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.

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.

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

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

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.

For the season’s final episode, Jackie Fortner is joined by Rick de los Reyes and Maria Elena Drew to 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.

Vineet Khanna joins Jackie Fortner 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.

In this episode, Jackie Fortner 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.

Join host Jackie Fortner as she sits down with Priyal Maniar and Elliot Shue to delve into the enduring importance of oil and gas in the global energy mix. This episode examines the intricate balance between long-term structural forces and short-term market shocks, explores the evolving narrative around “peak oil demand,” and discusses how fossil fuels and clean energy are set to coexist as the world transitions towards a more sustainable future.

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.

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.

OpenAI CFO Sarah Friar talks to Eric Veiel, head of Global Investments and CIO at T. Rowe Price, about 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.

Host 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.

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.

Vineet Khanna joins Jackie Fortner 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.

In this episode, Jackie Fortner 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.

Join host Jackie Fortner as she sits down with Priyal Maniar and Elliot Shue to delve into the enduring importance of oil and gas in the global energy mix. This episode examines the intricate balance between long-term structural forces and short-term market shocks, explores the evolving narrative around “peak oil demand,” and discusses how fossil fuels and clean energy are set to coexist as the world transitions towards a more sustainable future.

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.

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.

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.

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.

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.

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

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