BlackRock's Global Chief Investment Strategist Wei Li joins Joe Cass to talk about whether the AI boom is a bubble, why she thinks we're still in the early build-out phase, and how a wider-than-ever range of outcomes is reshaping portfolios. 00:00 Is there an AI bubble? 05:08 Day in the life of Wei Li 06:14 How to stand out in an AI world 08:08 Blackrock's internal AI platforms 10:02 Wei's most important datapoint 11:18 Wei's contrarian investment belief 12:31 What is it really like working at Blackrock? 13:37 Inside Blackrock's Investment Committee 14:45 Biggest misconceptions about Blackrock 18:29 Public to Private Markets power shift 21:14 How Wei communicates 23:28 The importance of an S&P rating 24:40 How to be disciplined in a whipsaw market? 26:38 The rise (and fall?) or US market dominance 28:55 Wei's advice to young professionals Follow Joe on Linkedin: https://www.linkedin.com/in/josephcass/

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