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Inflation and investing are once again front and center as markets assess a new mix of price pressures. In this Ask Me Anything episode of The Bid, host Oscar Pulido is joined by Helen Jewell, BlackRock’s International Chief Investment Officer for Fundamental Equities, and Tom Becker, senior portfolio manager on BlackRock’s Global Tactical Asset Allocation team. 👀Check out the full episode on YouTube: youtu.be/MT-ctVnai3w 🎧Or on Spotify: open.spotify.com/show/56rc5KHG6Btk19lEAmw7I2 👉 Subscribe to The Bid podcast playlist for more insights from BlackRock experts: 1blk.co/48iHOs4 Together, they explore what is driving inflation today, from AI infrastructure demand and energy bottlenecks to fiscal spending, supply constraints, and regional differences. The conversation examines how inflation is affecting capital markets, equities, fixed income, stock market trends, and portfolio diversification. This episode also looks at the role of AI as both a near-term in...
https://youtube.com/watch?v=w-wyC3W3BpA
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