About this episode

Wei Li discusses the implications of AI on long-term growth and the challenges posed by current supply constraints.

AI has the potential to reshape long-term growth, but getting there means navigating today's supply constraints. Wei Li, BlackRock's Global Chief Investment Strategist, unpacks the key themes of BlackRock's 2026 Midyear Outlook. General disclosure : This material is intended for information purposes only, and does not constitute investment advice, a recommendation or an offer or solicitation to purchase or sell any securities, funds or strategies to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The opinions expressed are as of the date of publication and are subject to change without notice. Reliance upon information in this material is at the sole discretion of the reader. Investing involves risks. BlackRock does and may seek to do business with companies covered in this podcast. As a result, readers should be aware that the firm may have a conflict of interest that could affect the objectivity of this podcast. In the U.S. and Canada, this material is intended for public distribution. In the UK and Non-European Economic Area (EEA) countries: this is Issued by BlackRock Investment…

People in this episode

Guest: Wei Li

Topics covered

• AI
• long-term growth
• supply constraints
• investment strategy
• 2026 Midyear Outlook

Keywords

• AI bubble
• investment advice
• BlackRock
• supply constraints
• 2026 Outlook

Mentioned in this episode

Organizations: BlackRock

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