Episodes
In this episode of The Next Big Thing, join Chris and Mobeen as they delve into the latest megatrends shaping the investment landscape. Learn about the transformative impact of AI on biotech, the resurgence of clean energy investments, and the evolving dynamics of the electric vehicle market. Discover the macroeconomic factors influencing these sectors.
For EU investors only:
For more valuable insights and to stay ahead in a rapidly changing world, visit wisdomtree.eu/outlook
Published 11/11/24
In this episode of The Next Big Thing, Chris sits down with Siwei Lyu, a renowned expert in deepfakes and AI, to explore the fascinating and sometimes alarming world of AI-generated content. Discover how deepfakes are created, their impact on elections and society, and the ethical dilemmas they present and learn about the innovative tools being developed to detect and combat deepfakes, and the importance of public awareness in safeguarding truth in the digital age.
For EU investors...
Published 10/25/24
In this episode of The Next Big Thing, Mobeen is joined by Mario Carvajal, Chief Marketing and Chief Strategy Officer at AvePoint. Together they explore the transformative power of AI in unlocking the value of data. Discover how AvePoint’s evolution is impacting various industries and the critical role of context in building effective systems. Mario sheds light on common organizational challenges like trust erosion, financial impacts, and operational inefficiencies, and explores how AI is...
Published 10/09/24
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...
Published 09/23/24
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...
Published 09/09/24
Join Chris Gannatti on this episode of The Next Big Thing as he interviews Manuj Aggarwal, founder of Tetra Noodle, about his journey from the dot-com bust to AI innovation. Discover how Manuj built his consulting firm, tackled early projects like payment systems and doctor transcription services, and embraced open source and AI frameworks. Learn about AI’s transformative potential, adoption challenges, and Manuj’s projects recognized by Bill Gates and Barack Obama. Tune in for a compelling...
Published 07/26/24
"How do you tackle infinite possibilities with finite resources?"
Join Chris on this episode of The Next Big Thing, as he interviews Ryan Bachman, CISO of GM Financial, to explore the evolving role of a CISO, the intersection of cybersecurity and AI, and the future of automotive security. Discover insights on managing cyber risks, the importance of privacy and trust, and the reality of one-stop-shop cybersecurity solutions. Tune in for a deep dive into the world of cybersecurity and...
Published 07/12/24
Join the electrifying conversation with Oliver Walker-Jones, the marketing maestro at Joby Aviation, on this episode of The Next Big Thing. Dive into the world of eVTOL aircraft—the silent heroes of the skies—poised to transform urban travel.
Discover how cutting-edge battery technology and AI are propelling these marvels beyond the realm of helicopters, promising a quieter, cleaner, and more efficient tomorrow. With autonomous flight on the horizon and hydrogen power in the pipeline, Joby...
Published 06/25/24
In this episode of The Next Big Thing, Chris and Mobeen explore the cutting-edge of biotech with Ben Taylor, CFO and Chief Strategy Officer at Exscientia. Ben touches on his transition from the high-stakes world of investment banking to spearheading AI-driven drug development. Discover how generative AI is revolutionizing the search for novel drugs and reshaping the landscape of the pharmaceutical industry. Get an insider’s look at Exscientia’s pioneering approach to AI in drug discovery, and...
Published 06/07/24
In this episode of The Next Big Thing, Chris is joined by Blake Heimann, Senior Associate, Quantitative Research, WisdomTree. Together they discuss various topics related to AI and technology. They touch on Apple's release of a large language model and the new M4 chip, as well as the performance of big companies like Apple and Tesla. They explore the potential of AI in self-driving cars and the challenges and advancements in the semiconductor industry. They also discuss the impact of AI on...
Published 05/21/24
In this episode of The Next Big Thing, Chris and Mobeen are joined by Max Heinemeyer, Chief Product Officer at Darktrace, to discuss the intersection of cybersecurity and AI. Max shares his background in offensive security and how it led him to the defensive side of cybersecurity. He explains Darktrace's unique approach to cybersecurity, which involves using unsupervised machine learning to understand the behaviour and patterns of an organization's network. The conversation explores the...
Published 04/25/24
In this episode of The Next Big Thing, Chris and Mobeen are back at the helm, navigating the seas of thematic investing. Their journey takes them through the evolving interest in AI and practical implementation, the growth and innovation of NVIDIA, the increasing concern about cybersecurity and the threat of AI-powered cyber-attacks as well as the impact of macroeconomic factors on thematic investing. Questions arise such as ‘could the possibility of AI in devices inspire hardware resfresh...
Published 04/10/24
In this episode of The Next Big Thing, Chris is joined by Jeremy Schwartz, Global CIO at WisdomTree and Dan Ives, Managing Director and Senior Equity Research Analyst, Wedbush Securities. Together they discuss various topics related to the tech industry, including the current tech cycle, valuations, the AI opportunity, partnerships, the metaverse, chip manufacturing, and the potential of AI in healthcare and biotech. They also touch on the geopolitical risks in China and Taiwan, the future of...
Published 03/27/24
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...
Published 02/28/24
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...
Published 12/15/23
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
Published 11/09/23
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)...
Published 09/12/23
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...
Published 08/09/23
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...
Published 06/23/23
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
Published 05/24/23
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...
Published 04/18/23
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?
Published 04/01/23