The Next Big Thing: A Megatrends Podcast – Details, episodes & analysis

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The Next Big Thing: A Megatrends Podcast

WisdomTree

Business

Frequency: 1 episode/24d. Total Eps: 51

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🇫🇷 France - investing
16/07/2026
#87
🇨🇦 Canada - investing
15/07/2026
#76
🇬🇧 Great Britain - investing
15/07/2026
#89
🇨🇦 Canada - investing
14/07/2026
#82

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https://www.wisdomtree.eu/en-gb/strategies/megatrend-etfs
24 shares

https://twitter.com/CGannatti
2 shares
https://twitter.com/BComiskey15
1 share

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Score global : 52%

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AI meets AR: Crafting the future lens | The Next Big Thing

Season 2 · Episode 11

Monday, September 23, 2024 • Duration 51:53

In this episode of The Next Big Thing, Mobeen is joined by Mark Sage, Executive Director at AREA. Together they explore the game-changing potential of augmented reality (AR) and its industry-wide adoption. Discover how AR overlays digital content onto the real world, revolutionizing sectors from logistics to aviation. Through compelling case studies, dive into the evolution of AR devices and uncover how AR is transforming surgeries, repair processes, and remote assistance, while overcoming adoption hurdles and measuring ROI.

For EU investors only:

Learn more about megatrends: https://www.wisdomtree.eu/en-gb/strategies/megatrend-etfs

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AI Cloud ascendancy: The future of cloud computing | The Next Big Thing

Season 2 · Episode 6

Monday, September 9, 2024 • Duration 47:05

In this episode of The Next Big Thing, Chris is joined by Lindsey Li and Caty Rea from Bessemer Venture Partners. Together they discuss the transformative power of AI in cloud computing. Discover how AI is revolutionizing software development, from automating code refactoring to enabling non-techies to dive into development. Explore the future of AI applications, vertical software solutions, and investment opportunities in the developer space. Hear insights on industry giants like Microsoft and Meta, and the challenges of managing AI systems while ensuring customer trust. Get ready for a visionary discussion on the future of cloud computing!

For EU investors only:

Learn more about megatrends: https://www.wisdomtree.eu/en-gb/strategies/megatrend-etfs

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The Next Big Thing: Battery solutions

Season 2 · Episode 1

Wednesday, February 28, 2024 • Duration 01:01:27

In this episode of The Next Big Thing, Chris and Mobeen discuss investor interest in thematic topics, the performance of energy storage, the long-term case for batteries, regional variations in electric vehicle adoption, China's role in the energy transition, the battery value chain, and exciting developments in energy storage. The conversation covers topics such as long duration energy storage and the potential of hydrogen, NVIDIA's growth and market cap, the future of semiconductors and NVIDIA's position, the supply of chips and the semiconductor shortage, the uptake of large language models and generative AI across industries, and the concept of the Magnificent Seven and market gains.

(00:00) Introduction

(01:25) Investor Interest in Thematic Topics

(05:15) Long-Term Case for Batteries

(09:33) Regional Variations in Electric Vehicle Adoption

(14:14) China's Role in the Energy Transition

(22:04) Performance of Companies in the Battery Value Chain

(28:44) Exciting Developments in Energy Storage

(33:20) NVIDIA's Growth and Market Cap

(37:24) Supply of Chips and Semiconductor Shortage

(43:52) Large Language Models and AI Uptake Across Industries

(50:29) The Magnificent Seven and Market Gains

(55:25) State of Large Language Models and Generative AI

For EU Investors Only

Learn more about megatrends: https://www.wisdomtree.eu/en-gb/strategies/megatrend-etfs

The Next Big Thing: Megatrends and Thematic Investing in 2023

Season 1 · Episode 7

Friday, December 15, 2023 • Duration 01:03:33

In this episode, Chris is joined by Mobeen Tahir, Director, Macroeconomic Research and Tactical Solutions here at WisdomTree. Together they discuss the performance and challenges of thematic investing in 2023. They explore the impact of rising interest rates on thematic investments, particularly in the energy transition space. They also delve into the advancements in green technologies, such as solid-state batteries and sustainable aviation fuels. The conversation then shifts to AI, the semiconductor supply chain and cybersecurity.

(00:00) Introduction and Year in Review

(04:57) Energy Transition and the Impact of Rising Interest Rates

(10:06) Advancements in Green Technologies: Solid State Batteries and Sustainable Aviation Fuels

(17:36) The Potential of Vehicle-to-Grid Technology

(35:18) The Impact of AI on the Tech Bubble and the Future of AI

(43:25) Onshoring and the Semiconductor Supply Chain

(51:25) The Intersection of AI and Biotech

(57:26) The Impact of Generative AI on Cybersecurity

(01:02:40) Closing Remarks and Future Outlook

For EU Investors Only

Learn more about megatrends: https://www.wisdomtree.eu/en-gb/strategies/megatrend-etfs

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The Next Big Thing: The Automotive Sector, Mobility and Electric Vehicles

Season 1 · Episode 6

Thursday, November 9, 2023 • Duration 57:19

For this episode of The Next Big Thing, Chris is joined by Malte Broxtermann, Partner, Berylls. Together they discuss the automotive sector. From mobility to electric vehicles, they cover the entire ecosystem.

