The Bid - An Investing Podcast from BlackRock
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Latest episodes
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How Geopolitics Is Redefining Defense, Energy, Technology and Global Markets
October 16, 2026 · 27 minGeopolitical tensions are increasingly reshaping the global economy. Defense spending is rising, energy security has returned to the policy agenda, and competition over artificial intelligence and critical technologies is becoming an…
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How Tokenized Cash Is Modernizing Money, Markets and Investing
October 9, 2026 · 20 minTokenized 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 cryptocurrencies, a broader transformation is taking place behind…
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AI Beyond Tech: How Artificial Intelligence Is Reshaping the Economy
October 2, 2026 · 21 minThe AI economy is entering a broader phase as artificial intelligence moves beyond technology companies and into healthcare, manufacturing, financial services and other parts of the economy. At the same time, growing demand for computing…
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Space, The Final Investing Frontier - How AI and Technology Are Expanding the Economy
September 25, 2026 · 24 minThe space economy is becoming more connected to everyday economic activity, from satellite communications and navigation to weather forecasting, defense and data. Falling launch costs, advances in satellite technology and rising demand for…
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David Rubenstein, Co-Founder of The Carlyle Group, on the Business of Sports, Investing and Leadership
September 18, 2026 · 23 minSports investing has evolved as franchise values have risen, live sports have retained a powerful hold on audiences, and ownership has become an increasingly sophisticated business. Yet sports teams remain unusual assets, combining…
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Sports, Markets and Investing: What Separates Skill From Good Luck
September 11, 2026 · 21 minSports 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 shot selection, elite competition offers a useful lens for thinking…
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The Biggest Themes of 2026 So Far: How AI, Geopolitics and Digital Assets Are Reshaping Portfolios
August 14, 2026 · 20 min2026 market themes have been shaped by geopolitical realignment, the physical demands of artificial intelligence and changing assumptions about diversification. Across markets, investors are confronting several plausible futures rather…
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AI’s latest frontiers: An Investor’s Perspective on AI, Space and Equity opportunities
July 31, 2026 · 24 minAI investing continues to shape markets as artificial intelligence (AI) moves beyond software and into the physical infrastructure of the global economy. From data centers and chips to space-based compute, autonomous trucks and humanoid…
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Defense Investing in a New Era of Geopolitics, AI, and Global Security Transformation
July 17, 2026 · 19 minDefense investing is rapidly moving from the margins to the center of capital markets as geopolitical fragmentation, rising global tensions, and technological innovation reshape how nations allocate resources. What was once viewed as a…
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2026 Midyear Outlook: Scarcity vs. Abundance in the Age of AI
July 2, 2026 · 20 minArtificial 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…
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Inflation and Investing: What Sticky Prices Mean for Portfolios Today - Ask Me Anything
June 26, 2026 · 23 minInflation 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…
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Is Tokenization the Next Evolution of Global Financial Market Infrastructure? Ft. Rob Goldstein, COO of BlackRock
June 18, 2026 · 29 minFinancial 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…

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