# blackrock (podcasts) — RSS Amplifier Recent posts from the 3 feeds in the RSS Amplifier directory that cover blackrock. Page: Feed: --- ## [Taiwan's Startup Ecosystem: What Three Founder Calls Revealed](https://alexrandallkittredge.substack.com/p/taiwan-startup-ecosystem) _2026-08-22 · Alex Randall Kittredge · ARK Strategy_ Chips without GPUs, solar data moats, and AI guardrails — what three calls with Taiwanese founders reveal about hardware's comeback and why judgment is the career asset that compounds. ## [A McKinsey Partner told me what AI actually makes valuable](https://alexrandallkittredge.substack.com/p/a-mckinsey-partner-told-me-what-ai) _2026-08-17 · Alex Randall Kittredge · ARK Strategy_ Neha Kabra sees more AI deployments in a quarter than most operators see in a career. Here's what's actually scarce. ## 269: The Biggest Themes of 2026 So Far: How AI, Geopolitics and Digital Assets Are Reshaping Portfolios _2026-08-14 · The Bid_ 2026 market themes have been shaped by geopolitical realignment, the physical demands of artificial intelligence and changing assumptions about diversification. Across markets, investors are confronting several plausible futures rather than relying on a single base case. Host Oscar Pulido is joined by Stevie Manns, producer of The Bid , to revisit conversations with BlackRock leaders and external… [Listen](https://rss.art19.com/episodes/2621af85-3de8-4d08-a446-8566115e8c06.mp3?rss_browser=BAhJIhRSU1NBbXBsaWZpZXJCb3QGOgZFVA%3D%3D--6345a2e4a0991d4cbe92da92e0fa95ff9d12de2e) ## [The Recruiter Hadn’t Read My Resume. They Told Me So — Twice.](https://alexrandallkittredge.substack.com/p/the-recruiter-hadnt-read-my-resume) _2026-08-01 · Alex Randall Kittredge · ARK Strategy_ A call about a “chief of staff on steroids” role, a masterclass in candidate experience, and a genuine question for you at the end because I know something the recruiter doesn't... ## 268: AI’s latest frontiers: An Investor’s Perspective on AI, Space and Equity opportunities _2026-07-31 · The Bid_ AI investing continues to shape markets as artificial intelligence (AI) moves beyond software and into the physical infrastructure of the global economy. From data centers and chips to space-based compute, autonomous trucks and humanoid robotics, the AI buildout is creating new questions about scarcity, supply chains and where value may accrue next. In this episode of The Bid, host Oscar Pulido is… [Listen](https://rss.art19.com/episodes/b0dc00de-7e1f-4e5e-aef6-30024a75ee4e.mp3?rss_browser=BAhJIhRSU1NBbXBsaWZpZXJCb3QGOgZFVA%3D%3D--6345a2e4a0991d4cbe92da92e0fa95ff9d12de2e) ## [Your Job Already Moved Overseas — They Just Haven't Told You Yet](https://alexrandallkittredge.substack.com/p/your-job-already-moved-overseas-they) _2026-07-27 · Alex Randall Kittredge · ARK Strategy_ AI won't take your job — global talent might. Alex Randall Kittredge and Cory Blumenfeld on offshoring, remote work, and how to become irreplaceable. [Listen](https://api.substack.com/feed/podcast/208441259/218e5f79c70ab21014ac35b945651d3b.mp3) ## [Three people said they read my Substack. I nearly apologized.](https://alexrandallkittredge.substack.com/p/three-people-said-they-read-my-substack) _2026-07-20 · Alex Randall Kittredge · ARK Strategy_ Three people told me in person that they read my newsletter — and I was embarrassed. Why being read feels like debt — and why that instinct belongs to a dead economy. ## 267: Defense Investing in a New Era of Geopolitics, AI, and Global Security Transformation _2026-07-17 · The Bid_ Defense investing is rapidly moving from the margins to the center of capital markets as geopolitical fragmentation, rising global tensions, and technological innovation reshape how nations allocate resources. What was once viewed as a niche or even overlooked sector is now emerging as a critical pillar of global infrastructure and security. In this episode of The Bid, host Oscar Pulido sits