The Angle from T. Rowe Price

Epizody

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  Change Agents: What agentic AI means for hardware and software 22.07.2026 31min

  Artificial intelligence is moving from promise to practical impact, reshaping companies, industries, and the global economy. In this new season, we look beyond the hype to examine where AI may create lasting value, where expectations may be too high, and what investors should be watching as the technology moves into the real economy. In this episode, Dom Rizzo and Frank Shi discuss agentic AI, why it matters for the capex cycle, and how hardware, software, memory, CPUs, and networking may evolve.
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  The Long View: Chris Nassetta, President and CEO of Hilton 15.07.2026 28min

  In “The Long View,” Eric Veiel, President, Co-head of Global Investments and Chief Investment Officer at T. Rowe Price Associates, welcomes CEOs and industry leaders to share their personal stories, leadership strategies, and lessons learned from running successful companies. The series offers a behind-the-scenes look at what it truly takes to lead in today’s fast-paced and ever-changing business environment. In this episode, Eric sits down with Chris Nassetta, President and CEO of Hilton, to discuss the evolution of one of the world’s most recognized hospitality brands. Their conversation explores Hilton’s transformation into a global, brand-led, asset-light business, the power of loyalty and network effect, and the importance of serving both guests and hotel owners. The discussion also looks ahead to how artificial intelligence could reshape the hospitality experience through more personalized digital engagement, tailored customer journeys, and real-time problem resolution.
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  Physical AI: A deep dive into autonomous vehicles and robotics 08.07.2026 22min

  Artificial intelligence is moving from promise to practical impact, reshaping companies, industries, and the global economy. In this new season, we look beyond the hype to examine where AI may create lasting value, where expectations may be too high, and what investors should be watching as the technology moves into the real economy. Across the series, T. Rowe Price investors and experts explore the next phase of AI adoption, from the infrastructure and capital investment required to support it, to the rise of agentic AI, physical AI, sleeper beneficiaries, and the wider implications for productivity, labor, inflation, and growth. In this episode, Tony Wang and Lee Sandquist look to the future to help us understand what physical AI may mean for the world. From autonomous vehicles and robotics to defense applications and industrial automation, listen to what the future may hold.
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  AI and the Great Transformation: A Global Investor’s View 01.07.2026 41min

  Artificial intelligence is moving from promise to practical impact, reshaping companies, industries, and the global economy. In this new season, AI at Work: From Promise to Impact, we look beyond the hype to examine where AI may create lasting value, where expectations may be too high, and what investors should be watching as the technology moves into the real economy. Across the series, we explore the next phase of AI adoption, from the infrastructure and capital investment required to support it, to the rise of agentic AI, physical AI, sleeper beneficiaries, and the wider implications for productivity, labor, inflation, and growth. In the opening episode, Jennifer Martin sits down with Dave Eiswert to ask how a global investor thinks about AI. They discuss why AI is not just another software cycle and how AI is becoming a capital-intensive infrastructure cycle, dependent on compute, power, memory, networking, data centers, cooling, and supply chains. Dave also explains why as AI adoption grows, physical constraints may become increasingly important in determining where value is created and captured in this AI cycle.
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  The Long View: Lip-Bu Tan, CEO of Intel 17.06.2026 39min

  In “The Long View,” Eric Veiel, President, Co-head of Global Investments and Chief Investment Officer at T. Rowe Price Associates, welcomes CEOs and industry leaders to share their personal stories, leadership strategies, and lessons learned from running successful companies. The series offers a behind-the-scenes look at what it truly takes to lead in today’s fast-paced and ever-changing business environment. In this episode, Eric travelled to Menlo Park, California, to sit down with Lip-Bu Tan, CEO of Intel, at a pivotal moment for one of technology’s most iconic companies. Their conversation explores Intel’s next chapter, the future of AI infrastructure, the evolving role of CPUs, and why supply chain resilience matters more than ever. Lip-Bu also shares his perspective on customer focus, engineering discipline, accountability, and what it takes to move faster in one of the world’s most competitive technology markets.
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  The Loser’s Game: Lawrence Evans on Skill, Bias, and Better Decisions 03.06.2026 32min

