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The Bid

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

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.

PublishesWeeklyEpisodes260Founded7 years ago
Number of ListenersCategories
ManagementBusinessInvesting

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Artwork for The Bid

Latest Episodes

Portfolio construction is being redefined as investors face a fundamentally different market regime. Higher inflation, shifting interest rate dynamics, and accelerating megaforces like AI and geopolitics are challenging long-held assumptions about di... more

YouTube

The S&P 493 is gaining attention as investors look beyond the Magnificent Seven and reassess where growth and diversification may come from in today’s equity markets. With market concentration at historic highs, a handful of mega cap companies have d... more

YouTube

AI and bond markets are becoming increasingly interconnected as artificial intelligence reshapes capital demand, market structure, and investing approaches across fixed income. As inflation regimes shift and traditional diversification dynamics evolv... more

YouTube

Private markets are moving from the sidelines of institutional portfolios into the mainstream of wealth management. As companies stay private longer and financing increasingly happens outside public exchanges, investors are beginning to rethink how b... more

YouTube

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Recent Guests

Ibrahim Kanan
Head of the US Core Equity Team within BlackRock's Fundamental Equities Group
BlackRock
Episode: 257: Beyond The Magnificent Seven: Discovering Equity Opportunities in The S&P 493
Jeff Rosenberg
Senior Fixed Income Portfolio Manager for BlackRock Systematic
BlackRock Systematic
Episode: 256: AI and Bond Markets: How Artificial Intelligence Is Reshaping Fixed Income Investing
Jon Diorio
Head of product and alternatives for BlackRock's US Wealth Business
BlackRock
Episode: 255: The Rise of Private Markets: Access, Liquidity, and Portfolio Diversification
Vidy Vyraver-Murthy
Portfolio Manager at BlackRock
BlackRock
Episode: 254: Alternative Investing: Finding Diversification in Volatile AI-driven Markets
Balf Morrison
Head of Listed Infrastructure Strategies at BlackRock
BlackRock
Episode: 254: Alternative Investing: Finding Diversification in Volatile AI-driven Markets
Mike Pyle
Deputy Head of BlackRock's Portfolio Management Group
BlackRock
Episode: 254: Alternative Investing: Finding Diversification in Volatile AI-driven Markets
Ron Kahn
Global Head of Systematic Investment Research at BlackRock
BlackRock
Episode: 254: Alternative Investing: Finding Diversification in Volatile AI-driven Markets
Lisa Yang
Portfolio Manager and Co-Head of the Consumer Industry Group within BlackRock Fundamental Equities
BlackRock
Episode: 252: The K-Shaped Consumer Economy: GLP-1s, AI and the Future of Consumer Spending
Will Su
Analyst in BlackRock's Fundamental Equities Group
BlackRock
Episode: 250: Powering AI 2.0: Why the AI Boom Is Becoming an Energy Story

Host

Oscar Pulido
Host of The Bid

Reviews

4.4 out of 5 stars from 453 ratings
  • Avenue for peddling products

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

    Apple Podcasts
    1
    SV_LDN
    United Kingdom3 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 States6 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 Statesa year ago
  • Great advice

    I always love getting my financial advice from one of the most evil companies destroying the planet!

    Apple Podcasts
    1
    Boblogggggggggg
    United States2 years ago

Listeners Say

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

Listeners appreciate the diverse expertise of guests and the wide-ranging topics covered, contributing to a high level of engagement and relevance in current investing discussions.
Some criticisms arise around perceptions of the podcast serving as a promotion for BlackRock products, leading to skepticism about objectivity.
The podcast is praised for its quality content and production, with listeners highlighting the engaging discussions that break down complex financial topics into accessible 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.

258: Portfolio Construction for a Changing World: Adapting to A Market Regime Shift
Q: How should investors adapt portfolio construction to this regime shift?
The guest explains that investors should explicitly own targeted exposures, go granular across sectors and fixed income maturities, and combine active and selective exposure strategies with private markets to access new return drivers, all while maintaining a coherent structure to manage the flexibility from scenario-based thinking.
258: Portfolio Construction for a Changing World: Adapting to A Market Regime Shift
Q: What are you seeing in terms of what's changing about how investors approach long-term investing today?
Vivek responds that long-run investing must become more granular, incorporate multiple scenarios, and ditch static allocations because mega-forces like AI and geopolitical fragmentation create environments where past correlations and diversification benefits don't hold. Investors should plan for multiple potential worlds and use these scenarios to guide dynamic, distribution-aware portfolios.
257: Beyond The Magnificent Seven: Discovering Equity Opportunities in The S&P 493
Q: What makes this period in the US market unique in terms of concentration?
The top 10 stocks account for about 40% of the index, which is the highest concentration in over a century, making the S&P 500 much less broad than people assume.
255: The Rise of Private Markets: Access, Liquidity, and Portfolio Diversification
Q: What is the practical next step for an investor looking to allocate to private markets?
Start with convenience and guidance: seek integration into a model portfolio, obtain asset allocation IP, and work with a financial advisor to determine the appropriate long-term role of private markets in the portfolio given time horizon and risk tolerance.
255: The Rise of Private Markets: Access, Liquidity, and Portfolio Diversification
Q: How should a typical investor think about liquidity when considering private markets?
Investors should accept a longer time horizon and understand that private markets often have limited liquidity (roughly 5% quarterly liquidity in some structures) as a deliberate feature to support longer-term investments and to harvest an illiquidity premium.

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?

The content focuses on current trends and major shifts influencing the investment landscape, with episodes dedicated to topics such as artificial intelligence, geopolitical dynamics, and market strategies. It features discussions led by experts from various sectors, particularly finance, who provide insights into how these factors impact investment decisions and economic forecasts. The approach is characterized by a blend of practical advice and analytical breakdowns, making complex subjects accessible to a broad audience. The podcast distinguishes itself by featuring influential voices and comprehensive discussions about emerging market themes, retirement planning, hedge funds, and the interplay between technological advancement and financ... 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. Notes on the Week Ahead
4. Thoughts on the Market
5. Exchanges

How many episodes of The Bid are there?

The Bid launched 7 years ago and published 260 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. Ibrahim Kanan
2. Jeff Rosenberg
3. Jon Diorio
4. Vidy Vyraver-Murthy
5. Balf Morrison
6. Mike Pyle
7. Ron Kahn
8. Lisa Yang

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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