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 technology.
This podcast was recorded on July 21, 2015.
This podc ... Show More
Aug 18
Wellington’s Jean Hynes on the Art of Investing and Finding New Markets
Jean Hynes, CEO of Wellington Management, has more than 35 years of experience at the firm. But she spends most of her time looking ahead, trying to envision what the world might look like in a decade and building portfolios around nascent opportunities. In an interview with Gold ... Show More
43m 47s
Jun 2023
The Road to Autonomous Vehicles: Are We There Yet?
<p>Self-driving cars have been on the horizon for quite some time. But, they might actually be here.</p><p>We got to ride around in one all over San Francisco with Waymo’s Chief Product Officer, Saswat Panigrahi.</p><p>We discussed so much, including the five levels of autonomy, ... Show More
56 m
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
Aug 2025
Driving tomorrow: Paving the way for self-driving cities
How ready are GCC cities for mass adoption of autonomous vehicles? In this inbold episode, Ruggero Moretto sits down with Frans Hiemstra from Uber and Andreas Gissler from Strategy& Middle East to discuss the evolution of autonomous driving technology, regulatory landscapes, busi ... Show More
23m 17s
Jan 2025
Predictions and Strategies for 2025
Jim and Paul kick off the 2025 podcast year. We discuss economic uncertainties, private equity challenges, and evolving market strategies. We explore AI's role in portfolio management, cybersecurity concerns, and operational improvements, emphasizing practical efficiency over dra ... Show More
47m 50s
Jun 2025
Why robotaxis are picking up speed and credibility
Enthusiasts have long claimed driverless cars are around the corner. As they hit the streets from the West Coast to Wuhan, the business model is taking shape too. In this episode of The Big View podcast, James Peng, CEO of $6 bln industry pioneer Pony AI, explains what’s changed. ... Show More
32m 34s