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The Bid - An Investing Podcast from BlackRock
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Art of Boring
by Mawer Investment Management Ltd.
Recently ranked · United States
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Not on the India charts we track today.
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Latest episodes
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Rising Bond Yields, Ireland's Banking Turnaround, and China's Risk Premium
October 22, 2026 · 14 minGermany's 10-year government bond, negative 0.5% during the pandemic, now yields 3.46%, while the UK's has climbed to 5.5% and Japan's to about 3%. International equity portfolio manager David Ragan examines what the rise in global rates…
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Quarterly Update | Q3 2026
October 14, 2026 · 21 minQ3 2026 market update: Canadian investment-grade bonds returned roughly negative 3% while stock markets in many parts of the world ended September near record highs. Institutional portfolio manager Kevin Minas and investment counsellor Stu…
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Tariff Impacts on Canadian Portfolios | EP 231
October 8, 2026 · 25 minCanada-U.S. tariffs are back, and Canadian investors are asking what they mean for their portfolios. Canadian equity portfolio manager Vijay Viswanathan and fixed income portfolio manager Crista Caughlin break down the tariff picture and…
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Global Credit: Revisiting the Risks, One Year Later
October 7, 2026 · 23 minGlobal credit is absorbing record corporate bond supply as the AI data centre build-out floods the market with debt, yet spreads remain at multi-decade tights. Global credit analysts Sandro Morassutti and Marty Lee revisit the risks the…
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Emerging Markets: Is AI Compute Demand Durable?
October 5, 2026 · 29 minIs AI compute demand durable? Emerging markets equity portfolio manager Wen Quan Cheong returns from a research trip across Taiwan and South Korea and examines AI chip demand, the semiconductor supply chain, and the companies with the…
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The Investor's Sword and Shield
September 25, 2026 · 23 minGlobal equity portfolio manager, Paul Moroz, speaks to a wide range of market topics, including what higher discount rates mean for equity valuations and the subtle shifts you might not see in the headlines but that absolutely matter…
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Private Equity: The Blurring Line Between Public and Private Markets
September 17, 2026 · 33 minPrivate equity is opening up to individual investors, and the line between public and private markets is blurring. In this episode, private investments portfolio manager Peter Lieu and institutional portfolio manager Kevin Minas break down…
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AI CapEx: How Hyperscalers Turn Data Centers Into Returns | EP 226
September 3, 2026 · 21 minAI CapEx is on track to reach roughly $700 billion at the four largest hyperscalers this year, and equity analyst Irena Petkovic breaks down where all that money is going and what has to be true for it to earn a return. She explains how…
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Memory, Part 3: Cyclicality, Leveraged EFTs, and Pricing Uncertainty | EP 225
August 12, 2026 · 12 minHow do you value a memory semiconductor stock like SK Hynix when no one can predict DRAM prices? Equity analyst Shan Rui Yeo walks through the team's Monte Carlo valuation framework: a discounted cash flow run through thousands of…
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Memory, Part 2: The Risks from China, Technological Change, and Overcapacity
August 5, 2026 · 18 minMemory has been one of the strongest corners of the semiconductor industry, and strong returns invite hard questions. In the second part of this series, equity analyst Shan Rui Yeo examines the main risks to the memory thesis: rising…
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Memory, Part 1: From Boom-Bust Commodity to AI Bottleneck
July 29, 2026 · 28 minOne of the defining market stories of the past 12 months has not been AI chips that compute, but the chips that remember. Equity analyst Shan Rui Yeo explains how memory works, from DRAM and NAND to high bandwidth memory, and how an…
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Investing in the Build Canada Theme
July 22, 2026 · 19 minCanada has spent a generation underinvesting in the infrastructure and resources that underpin its economy, and that may be starting to change. Canadian small cap equity analyst Dominic Drzazga examines the Build Canada theme: what it…
About the show
Listen as Mawer Investment Management Ltd. takes a deeper dive into the investment philosophy and strategies that have helped put the odds in their clients' favour for over 50 years.