What does the road to low-carbon trucking look like? Volvo Group CEO Martin Lundstedt joins host Mark Wiedman to talk about how the company is helping transform the future of transport with their fully electric heavy-duty trucks and why “partnership is the new leadership” to get the sector to reach its net zero goals.
Jul 31
268: AI’s latest frontiers: An Investor’s Perspective on AI, Space and Equity opportunities
AI investing continues to shape markets as artificial intelligence (AI) moves beyond software and into the physical infrastructure of the global economy. From data centers and chips to space-based compute, autonomous trucks and humanoid robotics, the AI buildout is creating new q ... Show More
24m 8s
Jul 17
267: Defense Investing in a New Era of Geopolitics, AI, and Global Security Transformation
Defense investing is rapidly moving from the margins to the center of capital markets as geopolitical fragmentation, rising global tensions, and technological innovation reshape how nations allocate resources. What was once viewed as a niche or even overlooked sector is now emerg ... Show More
18m 54s
Jul 2
266: 2026 Midyear Outlook: Scarcity vs. Abundance in the Age of AI
Artificial intelligence continues to reshape economies and markets, but its rapid expansion is also exposing new constraints across energy, infrastructure, labor, and capital. As investors navigate an increasingly complex landscape, the debate has shifted from AI's potential to t ... Show More
20m 12s
Sep 2025
Daimler Truck CEO: Electric Transition, Autonomous Vehicles and Cultural Change
How do you transform a 100-year-old trucking giant into a software-driven, zero-emission company? Karin Rådström, CEO of Daimler Truck, joins Nicolai Tangen to discuss the massive changes reshaping the trucking industry. They explore the shift from diesel to electric and hydrogen ... Show More
50m 32s
Oct 2015
Cars 2025 - What Will Drive You?
Stefan Burgstaller, head of European Automotive Equity Research at Goldman Sachs, discusses the innovations that could define the car of the future, including widespread Internet connectivity, the adoption of ultra-lightweight materials and the development of autonomous driving t ... Show More
22m 31s
Jun 2025
How tech solutions, AI can drive the business case for sustainability
<p class="MsoNormal">Welcome to the latest episode in the Terra Carta Series of the All Things Sustainable podcast, a collaboration with the Sustainable Markets Initiative (SMI). Throughout 2025, we'll be interviewing SMI member CEOs across industries and around the world about h ... Show More
21m 59s
Sep 2025
EV and Autonomy State of the Union
Autonomy is advancing quickly with Waymo leading the charge, but where are there opportunities for investors? And we discuss the future for Rivian and Tesla as EV tax credits expire. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Waymo’s rapid expansion - Rivian breaks ... Show More
22m 17s
<div class="OutlineElement Ltr SCXW19126490 BCX0"> <p class="Paragraph SCXW19126490 BCX0"><span class= "TextRun SCXW19126490 BCX0" lang="EN-US" xml:lang="EN-US" data-contrast="none"><span class= "NormalTextRun SCXW19126490 BCX0">In this episode of ESG Insider,</span> <span class= ... Show More
<p>This week, we speak with Guy Aufenacker (RM & Head Maritime at Bergos) and Philipp Ahrenkiel (MD at Swiss Climate EcoCare GmbH) about challenges in European CO2 Emission trading. </p>
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<p>DISCLAIMER This publication is for information- and marketing ... Show More
