In this episode snippet Gargi Pal Chaudhuri, Chief Investment and Portfolio Strategist at BlackRock discusses the Fed's recent rate cuts and the similarities between marathon running and investing.
🎧Check out the full episode on Spotify:
open.spotify.com/episode/2N92Tg8YsJf0QedRfJzOC0?si=D98m_hBrQK-cFE4pq5aOQg
Key Insight:
• Where policy’s heading: The Fed’s first rate cut marks a shift toward easing. December isn’t guaranteed, but the big picture is that rates are starting to move toward more normal levels.
In the full episode on Spotify:
Oscar and Gargi discuss how stock market trends are in sharp focus as central banks pivot, earnings broaden beyond mega-cap leaders, and AI-driven CapEx reshapes corporate priorities. In this AMA edition of The Bid, host Oscar Pulido sits down with BlackRock’s Gargi Pal Chaudhuri, Chief Investment and Portfolio Strategist for the Americas in the Investment Portfolios Solutions team.
Together they field listener questions on rate cuts,...