  In this episode of “The Angle from T. Rowe Price,” Justin Thomson, head of the T. Rowe Price Investment Institute, sits down with Lawrence Evans, founder of Salomon Partners and an investment coach to professional investors and investment teams. The conversation explores what separates skilled investors from the rest, and why better investing may be less about short-term performance and more about the parts of the process investors can control. They also discuss the importance of self-awareness, discipline, and repeatable decision-making frameworks, including rules for buying, selling, sizing positions, and updating views over time. The episode also examines why 'sell' decisions can be more difficult than 'buy' decisions, how behavioral biases such as loss aversion and sunk cost fallacy can influence outcomes, and why journaling, checklists, feedback loops, and deliberate practice can help investors improve. Lawrence also shares his perspective on artificial intelligence, arguing that while AI may transform knowledge acquisition and pattern recognition, human judgment and self-awareness remain essential to active investing, in his opinion.
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  The Long View: David Solomon, Chairman and CEO of Goldman Sachs 20.05.2026 35min

  In “The Long View,” Eric Veiel, Head of Global Investments and Chief Investment Officer at T. Rowe Price Associates, welcomes CEOs and industry leaders to share their personal stories, leadership strategies, and lessons learned from running successful companies. The series offers a behind-the-scenes look at what it truly takes to lead in today’s fast-paced and ever-changing business environment. In this conversation, David Solomon, Chairman and CEO of Goldman Sachs, joins Eric to discuss leadership, artificial intelligence, markets, and the future of global finance. The discussion explores how AI is being implemented across large organizations, why human interaction remains critical in a technology-driven world, and how geopolitics, private markets, capital flows, and strategic decision-making are shaping the investment landscape.
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  The Long View: Kathy Warden, Chair, CEO and President of Northrop Grumman 29.04.2026 38min

  In “The Long View,” Eric Veiel, Head of Global Investments and Chief Investment Officer at T. Rowe Price Associates, welcomes CEOs and industry leaders to share their personal stories, leadership strategies, and lessons learned from running successful companies. The series offers a behind-the-scenes look at what it truly takes to lead in today’s fast-paced and ever-changing business environment. In this conversation, Kathy Warden, Chair, CEO and President of Northrop Grumman, joins Eric to discuss leadership in a rapidly evolving global security environment. The conversation explores rising geopolitical tensions, the growing demand for advanced defense capabilities, and how innovation in areas such as AI, autonomy, and space is shaping the future of defense.
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  Humans vs. Machines: David Rowan on Curiosity, Creativity, and the Future of AI 01.04.2026 30min

  Justin Thomson, head of the T. Rowe Price Investment Institute, sits down with David Rowan, technology journalist, investor, and founding editor-in-chief of WIRED UK, to discuss the rapid acceleration of artificial intelligence and what it means for businesses, investors, and society. Listen to David’s views on why AI has the potential to reshape industries, create new economic opportunities, and dramatically boost productivity. You will also hear about the risks, including bias embedded in AI systems and the potential disruption of existing careers. On a positive note, David discusses why human skills such as curiosity, creativity, and storytelling may become even more valuable as AI tools become widely accessible and increasingly commoditized.
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  The Long View: Jim Farley, President and CEO, Ford 25.03.2026 45min

  In “The Long View,” Eric Veiel, Head of Global Investments and Chief Investment Officer at T. Rowe Price Associates, welcomes CEOs and industry leaders to share their personal stories, leadership strategies, and lessons learned from running successful companies. The series offers a behind-the-scenes look at what it truly takes to lead in today’s fast-paced and ever-changing business environment. In this conversation, Ford President and CEO Jim Farley joins Eric to discuss leadership, culture, and Ford’s transformation amid electrification, software-defined vehicles, and rising global competition. He also reflects on the personal experiences and values that shape his leadership, from his lifelong passion for cars to the purpose-driven stories within Ford that continue to inspire him.
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  The Long View: Srini Gopalan, CEO, T-Mobile 25.02.2026 33min

