In Episode 275 of BlackRock’s podcast The Bid, host Oscar Pulido speaks with two BlackRock experts about the geopolitically driven “resilient economy.” The conversation covers energy security, defense technology innovation, AI sovereignty competition, and strategic nodes such as rare earths, semiconductors, and energy infrastructure, analyzing their impact on global markets.
Read originalIn Episode 274 of BlackRock’s The Bid, host Oscar Pulido speaks with Beccy Milchem, Head of Global Cash Distribution and Head of International Cash Management, about the definition of tokenized cash and how it differs from crypto, stablecoins, tokenized deposits, and tokenized money market funds. The episode also discusses how tokenization is modernizing capital markets infrastructure, and how regulation, interoperability, and adoption are shaping the pace of tokenized finance.
Read originalIn Episode 273 of BlackRock’s The Bid, host Oscar Pulido speaks with Jay Jacobs, Head of US Equity ETFs, about the spread of the AI economy from the technology sector into healthcare, manufacturing, financial services, and other industries. The conversation covers the practical value of AI adoption, as well as the physical constraints on compute expansion—including power, semiconductors, and critical materials—along with intersections among robotics, autonomous driving, digital assets, and AI investing.
Read originalIn Episode 272 of BlackRock’s The Bid, host Oscar Pulido speaks with Reid Menge, Portfolio Manager on the Fundamental Equity team, about the current state and core drivers of the space economy. The episode explores declining launch costs, advances in satellite technology, demand for AI infrastructure, and national security priorities, analyzing investment opportunities in the space economy alongside uncertainties such as execution risks and technical complexity.
Read originalIn Episode 271 of BlackRock’s The Bid, host Oscar Pulido speaks with David Rubenstein, Co-Founder of The Carlyle Group and Controlling Principal of the Baltimore Orioles ownership group, about his decision to move from private equity into sports investing. The episode also discusses the value of sports franchises to cities, the differences in leadership when returns are not purely financial, and the industry trends shaping sports investment.
Read originalIn Episode 270 of BlackRock’s podcast The Bid, host Oscar Pulido speaks with Ronald Van Loon, Portfolio Manager on the Global Fixed Income team, about the shared logic between sports and investing. The conversation explores dimensions such as hit rate, risk-reward ratio, teamwork, and process preparation, analyzing the boundary between skill and luck in fixed income portfolio management, as well as how probability, gains and losses, and repeated decision-making affect investing.
Read originalEpisode 269 of BlackRock's podcast The Bid reviews the key market themes of 2026 year-to-date, covering related discussions on geopolitics, AI infrastructure, market concentration, portfolio construction, Asian markets, digital assets, and tokenization. The episode notes that AI investment has extended into energy and physical infrastructure, shifts in market concentration are changing the characteristics of major equity indices, and portfolio construction may require a multi-scenario, more granular, and dynamic approach.
Read originalOn BlackRock's The Bid Episode 268, Tony Kim, Global Head of Technology within BlackRock's Fundamental Equity team, shares insights from his 13th technology tour of San Francisco and Silicon Valley, exploring how AI investment is extending from model development to compute, infrastructure, and physical AI. The discussion covers low-earth orbit satellite compute, autonomous trucks, and humanoid robots, analyzing how compute buildout is reshaping supply chains and how market value is shifting toward compute- and model-centric companies.
Read originalJ.P. Morgan's Making Sense podcast welcomes Helen Jewell, International CIO of Fundamental Equities at BlackRock, to discuss how to distinguish companies with sustainable profitability and high return-on-capital growth in AI trades from those driven purely by momentum. The conversation covers divergent market performance across semiconductors, storage, and software, as well as key considerations as the AI capex cycle evolves.
Read originalBlackRock The Bid Podcast Episode 267 features Oscar Pulido in conversation with Rolf Heitmeyer, Head of Industrials on BlackRock's Fundamental Equity team, exploring the drivers behind defense investment moving from the periphery to the core of capital markets. The two discuss the surge in global defense spending, shifting competitive dynamics between legacy and new contractors, and how technologies including AI-enabled systems and low-cost drones are reshaping modern warfare. The content is based on public industry data from March to April 2026 and BlackRock internal research, provided for informational purposes only and does not constitute investment advice.
Read originalIn this Ask Me Anything episode of BlackRock’s The Bid, host Oscar Pulido is joined by Helen Jewell, Chief Investment Officer of International Equities, and Tom Becker, Senior Portfolio Manager in the Global Tactical Asset Allocation team, to discuss what’s driving inflation today and what it means for portfolios.
Read originalEpisode 264 of BlackRock's The Bid podcast features Oscar Pulido in conversation with BlackRock Chief Operating Officer Rob Goldstein, exploring the topic of tokenization. The discussion covers the practical definition of tokenization, how it differs from cryptocurrency, the role of digital wallets, the logic of coexistence between traditional finance and digital assets, the role of blockchain in financial infrastructure, and the impact of regulation on the future development of the tokenization market.
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