down… [Listen](https://rss.art19.com/episodes/8472bfae-f1eb-4fd0-92af-5fe2fabd0c27.mp3?rss_browser=BAhJIhRSU1NBbXBsaWZpZXJCb3QGOgZFVA%3D%3D--6345a2e4a0991d4cbe92da92e0fa95ff9d12de2e) ## [Your job already moved to India. They just haven't told you yet.](https://alexrandallkittredge.substack.com/p/the-bangalore-strategy) _2026-07-11 · Alex Randall Kittredge · ARK Strategy_ How the same corporate offshoring playbook that emptied American factories in 1994 is now emptying American cubicles, one JPMorgan and Microsoft campus at a time. ## [\[From the Archive\] Laid Off Twice: How I Built a Portfolio Career Instead](https://alexrandallkittredge.substack.com/p/from-the-archive-laid-off-twice-how) _2026-07-09 · Alex Randall Kittredge · ARK Strategy_ Kintsugi, the Japanese art of mending pottery with gold. ## [Screen Share With Real Control (Sponsored)](https://crawlproof.com/a/BZk5crYIuOFe) _2026-07-09 · **Sponsored**_ Collaborative screen sharing with simultaneous remote control — open source, like Screenhero. ## 266: 2026 Midyear Outlook: Scarcity vs. Abundance in the Age of AI _2026-07-02 · The Bid_ Artificial intelligence continues to reshape economies and markets, but its rapid expansion is also exposing new constraints across energy, infrastructure, labor, and capital. As investors navigate an increasingly complex landscape, the debate has shifted from AI's potential to the practical realities of building the systems that support it. In this episode of The Bid , host Oscar Pulido speaks… [Listen](https://rss.art19.com/episodes/e70cb99e-9f6c-4caa-be04-99378f56e202.mp3?rss_browser=BAhJIhRSU1NBbXBsaWZpZXJCb3QGOgZFVA%3D%3D--6345a2e4a0991d4cbe92da92e0fa95ff9d12de2e) ## 265: Inflation and Investing: What Sticky Prices Mean for Portfolios Today - Ask Me Anything _2026-06-26 · The Bid_ 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… [Listen](https://rss.art19.com/episodes/028cb1c5-bd62-41ac-b54f-6c4559d69180.mp3?rss_browser=BAhJIhRSU1NBbXBsaWZpZXJCb3QGOgZFVA%3D%3D--6345a2e4a0991d4cbe92da92e0fa95ff9d12de2e) ## 264: Is Tokenization the Next Evolution of Global Financial Market Infrastructure? Ft. Rob Goldstein, COO of BlackRock _2026-06-18 · The Bid_ Financial market infrastructure is often invisible to investors, yet it powers every trade, settlement, and ownership record across capital markets. As technology evolves, tokenization is emerging as a new way to represent and transfer financial assets, raising questions about how markets may operate in the future. In this episode of The Bid , Oscar Pulido speaks with Rob Goldstein, Chief… [Listen](https://rss.art19.com/episodes/54337a8f-e06d-4ca7-baad-26f16a4e7f2f.mp3?rss_browser=BAhJIhRSU1NBbXBsaWZpZXJCb3QGOgZFVA%3D%3D--6345a2e4a0991d4cbe92da92e0fa95ff9d12de2e) ## [Building the place Americans go to start their families](https://wallstreetfintech.substack.com/p/building-the-place-americans-go-to) _2026-06-15 · Van Spina · Wall Street Fintech_ 1.5 years of silence, why IVF in America costs 2x what it should, and what we're doing to fix it. ## [The One Email My Boss Sent That Changed How I Think About Work Forever](https://alexrandallkittredge.substack.com/p/always-attend-the-wedding-go-to-the-funeral) _2026-06-14 · Alex Randall Kittredge · ARK Strategy_ There are only two times all your favourite people gather in one place: your wedding and your funeral. Here's why you should always show up — no matter the cost. ## 263: Asia’s Infrastructure Moment: The Investment Opportunity Behind the Energy Transition _2026-06-12 · The Bid_ Asia infrastructure investing is becoming central to the global energy transition as rising demand, energy security concerns, and the need for more resilient systems accelerate capital deployment across the region. In Southeast Asia, the opportunity is not only about replacing old systems, but building new infrastructure at scale for a growing economy. In this episode of The Bid , host