Teneo Insights Podcast

The U.S. – Israeli military operation in Iran has triggered a volatile period of uncertainly with far-reaching geopolitical and economic implications.

In this special edition of Teneo Insights, our team provides in-depth perspective and context on the latest developments in the fast-evolving conflict, examining the leadership transition in Tehran, the risks of policy fragmentation and miscalculation, and the evolving alignment between Washington, Jerusalem and key Gulf states. It also explores how other global actors are positioning themselves, and what these developments mean for global financial markets and corporations in the days and weeks ahead.

Kevin Kajiwara is joined by a panel of experts including Morgan Muir and Ambassador Dennis Ross from Teneo’s strategic partner WestExec Advisors as well as geopolitical and energy markets specialist Emily Stromquist.

As AI cements its place at the center of corporate strategy, how should leaders translate ambition into results? In this episode of Teneo Insights, host Kevin Kajiwara is joined by Ryan Cox, Teneo’s Global Head of AI, and Sparky Zivin, Global Head of Teneo Research, to examine how companies are translating AI ambition into measurable value and why the path to returns is proving slower and more uneven than many investors anticipate. They explore how AI is reshaping operating models and the workforce, what it means to treat AI as critical infrastructure in an increasingly fragmented geopolitical environment, and how executives should think about risk, resilience and long-term competitiveness as the AI divide between leaders and laggards becomes more pronounced.

With Venezuela thrust into crisis after the abrupt removal of Nicolás Maduro, what comes next and what does it signal about the world in 2026? In this episode of the Teneo Insights Series, host Kevin Kajiwara is joined by Teneo Managing Directors Nicholas Watson, Carsten Nickel and Emily Stromquist, alongside Nick Zimmerman, Senior Advisor at WestExec Advisors and former White House National Security Council Director for Brazil and Southern Cone Affairs, to assess how the operating environment is evolving and what to watch across the government, military, opposition and interested international parties. The conversation then widens beyond Venezuela to consider how geopolitics and a fragmented trade environment are reshaping great-power competition, straining Europe’s strategic position and raising the stakes for democracies and corporate leaders navigating uncertainty in the year ahead.

As companies enter 2026 with steadier confidence but a far more complex geopolitical and technological backdrop, CEOs are reassessing how to position their organizations for durable performance in a world where strategic clarity is harder to come by. In this episode of the Teneo Insights Series, host Kevin Kajiwara is joined by Teneo CEO Paul Keary to break down the results of Vision 2026: Where Is the World Going in 2026 and Beyond?, examining how executives are interpreting shifting market signals, responding to transformative technologies and navigating an environment where resilience and adaptability remain essential advantages.

The report captures the views of more than 350 global CEOs and 400 institutional investors representing more than $19 trillion USD of company and portfolio value, offering a data-driven look at how leaders expect the global economy to take shape in 2026 and beyond.

As geopolitical tensions sharpen and the long arc of AI-driven transformation becomes harder to predict, CEOs are increasingly split on whether the turbulence shaping today’s markets reflects a passing cycle or a more permanent shift in the global order. In this special edition of the Teneo Insights Series, host Kevin Kajiwara sits down with Teneo Chairwoman Ursula Burns to explore the findings of Teneo’s annual CEO survey, Vision 2026: Where Is the World Going in 2026 and Beyond?, offering insight into how leaders are recalibrating expectations around growth, innovation and resilience amid a rapidly evolving business environment.

The report captures the views of more than 350 global CEOs and 400 institutional investors representing more than $19 trillion USD of company and portfolio value, offering a data-driven look at how leaders expect the global economy to take shape in 2026 and beyond.