For EU Investors Only Learn more about megatrends: https://www.wisdomtree.eu/en-gb/strategies/megatrend-etfs

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The Next Big Thing: Multi-Thematic Exposure with Pierre Debru

Tuesday, September 12, 2023 • Duration 59:52

In this episode, Chris is joined by Pierre Debru, Head of Quantitative Research and Multi-Asset Solutions here at WisdomTree. Together they discuss thematic investing and, in particular, the construction of a multi thematic exposure.

(00:00) Introduction and disclaimer

(01:48) Meet Pierre

(03:41) Thematic Investing - More than just AI

(10:18) How do the different thematic themes fit into portfolio construction?

(26:03) The three steps in constructing a multi-thematic portfolio

(31:12) Is there 'a right number' of themes to include in your portfolio?

(35:55) Strategic vs. tactical - what are the rules of thumb?

(44:29) Ideas that might benefit, both when looking at individual themes, or thinking of selecting a multi-theme portfolio.

(55:36) What happens when you add thematics to more traditional or core oriented asset classes?

(59:45) Disclaimer

For EU Investors Only

Learn more about megatrends: https://www.wisdomtree.eu/en-gb/strategies/megatrend-etfs

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The Next Big Thing: Exploring Cybersecurity with Ofer Israeli

Season 1 · Episode 4

Wednesday, August 9, 2023 • Duration 51:43

Cybersecurity is our focus in the latest episode of The Next Big Thing. Christopher Gannatti, Global Head of Research at WisdomTree interviews Ofer Israeli, Group Vice President and General Manager at Proofpoint; a next-generation cybersecurity company that helps protect people, data and brands from advanced threats and Compliance risks. Together they discuss the challenges and potential in this growing industry responsible for safeguarding the digital environment we depend upon today.

(00:00) Intro

(00:35) Disclaimer

(01:21) Meet Ofer at Proofpoint

(11:27) Comprehensive vs Specialist Solutions

(21:00) Deception in Cybersecurity: Challenges & Adoption

(36:52) Cybersecurity Adoption Rates Across Sectors

(45:55) What Role can AI play in Cybersecurity

(50:48) Outro and Disclaimer

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The Next Big Thing: Exploring Renewable Energy with Adam Woods

Season 1 · Episode 3

Friday, June 23, 2023 • Duration 01:00:15

This week, Chris is joined by Adam Woods, Senior Research Analyst, Global Coal Markets at Wood Mackenzie. Together they discuss the energy transition and the role that coal plays in the space.

(00:00) Introduction and Disclaimer

(00:20) Meet Adam

(03:17) How does coal fit into the energy transition?

(07:51) The Inflation Reduction Act

(20:37) Grid-scale storage

(24:07) Energy in the European market

(27:24) Hydrogen - How will the story unfold?

(31:30) Battery metals and storage

(46:27) Other energy sources - Nuclear, Biomass, Geothermal

(54:44) The Net Zero goal - Will we get there?

(59:12) Outro

(01:00:06) Disclaimer

For EU Investors Only

Learn more about megatrends: https://www.wisdomtree.eu/en-gb/strategies/megatrend-etfs

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The Next Big Thing: AI Deep Dive with Richard Kowalski

Season 1 · Episode 2

Wednesday, May 24, 2023 • Duration 58:09

On this episode of The Next Big Thing, Chris is joined by guest speaker Richard Kowalski, Senior Director of Business Intelligence at Consumer Technology Association (CTA). Together they do a deep dive into the world of artificial intelligence and explore how it affects different aspects of society.

Follow our panellists on twitter:

Chris: https://twitter.com/CGannatti

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The Next Big Thing: Discussing AI with Brian Comiskey

Season 1 · Episode 1

Tuesday, April 18, 2023 • Duration 01:03:49

Welcome to the first episode of our new podcast The Next Big Thing, a podcast discussing the 'big' megatrends disrupting the future.

Megatrends are changing our world. We’ve seen the internet and smartphones transform our lives and, more recently, have seen artificial intelligence touted as ‘the next big thing’, with the emergence of software like ChatGPT. So, what’s next? In this episode, all about AI, our host Chris is joined by Brian Comiskey, Director, Thematic Programs, Consumer Technology Association (CTA).

You can follow our panellists on Twitter at:

Chris: https://twitter.com/CGannatti

Brian: https://twitter.com/BComiskey15

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The Next Big Thing: A Megatrends Podcast – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Shared links between episodes and podcasts

RSS feed quality and score

Publication history

Latest published episodes

Related Shows Based on Content Similarities

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

The Next Big Thing: A Megatrends Podcast – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Shared links between episodes and podcasts

Other1

Twitter2

RSS feed quality and score

Publication history

Latest published episodes

Similar podcasts and content

Related Shows Based on Content Similarities

Related Shows Based on Content Similarities

Other1

Twitter2

Apple Podcasts

Spotify