Best Low Technology Institute Podcasts (2025)

1
219: From Savings to Prosperity: The Global Impact of Capital Markets 19:26

3d ago19:26

19:26

Capital markets are a powerful force in the global financial landscape. These markets connect long-term savings with productive uses of capital. Driving innovation, growth and job creation. But what are capital markets and how will they contribute to long-term global economic development? Samara Cohen, chief Investment Officer of ETF and Index Inve…

1
218: Geopolitical Shifts, Trade Dynamics and President Trump's First 100 Days in Office [April 29th] 24:39

12d ago24:39

24:39

The geopolitical landscape in 2025 has seen significant shifts and developments. President Trump's second term has ushered in a new era of international relations, characterized by bold policy changes and strategic maneuvers. The implementation of new tariffs has reshaped global trade dynamics, raising concerns about broader economic implications. …

1
217: How Does This Cycle of Tariff Market Volatility Compare to Historical Periods of Market Uncertainty? [April 23rd] 18:41

19d ago18:41

18:41

Global markets have been experiencing extraordinary volatility in response to the U.S. tariff pause announced on April 9th, a reflection of the uncertainty surrounding the economic and policy outlook. But similar to other unprecedented market moments in history, the investment strategies that work today may not apply tomorrow. So how can investors …

1
216: The 90-Day U.S. Tariff Pause - How Should Investors Respond Right Now? [April 15th] 19:57

26d ago19:57

19:57

On April 9th, the U.S. administration announced a 90-day tariff pause on country-specific reciprocal tariffs, exempting key tech imports while maintaining high tariffs on select Chinese goods. This decision introduced extraordinary volatility to global markets. Notably, the S&P 500 rebounded nearly 6% last week, marking one of its largest daily jum…

1
215: Navigating Market Volatility and Tariff Policy: Positioning Portfolios Amid Uncertainty [April 8th] 20:42

1M ago20:42

20:42

The recent tariff announcements by President Trump on April 2nd have sent shockwaves through the global markets, triggering significant market volatility, driven by the uncertainty of these tariffs and their impact on global supply chains, inflation, and economic growth. As markets are grappling with various potential scenarios, how should investor…

1
214: The Rise and Growth Of Venture Debt In The Investing Landscape 19:58

1M ago19:58

19:58

When people think of how early-stage companies finance their initial growth, venture capital and private equity are often the first things that come to mind, but growth and venture debt have become increasingly prominent in the financial landscape, especially in the wake of the collapse of Silicon Valley Bank. Ross Ahlgren, a portfolio manager in t…

1
213: The Evolution of Private Markets in Modern Investment Portfolios 20:59

2M ago20:59

20:59

When investors consider how to diversify their investment portfolios, traditional assets like stocks and bonds are often the first things that come to mind. But private markets have become increasingly prominent in the financial landscape. These unique investments can offer diversification benefits that are often insulated from broader economic cyc…

1
212: The Role of Low-Carbon Opportunities In The Infrastructure Investing Landscape 19:20

2M ago19:20

19:20

Infrastructure investments have long been recognized as a foundation for economic growth and low carbon infrastructure is increasingly becoming an area of interest for investors in both public and private markets. But how will low carbon infrastructure play a role in the evolving energy investing landscape? Helen Jewell, Chief Investment Officer fo…

1
211: The Intersection of AI and Geopolitics From An Investing Lens 22:49

2M ago22:49

22:49

Rapid advancements in artificial intelligence are influencing global power dynamics in ways that are reshaping the investment landscape. So, how are these AI developments impacting geopolitics, and what does this mean for investors? Catherine Kress, Head of Geopolitical Research and Jeff Shen, co-head of systematic equities at BlackRock join Oscar …

1
210: Thematic Investing: Finding Tomorrow's Investing Themes Today 16:23

3M ago16:23

16:23

Thematic investing is rapidly gaining traction in today’s investment landscape, but how can investors take advantage of this emerging strategic approach that is thematic investing? Thematic investing focuses on identifying long-term trends or themes—such as technological advancements, sustainability, or shifting demographics—that could drive growth…

