Best Low Technology Institute Podcasts (2025)

1
234: Retirement Confidence in Focus: How Savers Navigate Volatility and Change 19:46

Play Pause

22h ago19:46

19:46

Retirement confidence is under pressure. While younger generations are entering the workforce with optimism, the latest Read on Retirement report reveals troubling gaps between savers, plan sponsors, and retirees. Only 38% of employers believe their employees are on track, and confidence among retirees has dropped to historic lows. In this episode …

1
233: How Active ETFs, Thematic Investing, and Market Dynamics Are Reshaping Portfolios - AMA with Jay Jacobs 16:39

8d ago16:39

16:39

ETFs are at the center of how investors are navigating today’s rapidly changing markets. From active ETFs to thematic strategies around megaforces like artificial intelligence and infrastructure, innovation in exchange-traded funds is reshaping how portfolios are built. In this special Ask Me Anything edition of The Bid, host Oscar Pulido sits down…

1
232: Infrastructure, AI & Energy: Navigating the Golden Age of Infrastructure Investing 18:22

15d ago18:22

18:22

Infrastructure investing is no longer a niche play — it’s at the center of today’s global economy and portfolios. In this episode of The Bid, we dive into why infrastructure investing is having a moment, how it connects to AI, and what megaforces are shaping the next decade of growth. Host Oscar Pulido sits down with Balfe Morrison, Head of Listed …

1
231: A New Era for Fixed Income Investors: Prioritizing Income in a Volatile Market – LIVE FROM FUTUREPROOF FESTIVAL 17:03

22d ago17:03

17:03

Fixed income investing is experiencing a powerful resurgence. With yields at multi-decade highs, income opportunities are abundant, yet investors must navigate uncertainty in capital markets and shifting macroeconomic dynamics. In this episode of The Bid, we explore why fixed income is once again a compelling anchor for portfolios. Host Oscar Pulid…

1
230: AI At The Frontier: A Stock Picker's Take on AI Investing 23:41

29d ago23:41

23:41

The world of artificial intelligence continues to profoundly impact the stock markets and create investment opportunities. Despite a brief setback earlier this year, AI continues to push the boundaries of human ingenuity and drive market dynamics. Oscar Pulido welcomes Tony Kim, head of the BlackRock Fundamental Equities Global Technology Team, and…

1
229: Best Of: From Savings To Prosperity: The Global Impact of Capital Markets 20:46

1M ago20:46

20:46

Continuing the summer series, The Bid brings back some of the best episodes from the last year. Oscar’s final pick is unpacking the meaning and the power of capital markets. 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 …

1
228: Best Of: Technology and AI Investing Trends - A Stock Picker's Take 24:49

2M ago24:49

24:49

Continuing the summer series, The Bid brings back some of the best episodes from the last year. Stevie's pick is a deep dive into the technology and AI investing trends coming out of Silicon Valley featuring Tony Kim, BlackRock portfolio manager and technology investing expert. AI is experiencing a transformative moment, powering the phenomenal run…

1
227: Best of: A Macro and Geopolitical Outlook – Live from Davos 28:38

3M ago28:38

28:38

Over the summer, The Bid brings back some of the best episodes from the last year. Kicking off the series, hosts Oscar and Stevie take a look back on one of the most popular episodes, recorded live on location in Davos, Switzerland. In a special episode recorded from Davos, host Oscar Pulido is joined by Philipp Hildebrand, Vice Chairman of BlackRo…

1
226: 2025 Midyear Outlook: How investors Can Get A Grip on Economic Uncertainty 20:32

3M ago20:32

20:32

So far, 2025 has been a year of sharp policy shifts and heightened macroeconomic uncertainty. With volatility becoming the new normal, how can investors stay grounded? In this episode of The Bid, host Oscar Pulido welcomes back Glenn Purves, Global Head of Macro at the BlackRock Investment Institute, to break down the firm’s 2025 Midyear Outlook. T…

1
225: Retirement Planning: What New Legislation Could Mean For Your Retirement Account 19:09

3M ago19:09

19:09

In a recent BlackRock survey of registered voters, more than 75% of retirees said they wished they had saved more money for retirement. And with the recent passage of the SECURE 2.0 Act now in effect, opening up new opportunities for savers, investors are considering how to save and build wealth for the future. Shoring up emergency savings is prote…

1
224: Systematic Investing: The Role of Consistent Alpha in Volatile Markets 19:36

4M ago19:36

19:36

The global investment environment is full of uncertainty — from inflation, growth dynamics, to policy shifts and geopolitical tensions. Investors are seeking clarity and ways to unlock more consistent investment outcomes during a period of unpredictable conditions. Innovations in data analytics and technology are helping investors better understand…

1
223: Tariffs, Tech and Transition: Europe and Asia's Evolving Equity Landscape 21:07

4M ago21:07

21:07

Following our last episode on U.S. equities with Carrie King, we’re expanding the conversation globally to understand how these dynamics are playing out beyond American shores. European and Asian equity markets are navigating a complex mix of geopolitical shifts, technological disruption, and evolving investor sentiment. Helen Jewell, Chief Investm…

1
222: U.S. Equities: Getting Granular on Market Insights and Sector Trends 21:10

4M ago21:10

21:10

After two years of full steam ahead for U.S. equities, 2025 has so far featured a number of speed bumps and even a few U-turns for some key areas of the market. With continued market volatility and a stock market correction, how should investors be thinking about the U.S. equity market as compared with the rest of the world? Carrie King, U.S. and D…

1
221: A Stock Picker's Guide To Volatility: Global Equity Market Opportunities Across A Shifting Landscape 20:35

4M ago20:35

20:35

It's been quite a ride for equity markets this year. Uncertainty and volatility hit a fever pitch in the weeks following President Trump's sweeping tariff announcement in April as investors feared the potential for rising inflation, slow economic growth, and US assets, losing their aura of dominance. Tony DeSpirito, global CIO for BlackRock's Funda…

1
220: Discovering India's Economic Boom: Demographic Dividends and A Digital Revolution 16:25

5M ago16:25

16:25

Investment opportunities in India have been gaining significant attention, driven by the country's robust economic growth and favorable demographic trends. But what are the key factors that make India an attractive destination for long-term investment opportunities, and how can they navigate the complexities of this dynamic market? Vivek Paul, Head…

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

5M 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

5M 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

5M 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

6M 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

6M 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

6M 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

7M 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

7M 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

7M 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

8M 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

8M 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

8M 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

8M 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

9M 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

9M 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

10M 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

10M 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

10M 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

10M 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

11M 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

11M 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

11M 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

11M 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

12M 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

12M 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

12M 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

1y 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

1y 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

1y 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

1y 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

1y 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

1y 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

1y 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

1y 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

1y 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…