The Angle 
from T. Rowe Price

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 Spotlight What's new

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.

Coming Soon

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.

Coming Soon

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.

Coming Soon

AI’s Impacts on the Global Economy

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

Coming Soon

AI Sleepers: The winners hiding in plain sight

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.

June 2026

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.

May 2026

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.

May 2026

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.
April 2026

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.
April 2026

Human 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.
March 2026

The Long View: Jim Farley, President and CEO of 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.
February 2026

The Long View:
Srini Gopalan, CEO of T-Mobile

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

February 2026

Beyond the core: Advancing nuclear solutions for the future

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.

February 2026

Powering intelligence: Energy’s critical role in AI’s rise

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.

January 2026

Energy transition: Charting the path to cleaner and cheaper power

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.

January 2026

Oil and gas: The persistent role for fossil fuels

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.

January 2026

Financial history as superpower: Sir Niall Ferguson on markets, mistakes, and making big calls

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.

December 2025

The Long View: 2025 Highlights

This 2025 highlights episode features memorable moments from Eric Veiel, head of Global Investments and CIO at T. Rowe Price, 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.

December 2025

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. 

November 2025

The Long View: Interview with Dave Ricks, Chair and CEO, Eli Lilly

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.

October 2025

The Long View: Interview with Sarah Friar, CFO of OpenAI

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.

September 2025

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.

September 2025

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.

August 2025

The Long View: Interview with David Rubenstein and Harvey Schwartz of Carlyle

In this episode, David Rubenstein (Co-Founder), and Harvey Schwartz (CEO) of Carlyle chat to Eric Veiel, head of Global Investments and CIO at T. Rowe Price, about the formation of the company, the future for private investments, and their views on philanthropy.

July 2025

Biotech frontiers: The next wave of innovation

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.

June 2025

The Long View: Interview with Darren Woods, Chairman and CEO of ExxonMobil

In this episode of “The Angle,” Darren Woods, chairman and chief executive officer of ExxonMobil, discusses the future for the energy industry, how we can better achieve net-zero targets, and his views on what makes a good CEO.

May 2025

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.

May 2025

The Long View: Interview with Jensen Huang, Founder and CEO of Nvidia Corporation

In this episode, Eric Veiel, head of Global Investments and CIO at T. Rowe Price, is joined by Nvidia Founder and CEO, Jensen Huang, as he talks about the advancements coming in artificial intelligence, the importance of being more energy efficient, and AI’s potential to boost economic growth.

April 2025

The Long View: Interview with Gary Guthart, Chief Executive Officer of Intuitive Surgical Inc

In this episode, Eric Veiel, head of Global Investments and CIO at T. Rowe Price, is joined by Gary Guthart, CEO of Intuitive Surgical. Intuitive is the leader in robotic assisted, minimally invasive surgery, and is best known for its da Vinci surgical system.

March 2025

The Long View: Interview with Meredith Kopit Levien, President and CEO of the New York Times Company

In this episode, Eric Veiel, head of Global Investments and CIO at T. Rowe Price, chats with New York Times Company President and CEO, Meredith Kopit Levien, about leadership, the transformation of the newspaper industry, and the need to be a digital first business.

January 2025

The Long View: Interview with H. Lawrence Culp, Jr., Chairman and CEO of General Electric Aerospace

Join host Eric Veiel, head of Global Investments and CIO at T. Rowe Price, in these special editions of ''The Angle'' as we welcome CEOs and industry leaders to share their personal stories, leadership strategies and lessons learned from running successful companies.

Powering Tomorrow: Defining the Future of Energy

In Season 5 of “The Angle”, 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 the Spotlight What's new

Beyond the core: Advancing nuclear solutions for the future

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.

February 2026

Powering intelligence: Energy’s critical role in AI’s rise

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.

January 2026

Energy transition: Charting the path to cleaner and cheaper power

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.

January 2026

Oil and gas: The persistent role for fossil fuels

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.

Podcast Host

Podcast Host

Jackie Fortner

Jackie Fortner brings a wealth of expertise and insight to the exploration of the energy sector. As a portfolio specialist within T. Rowe Price’s U.S. Equity Division, Jackie works closely with the natural resources team and collaborates with the small- and mid-cap U.S. equity teams. Her deep understanding of the energy landscape positions her as an authoritative voice in discussions on the future of energy, guiding listeners through the critical trends and innovations shaping tomorrow’s energy sector.

Investment Institute: Differentiated Research on the Ideas Shaping Markets

Investment Institute episodes of The Angle from T. Rowe Price feature Justin Thomson, Head of the T. Rowe Price Investment Institute, in conversation with leading thinkers, authors, academics, and industry experts. These discussions explore the big ideas shaping markets, economies, technology, behaviour, and society, helping curious investors look beyond the headlines and think more deeply about the forces influencing long-term investment decisions.

In the Spotlight What's new

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.

May 2026

Human 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.
January 2026

Financial history as superpower: Sir Niall Ferguson on markets, mistakes, and making big calls

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.

September 2025

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.

May 2025

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.

Podcast Host

Justin Thomson

Justin Thomson is head of the Investment Institute and chief investment officer. He is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price International Ltd.
Justin’s investment experience began in 1991, and he has been with T. Rowe Price since 1998, beginning in the International Equity Division. From 1998 to 2020, he was the lead portfolio manager for our International Small-Cap Strategy. In 2008, he incepted our European Small-Cap Strategy and managed that until 2016. He was head of the International Equity Division from 2021 to 2024, when he also served on the Management Committee. He has been on the Asset Allocation Committee since 2016. Prior to this, Justin was employed by G.T. Capital/LGT/Invesco, where he was a portfolio manager.
Justin earned an M.A. in economics from Cambridge University. He is a Board member of the Investor Forum.

AI at Work: From Promise to Impact 

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 productivity, labor, inflation, and growth.

In the Spotlight What's new

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.

Coming Soon

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.

Coming Soon

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.

Coming Soon

AI’s Impacts on the Global Economy

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

Coming Soon

AI Sleepers: The winners hiding in plain sight

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.

Headshot of Jennifer Martin - Podcast Host

Podcast Host

Jennifer Martin

Jennifer Martin is a global equity portfolio specialist in the U.S. Equity Division for T. Rowe Price Associates, and a vice president of T. Rowe Price Group, Inc. Jennifer's investment experience began in 1996, and she has been with T. Rowe Price since 2005. She presently serves on the Board of Trustees of the Baltimore Museum of Art and is a committee member for the Northwestern University, Kellogg School of Management, Asset Management Practicum.

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