We launched Navigating Our World in 2008 to mark our 10th anniversary as an independent firm. Each NOW conference—this year would have marked our seventh—is meant to embody our commitment to seeking out fresh and diverse views, learning from experts across disciplines, and challenging conventional assumptions. While we have shifted our conference format to a podcast series due to the pandemic, we remain steadfast in our belief that thoughtful inquiry, encompassing varied perspectives, helps us…
Subscribe:.rss.atom.json.md.m3u.pls
Live Last read · last published · next check
Saves to your Listen queue, to pick up on another day or another device.
As the global order is reshaped by conflict, AI and economic fragmentation, where should investors be looking? In this episode, Sir Robin Niblett and Brown Advisory's Kif Hancock explore the forces redefining geopolitics and markets—from war in Ukraine and the Middle East to China's evolving role and the disruptive impact of artificial intelligence. They discuss why uncertainty has become the…
The race for AI supremacy is dramatically increasing electricity consumption, as hyperscalers, such as Microsoft, Google and Amazon, invest heavily in expanding data center capacity—straining an already outdated U.S. energy grid. In this episode, recorded live at our NOW conference in Austin, Brown Advisory's Katherine Kroll sat down with three experts—Dr. Brian Spears, Dr. Michael Webber and Alex…
In a world fraught with geopolitical risks, the U.S. military is in a race to adapt its technology to the speed of artificial intelligence, quantum computing and increasing autonomy. In this conversation, recorded live at our NOW conference in Austin, Brown Advisory's Brett Gibson sat down with The Honorable Christine Fox and Dr. Casey Perley—ideal guides to explore defense tech innovation and the…
In the wake of the U.S. election, Emily Harding, Robin Niblett and James Harding kicked off the NOW conference in Austin by examining the geopolitical risks, alliances and power dynamics that could drive the global order. It was a provocative discussion, reflecting the precarious state of our world. As you'll hear, Emily and Robin offer some unsettling—and quite illuminating—insights. -- The views…
Marc Andreessen is one of the most influential Silicon Valley founders and investors, so when he talks about the future of tech, we want to pay attention. In this conversation, recorded live at our NOW conference in June 2024, Brown Advisory's Elise Liberto sat down with Marc to explore: why he's a techno-optimist, innovation in the age of AI, the state of venture capital, and lots more. -- The…
As investors, we are keenly interested in what it takes to create and sustain cultures of excellence. In this conversation, recorded live at our NOW conference in San Francisco in June, Brown Advisory's Karina Funk sat down with Kim Budil, Director of the Lawrence Livermore National Laboratory. For Dr. Budil, stewarding a culture designed for transformational technical breakthroughs--such as…
As long-term investors and stewards of our clients’ capital, we seek to uncover and reflect on all kinds of quantitative and qualitative information to optimize our investment decisions. For this special Climate Week episode, Brown Advisory’s Karina Funk sits down with Dr. Ellen Stofan, Under Secretary for Science and Research at the Smithsonian. They discuss the power of information and…
Two seismic forces that are shaping our world--deglobalization and digitization--are colliding over a single inflection point: semiconductor chips. Chips are the building blocks of the global economy, an irreplaceable enabler of tens of trillions of dollars of annual economic activity. Geopolitically, the stakes could not be higher. In this conversation, recorded at the NOW Conference in June…
Global world order is shifting. The last four decades have seen a marked rise in the economic power of China and a simultaneous weakening in the stability of liberal democracies the world over. The outlook for the 2020s appears rife with uncertainty. We kicked off our NOW conference in San Francisco with two China experts in conversation about the changing geopolitical landscape and the future of…
Global world order is shifting. The last four decades have seen a marked rise in the economic power of China, and a simultaneous weakening in the stability of liberal democracies the world over. As investors, how should we be thinking about the geopolitical outlook—and what might be on the horizon? In the lead-up to Brown Advisory's "Navigating Our World" conference in San Francisco, Meredith…
