The Angle podcast brings you sharp insights on the forces shaping financial markets. With 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.
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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 conversation, Vimal Kapur, Chairman and CEO of Honeywell Technologies, joins Eric to discuss his more than three-decade journey at Honeywell and the company’s transformation into
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 produ
Artificial intelligence is moving from promise to practical impact, reshaping companies, industries, and the global economy. In this new season of The Angle from T. Rowe Price, 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
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.
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 exp
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 produ
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 pr
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
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
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
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 ge
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 hum
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 competiti
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 ind
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-carbo
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 A
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 trans
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. Th
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 m
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,
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. Important
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 treatment
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
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. They explore why most of our decisions are made in environments filled with uncertainty. Annie highlights the two main types of bias that often influence human decision making, emphasizing the importance of recognizing these biases and remaining open to changing your mind—or even quitting when necessary. Annie also discusses her book, “Quit,” which challenges t
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 into the studio 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, Jane Fraser, CEO of Citi talks to Eric about the challenges of being a CEO, why she is optimistic about the U.S. economy, and h