1
209: Why Are Bond Yields Rising As Rates Are Cut? 19:26

3M ago19:26

19:26

Sharp moves in bond yields have been a key area of focus in markets to start the year. Yields on 10-year treasury bonds are over 1% higher since September 2024 — a historically rare occurrence in both the direction and magnitude of moves. So, what’s driving this phenomenon and how is it reshaping the investment playbook compared to previous cycles?…

1
208: The Economic Impact of Tariffs: How the New U.S. Tariff Policy is Shaping Global Markets 21:36

3M ago21:36

21:36

Trade policies have always been a critical aspect of global economies and recent developments in U.S. tariff policy have sparked global market volatility and discussions around the impact on inflation. The latest tariff announcements have sent ripples through the markets, affecting various sectors, and raising questions about their long-term impact…

1
207: A Macro and Geopolitical Outlook – Live from Davos 24:52

4M ago24:52

24:52

In a special episode recorded from Davos, host Oscar Pulido is joined by Philipp Hildebrand, Vice Chairman of BlackRock, and Tom Donilon, Chairman of the BlackRock Investment Institute, to discuss the latest insights on the macroeconomic and geopolitical outlook for 2025. Philipp and Tom will provide their expert analysis on how these dynamics are …

1
206: Rebuilding The US Physical Economy 19:01

4M ago19:01

19:01

A critical theme for 2025 and beyond rebuilding the US physical economy with the Infrastructure, Investment and Jobs Act, and other policy measures, there's a renewed focus on enhancing infrastructure, reshoring manufacturing and addressing the housing supply gap. These efforts are not just about construction and development. They're about revitali…

1
205: A Stock Picker's Guide to 2025 22:12

4M ago22:12

22:12

As we welcome a new year, we reflect on 2024 as another strong year for equities with inflation, interest rates, and the ongoing impact of artificial intelligence. Still very much in the spotlight. 2025 is shaping up to be an intriguing year for equity investors BlackRock's Global CIO of Fundamental Equities, Tony DeSpirito, will discuss the factor…

1
204: Infrastructure mini-series Ep 2: The Low-Carbon Transition: A $100 Trillion Infrastructure Opportunity 18:31

5M ago18:31

18:31

In the second episode of our infrastructure mini-series on The Bid, guest host Mark Wiedman, speaks with Matt Harris and Salim Samaha from Global Infrastructure investing to explore one of the biggest opportunities in infrastructure, the global transition to a low carbon economy. Sources: IEA Net Zero 2050, May 2021; Bloomberg New Energy Finance (B…

1
203: Infrastructure mini-series Ep 1: The Growing Demand For Infrastructure Investment 19:12

5M ago19:12

19:12

In this first episode of our infrastructure miniseries on The Bid, guest host Mark Wiedman is joined by Raj Rao, Founding Partner, President and Chief Operating Officer of Global Infrastructure Partners (GIP), now a part of BlackRock to talk infrastructure investing 101, how the asset class started, what's driving its growth and why it's becoming a…

1
202: 2025 Outlook: Building The Transformation 17:54

5M ago17:54

17:54

As we look back, 2024 was marked by a delicate balance between economic recovery and ongoing challenges. Despite some positive developments, the global economy faced hurdles that influenced investor sentiment and strategic decisions. Central banks navigated complex inflationary pressures, while investors sought to adapt to a rapidly changing enviro…

1
201: AI's Three Investing Phases 20:42

5M ago20:42

20:42

AI has been dominating investing headlines for almost two years, but it's not just a buzzword. It's a powerful technology that's poised to revolutionize industries and economies on a global scale. Investors are asking how will AI reshape job markets, productivity and economic growth? Nicholas Fawcett, a senior economist in the BlackRock Investment …

