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.
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| 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
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| 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
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| 16:50 |
AI‑Driven CapEx & Corporate Debt Markets
|
| 18:49 |
Portfolio Construction in an AI‑Dominated Market
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| 21:49 |
Global Debt, Fiscal Risk & Federal Reserve Policy
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| 27:17 | Rick Rieder on Fixed Income: Structured vs. Corporate |
| 34:31 |
Rick's Charity Involvement
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| 35:46 | Connecting Golf to Investing |