Playing the Greens: Rick Rieder's Market Insights

Written by FEG | February 3, 2026

Discover how one of the most influential voices in finance views the evolving landscape of global markets and investment strategies.

In this episode, Rick Rieder, Chief Investment Officer of Global Fixed Income at BlackRock, joins Greg Dowling to explore the intricacies of today's economic environment. From the impact of AI and technology on finance, to the challenges posed by government deficits, Rick provides a comprehensive analysis of market trends and investment strategies. He also shares personal anecdotes about his journey in the financial world and the lessons learned from his passion for golf.

Join us for an insightful discussion on market dynamics, investment strategies, and the future of finance with one of the industry's leading experts.

Key Takeaways:

We’re experiencing a major productivity surge driven not just by AI but by sweeping advances in automation, logistics, and software that are reshaping how companies operate.
This rapid technological acceleration is creating an economy that can grow even as parts of the labor force fall behind, deepening structural inequality.
The sheer volume and short‑maturity profile of U.S. government debt makes strong nominal growth and lower interest rates essential to keeping the system stable.

AI’s influence across equities, credit, and real‑asset infrastructure is concentrating risk, forcing investors to intentionally rebalance into less AI‑dominated areas to maintain true diversification.

Episode Chapters

0:00	Opening & Podcast Introduction
1:05	Welcome Rick Rieder
1:54	BlackRock's Growth & Global Perspective
2:55	Benefits & Challenges of Managing at Scale
6:23	Career‑Defining Moments & Learning from Crises
9:30	Clearing the “Data Fog” & Understanding Today’s Market Signals
13:39	A Historical Productivity Boom & AI’s Role
15:08	AI, Labor Markets & Jobless Growth Concerns
16:50	AI‑Driven CapEx & Corporate Debt Markets
18:49	Portfolio Construction in an AI‑Dominated Market
21:49	Global Debt, Fiscal Risk & Federal Reserve Policy
27:17	Rick Rieder on Fixed Income: Structured vs. Corporate
34:31	Rick's Charity Involvement
35:46	Connecting Golf to Investing

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