From policy to portfolio: how defence themes are evolving in 2025 | The Next Big Thing
What happens to Europe’s defence sector if peace returns to Ukraine? In this episode of The Next Big Thing, hosts Mobeen Tahir and Christopher Gannatti unpack the latest geopolitical developments and what they mean for the long-term outlook for defence stocks, military innovation, and investors. They discuss how the structural case for European rearmament remains intact—even if market reactions are short-term and headline-driven. From Rheinmetall’s order backlog and partnerships with Anduril and Volkswagen, to the rise of military tech companies like Leonardo, and the growing focus on cybersecurity and autonomy, this episode explores why defence is no longer just a trade—it’s a theme.
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Inside the megatrends driving markets: AI, automation, energy, and infrastructure | The Next Big Thing
Thematic investing is having a moment—and in 2025, it’s about more than just AI. In this episode of The Next Big Thing, Mobeen Tahir puts Christopher Gannatti, Global Head of Research at WisdomTree, in the hot seat to break down the megatrends shaping markets this year. From the scale of AI infrastructure and the rise of humanoid robots to Tesla’s reinvention, nuclear energy’s comeback, and the battle for data centre dominance, they unpack the major narratives every investor should be watching right now—and where the opportunities may lie.
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Can AI help build a better map of the economy? | The Next Big Thing
What if our understanding of markets was built on outdated classifications? In this episode of The Next Big Thing, hosts Mobeen Tahir and Elvira Kuramshina sit down with Ye Tian, founder of Theia Insights, to explore how AI is reshaping the foundation of thematic investing. From company classification to portfolio construction, Ye shares how large language models can dynamically read and interpret corporate filings to deliver a real-time view of who does what in the global economy. They unpack Theia’s approach to industry classification, thematic factors, and Concept to Universe—and how this changes the game for investors.
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Europe’s defence awakening: how Rheinmetall is scaling for a new era | The Next Big Thing
Europe’s defence landscape is undergoing a historic transformation—and Rheinmetall is at the centre of it. In this episode of The Next Big Thing, hosts Mobeen Tahir and Christopher Gannatti are joined by Dirk Winkels, Head of Investor Relations and Corporate Communications at Rheinmetall, to explore how the company is responding to unprecedented demand, scaling production, and partnering across the continent. From tanks and drones to digitised vehicles and AI-powered munitions, they unpack Rheinmetall’s growing order book, its role in European defence industrial strategy, and the urgency driving collaboration with companies like Volkswagen, Leonardo, Nokia, and Anduril.
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AI for security, security for AI: inside the next wave of cyber innovation | The Next Big Thing
AI is transforming cybersecurity—but it’s also creating new vulnerabilities. In this episode of The Next Big Thing, host Chris Gannatti is joined by Sachin Bansal and Pratik Mehta to explore how AI is reshaping both sides of the cyber landscape. From automating security operations to securing LLMs and agentic systems, they unpack how cyber teams are adapting—and what investors need to know. The conversation also covers the latest on Wiz, CrowdStrike, the rise of platform consolidation, and how human risk remains cybersecurity’s biggest wildcard.
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?
Listen to The Next Big Thing: A Megatrends Podcast, The Master Investor Podcast with Wilfred Frost and many other podcasts from around the world with the radio.net app
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