The Angle from T. Rowe Price

Dan Gardner, bestselling author of Superforecasting, joins Justin Thomson to explore why intellectual humility makes better forecasters, how to think in probabilities, and why good questions may soon matter more than answers.

Shell CEO Wael Sawan joins Eric Veiel to discuss the changing global energy system, why he sees the coming decade as one of “energy addition” rather than substitution, and how Shell is approaching capital allocation, energy security, and value chains.

Former CIA officer Susan Carnicero joins Justin Thomson to reveal how to detect deception, ask better questions, overcome confirmation bias, and uncover what management teams may not be telling investors.

What does it take to reshape a company? Vimal Kapur, Chairman and CEO of Honeywell Technologies, joins Eric Veiel to discuss transformation, leadership, and how automation and AI are changing industrial markets.

AI’s next winners may not all sit in technology. In the final epiosde of this season, Shaun Currie and Jon Friar explore potentially overlooked beneficiaries as adoption spreads into health care, industrials, financials, and consumer businesses.

Arif Husain and Blerina Uruci explore AI’s macroeconomic consequences, including productivity, labor markets, inflation, rates, and the policy choices facing economies and societies.

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.

Hilton President and CEO Chris Nassetta joins Eric Veiel to discuss Hilton’s evolution, brand-led growth, loyalty, leadership through disruption, and AI’s role in the future of hospitality.

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.

How does a global investor think about AI? In the opening episode of Season 6, AI at Work: From Promise to Impact, Dave Eiswert discusses disruption, infrastructure bottlenecks, relative returns, and opportunities beyond obvious technology winners.

Intel CEO Lip-Bu Tan joins Eric Veiel to discuss Intel’s next chapter, AI infrastructure, supply chain resilience, and the future of compute.

Lawrence Evans, founder of Salomon Partners and an investment coach to professional investors, joins Justin Thomson to discuss investment skill, behavioral bias, decision-making discipline, and why better investing can be learned.

David Solomon, Chairman and CEO of Goldman Sachs, joins Eric Veiel to discuss leadership, AI, markets, and the long-term forces shaping global finance.

Kathy Warden, Chair, CEO and President of Northrop Grumman, joins Eric Veiel to discuss leadership, global security, and how technology is shaping the future of defense.

David Rowan, technology journalist, investor, and founding editor-in-chief of WIRED UK, sits down with Justin Thomson to discuss the rapid acceleration of artificial intelligence and what it means for businesses, investors, and society.

Ford President and CEO Jim Farley joins Eric Veiel, Head of Global Investments and CIO, to discuss leadership, culture, and Ford’s transformation amid electrification, software-defined vehicles, and rising global competition.

T-Mobile CEO Srini Gopalan joins Eric Veiel, Head of Global Investments and CIO, to discuss culture-driven growth, intensifying competition in telecom, and how artificial intelligence could disrupt and redefine the future of connectivity.

For the season’s final episode, Rick de los Reyes and Maria Elena Drew discuss the resurgence of nuclear power, and how governments are seeking to secure low-carbon energy sources to meet rising demand, particularly from AI and digitalization.

Vineet Khanna explores the interplay between energy infrastructure and the accelerating growth of AI. As AI drives a surge in electricity demand, the episode investigates the challenges and opportunities facing utilities and the wider power industry.

Maria Elena Drew, Head of Global Sustainability at T. Rowe Price, discusses how different regions are navigating the “energy trilemma” of sustainability, security, and affordability.

Sir Niall Ferguson—historian and author—joins Justin Thomson, head of the T. Rowe Price Investment Institute, to discuss how understanding the past can shape smarter investment decisions, help navigate risk, and spot the big calls that move markets.

Priyal Maniar and Elliot Shue, along with Jackie Fortner, delve into the enduring importance of oil and gas in the global energy mix and examine the intricate balance between long-term structural forces and short-term market shocks.

This 2025 highlights episode features memorable moments from Eric Veiel’s interviews with leading CEOs and executives across technology, health care, finance, and energy as they discuss how they navigate change, foster innovation, and adapt to disruption.

Join host Ritu Vohora for this special edition of “The Angle” as we focus on our 2026 Global Market Outlook. Our experts discuss AI-driven capex, macro risks vs. bullish signals, and highlight the potential broadening of financial markets.

Eli Lilly Chair and CEO Dave Ricks joins Eric Veiel, Head of Global Investments and CIO at T. Rowe Price Associates, to share his insights on the company’s major advancements in diabetes, obesity, and Alzheimer’s treatments.