BlackRock The Bid Episode 266: Midyear 2026 Outlook — Scarcity and Abundance in the AI Era

BlackRock's The Bid podcast Episode 266 presents the Midyear 2026 Outlook, centered on the theme of scarcity and abundance in the AI era. Host Oscar Pulido speaks with Jean Boivin, Head of the BlackRock Investment Institute, about the energy, infrastructure, labor, and capital constraints brought by AI expansion. They introduce the concept of 'multi-furcation,' noting that markets are currently driven by multiple competing outcomes rather than a single baseline scenario. The episode also discusses the evolving nature of AI investment opportunities, the central role of infrastructure, the importance of tactical portfolio construction, and why investors need to rethink traditional diversification approaches.