Podcast Episodes
Back to Search
Episode 22: Can Autos Survive a Triple Threat?
The auto industry is an incredibly competitive one to begin with, with more than 60 large manufacturers globally and a hundred or so brands between t…
1 year, 2 months ago
Episode 21: Trade with China under Trump 2.0
Donald Trump is back in the White House, and his policy actions are being watched closely by the markets and the world at large. Trump’s tariff plans…
1 year, 2 months ago
Episode 20: The Resilient Global Economy & Trump 2.0
The global economy continues to defy expectations, powering ahead over the past couple years even amid interest rate hikes, geopolitical instability,…
1 year, 2 months ago
Episode 19: 2025 Outlook — Expecting a Volatile Bull
How will U.S. equities perform in 2025? That’s the key question in our first episode of the year, where Rob Rowe talks to U.S. equity strategist Scot…
1 year, 3 months ago
Episode 18: Cybersecurity — New Risks, Expanding Threats
Cybersecurity and its attendant threats have undergone a renaissance in the last decade. Enterprise cloud adoption, a work-from-anywhere culture, and…
1 year, 4 months ago
Episode 17: Dawn of a Healthcare Revolution?
Citi’s Global Healthcare Conference is under way, and there’s no shortage of topics for discussion. In this episode, healthcare analysts Geoff Meacha…
1 year, 4 months ago
Episode 16: Tectonic Shifts — The New Era for Industrial Policy
The global industrials sector is being reshaped by a series of distinct — yet interrelated — tectonic shifts, with critical implications for industri…
1 year, 4 months ago
Episode 15: UK — Charting a Better Path
The UK economy is broadly perceived to have stagnated, its growth having fallen behind that of many peer nations. Productivity growth in particular h…
1 year, 5 months ago
Episode 14: Trump 2.0 and the Markets
Donald Trump was elected to a second U.S. presidential term this week as the world watched the results unfold into the early hours of Wednesday morni…
1 year, 5 months ago
Episode 13: Money and Might — Financing the Future of Defense
Defense spending is on the rise amid the ongoing conflicts in Ukraine and the Middle East, and the United States is also looking to deter threats and…
1 year, 5 months ago