BlackRock ($BGT) podcast mentions
Timestamped BlackRock ($BGT) mentions across our podcast corpus.
But I think it could be a nicer start than people realize. That'd be terrific. Then we have the Producer Price Index the next day. We're watching inflation like a hawk these days. And to do that, we have to care about more than just the CPI. We need to see how embedded it is. Before we come in on Wednesday morning, there's a Dutch company called ASML. They report they make these gigantic machines like the size of city buses, help manufacture semiconductors. We saw a couple of them when we were in Boise, Idaho, looking at that new foundry at Micron. If ASML raises guidance and talks about solid demand, then you need to be ready to do some buying. And the ones you want to pick up are Lam Research, Applied Materials. Those are my two favorite semi-capital equipment stocks in America. Now we've got three terrific financials reporting: BlackRock, Bank of America, Morgan Stanley. So many people think Morgan Stanley is just an investment bank. Wrong. It's also one of the biggest repositories of people's wealth, and it's been incredibly successful at corralling young people who want to invest for the longer term. Needless to say, they also have a ton of super-rich clients.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/9/26 · 2026-10-09Bank of America saw— and solid means a quiet increase in stock— BlackRock's stalwart, the biggest asset gatherer in the world. It's going to be good. By the way, Thursday really is a hose of earnings, starting with Taiwan Semi. We get a pretty good snapshot of its business earlier this week, but this is the earnings number we've been waiting for. Taiwan Semi could control pretty much any chip stock if it's weak. If it's strong, though, we could have a rally of immense proportions. Now, Nvidia closed really horribly today. I don't know if it can rally until we see TSMC. We also want to see if retail has slowed. We're going to find out from the September retail sales numbers. The industry has been roaring in flight and all that spending could turn out to be inflationary. You notice that theme that I'm giving you? Individual investors become a real force in this market in a way we really haven't seen since the dot-com era. Now they've moved the averages and they're getting invested in lots of idea stocks. I love that. Who knows more about what they're buying than Charles Schwab? So we'll listen on that conference call too. Plus, the company has an analyst meeting that day. Many will get a real good look at the business.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/9/26 · 2026-10-09That's important because Larry Fink, who I think is a great mind from BlackRock, has said we can grow out of it. I think it becomes more and more difficult as we see it go on. And, you know, we don't— the president is not really committed to any sort of deficit reduction reduction.
Jim Cramer · Squawk on the Street · 9AM HOUR: AI Trade Rebounds, Telecom Tumbles on SpaceX Spectrum Deal, Apple Slides 10/9/26 · 2026-10-09You got like BlackRock over here with iShares, that's number 1, and then I think Vanguard's at number 2, and down there at number 134, there's Korgi. But we're going to try to change that. It's the, the new firm, we're less than 1 year in existence on the ETF side. It's known for the quote unquote spaghetti cannon of ETFs. We've launched 200 and I think we came up with the number 207 ETFs. It changes with each passing day and It's bigger than that 30-second intro, but it's exciting. So I was at WisdomTree for 10 years before this and came over recently, and I'm the chief strategist, and let's see if we can get this thing rolling. Yeah.
Jeff Weniger · The Acquirers Podcast · Small Caps Are About to Have Their Moment | Jeff Weniger · 2026-10-08All right, let's talk a little bit about skilled labor because a coalition last week that included a couple dozen heavyweights like BlackRock, Ford, Google released a report through something called the Alliance for America's Skilled Trades. And the numbers were Interesting. The United States needs 1.7 million new skilled trades workers every year through 2035. That's according to this report. And our training pipeline is producing about 55% of what we need, which is not a lot. Now, within context, there are over 18 million people working in skilled trades right now.
Luke Peasley · InvestTalk · Skilled Trades Labor Shortage 2026: A $1.7 Million Job Crisis and an Investment Angle · 2026-10-06Great. I'm the CEO of Rockefeller Capital Management, which we started in 2018. I spent most of my career in the financial services business. I was a management consultant at a company called Booz Allen& Hamilton in the late '80s, early '90s, which was actually great training for learning about lots of different industries. I went from there to Merrill Lynch, and I was an investment banker mostly in the financial services space. A noteworthy deal that I did, I was the lead banker on the IPO of BlackRock in in 1999 at $14 a share. So it's done quite well since then. And I actually just rejoined the board for the second time last year. Congratulations. I was the president of Merrill Lynch during the credit crisis, and I negotiated the sale to Bank of America, which was— I have said this before publicly— the most disappointing moment in my career. I was happy to keep the company out of bankruptcy, but it never should have had to be sold. And having to sell it was very difficult. I then went to Morgan Stanley, and I ran wealth and asset management.
Greg Fleming · TBPN · Le Chonk, Buffett Discovers YouTube, The Case Against AI Job Doom | Greg Fleming, TJ Parker, Joowon Kim, Rick Dungey, Dylan Field, Hardik Kabaria · 2026-10-06I mean, by the way, just to end on trillion-dollar companies, we should point out the reporting from Bloomberg. I've gone around this story some time back about OpenAI raising new money. They had sort of at the point that I was reporting on it, said we hadn't made a decision, but apparently now going to raise as much as $30 billion. Unclear who the core name would be. As much as a $10 billion— it's UAE's return. So BlackRock wants to add a $1.4 trillion market value.
