# @blackrock on YouTube - **Type:** Video - **Original URL:** https://youtube.com/watch?v=jUE8ML7bSZA - **Gondola URL:** https://gondola.cc/posts/64683090-blackrock-youtube - **Thumbnail:** https://img.gondola.cc/tr:w-,h-,fo-auto/postThumbnails/4ba9734360.jpg - **Posted:** 2026-03-24T13:56:19.000+00:00 - **Account Owner:** BlackRock (@BlackRock) β€” https://gondola.cc/BlackRock ## Caption Alternative investing is moving from a niche allocation to a core portfolio conversation. As volatility returns, interest rates reset higher, AI accelerates capital spending, and fiscal deficits expand, investors are reassessing what diversification really means. In a world where stocks and bonds can move together and macro forces dominate markets, traditional portfolio frameworks are under pressure. In this episode of The Bid, host Oscar Pulido revisits conversations with investors and strategists across BlackRock to explore why alternative investing is gaining renewed attention. From private equity, private credit, and infrastructure to hedge fund strategies, gold, and digital assets, the episode examines how alternatives are being used to broaden return drivers and navigate today’s regime shift in capital markets. The discussion highlights how structural megaforces β€” including AI buildout, geopolitical fragmentation, and fiscal expansion β€” are reshaping opportunity sets. Private markets offer exposure to long-duration capital themes and potential illiquidity premia, though with liquidity tradeoffs and manager dispersion. Hedge fund strategies aim to capture rising market dispersion through flexible long/short and systematic approaches. Infrastructure sits at the center of AI-driven energy demand and essential services. Meanwhile, gold and digital assets are increasingly viewed as monetary alternatives with distinct risk-return profiles. As portfolio construction evolves beyond the traditional 60/40 model, alternative investing is becoming part of a broader shift toward expanding diversification tools in volatile markets. πŸ‘‰ Subscribe to The Bid podcast playlist for more insights from BlackRock experts: https://1blk.co/48iHOs4 🎧 Subscribe on Spotify: https://open.spotify.com/show/56rc5KHG6Btk19lEAmw7I2 πŸ”— Follow Us on LinkedIn: https://1blk.co/3v09q6Q πŸ”— Follow Us on Twitter (or X): https://1blk.co/3NuiIOW Key insights from this episode: 00:00 Introduction 01:10 Why Alternatives Now 01:46 Why traditional diversification has become harder in AI-driven markets 03:22 Defining Alternative Investing 04:12 How private markets have grown β€” and what tradeoffs they introduce 06:01 Where infrastructure investing connects to AI and energy demand 08:47 Liquid Alternatives And Hedge Funds 12:24 Systematic Hedge Fund Edge 13:41 Gold, Digital Assets, & Bitcoin Use Cases And Volatility 18:36 Rethinking Portfolio Mix 19:20 Closing And Next Steps #alternativeinvesting #portfoliodiversification #privatecredit #privatemarkets 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. Reference to any company or investment strategy mentioned is for illustrative purposes only and not investment advice. For full disclosures, visit blackrock.com/corporate/compliance/bid-disclosures. ## Stats - **Views:** 291 - **Likes:** 0 - **Shares:** 0 - **Comments:** 0 ## Tags portfoliodiversification, privatemarkets, privatecredit, alternativeinvesting --- Copyright (c) Gondola