1
200: BlackRock's Evolution: Insights from BlackRock President Rob Kapito 18:42

6M ago18:42

18:42

For The Bid's 200th episode, joining Oscar is one of BlackRock's founders, Rob Kapito. Rob currently serves as president of BlackRock and has witnessed the firm's incredible journey from the days of a largely US-based fixed income shop to becoming the firm trusted to manage more money than any other investment company in the world. Rob shares insig…

1
From Ballots to Markets: Analyzing the 2024 US Election Results 9:49

6M ago9:49

9:49

As the election results have been called, we bring you a special episode of The Bid where Catherine Kress, head of Geopolitical Research and Strategy at BlackRock joins Oscar to discuss what is next for markets and how investors can position themselves for success during a volatile period. This content is for informational purposes only and is not …

1
199: The Race For Innovation In ETFs and Index Investing 20:00

6M ago20:00

20:00

Innovation in the investment industry is a hot topic thanks to the rise of things like AI, shifting investor demand, and volatile markets that are requiring more agility from investors. Today we'll be exploring the innovations driving both the ETF Market and Index investing more broadly, examining the latest trends and challenges facing investors, …

1
198: The Case For Active Equity Investing – A Fund Manager’s Perspective 20:18

7M ago20:18

20:18

Active equity investing isn't just about picking stocks, it's about making informed strategic decisions to beat the market or generate alpha. But what does that really mean for your portfolio, and how can you consider long-term investing strategies when faced with volatile markets? Recorded live in London at BlackRock's annual UK Wealth Investors F…

1
197: Access To The Energy Transition In Public Markets 22:58

7M ago22:58

22:58

The shift to a low-carbon economy will demand more capital than any of us have seen in our lifetimes—far more than private actors alone can provide. Public markets—the securities that make up the bulk of most investor portfolios available on stock exchanges—are set to play a much larger role in this transition. So, while private markets may have a …

1
196: Larry Fink Welcomes Bayo Ogunlesi and Global Infrastructure Partners 9:28

7M ago9:28

9:28

In this special bonus episode, we welcome you into BlackRock Headquarters in Hudson Yards for a Global Town hall where BlackRock Chairman and CEO Larry Fink welcomes Bayo Ogunlesi to celebrate the coming together of BlackRock and Global Infrastructure Partners. Larry and Bayo discuss the opportunities presented by their partnership, emphasizing the…

1
195: Falling For Cash 15:23

7M ago15:23

15:23

As rates are going down, investors are reviewing their cash portfolios once again, considering how cash and cash equivalents typically react to monetary policy shifts and thinking about what to expect over the next 12 months. Beccy Milchem, global Head of Cash Distribution at BlackRock, will discuss the importance of actively managing cash regardle…

1
194: Breaking Barriers In Wealth Tech: Willow CEO Lacy Garcia's Entrepreneurial Mission 20:34

7M ago20:34

20:34

Earlier this year, Larry Fink, BlackRock’s Chairman and CEO, talked about the retirement crisis and the difficulty that individuals face when planning for their financial future. Saving for retirement can be challenging due to various factors such as rising living costs, longer life expectancies, and the decline of traditional pension plans. Contin…

1
193: From Baseline to Bottom Line: The Intersection of Tennis and Investing 16:36

8M ago16:36

16:36

The game of tennis has captivated fans of all ages around the world, but what do match points and market trends have in common? Ronald Van Loon, Portfolio manager in BlackRock's fundamental fixed income team argues that there are a number of parallels between tennis and the investing tactics one must take to outperform the market. Ronald will help …

1
192: How To Invest In AI vs Tech In A Portfolio 20:44

8M ago20:44

20:44

AI investing is a hot topic of conversation. But how should investors be considering both tech and AI in their portfolios - as part of the same allocation, or should they be separate? Jay Jacobs, US Head of Thematic and Active ETFs at BlackRock joins host Oscar Pulido to discuss whether investors should consider AI and tech as separate allocations,…

1
191: Tech and AI Investing Trends: A Stock Picker’s Take 22:31

8M ago22:31

22:31

AI is experiencing a transformative moment, powering the phenomenal run in public markets, but the investment opportunities certainly transcend that small group of names. So where are the most compelling opportunities and how can AI investment not only build wealth, but contribute to a more efficient future? Tony Kim, portfolio manager from BlackRo…