Oscar… [Listen](https://rss.art19.com/episodes/660c70c3-5008-4d88-b41a-ee7c73ef56ae.mp3?rss_browser=BAhJIhRSU1NBbXBsaWZpZXJCb3QGOgZFVA%3D%3D--6345a2e4a0991d4cbe92da92e0fa95ff9d12de2e) ## [She Left BlackRock With No Plan. Four Careers Later, Here's What She Learned.](https://alexrandallkittredge.substack.com/p/raffaela-rein-portfolio-career-no-master-plan) _2026-06-05 · Alex Randall Kittredge · ARK Strategy_ Raffaela Rein on building a portfolio career across BlackRock, Rocket Internet, CareerFoundry and BoardLens — and why the first move off the ladder is smaller than you think. [Listen](https://api.substack.com/feed/podcast/200549789/e899322b65ef2c0c8b6f7360375a99db.mp3) ## 262: What Do ETFs in Asia Mean for Investors in Today’s Markets? _2026-06-05 · The Bid_ ETFs in Asia have grown significantly since the global financial crisis, but their role is changing. What began as a way to access markets is now expanding into broader portfolio applications as investors face more complex market conditions. In this episode of The Bid, Oscar Pulido speaks with Christian Obrist, Head of iShares Distribution in Asia, and Nick Peach, Head of iShares Asia Pacific at… [Listen](https://rss.art19.com/episodes/723352fe-cba5-4b97-ad2b-b7361659f133.mp3?rss_browser=BAhJIhRSU1NBbXBsaWZpZXJCb3QGOgZFVA%3D%3D--6345a2e4a0991d4cbe92da92e0fa95ff9d12de2e) ## [So Who Reads "ARK Strategy" Anyway?](https://alexrandallkittredge.substack.com/p/substack-subscriber-analysis-ark-strategy) _2026-06-05 · Alex Randall Kittredge · ARK Strategy_ I analyzed 2,100 Substack subscribers and 3,379 LinkedIn followers to find where readers come from, who actually engages, and which platform drives growth. ## [Why a Side Hustle Is Your Best Protection Against Layoffs](https://alexrandallkittredge.substack.com/p/portfolio-career-side-hustles-corporate-ladder) _2026-06-02 · Alex Randall Kittredge · ARK Strategy_ The loyalty-for-security deal is dead. Here's why a side hustle is career insurance — and how a portfolio career hands you leverage before a layoff ever hits. ## [Ship everywhere from one CLI (Sponsored)](https://crawlproof.com/a/GR8mcrB6DQCq) _2026-06-02 · **Sponsored**_ One codebase, hosted runners, encrypted credentials, and automated submissions across stores ## [BlackRock → Porsche Board → AI Founder. None of It Was Planned.](https://alexrandallkittredge.substack.com/p/non-linear-career-blackrock-to-ai-founder) _2026-05-30 · Alex Randall Kittredge · ARK Strategy_ From BlackRock analyst to Porsche board director to AI founder — Raffaela Rein on what actually compounds across a non-linear career, why calculated risk beats the ladder, and the first move if you're feeling the pull. ## [20 Million Tokens Later, I Built an App](https://alexrandallkittredge.substack.com/p/claude-code-20-million-tokens) _2026-05-24 · Alex Randall Kittredge · ARK Strategy_ I used Claude Code, 20 million tokens, SQLite, and Streamlit to build a working database and web app in a weekend—and learned why human judgment still matters. ## 261: Why Are Global Investors Looking to Asia As An Investment Destination? _2026-05-21 · The Bid_ Asia has often been viewed as a long-term growth story, but its role in global markets is becoming more immediate. The region now represents a significant share of global GDP and listed companies, while operating across distinct economic and policy cycles. In this episode of The Bid , Oscar Pulido speaks with Aarti Angara, Head of Global Product Solutions in Asia Pacific at BlackRock. They examine… [Listen](https://rss.art19.com/episodes/85f802fd-3fa8-4611-858b-553fdf4f3d23.mp3?rss_browser=BAhJIhRSU1NBbXBsaWZpZXJCb3QGOgZFVA%3D%3D--6345a2e4a0991d4cbe92da92e0fa95ff9d12de2e) ## [The Cost of Competence: Why the Floor Is Shrinking Under White-Collar Work, and What to Stand On Instead](https://alexrandallkittredge.substack.com/p/cost-of-competence-shrinking-floor) _2026-05-19 · Alex Randall Kittredge · ARK Strategy_ The AI job panic is missing the point. A three-part strategy memo on shrinking