  In these episodes of “The Angle from T. Rowe Price,” Eric Veiel, head of Global Investments and chief investment officer at T. Rowe Price Associates, welcomes CEOs and industry leaders to share their personal stories, leadership strategies, and lessons learned from running successful companies. Listen as we pull back the curtain on what it truly takes to lead a company in today’s fast-paced and ever-changing business landscape. In this episode, CEO Srini Gopalan shares how T-Mobile’s customer-first culture and relentless focus on differentiation have driven its transformation into a scaled industry leader. He also explores how AI, evolving competition, and disciplined capital allocation will shape the next phase of growth in telecom and beyond.
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  Beyond the Core – Advancing Nuclear Solutions for the Future 18.02.2026 27min

  In Season 5 of “The Angle from T. Rowe Price”, listeners are invited to explore the forces redefining the global energy sector. From the enduring role of oil and gas, to the momentum behind renewables, nuclear solutions, and the surging energy demands of artificial intelligence. Join host Jackie Fortner as she welcomes leading analysts, portfolio managers, and industry experts to examine the critical trends shaping tomorrow’s energy landscape. For the season’s final episode, Rick de los Reyes and Maria Elena Drew discuss the resurgence of nuclear power. As governments seek secure and low-carbon energy sources to meet rising demand—particularly from AI and digitalization—nuclear energy is re-emerging as a reliable solution. The discussion covers the barriers to scaling nuclear capacity, including regulatory, financial, and supply chain challenges, as well as the promise of small modular reactors (SMRs) and the critical role of uranium supply.
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  Powering intelligence: Energy’s critical role in AI’s rise 04.02.2026 22min

  In Season 5 of “The Angle from T. Rowe Price”, listeners are invited to explore the forces redefining the global energy sector. From the enduring role of oil and gas, to the momentum behind renewables, nuclear solutions, and the surging energy demands of artificial intelligence. Join host Jackie Fortner as she welcomes leading analysts, portfolio managers, and industry experts to examine the critical trends shaping tomorrow’s energy landscape. In this episode, Vineet Khanna joins to explore the interplay between energy infrastructure and the accelerating growth of artificial intelligence. As AI drives a surge in electricity demand, the episode investigates the challenges and opportunities facing utilities and the wider power industry. From the need for significant investment in generation and grid modernization, to the evolving economics of electricity pricing, this conversation unpacks how the AI revolution could reshape the utility sector.
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  Energy Transition – Charting the Path to Cleaner and Cheaper Power 21.01.2026 29min

  In Season 5 of “The Angle from T. Rowe Price”, listeners are invited to explore the forces redefining the global energy sector. From the enduring role of oil and gas, to the momentum behind renewables, nuclear solutions, and the surging energy demands of artificial intelligence. Join host Jackie Fortner as she welcomes leading analysts, portfolio managers, and industry experts to examine the critical trends shaping tomorrow’s energy landscape. In this episode, Jackie welcomes Maria Elena Drew, Head of Global Sustainability at T. Rowe Price, for an in-depth discussion on the global energy transition. Listeners will gain insights into how different regions are navigating the “energy trilemma” of sustainability, security, and affordability, and how technological and political shifts are accelerating the move towards zero-carbon energy sources.
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  Financial History as Superpower: Sir Niall Ferguson on Markets, Mistakes, and Making Big Calls 14.01.2026 29min

  Justin Thomson, head of the T. Rowe Price Investment Institute, sits down with renowned historian and author Sir Niall Ferguson to discuss the value of financial history for investors. Together they explore how understanding long-term historical patterns, rather than relying solely on recent data or economic theory, can offer critical insights for navigating markets and making big investment calls. Sir Niall reflects on lessons learned from past prediction mistakes, the importance of intellectual honesty, and often the need to identify the one major event that can define a year for markets. The conversation also covers frameworks for assessing geopolitical risk, the evolution and constants of financial markets, and the concept of U.S. exceptionalism in global equities. Sir Niall believes that knowing financial history can be a superpower for investors and offers a candid perspective on what might shape markets in 2026.
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  Oil and Gas – The Persistent Role for Fossil Fuels 07.01.2026 20min

