# @blackrock on YouTube

- **Type:** Video
- **Original URL:** https://youtube.com/watch?v=ozVuAmupqG0
- **Gondola URL:** https://gondola.cc/posts/36891329-blackrock-youtube
- **Thumbnail:** https://img.gondola.cc/tr:w-,h-,fo-auto/postThumbnails/7c6f0864dd.jpg
- **Posted:** 2025-11-14T09:17:27.000+00:00
- **Account Owner:** BlackRock (@BlackRock) — https://gondola.cc/BlackRock

## Caption

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: https://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, market breadth, ETF flows, and how AI adoption could influence equity leadership over time. 

Gargi brings a cross-asset lens to what’s driving global growth and volatility. Fresh off a busy earnings season and recent policy moves, she shares what she’s hearing most from investors and how she thinks about portfolio positioning in the present market environment. 

👉 Subscribe to The Bid podcast playlist for more insights from BlackRock experts: https://1blk.co/48iHOs4 

🔗 Follow Us on LinkedIn: https://1blk.co/3v09q6Q 
🔗 Follow Us on Twitter (or X): https://1blk.co/3NuiIOW 

#etfs #investingtrends #interestrates #ratecuts 

This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener.For full disclosures, visit blackrock.com/corporate/compliance/bid-disclosures

## Stats

- **Views:** 184
- **Likes:** 0
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## Tags

interestrates, etfs, ratecuts, investingtrends

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