competence, the wrong shoes, and why a humanities degree may be the most undervalued asset in your career — by Alex Randall Kittredge. ## [Did A Humanities Degree Just Become More Valuable?](https://alexrandallkittredge.substack.com/p/humanities-degree-age-of-ai) _2026-05-11 · Alex Randall Kittredge · ARK Strategy_ AI can summarize Foucault, imitate Woolf, and explain Kant in seconds. But the real question is whether humanistic judgment, taste, and interpretation are becoming more valuable, not less. ## 260: The Top Retirement Trends That Are Reshaping Investing, Income and Longevity _2026-05-08 · The Bid_ Retirement systems are undergoing a structural shift as traditional pensions decline and individuals take on greater responsibility for financial outcomes. Longer lifespans and evolving capital markets are making retirement planning more complex and consequential. Oscar Pulido speaks with Nick Nefouse, Global Head of Retirement Solutions at BlackRock. They discuss how defined contribution plans,… [Listen](https://rss.art19.com/episodes/64f7e961-c9b5-48e8-8ae4-79cca454509f.mp3?rss_browser=BAhJIhRSU1NBbXBsaWZpZXJCb3QGOgZFVA%3D%3D--6345a2e4a0991d4cbe92da92e0fa95ff9d12de2e) ## [What I Wish Someone Had Told Me About S-Corps](https://alexrandallkittredge.substack.com/p/s-corp-election-fractional-operator-2026) _2026-05-05 · Alex Randall Kittredge · ARK Strategy_ I asked Claude how to start an S-Corp. It gave me the wrong New York tax address. The recovery taught me more about portfolio-career infrastructure than the tax savings ever could. ## [The AI Job Panic Is Missing the Point](https://alexrandallkittredge.substack.com/p/the-ai-job-panic-is-missing-the-point) _2026-05-02 · Alex Randall Kittredge · ARK Strategy_ Apollo economist Torsten Slok argues AI could expand employment through the Jevons paradox. Here’s what that means for knowledge workers, careers, and the future of professional work. ## [The AI Bubble: Startups Funded Before Product-Market Fit](https://alexrandallkittredge.substack.com/p/the-ai-bubble-startups-funded-before) _2026-04-29 · Alex Randall Kittredge · ARK Strategy_ A conversation with a funded AI startup founder revealed the clearest sign of market froth: companies raising capital before they know which urgent customer problem they're solving. ## [The Wrong Shoes: How a Non-Linear Career Path Got Built](https://alexrandallkittredge.substack.com/p/the-wrong-shoes) _2026-04-18 · Alex Randall Kittredge · ARK Strategy_ A three-act story of building a non-linear, portfolio career — from hedge fund analyst to startup Chief of Staff to founder — and the framework that emerged. ## [Generate Viral Hot Takes (Sponsored)](https://crawlproof.com/a/BMj776fKgB7u) _2026-04-18 · **Sponsored**_ Get platform-optimized hot takes and rebuttals to spark debate and engagement ## [I Spent an Afternoon With Founders Building the Next American Century. Here's What They Told Me.](https://alexrandallkittredge.substack.com/p/deep-tech-nyc-2026-american-manufacturing-hard-tech) _2026-04-12 · Alex Randall Kittredge · ARK Strategy_ Deep Tech NYC 2026: Materials Science, Drone Infrastructure, and the Future of American Manufacturing ## [Space Lasers, Tissue Samples, and the Pitch That Taught Me Where My Edge Ends](https://alexrandallkittredge.substack.com/p/space-lasers-tissue-samples-and-the) _2026-04-01 · Alex Randall Kittredge · ARK Strategy_ I pitched two deep-tech startups through Plug and Play — a space laser company and a biomedical tissue testing firm. I lost both. Here's what failing taught me about the real limits of portfolio careers, why transferable skills aren't the same as transferable credibility, and the diversification discount no one talks about. ## [BlackRock Endgame: Building the Internet of Risk](https://wallstreetfintech.substack.com/p/blackrock-endgame-building-the-internet) _2025-01-07 · Van Spina · Wall Street Fintech_ Why has BlackRock spent almost $30bn on private markets acquisitions?