David Faber · Squawk on the Street · 9AM HOUR: Stocks Hit Record Highs, CrowdStrike CEO on AI and Stock Surge, Skydance Era Begins 10/6/26 · 2026-10-06Yeah. And then they just mandate that institutions buy treasuries, like, like they get rid of the SLR, they force the banks to buy If you are a, you know, DC pension plan, you're probably buying— I mean, like, even if you're a defined benefit pension plan, right? So if you go to page 18 here, it's just— so I guess, like, Quinn, like, way I would, I would kind of answer your question is they're just going to, they're going to debase. And if you care about real return, then yeah, you're going to look for Bitcoin or stocks with earnings or, or like something, right? But you look at the top right-hand chart on page 18. This comes from, I got this from LGIM and from BlackRock. So two institutions that are just, you know, very heavily into the pension plan world.
Aydin Girib · Forward Guidance · America’s AI Boom Is Squeezing Main Street | Weekly Roundup · 2026-10-04Stocks in reaction to this positive by 0.8 on the S&P, on the Nasdaq by more than 1%. Outperformance on small caps, rally in the bond market. You'd expect a rally. That's what you've got at the front end at the curve. 2s down by 6, 10s down by 5, with a bit of a haven bid in the mix with money coming out of the French bond market once again this morning. Jeff Rosenberg of BlackRock joins us now for some reaction. Jeff, first reaction, please. First take. What do you see in the jobs number?
Jonathan Ferro · Bloomberg Surveillance · Bloomberg Surveillance TV: October 2nd, 2026 · 2026-10-02Uh, Blue Owl is in pretty much every Stargate data center for Oracle. They are in multiple CoreWeave projects. Blackstone, BlackRock, same deal. Uh, SMBC, MUFG, though I've heard those two Japanese banks have been selling off the risk. Better hope they have. Goldman Sachs, Morgan Stanley, in a ton of them. The risk is everywhere, and perhaps not all of them go in the toilet, but I I don't know how that— I don't know how they avoid that because it will require customers to exist when 80% of all data center demand is OpenAI and Anthropic. It will require the money to arrive in an expeditious fashion when CoreWeave has net 360 payment terms with OpenAI. It's in one of their contracts. It will require ongoing capital for their customers, which will be dependent in OpenAI and Anthropic's case on their customers who are venture capital-backed startups that lose money to keep getting money, which means they're dependent on venture capital.
Ed Zitron · Monetary Matters with Jack Farley · Ed Zitron on Anthropic's IPO (S-1), AI Debt, and Counterparty Risk · 2026-10-01And BlackRock is— BlackRock is going to redeem them out over that time. So I wouldn't say that there's trouble in the market. There's just a line for those that want out.
James Elbaor · Monetary Matters with Jack Farley · The Private Credit Boom is Over: Redemption Requests Exceed Liquidity | James Elbaor | Marlton LLC · 2026-09-27We've got a great, great show for you. Jeffrey Rosenberg holds down the fort at BlackRock. Really good out of Carnegie Mellon and Tepper Institute. Jeff Rosenberg, the high yields. Forget about the math. What does it mean for your personal finance, your retirement, your wealth And we've got Barry Ritholtz.
Tom Keene · Bloomberg Surveillance · What The Bond Selloff Means For Your Wallet & Simplifying Finance For Your Family · 2026-09-26I didn't get there. Next time. Next time. I know. For you. Coming up, we've got a conversation with BlackRock's Jeffrey Rosenberg with a focus on personal finance, retirement, and wealth management, looking at the craziness in the bond market.
Scarlet Fu · Bloomberg Surveillance · What The Bond Selloff Means For Your Wallet & Simplifying Finance For Your Family · 2026-09-26Back to you, David Gura. Thank you so much. From the United Nations Rose Garden overlooking the East River as well. It is Bloomberg Money. And what we're trying to do here within the daily Bloomberg grind of sophisticated equity, bond, currency, commodity analysis is find somebody who at Carnegie Mellon Tepper took stochastic calculus for finance, survived Brownian motion and Bruno de Piers Ito's lemma, but can talk about personal finance. Retirement. You break it down for us. There's only one guy that can do that. Jeffrey Rosenberg joins us from BlackRock today. How do you simplify this nuts finance world we're in right now? How do you bring it down for mom, dad, your kids?
Tom Keene · Bloomberg Surveillance · What The Bond Selloff Means For Your Wallet & Simplifying Finance For Your Family · 2026-09-26let me bring up this morning, most of it's going to jump into this with Jeffrey Rosenberg. This is Rick Rieder. He was on the short list to be the chairman of the Federal Reserve System. He, I believe, still works at BlackRock right now. The next phase markets have benefited benefited from a narrow set of powerful themes. Next phase is likely to require greater precision and how risk is allocated and where opportunities are sourced.
Tom Keene · Bloomberg Surveillance · What The Bond Selloff Means For Your Wallet & Simplifying Finance For Your Family · 2026-09-26