AI as the decade's most important investing question
The guest argued that AI is highly likely to be the most important question BlackRock thinks about over the next decade in terms of how they invest.
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You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.
The story so far
CONTESTED · 51 MENTIONS · 34 EPISODES · 17 SHOWS
14 SEP 2025 — 25 AUG 2026 · 3D AGO
5 SUPPORT · 2 CHALLENGE · 2 REPEAT · 42 MENTIONED
- THE GRANT WILLIAMS PODCAST · 3 MENTIONS
27 EPISODES BETWEEN · 39 MENTIONS
- THE LONG VIEW
- THE RATIONAL REMINDER PODCAST
- SMARTERMARKETS
- THE LONG VIEW
- FINTECH INSIDER PODCAST BY 11:FS · 4 MENTIONS
- FINTECH INSIDER PODCAST BY 11:FS
- FINTECH INSIDER PODCAST BY 11:FS
- BUSINESS BREAKDOWNS
- THE RATIONAL REMINDER PODCAST
- THE POMP PODCAST
- REAL VISION DAILY BRIEFING
- THE POMP PODCAST · 2 MENTIONS
- THE POMP PODCAST
- EXCESS RETURNS
- FINTECH INSIDER PODCAST BY 11:FS · 3 MENTIONS
- FINTECH INSIDER PODCAST BY 11:FS · 3 MENTIONS
- MASTERS IN BUSINESS
- FINTECH INSIDER PODCAST BY 11:FS · 2 MENTIONS
- ANIMAL SPIRITS
- THE POMP PODCAST
- FINTECH INSIDER PODCAST BY 11:FS
- BLOOMBERG SURVEILLANCE
- FINTECH INSIDER PODCAST BY 11:FS · 2 MENTIONS
- FINTECH INSIDER PODCAST BY 11:FS · 3 MENTIONS
- CNBC FAST MONEY
- YET ANOTHER VALUE PODCAST
- THE POMP PODCAST
- GOLDMAN SACHS EXCHANGES
- TOP TRADERS UNPLUGGED
- AI as the decade's most important investing question · THIS IDEA
- FINTECH INSIDER PODCAST BY 11:FS · 4 MENTIONS
- FINTECH INSIDER PODCAST BY 11:FS
- THE RATIONAL REMINDER PODCAST
- ON THE MARGIN
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD