The Angle from T. Rowe Price
The Angle podcast delivers sharp insights on the forces shaping financial markets, featuring dynamic perspectives from the T. Rowe Price global investing team and special guests. Curious investors can gain an information edge on today's evolving market themes. Better questions, better insights. The Angle - only from T. Rowe Price.
Episodes
AI Sleepers: The winners hiding in plain sight
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.
AI and the global economy: Productivity, jobs, and inflation
Arif Husain and Blerina Uruci explore AI’s macroeconomic consequences, including productivity, labor markets, inflation, rates, and the policy choices facing economies and societies.
Change Agents: What agentic AI means for hardware and software
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.
The Long View: Chris Nassetta, President and CEO of Hilton
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.
Physical AI: A deep dive into autonomous vehicles and robotics
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.
AI and the Great Transformation: A Global Investor’s View
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.
The Long View: Lip-Bu Tan, CEO of Intel
Intel CEO Lip-Bu Tan joins Eric Veiel to discuss Intel’s next chapter, AI infrastructure, supply chain resilience, and the future of compute.
The Loser’s Game: Lawrence Evans on Skill, Bias, and Better Decisions
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.
The Long View: David Solomon, Chairman and CEO of Goldman Sachs
David Solomon, Chairman and CEO of Goldman Sachs, joins Eric Veiel to discuss leadership, AI, markets, and the long-term forces shaping global finance.
The Long View: Kathy Warden, Chair, CEO and President of Northrop Grumman
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.
Humans vs. Machines: David Rowan on Curiosity, Creativity, and the Future of AI
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.
The Long View: Jim Farley, President and CEO, Ford
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.
The Long View: Srini Gopalan, CEO, T-Mobile
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.
Beyond the Core – Advancing Nuclear Solutions for the Future
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.
Powering intelligence: Energy’s critical role in AI’s rise
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.
Energy Transition – Charting the Path to Cleaner and Cheaper Power
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.
Financial History as Superpower: Sir Niall Ferguson on Markets, Mistakes, and Making Big Calls
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.
Oil and Gas – The Persistent Role for Fossil Fuels
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.
The Long View: 2025 Highlights
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.
2026 Global Market Outlook: Minds, machines, and market shifts
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.
The Long View: Interview with Dave Ricks, Chair and CEO of Eli Lilly
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.
The Long View: Interview with Sarah Friar, CFO of OpenAI
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.
Beyond Luck — Behavioral Science and the Art of Decision Making with Annie Duke
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.
The Long View: Interview with Jane Fraser, CEO of Citi
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.
The Long View: Interview with David Rubenstein, Cofounder, and Harvey Schwartz, CEO, of Carlyle
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.
Biotech Frontiers: The Next Wave of Innovation
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.
The Long View: Interview with Darren Woods, Chairman and CEO of ExxonMobil
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.
Decoding Behavioral Finance: An interview with Herman Brodie
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.
The Long View: Interview with Jensen Huang, Founder and CEO of NVIDIA Corporation
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.
The Long View: Interview with Gary Guthart, CEO of Intuitive Surgical
Eric Veiel, head of Global Investments and CIO at T. Rowe Price Associates, chats with Gary Guthart, CEO of Intuitive Surgical, about advancements in robotic surgery, the company’s expanding ecosystem, and his journey to becoming CEO.
The Long View: Interview with Meredith Kopit Levien, President and CEO of the New York Times Company
Eric Veiel, head of Global Investments and CIO at T. Rowe Price Associates, chats with New York Times Company CEO, Meredith Kopit Levien, about leadership, the transformation of the newspaper industry, and the need to be a digital first business.
The Long View: Interview with H. Lawrence Culp, Jr., Chairman and Chief Executive Officer (CEO) of GE Aerospace
In this special episode of “The Angle,” Eric Veiel, head of Global Investments and CIO at T. Rowe Price Associates, chats with GE Aerospace CEO Larry Culp about leadership, building a sustainable culture, and possible roles for AI in the aviation industry
2025 Global Market Outlook: Investing during transition - Part I: Macroeconomic outlook for 2025
Join host Ritu Vohora on this special edition of “The Angle” as we focus on our 2025 Global Market Outlook. In this first episode, our experts discuss the macroeconomic outlook for 2025.
2025 Global Market Outlook: Investing during transition - Part II: Factors impacting financial markets
Join host Ritu Vohora on this special edition of “The Angle” as we focus on our 2025 Global Market Outlook. In this second episode, our experts take a deeper dive into the factors impacting financial markets.
2025 Global Market Outlook: Investing during transition - Part III: Implications for investors
In this final episode of our 2025 Global Market Outlook discussion, our experts bring everything together to consider the potential implications for investors.
Could the U.S. election unplug or charge up the energy transition?
Join host Ritu Vohora and guests on "The Angle", as they explore how the U.S. election could shift energy policy and what these changes might mean for the industries driving the clean energy transition.
Why U.S. trade policy matters this election both domestically and abroad
What are the key issues to watch on trade policy for this upcoming U.S. election? Join host Ritu Vohora and guests on “The Angle” to explore the topic and the wide-ranging global implications.
2024 U.S. Election: Why the next POTUS needs to focus on fiscal policy
Join host Ritu Vohora and Chief U.S. Economist Blerina Uruçi on “The Angle” as they dive into U.S. fiscal policy, candidate tax plans, and the potential impact of election outcomes on the economy.
Will AI Power Up or Slow Down Sustainable Development?
AI can play an important role in sustainable development, but also poses some unique risks. Host Jennifer Martin is joined by Maria Elena Drew, Director of Research for Responsible Investing, to discuss the key challenges and opportunities.
AI and the Global Economy: Unlocking Key Trends and Opportunities
How could AI impact the broad economy? Host Jennifer Martin, Blerina Uruçi (Chief U.S. Economist), and Kimberly Johnson (Chief Operating Officer) discuss AI’s implications on growth, employment, and productivity.
Unleashing the Power of AI in Investment Research
How could asset managers use AI to boost investment research? Host Jennifer Martin and guests discuss AI’s implications for the investment management industry.
Beyond Tech: Harnessing AI’s Potential for Innovation and Growth
Beyond the technology sector, how is artificial intelligence being used in broader market areas? Host Jennifer Martin and guests discuss within the context of the basic resources and real estate sectors, respectively.
Artificial Intelligence – The New Electricity?
Could artificial intelligence be on par with the advent of electricity in terms of potential impact on productivity? Host Jennifer Martin is joined by Dom Rizzo and Jim Stillwagon, both portfolio managers focused on global communications and technology.
The rise of artificial intelligence – Transforming the world
The speed of innovation and acceleration of the AI cycle has taken the market by storm. Host Jennifer Martin is joined by David Eiswert to learn how a diversified portfolio manager is navigating the AI investment cycle.
How aquatic alliances work to support ocean sustainability
The world’s oceans serve vital functions for economies and ecosystems. Host Nick Trueman and guests from Baltimore’s National Aquarium consider how connecting people with water can make a difference to sustainable development.
Sustainable Investing – Can Impact be Feasibly Measured?
Innovations in finance are working to support more sustainable development efforts in the blue economy. But can we know if they’re really working? Host Nick Trueman and guests discuss the advances being made.
Water Stress – The Hidden Risk in Latin America
Water security is vital for sustainable development. Yet mismanagement, pollution, and climate change are increasing water insecurity. Host Nick Trueman and guests consider the implications for companies in South America.
Can Innovations in Finance Really Support the Blue Economy?
With rising threats to the world’s water resources, enabling sustainable development is vital. In this episode, host Nick Trueman and guests discuss the emergence of blue financing to help bridge the funding gap.
How are emerging markets confronting El Niño and climate risks?
The blue economy faces many challenges, as water resources come under pressure from a range of risks. Host Nick Trueman and guests explore the disruption of the El Niño weather pattern and risks to emerging market economies.
Discovering the Potential of the Blue Economy through Sustainable Development
A significant share of the global economy depends on ocean and clean water resources. Yet, sustainability issues are an increasing challenge. Host Nick Trueman and guests discuss this rapidly evolving area of the world economy.
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