for financial outcomes. Longer lifespa

259: Cryptoassets At A Crossroads: Volatility, Adoption, and Changing Investor Perspectives

Crypto investing is at a crossroads as digital assets move from speculative beginnings toward broader institutional adoption and integration into capital markets. As vola

258: Portfolio Construction for a Changing World: Adapting to A Market Regime Shift

Portfolio construction is being redefined as investors face a fundamentally different market regime. Higher inflation, shifting interest rate dynamics, and accelerating m