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.
What's new
In the Spotlight
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
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.
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
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
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.
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.
In this season of “The Angle”, we’re focusing on the exciting innovations taking place within health care. In an era of rapid technological advancement, changing demographics, and evolving patient needs, the health care landscape is undergoing a profound transformation.
Host Jennifer Martin is joined by our experts to explore how advances in GLP‑1 drugs potentially represent a watershed moment for future wellbeing, why advancement within life sciences is fundamentally changing how we approach patient care, and how the biotech revolution is driving the next wave of innovation in health care.
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 treatments, global drug access, manufacturing scale, and the role of innovation and AI in health care.
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.
Jeff Holford, health care analyst, joins host Jennifer Martin to discuss why new GLP-1 drugs signifies a potential seismic shift in how we manage obesity and related health conditions.
In this episode, we zero in on the game-changing innovations that are taking place within life sciences, and discuss advancements that are fundamentally changing how we approach patient care, and the treatment of injury and disease.
In our second season of The Angle from T. Rowe Price, we explore the rapid rise of generative artificial intelligence (AI). Does AI represent the monumental change that headlines often indicate, or should we temper expectations? Where are we seeing the initial impacts on industries, and are there hidden risks to monitor?
Join host Jennifer Martin, portfolio specialist, and guests as we consider the evolving implications for financial markets and the global economy – including the potential opportunities and pitfalls.
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.
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.
How could asset managers use AI to boost and refine investment research? Host Jennifer Martin is joined by Jordan Vinarub, head of our Tech Development Center, and Jay Nogueira, Director of Equity Research.
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.
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 speed of innovation and acceleration of the AI cycle has taken the market by storm. Host Jennifer Martin is joined by David Eiswert, portfolio manager focused on global equities to learn how a diversified portfolio manager is navigating the AI investment cycle.
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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