About this episode

The episode discusses the impact of inflation on investing and capital markets, featuring insights from BlackRock's investment experts.

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. 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 inflationary force and a potential longer-term productivity driver. As AI investing accelerates demand for electricity, chips, copper, data centers, and infrastructure, investors are watching how these megaforces reshape markets and the global economy. Key insights: ·      How AI infrastructure demand is contributing to inflation pressures ·      Why inflation differs across regions…

People in this episode

Host: Oscar Pulido

Guests: Helen Jewell, Tom Becker

Topics covered

• inflation
• investing
• capital markets
• AI infrastructure
• portfolio diversification
• regional price differences

Mentioned in this episode

Organizations: BlackRock

Places: U.S., Europe, Japan, China

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