The Angle from T. Rowe Price

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.

OpenAI CFO Sarah Friar joins Eric Veiel, head of Global Investments and CIO at T. Rowe Price Associates, to discuss OpenAI’s explosive growth, global strategy, technology investments, and how AI agents are reshaping business and daily life.

Annie Duke—a former professional poker player and renowned author on behavioral science—discusses the science of decision making and how it can be applied to investing with Justin Thomson, head of the T. Rowe Price Investment Institute.

Jane Fraser, CEO of Citi talks to Eric Veiel, head of Global Investments and CIO at T. Rowe Price Associates, about the challenges of being a CEO, why she is optimistic about the U.S. economy, and how Citi are using AI to increase productivity.

Eric Veiel, head of Global Investments and CIO at T. Rowe Price Associates, chats with David Rubenstein, Cofounder, and Harvey Schwartz, CEO, of Carlyle about its formation, the future for private investments, and their views on philanthropy.

In this episode of “The Angle,” Jennifer Martin is joined by health care portfolio manager Sal Rais to explore how new ways of treating disease are improving human health, and how breakthrough drugs can potentially create value for biotech innovators.

Eric Veiel, head of Global Investments and CIO at T. Rowe Price Associates, chats with Darren Woods, chairman and CEO of ExxonMobil to discuss the future for the energy industry, how we can better achieve net-zero targets, and what makes a good CEO.

In this episode of “The Angle,” Justin Thomson, head of the T. Rowe Price Investment Institute, chats with Herman Brodie of Prospecta about behavioral biases and how it impacts investment decisions.

Eric Veiel, head of Global Investments and CIO at T. Rowe Price Associates, chats with Jensen Huang, Founder and CEO of NVIDIA, about the advancements coming in AI, the importance of being energy efficient, and AI’s potential to boost economic growth.