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The Bid

BlackRock
Artificial Intelligence
Blackrock
Inflation
Investment Strategies
Market Volatility
Bond Market
Infrastructure
Investing
Investment Opportunities
Interest Rates
Geopolitics
Tariffs
India
Economic Growth
Capital Markets
Emerging Markets
Bitcoin
Fixed Income
Europe
Geopolitical Fragmentation

The Bid breaks down what’s happening in the world of investing and explores the forces changing the economy and finance. From stock market outlooks to geopolitics and technology, BlackRock speaks to thought leaders and industry experts from around the globe about the biggest trends moving markets.

PublishesWeeklyEpisodes271Founded8 years ago
Number of ListenersCategories
InvestingBusinessManagement

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Latest Episodes

2026 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 than relying o... more

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AI 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 robotics, the... more

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Defense 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 niche or even ... more

YouTube

Artificial 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 debate has sh... more

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Recent Guests

Rolf Heitmeyer
Head of Industrials in BlackRock's Fundamental Equities Group
BlackRock
Episode: 267: Defense Investing in a New Era of Geopolitics, AI, and Global Security Transformation
Jean Boivin
Head of the BlackRock Investment Institute
BlackRock Investment Institute
Episode: 266: 2026 Midyear Outlook: Scarcity vs. Abundance in the Age of AI
Tom Becker
Senior Portfolio Manager on BlackRock's Global Tactical Asset Allocation team
BlackRock
Episode: 265: Inflation and Investing: What Sticky Prices Mean for Portfolios Today - Ask Me Anything
Rob Goldstein
Chief Operating Officer at BlackRock
BlackRock
Episode: 264: Is Tokenization the Next Evolution of Global Financial Market Infrastructure? Ft. Rob Goldstein, COO of BlackRock
Christian Obrist
Head of iShares Distribution in Asia
iShares / BlackRock
Episode: 262: What Do ETFs in Asia Mean for Investors in Today’s Markets?
Nick Peach
Head of iShares in the Asia Pacific region for BlackRock
BlackRock / iShares
Episode: 262: What Do ETFs in Asia Mean for Investors in Today’s Markets?
Aarti Angara
Head of Global Product Solutions in Asia Pacific region at BlackRock
BlackRock
Episode: 261: Why Are Global Investors Looking to Asia As An Investment Destination?
Nick Nefouse
Global Head of Retirement Solutions in the Multi-Asset Strategies and Solutions Group at BlackRock
BlackRock
Episode: 260: The Top Retirement Trends That Are Reshaping Investing, Income and Longevity
Dan Morehead
CEO of Pantera Capital
Pantera Capital
Episode: 259: Cryptoassets At A Crossroads: Volatility, Adoption, and Changing Investor Perspectives

Host

Oscar Pulido
Host of The Bid; leads discussions on macro markets, AI, and investment themes; frequently features BlackRock executives and external experts.

Reviews

4.4 out of 5 stars from 455 ratings
  • Usually good, but…

    When they are not talking stupid ideas like tokenization, it is ok.

    Stop talking about crypto also. There is no future, no real technology, no collateral, no safety…

    Do you want to talk about something real, proven, innovative? Brazilian PIX instead.

    Apple Podcasts
    3
    Edxs
    Canada2 months ago
  • Avenue for peddling products

    Most if not all interviews just serve as a push to buy blackrock products

    Apple Podcasts
    1
    SV_LDN
    United Kingdom7 months ago
  • Quality content + quality production

    The Bid brings together some of the most brilliant minds in finance to break down what’s really happening across capital markets. It’s smart, thought-provoking, and beautifully produced…the kind of podcast that makes complex ideas both accessible and engaging. The storytelling and production quality set it apart from other finance pods, making it a must-listen and an easy addition to your capital markets pod rotation.

    Apple Podcasts
    5
    Jess Inskip
    United States10 months ago
  • Great information

    Podcast Addict
    5
    cougar
    a year ago
  • One of my favorites

    This show covers such a wide range of timely market topics from the best minds in finance, and does so in a way that’s accessible and easy to understand for any investor. Production quality is also excellent.

    Apple Podcasts
    5
    ENM1924
    United States2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Gold-standard production and clear, accessible analysis for a finance audience.
Listeners praise the host's ability to make complex topics digestible and timely.
Some critics feel the show veers toward promotional messaging at times.
Guests are highly credible with strong industry impact and actionable insights.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

268: AI’s latest frontiers: An Investor’s Perspective on AI, Space and Equity opportunities
Q: When do you see real adoption of AI in the physical world, such as autonomous vehicles and robotics?
Expect rapid progress over the next five years, with mass adoption of cars already happening and trucks, humanoids, and robotics following closely as the AI stack tightens its integration with physical embodiments.
268: AI’s latest frontiers: An Investor’s Perspective on AI, Space and Equity opportunities
Q: What is the current investment opportunity landscape across the AI stack?
The base layer (physical) showing the most value, followed by the intelligence (models) layer, with applications at the top facing disruption but still delivering opportunities as compute and model capabilities scale.
268: AI’s latest frontiers: An Investor’s Perspective on AI, Space and Equity opportunities
Q: Tell us what struck you as the biggest change in conversations this year versus prior years.
Tony highlights that while AI was already a persistent theme, the conversations have intensified around data centers, compute, and the evolving architecture of AI models, with a broader emphasis on the integration of compute, models, and physical systems.
267: Defense Investing in a New Era of Geopolitics, AI, and Global Security Transformation
Q: Why is the longer-term cycle in defense spending likely to persist beyond current conflicts?
Even if active conflicts ended tomorrow, backfilling inventories and increasing buffer stocks would require ramping production for many years, suggesting a multi-year to multi-decade defense investment cycle.
267: Defense Investing in a New Era of Geopolitics, AI, and Global Security Transformation
Q: How is innovation reshaping the defense battlefield and what role do startups play?
Startups are delivering attritable, lower-cost, high-scale weapons and new categories like directed energy, with AI-enabled command and control improving situational awareness and decision-making, pushing incumbents to adapt.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About The Bid

What is The Bid about and what kind of topics does it cover?

A data-driven finance podcast that features senior investment professionals, tech and AI experts, and industry leaders discussing macro themes, market dynamics, and the evolving intersection of finance and technology. Episodes commonly cover AI-driven growth, macro regimes, private markets, crypto and digital assets, ETF and Asia-Pacific developments, and how these forces shape portfolio construction and investment opportunities. Notable is the blend of on-the-ground tech insights, long-horizon asset allocation thinking, and a pragmatic, market-focused lens from BlackRock-affiliated hosts and guests. The show stands out for high-quality production, access to top-tier investors, and a readiness to tackle timely, complex questions in a way th... more

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Which podcasts are similar to The Bid?

These podcasts share a similar audience with The Bid:

1. The Markets
2. Making Sense
3. Thoughts on the Market
4. Exchanges
5. Insights Now

How many episodes of The Bid are there?

The Bid launched 8 years ago and published 271 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Bid?

Recent guests on The Bid include:

1. Rolf Heitmeyer
2. Jean Boivin
3. Tom Becker
4. Rob Goldstein
5. Christian Obrist
6. Nick Peach
7. Aarti Angara
8. Nick Nefouse

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