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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.
34 Episodes
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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. The conversation also covers frameworks for assessing geopolitical risk, the evolution and constants of financial markets, and the concept of U.S. exceptionalism in global equities. Sir Niall believes that knowing financial history can be a superpower for investors and offers a candid perspective on what might shape markets in 2026.
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 mix. They examine the intricate balance between long-term structural forces and short-term market shocks, explore the evolving narrative around “peak oil demand,” and discuss how fossil fuels and clean energy are set to coexist as the world transitions towards a more sustainable future.
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, health care, finance, and energy. Hear how these leaders are navigating rapid change, building resilient teams, fostering innovation, and adapting to industry disruptions. The episode covers breakthroughs in artificial intelligence, advances in health care and pharmaceuticals, the future of energy, and the evolving demands of leadership in a complex global environment.
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. Importantly, opportunities extend beyond AI and U.S. equities. Our panel thinks value could be emerging in international stocks, small and mid-caps, and select sectors like utilities and health care, while emerging markets and frontier economies present attractive setups for fixed income investors.
1In 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.
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 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.
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 the common perception that quitting is a sign of weakness and instead argues that it can be a powerful strategic choice. She also shares insights on the potential of AI, noting that while it can be a valuable tool, it is still shaped by the biases we bring to it.
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 how Citi are using AI to increase productivity.
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, Eric chats with David Rubenstein, Cofounder, and Harvey Schwartz, CEO, of Carlyle about the formation of Carlyle, its global business, but also their views on philanthropy. They also give some career advice to anyone starting in the industry.
In this episode of “The Angle,” health care portfolio manager Sal Rais joins Jennifer Martin to explore how new ways of treating disease are improving human health, and how breakthrough drugs can potentially create value for biotech innovators.
The conversation explores the innovations driving an acceleration in drug discovery, why there tends to be significant performance dispersion in the biotech industry, and Sal’s optimistic views on the regulatory environment in Washington, DC.
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, 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.
In this episode of “The Angle,” Justin Thomson, head of the T. Rowe Price Investment Institute, talks to Herman Brodie, the founder of Prospecta, a company formed to understand behavioral economics, and how it can impact investment decisions.
Herman is the author of “The Trust Mandate: The behavioral science behind how asset managers really win and keep clients,” which looks to find the answers as to why investors choose one asset manager over another to manage their money.
In this fascinating discussion, Herman explains why as humans we all have behavioral biases, why we don't perceive losses to the same extent as gains, and the most common investment mistakes made by investors.
In these special episodes of “The Angle,” 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, Eric 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.
In these special episodes of “The Angle,” 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, Eric 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. Gary shares his views on the advancements in robotic surgery, the company’s expanding ecosystem, and tells us about his journey from being employee #11 on the first engineering team to becoming CEO in 2010.
In this special episode of “The Angle,” Eric Veiel, head of Global Investments and chief investment officer 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. 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 special edition of “The Angle,” 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 learnt 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 first episode, Eric is joined by Larry Culp, Chairman and Chief Executive Officer of General Electric Aerospace.
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. They examine global fiscal and monetary policy, what impact the Trump presidency could have on the global economy, and potential developments in China.
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. They consider the outlook for corporate earnings, and whether we will continue to see a broadening of equity markets into 2025.
Join host Ritu Vohora on this special edition of “The Angle” as we focus on our 2025 Global Market Outlook. In this final episode of our 2025 Global Market Outlook discussion, our experts bring everything together to consider the potential implications for financial markets.
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.
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