  In Season 5 of “The Angle from T. Rowe Price”, listeners are invited to explore the forces redefining the global energy sector. From the enduring role of oil and gas, to the momentum behind renewables, nuclear solutions, and the surging energy demands of artificial intelligence. Join host Jackie Fortner as she welcomes leading analysts, portfolio managers, and industry experts to examine the critical trends shaping tomorrow’s energy landscape. In this episode, Jackie Fortner sits down with Priyal Maniar and Elliot Shue to delve into the enduring importance of oil and gas in the global energy mix. They examine the intricate balance between long-term structural forces and short-term market shocks, explore the evolving narrative around “peak oil demand,” and discuss how fossil fuels and clean energy are set to coexist as the world transitions towards a more sustainable future.
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  The Long View: 2025 Highlights 17.12.2025 24min

  In these special episodes of “The Angle from T. Rowe Price,” Eric Veiel, head of Global Investments and chief investment officer at T. Rowe Price Associates, welcomes CEOs and industry leaders to share their personal stories, leadership strategies, and lessons learned from running successful companies. Listen as we pull back the curtain on what it truly takes to lead a company in today’s fast-paced and ever-changing business landscape. This special 2025 highlights episode brings together memorable moments and key insights from interviews with influential CEOs and executives across technology, health care, finance, and energy. Hear how these leaders are navigating rapid change, building resilient teams, fostering innovation, and adapting to industry disruptions. The episode covers breakthroughs in artificial intelligence, advances in health care and pharmaceuticals, the future of energy, and the evolving demands of leadership in a complex global environment.
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  2026 Global Market Outlook: Minds, machines, and market shifts 03.12.2025 32min

  Join host Ritu Vohora for this special edition of “The Angle” as we focus on our 2026 Global Market Outlook, as our experts discuss the macroeconomic outlook for 2026. Our conversation highlights that while AI is driving record capex and market concentration—especially among the Magnificent Seven—there are valid concerns over the sustainability of earnings and valuations. We also probed macro dynamics—balancing bearish recession signals, like rising unemployment and weak manufacturing, against bullish forces such as Fed easing, robust consumer spending, and strong corporate earnings. Importantly, opportunities extend beyond AI and U.S. equities. Our panel thinks value could be emerging in international stocks, small and mid-caps, and select sectors like utilities and health care, while emerging markets and frontier economies present attractive setups for fixed income investors.
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  The Long View: Interview with Dave Ricks, Chair and CEO of Eli Lilly 19.11.2025 44min

  In these special episodes of “The Angle from T. Rowe Price,” Eric Veiel, head of Global Investments and chief investment officer at T. Rowe Price Associates, welcomes CEOs and industry leaders to share their personal stories, leadership strategies, and lessons learned from running successful companies. Listen as we pull back the curtain on what it truly takes to lead a company in today’s fast-paced and ever-changing business landscape. In this episode, Dave Ricks, Chair and CEO of Eli Lilly, shares his insights on the company’s major advancements in diabetes, obesity, and Alzheimer’s treatments, global drug access, manufacturing scale, and the role of innovation and AI in health care.
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  The Long View: Interview with Sarah Friar, CFO of OpenAI 08.10.2025 51min

  In these special episodes of “The Angle from T. Rowe Price,” Eric Veiel, head of Global Investments and chief investment officer at T. Rowe Price Associates, welcomes CEOs and industry leaders to share their personal stories, leadership strategies, and lessons learned from running successful companies. Listen as we pull back the curtain on what it truly takes to lead a company in today’s fast-paced and ever-changing business landscape. In this episode, OpenAI CFO Sarah Friar talks to Eric about OpenAI’s explosive growth, global strategy, technology investments, and how AI agents are reshaping business and daily life.