Podcast from BlackRock, The Bid

The Bid

Podcast from BlackRock

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 and megatrends to geopolitics and technology, BlackRock speaks to thought leaders and industry experts from around the globe about the biggest trends moving markets.

Crypto

Virtual currencies are decentralized, math-based digital assets in which transactions can be performed cryptographically without the need for a central issuing authority. The first specification and proof of concept of Bitcoin, the first widely used virtual currency, was published in 2009 based on a paper published pseudonymously by Satoshi Nakamoto.

<ul><li>Discussion with Dan Morehead, CEO of Pantera Capital, about evolution of crypto as an investable asset</li><li>Morehead's early involvement in crypto and his bullish outlook on the future of the market</li><li>Robbie's perspective on bitcoin as a risky asset with unique properties for long-term investment diversification</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Discussion with Dan Morehead, CEO of Pantera Capital, about evolution of crypto as an investable assetMorehead's early involvement in crypto and his bullish outlook on the future of the marketRobbie's perspective on bitcoin as a risky asset with unique properties for long-term investment diversificationThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

259: Cryptoassets At A Crossroads: Volatility, Adoption, and Changing Investor Perspectives

Cross Asset Strategy

<ul><li>Historic concentration in the S&amp;P 500 due to the dominance of tech and AI adjacent companies</li><li>Top 10 stocks currently make up 40% of the index, the most concentrated period in history</li><li>Opportunity to look beyond the "Magnificent Seven" and consider underexposed, innovative companies in the index</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Historic concentration in the S&amp;P 500 due to the dominance of tech and AI adjacent companiesTop 10 stocks currently make up 40% of the index, the most concentrated period in historyOpportunity to look beyond the "Magnificent Seven" and consider underexposed, innovative companies in the indexThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

257: Beyond The Magnificent Seven: Discovering Equity Opportunities in The S&P 493

Thematic (Sector/Industry)

<ul><li>AI models are becoming more power hungry, leading to a surge in electricity demand</li><li>Energy landscape is shifting due to AI industrial revolution, with exponential increase in power demand</li><li>Investment in AI infrastructure is massive, but skeptics question the need and clarity of AI use cases in the real world</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

AI models are becoming more power hungry, leading to a surge in electricity demandEnergy landscape is shifting due to AI industrial revolution, with exponential increase in power demandInvestment in AI infrastructure is massive, but skeptics question the need and clarity of AI use cases in the real worldThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

250: Powering AI 2.0: Why the AI Boom Is Becoming an Energy Story

<ul><li>AI is expected to dominate the conversation in the markets, with beneficiaries likely being different companies than in previous years.</li><li>Carrie King, global CIO of BlackRock's Fundamental Equities Group, is optimistic about the stock market in 2026 due to strong earnings growth and high-quality companies.</li><li>While AI has been a dominant theme in recent years, the level of improvement and change seen in the past may not be sustainable in the future.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

AI is expected to dominate the conversation in the markets, with beneficiaries likely being different companies than in previous years.Carrie King, global CIO of BlackRock's Fundamental Equities Group, is optimistic about the stock market in 2026 due to strong earnings growth and high-quality companies.While AI has been a dominant theme in recent years, the level of improvement and change seen in the past may not be sustainable in the future.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

245: Stock Picker's Guide to 2026: How AI and Earnings Will Shape Stock Market Trends

<ul><li>Europe is experiencing an air of optimism in 2025 due to more flexible fiscal policy and increased government spending on infrastructure and defense.</li><li>European defense companies and banks have seen significant growth year to date, indicating potential for further investment opportunities.</li><li>Challenges to Europe's long-term competitiveness include an aging workforce and underdeveloped capital markets, but progress is being made in areas such as harmonizing tax rules and increasing efficiency in capital markets.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Europe is experiencing an air of optimism in 2025 due to more flexible fiscal policy and increased government spending on infrastructure and defense.European defense companies and banks have seen significant growth year to date, indicating potential for further investment opportunities.Challenges to Europe's long-term competitiveness include an aging workforce and underdeveloped capital markets, but progress is being made in areas such as harmonizing tax rules and increasing efficiency in capital markets.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

241: Europe’s Economic Comeback: What It Will Take for a Broad Resurgence