Over the summer, The Bid brings back some of the best episodes from the last year. Kicking off the series, hosts Oscar and Stevie take a look back on one of the most popular episodes, recorded live on location in Davos, Switzerland.

In a special episode recorded from Davos, host Oscar Pulido is joined by Philipp Hildebrand, Vice Chairman of BlackRock, and Tom Donilon, Chairman of the BlackRock Investment Institute, to discuss the latest insights on the macroeconomic and geopolitical outlook for 2025. Philipp and Tom will provide their expert analysis on how these dynamics are shaping the global economic environment and what it means for investors and policymakers, offering listeners a behind-the-scenes perspective from Davos.

Original episode aired January 24th 2025

Key moments in this episode:

00:00 Introduction to The Bid's Best of Summer Series

00:49 Oscar's Favorite Episode: Geopolitics Live from Davos

03:02 Insights from Davos: Geopolitical and Economic Outlook

05:35 The Impact of AI and Technology

07:41 US-China Relations and Global Fragmentation

10:59 Economic Outlook for 2025

18:02 Europe's Response to Global Challenges

26:00 Reflections and Closing Remarks

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Geopolitics, Davos, tariffs, geopolitical,

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227: Best of: A Macro and Geopolitical Outlook – Live from Davos

The Bid - An Investing Podcast from BlackRock

227: Best of: A Macro and Geopolitical Outlook – Live from Davos