1
190: A Cruel Inflation Summer? BlackRock's Version 23:16

8M ago23:16

23:16

Economists around the world have been attributing the rise in costs of services and inflation in a number of countries to Taylor Swift’s worldwide Eras tour. However, Swift herself can't be held fully responsible for some of the shifts in consumer spending habits that are influencing the prices of goods and services. There are many other macro and …

1
189: Market take: Patience needed in the AI buildout 4:26

8M ago4:26

4:26

Investors have started to worry about tech companies spending big on artificial intelligence. Carolina Martinez Arevalo, Portfolio Strategist of the BlackRock Investment Institute, explains why we focus on the broader story and stay overweight the AI theme. This content is for informational purposes only and is not an offer or a solicitation. Relia…

1
188: Best Of: A History Of Investing In AI 21:31

8M ago21:31

21:31

Over the summer, The Bid brings back some of the best episodes from this year. Kicking off the series, hosts Oscar and Stevie take a look back on A History of Investing in AI. Artificial Intelligence has revolutionized industries and reshaped the way we live, work, and interact with technology. But before the age of self-driving cars, virtual assis…

1
187: Best Of: Is Japan At An Inflection Point? 23:56

9M ago23:56

23:56

Over the summer, The Bid brings back some of the best episodes from this year. Kicking off the series, hosts Oscar and Stevie take a look back on Is Japan At An Inflection Point? Belinda Boa, Head of Active Investments for Asia Pacific at BlackRock joins Oscar to examine the prospects, challenges, and potential opportunities that may define Japan's…

1
186: Market Take: Rate Cuts Don't Dull Allure of Income 3:42

9M ago3:42

3:42

More central banks are starting to cut policy rates after their quick tightening during the pandemic. Natalie Gill, Portfolio Strategist at the BlackRock Investment Institute, explores why we think central banks will need to keep rates higher for longer and how that informs our bond and credit preferences. This content is for informational purposes…

1
185: Market take: Steering Through Market Air Pockets 4:57

10M ago4:57

4:57

Introducing Market take, our weekly short form series on what's driving markets. Subscribe to Market take wherever you get your podcasts. We see central bank policy expectations, equity factor rotations and currency moves driving the recent market volatility. Wei Li, Global Chief Investment Strategist at BlackRock, dives into these market drivers a…

1
184: Best Of: GenAI Through a COO Lens 26:30

10M ago26:30

26:30

Over the summer, The Bid brings back some of the best episodes from this year. Kicking off the series, hosts Oscar and Stevie take a look back on GenAI Through A COO Lens. Rob Goldstein, Chief Operating Officer of BlackRock, and Lance Braunstein, Head of Aladdin Engineering, share their optimistic perspectives on Gen AI and the evolution of technol…

1
183: Stoic Investing in the Market: Author Darius Foroux on Building Enduring Wealth 20:00

10M ago20:00

20:00

What are the principles of stoicism and how can they be applied to investing to build long term wealth? Darius Foroux, author of the newly published book "The Stoic Path to Wealth" brings a fresh perspective on how the time-tested wisdom of Stoicism can be applied to achieve financial success in today's volatile markets. As we dive into the interse…

1
182: 2024 Midyear Outlook: Waves of Transformation 19:56

10M ago19:56

19:56

Vivek Paul, UK Chief Investment Strategist for the BlackRock Investment Institute joins host Oscar Pulido to discuss the rise of AI and its potential to deliver a productivity boom, the role of private markets in infrastructure, and how geopolitical dynamics are influencing investment strategies, and ultimately answer the question of how investors …

1
181: Are You Retirement Ready? A Call-In Guide To Retirement 18:30

10M ago18:30

18:30

In this special episode, we’ve asked some of our listeners to send in some questions about their retirement concerns. Here with me are retirement experts Anne Ackerley, Senior Advisor on Retirement and Liz Koehler, Head of US Wealth Advisor Engagement here at BlackRock. Together we’ll answer your questions about saving for retirement and give you s…

