The Bid

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 renewed momentum in European equities and fixed income. In this episode of The Bid, host Oscar Pulido speaks with Helen Jewel...

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 The Bid , host Oscar Pulido sits down with BlackRock’s Gargi Pal Chaudhuri, Chief Investment and Portfolio Strategist for the Americas in the Investment Portfolios Solutions team. Together they field listener questions on...

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, private markets are increasingly accessible to individual investors, offering new ways to pursue diversification and long-term opportunity. In this episode of The Bid, h...

Investing in any market can feel daunting — but it doesn’t have to. In this episode of The Bid , host Oscar Pulido sits down with Jim Cramer, investor, author, and host of Mad Money , to explore what it really takes to build wealth and confidence over time. Cramer’s latest book, How to Make Money in Any Market , continues his mission of empowering everyday investors to take control of their financ...

Global investors are rethinking diversification as APAC markets investing takes center stage. As monetary policies diverge and growth paths split across regions, Asia Pacific is emerging as a key source of resilience — and opportunity — in global portfolios. In this episode of The Bid , host Oscar Pulido speaks with Alex Brazier, Global Head of Investment & Portfolio Solutions, and Navin Saiga...

Artificial intelligence is one of the most powerful forces reshaping the global economy, technology, and investing. But understanding AI requires looking at the full story — where it began, how it is unfolding, and where it is headed next. With recent headlines in OpenAI from its $100bn Nvidia investment to its release of Sora, this special in-depth episode of The Bid brings togethe...

Gold and bitcoin are in the spotlight again - and for good reason. In this special narrative format episode of  The Bid , host Oscar Pulido weaves together expert insights from previous Bid episodes to explain why interest in gold and bitcoin is rising now and what investors should consider before treating them as portfolio diversifiers. You’ll hear from BlackRock experts&...

Retirement confidence is under pressure. While younger generations are entering the workforce with optimism, the latest Read on Retirement report reveals troubling gaps between savers, plan sponsors, and retirees. Only 38% of employers believe their employees are on track, and confidence among retirees has dropped to historic lows. In this episode of  The Bid , host Oscar Pulid...

ETFs are at the center of how investors are navigating today’s rapidly changing markets. From active ETFs to thematic strategies around megaforces like artificial intelligence and infrastructure, innovation in exchange-traded funds is reshaping how portfolios are built. In this special  Ask Me Anything  edition of  The Bid , host Oscar Pulido sits down with ...

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 Infrastructure Strategies, to...

Fixed income investing is experiencing a powerful resurgence. With yields at multi-decade highs, income opportunities are abundant, yet investors must navigate uncertainty in capital markets and shifting macroeconomic dynamics. In this episode of The Bid, we explore why fixed income is once again a compelling anchor for portfolios. Host Oscar Pulido sits down with Rick Rieder,...

The world of artificial intelligence continues to profoundly impact the stock markets and create investment opportunities. Despite a brief setback earlier this year, AI continues to push the boundaries of human ingenuity and drive market dynamics. Oscar Pulido welcomes Tony Kim, head of the BlackRock Fundamental Equities Global Technology Team, and Michael Gates, lead portfolio manager of BlackRoc...

Continuing the summer series, The Bid brings back some of the best episodes from the last year. Oscar’s final pick is unpacking the meaning and the power of capital markets. Capital markets are a powerful force in the global financial landscape. These markets connect long-term savings with productive uses of capital. Driving innovation, growth and job creation. But what are capital markets and how...

Continuing the summer series, The Bid brings back some of the best episodes from the last year. Stevie's pick is a deep dive into the technology and AI investing trends coming out of Silicon Valley featuring Tony Kim, BlackRock portfolio manager and technology investing expert. AI is experiencing a transformative moment, powering the phenomenal run in public markets, but the investment opportuniti...

Over the summer, The Bid brings back some of the best episodes from the last year. Kicking off the series, hosts Oscar and Stevie take a look back on one of the most popular episodes, recorded live on location in Davos, Switzerland. In a special episode recorded from Davos, host Oscar Pulido is joined by Philipp Hildebrand, Vice Chairman of BlackRock, and Tom Donilon, Chairman of the BlackRock Inv...

So far, 2025 has been a year of sharp policy shifts and heightened macroeconomic uncertainty. With volatility becoming the new normal, how can investors stay grounded? In this episode of The Bid, host Oscar Pulido welcomes back Glenn Purves, Global Head of Macro at the BlackRock Investment Institute, to break down the firm’s 2025 Midyear Outlook. They explore why the long-term economic picture has...

In a recent BlackRock survey of registered voters, more than 75% of retirees said they wished they had saved more money for retirement. And with the recent passage of the SECURE 2.0 Act now in effect, opening up new opportunities for savers, investors are considering how to save and build wealth for the future. Shoring up emergency savings is protective of retirement savings, according to research...

The global investment environment is full of uncertainty — from inflation, growth dynamics, to policy shifts and geopolitical tensions. Investors are seeking clarity and ways to unlock more consistent investment outcomes during a period of unpredictable conditions. Innovations in data analytics and technology are helping investors better understand markets not just in during turbulent times, but i...

Following our last episode on U.S. equities with Carrie King, we’re expanding the conversation globally to understand how these dynamics are playing out beyond American shores. European and Asian equity markets are navigating a complex mix of geopolitical shifts, technological disruption, and evolving investor sentiment. Helen Jewell, Chief Investment Officer for Fundamental Equities in EMEA,...

After two years of full steam ahead for U.S. equities, 2025 has so far featured a number of speed bumps and even a few U-turns for some key areas of the market. With continued market volatility and a stock market correction, how should investors be thinking about the U.S. equity market as compared with the rest of the world? Carrie King, U.S. and Developed Markets Chief Investment Officer for Blac...

It's been quite a ride for equity markets this year. Uncertainty and volatility hit a fever pitch in the weeks following President Trump's sweeping tariff announcement in April as investors feared the potential for rising inflation, slow economic growth, and US assets, losing their aura of dominance. Tony DeSpirito, global CIO for BlackRock's Fundamental Equities Group, joins host Oscar Pulido to...

Investment opportunities in India have been gaining significant attention, driven by the country's robust economic growth and favorable demographic trends. But what are the key factors that make India an attractive destination for long-term investment opportunities, and how can they navigate the complexities of this dynamic market?  Vivek Paul, Head of Portfolio Research and UK Chief Investme...

Capital markets are a powerful force in the global financial landscape. These markets connect long-term savings with productive uses of capital. Driving innovation, growth and job creation. But what are capital markets and how will they contribute to long-term global economic development? Samara Cohen, chief Investment Officer of ETF and Index Investments at BlackRock joins host Oscar Pulido to ex...

The geopolitical landscape in 2025 has seen significant shifts and developments. President Trump's second term has ushered in a new era of international relations, characterized by bold policy changes and strategic maneuvers. The implementation of new tariffs has reshaped global trade dynamics, raising concerns about broader economic implications. As we navigate these complex geopolitical cha...

Global markets have been experiencing extraordinary volatility in response to the U.S. tariff pause announced on April 9th, a reflection of the uncertainty surrounding the economic and policy outlook. But similar to other unprecedented market moments in history, the investment strategies that work today may not apply tomorrow. So how can investors adapt their investment approach, when the familiar...