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.

Thematic (Sector/Industry)

<ul><li>AI is being recognized as a megaforce with trillions of dollars of impact on the global economy and broad implications across various sectors</li><li>Investors are increasingly interested in the AI theme and its potential impact on portfolios, with a focus on what's next in AI development</li><li>The AI theme is still in its early stages, with advancements in technology, data growth, and computing power expected to drive exponential growth and value in AI over the next decade.</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 being recognized as a megaforce with trillions of dollars of impact on the global economy and broad implications across various sectorsInvestors are increasingly interested in the AI theme and its potential impact on portfolios, with a focus on what's next in AI developmentThe AI theme is still in its early stages, with advancements in technology, data growth, and computing power expected to drive exponential growth and value in AI over the next decade.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

How To Invest In AI vs Tech In A Portfolio

<ul><li>AI has become a dominant topic of discussion among industry leaders, signaling a significant shift in focus over the past year</li><li>Investment opportunities in AI extend beyond just a few mega cap stocks, with opportunities in chips, infrastructure, data and models, software applications, and services and solutions</li><li>Tony emphasizes the importance of building a new computing infrastructure for AI, which is transforming industries and creating new opportunities for tech investors.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

AI has become a dominant topic of discussion among industry leaders, signaling a significant shift in focus over the past yearInvestment opportunities in AI extend beyond just a few mega cap stocks, with opportunities in chips, infrastructure, data and models, software applications, and services and solutionsTony emphasizes the importance of building a new computing infrastructure for AI, which is transforming industries and creating new opportunities for tech investors.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Tech and AI Investing Trends: A Stock Picker’s Take

<ul><li>Tech and cloud firms are heavily investing in artificial intelligence, but there are questions about whether the revenues from AI will catch up with the capital spending</li><li>It will take time for big tech companies to see a return on their AI investments, with the AI build-out expected to take years</li><li>There are opportunities for investment in firms supplying key inputs for the AI sector, such as energy, utilities, materials, and real estate</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Tech and cloud firms are heavily investing in artificial intelligence, but there are questions about whether the revenues from AI will catch up with the capital spendingIt will take time for big tech companies to see a return on their AI investments, with the AI build-out expected to take yearsThere are opportunities for investment in firms supplying key inputs for the AI sector, such as energy, utilities, materials, and real estateThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Market take: Patience needed in the AI buildout

Cross Asset Strategy

<ul><li>Japan peaked in 1989, but then experienced decades of underperformance and false dawns in terms of economic growth and stock market valuations</li><li>Recent changes in Japan, including increased inflation, wage growth, and more shareholder-friendly behavior from corporations, are leading to renewed optimism for investors</li><li>Japan's history of stagnation and deflation created risk-averse investors, but recent policies and efforts are turning the economy around, making it an exciting investment opportunity</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Japan peaked in 1989, but then experienced decades of underperformance and false dawns in terms of economic growth and stock market valuationsRecent changes in Japan, including increased inflation, wage growth, and more shareholder-friendly behavior from corporations, are leading to renewed optimism for investorsJapan's history of stagnation and deflation created risk-averse investors, but recent policies and efforts are turning the economy around, making it an exciting investment opportunityThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Best Of: Is Japan At An Inflection Point?

Commodities

Copper is a chemical element with symbol Cu (from Latin: cuprum) and atomic number 29. It is a soft, malleable and ductile metal with very high thermal and electrical conductivity. A freshly exposed surface of pure copper has a reddish-orange color. It is used as a conductor of heat and electricity, as a building material and as a constituent of various metal alloys, such as Sterling silver used in jewelry, cupronickel used to make marine hardware and coins and constantan used in strain gauges and thermocouples for temperature measurement.

<ul><li>The transition to a low carbon economy, also known as the brown to green transition, involves moving from an economy based on fossil fuels with high carbon emissions to one with lower emissions.</li><li>This transition will require a significant mobilization of capital, with estimates in the tens of trillions of dollars. Governments and the private sector are providing support and driving the change due to both funding and economic factors.</li><li>In addition to investing in wind and solar infrastructure, the low carbon transition will require a significant amount of metals and materials. This includes steel, cement, rare earth, aluminum, silver, polysilicon, copper cabling, and more. The transition will create a more materials-intensive global economy.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The transition to a low carbon economy, also known as the brown to green transition, involves moving from an economy based on fossil fuels with high carbon emissions to one with lower emissions.This transition will require a significant mobilization of capital, with estimates in the tens of trillions of dollars. Governments and the private sector are providing support and driving the change due to both funding and economic factors.In addition to investing in wind and solar infrastructure, the low carbon transition will require a significant amount of metals and materials. This includes steel, cement, rare earth, aluminum, silver, polysilicon, copper cabling, and more. The transition will create a more materials-intensive global economy.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Mining The Gap For Low Carbon Transition Materials

The Bid
Podcast from BlackRock

How To Invest In AI vs Tech In A Portfolio

Various investing approaches to AI and specific sectors within the AI ecosystem are discussed, highlighting its significant impact on the global...

The Bid

Tech and AI Investing Trends: A Stock Picker’s Take

Tony's 11th annual tech tour focused on AI as the dominant topic of discussion, reflecting its evolution from a background tool to a primary focus...

The Bid

Market take: Patience needed in the AI buildout

The market is experiencing concerns about top tech and cloud firms delivering on artificial intelligence as investment capital spending on AI...

The Bid

Best Of: Is Japan At An Inflection Point?

The Japanese stock market peaked in December 1989 at 45% of the world's market capitalization, but experienced two decades of low growth and...

The Bid

Mining The Gap For Low Carbon Transition Materials

In summary, the low carbon transition involves shifting from a high carbon economy to a green economy, requiring time, capital, and a change in...

The Bid