1
180: Nearshoring Dynamics: Latin America’s Strategic Economic Shift in the Global Market 16:52

11M ago16:52

16:52

Latin America is a region at the cusp of a transformative era as a region. It's become a hotbed of discussion for investors worldwide, as it undergoes a remarkable convergence of forces from a new era of high rates and macro risk to the rise of Nearshoring in Mexico and the demographic changes shaping retirement. Axel Christensen, Chief Investment …

1
179: Investing in the Future: The New Data Infrastructure for AI Advancement 18:53

11M ago18:53

18:53

Infrastructure is experiencing a transformative moment, owing to the rise of remote work, the digital revolution, urbanization and a changing energy landscape driven by AI’s increasing demand for data centers. David Giordano, Global Head of BlackRock Climate Infrastructure, helps us explore the major structural forces driving this change, and exami…

1
178: Is India The Next Global Growth Powerhouse? 21:00

11M ago21:00

21:00

India has recently become the world's most populous country overtaking China and is projected to become the world's third largest global economy by 2027. Gargi Pal Chaudhuri, Chief Investment and portfolio strategists for the Americas at BlackRock and Tara Iyer, Chief US macro strategist for the BlackRock Investment Institute join host Oscar Pulido…

1
177: AI And The Energy Grid: Solving for AI’s Power Needs 19:58

12M ago19:58

19:58

The world remains abuzz over artificial intelligence, but rapid advancement and adoption of the technology is poised to drive a significant increase in power demand, and this demand could redefine energy consumption as we know it. Today we ask the critical question: is the energy sector equipped for the AI power revolution? Will Su, of BlackRock's …

1
176: How Is Consumer Resilience Adapting To Changing Market Conditions? 20:38

12M ago20:38

20:38

American consumers, often seen as a bellwether for the global economy - have been largely resilient and healthy despite sticky inflation and higher interest rates. But, can this resilience continue as difficult market conditions persist? Lisa Yang, portfolio manager and co-head of the consumer industry “super group” within BlackRock Fundamental Equ…

1
175: Equity Opportunities Beyond AI 21:32

1y ago21:32

21:32

AI has powered stock market returns over the past year, but what are investors missing beyond AI? Carrie King, U.S. and Developed Markets CIO for BlackRock's Fundamental Equities Group, joins host Oscar Pulido to shine a light into forgotten corners of the US equity market to uncover what may be some underappreciated sources of return. Sources: Bla…

1
174: Larry Fink on Rethinking Retirement 19:06

1y ago19:06

19:06

For more than a decade, Larry Fink has written an annual letter not only to focus on critical long-term issues but also to start a conversation about finding solutions. This year, Larry Fink, CEO and Chairman of BlackRock is considering the challenge of retirement, why it has become an increasingly difficult proposition for too many, and what oppor…

1
173: What Can Insurance Premiums Tell Us About Inflation? 20:12

1y ago20:12

20:12

You might not think of insurance as such a key input to their overall consumption basket, but the impact of the insurance industry is felt far beyond what individual consumers pay for individual policies and extends broadly throughout the supply chain as a necessary input for many industries in the production process. Mike Pensky, portfolio manager…

1
172: The Tides Of Time: The Economic Impact of Aging Demographics 22:21

1y ago22:21

22:21

The BlackRock Investment Institute has outlined five mega forces that are shaping the macroeconomic landscape and demographic divergence is another one of them. The aging of populations will limit how much major economies can produce and grow, leaving governments with less tax revenue to support rising retirement and healthcare expenses. The impact…

1
171: Fixed Income: No Time To Yield! 17:58

1y ago17:58

17:58

Bond yields are higher today than they were 20 years ago. With inflation indicators falling around the globe, the time of elevated cash rates may be drawn to a close. Investors are moving back into bonds in record numbers, with 2023 global bond ETF inflows totaling $333 billion. Yet, as global central banks appear at or near the end of a tightening…

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