The Bid 227: Best of: A Macro and Geopolitical Outlook – Live from Davos
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Jul 18, 2025 Philipp Hildebrand, Vice Chairman of BlackRock, and Tom Donilon, Chairman of the BlackRock Investment Institute, join to share critical insights from Davos. They delve into the macroeconomic outlook for 2025, discussing the impact of AI and technology on the global stage. The duo analyzes escalating US-China tensions and Europe's response to geopolitical challenges. Their conversation highlights the complex global landscape, emphasizing the need for strategic adaptability among investors and policymakers amid increasing fragmentation.
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Davos Experience Brings Insights
- Oscar Pulido and Stevie Manns traveled to Davos for the World Economic Forum, a unique experience covering geopolitics and economics.
- Being on-site allowed them to witness firsthand the global conversations and tech presence shaping 2025.
Three Davos Themes: U.S., Europe, AI
- Davos discussions focused on the impact of the new U.S. administration, Europe's response, and AI's transformative potential.
- AI is revolutionizing research and will deeply influence growth, investment, and energy demands globally.
U.S. Strengths and U.S.-China Rivalry
- The U.S. retains a relative advantage in economics, geopolitics, and technology leadership, especially in AI.
- Geopolitical competition, especially U.S.-China tech rivalry, is central but less prominent at Davos itself.