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Artwork for The Next Big Thing: A Megatrends Podcast

The Next Big Thing: A Megatrends Podcast

WisdomTree
Artificial Intelligence
Cybersecurity
Quantum Computing
European Defense
Nuclear Energy
Geopolitics
A.I.
Bitcoin Mining
Fincantieri
Rheinmetall
Google
Web3
Gaming Industry
Cloud Mining
Indra
Physical AI
Energy Addition
European Infrastructure
Lithium
Tesla

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?

PublishesTwice monthlyEpisodes47Founded3 years ago
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BusinessInvesting

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Artwork for The Next Big Thing: A Megatrends Podcast

Latest Episodes

Lithium sits at the heart of the energy transition, but the story is evolving.

In this episode of The Next Big Thing, Mobeen Tahir and Christopher Gannatti are joined by Ana Cabral, CEO of Sigma Lithium, to explore the shifting dynamics of the lithi... more

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Europe is entering a new phase, one defined by defence spending, infrastructure investment and a renewed focus on strategic autonomy.

In this episode of The Next Big Thing, Mobeen Tahir is joined by Aneeka Gupta and Baoqi Zhu to unpack two of the mo... more

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Thematic investing is being reshaped by three powerful forces: rising energy demand, intensifying geopolitics, and the rapid buildout of AI infrastructure.

In this episode of The Next Big Thing, Mobeen Tahir and Christopher Gannatti discuss the key ... more

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In this episode of The Next Big Thing, Mobeen Tahir and Christopher Gannatti are joined by Blake Heimann to explore the rise of physical AI. From humanoid robots and autonomous vehicles to drones and industrial automation, they unpack what it means f... more

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Recent Guests

Ana Cabral
CEO and Co-Founder, Chairperson of Sigma Lithium
Sigma Lithium
Episode: From EVs to data centres: the growing demand for lithium | The Next Big Thing
Aneeka Gupta
Director of Macroeconomics Research
WisdomTree
Episode: Europe’s structural shift: defence and infrastructure in focus | The Next Big Thing
Baoqi Zhu
Associate Director of Quantitative Research and Multi-Asset Solutions
WisdomTree
Episode: Europe’s structural shift: defence and infrastructure in focus | The Next Big Thing
Blake Heimann
Frequent contributor on AI and software themes
Episode: From chatbots to robots: the rise of physical AI | The Next Big Thing
Dr. Alexander Sagel
CEO of RENK
RENK
Episode: How RENK is scaling mobility for the next generation of defence platforms | The Next Big Thing
Miguel Forteza
Chief Financial Officer of Indra
Indra
Episode: How Indra is scaling for the new era of defence and autonomy | The Next Big Thing
Sean Hackett
Head of Cryptography at BTQ
BTQ
Episode: The case for quantum-secure infrastructure | The Next Big Thing
Chris Tam
Head of Hardware Security at BTQ
BTQ
Episode: The case for quantum-secure infrastructure | The Next Big Thing
Pierroberto Folgiero
CEO of Fincantieri
Fincantieri
Episode: Fincantieri’s future fleet: underwater drones, motherships, and the next era of defence | The Next Big Thing

Hosts

Chris Gannatti
Global Head of Research focusing on megatrends, technology infrastructure, and market strategy.
Mobeen Tahir
Director of Macroeconomics and Thematic Research; co-hosts discussions on macro trends and defense, technology, and energy megatrends.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#161
Norway/Business/Investing
Apple Podcasts
#192
Ukraine/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Europe’s structural shift: defence and infrastructure in focus | The Next Big Thing
Q: What are the four pillars for Europe infrastructure and why are they the main channels for money to flow?
The pillars are renewable energy infrastructure, power grids, digital infrastructure, and traditional transport. Each pillar corresponds to a layer of demand and supply—energy diversification, modernization of grids, data center and telecom networks, and cross-border transport connections—creating investable opportunities across builders, suppliers, and operators.
Europe’s structural shift: defence and infrastructure in focus | The Next Big Thing
Q: Tell us about the shift from budgets to execution and what that means on the ground for Europe's defense story.
The shift to execution translates into real capacity expansion and accelerated procurement, with companies expanding orders, backlog growth, and a more concrete pipeline driving higher earnings visibility for defense primes.
How RENK is scaling mobility for the next generation of defence platforms | The Next Big Thing
Q: How do you think about scaling up to meet all that rising demand?
RENK is focusing on utilizing existing facilities for scale, converting plants to defense requirements while ramping up production capacity efficiently without the need for new construction.
How RENK is scaling mobility for the next generation of defence platforms | The Next Big Thing
Q: How do you see this evolution in the hybridization and electrification topic in terms of what are your customers demanding from you?
Customers demand hybridization for tactical operations such as silent, stealth movement amid rising electrification trends for military vehicles.
How RENK is scaling mobility for the next generation of defence platforms | The Next Big Thing
Q: How do you think about RENK's product portfolio today?
RENK's core strengths lie in land transmissions, generating a significant portion of defense business, focused on complex and high-performing mobility solutions.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
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Frequently Asked Questions About The Next Big Thing: A Megatrends Podcast

What is The Next Big Thing: A Megatrends Podcast about and what kind of topics does it cover?

A megatrends-focused show that blends technology, energy, defense, and financial markets to explore how big shifts reshape investing and business strategy. Episodes frequently center on hardware with real-world impact (physical AI, quantum tech, autonomous systems), energy transitions (nuclear, rare metals, data-center demand), and defense modernization, often framed around policy, geopolitics, and corporate strategy. Guests tend to be executives, technologists, or investors who provide actionable insights on infrastructure, security, and long-cycle opportunities, while the hosts connect these threads to broader market implications. The format consistently emphasizes practical implications for investors and strategic decision-makers, with a... more

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1. All-In with Chamath, Jason, Sacks & Friedberg
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3. Behind the Markets Podcast
4. The Daily
5. Stuff You Should Know

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The Next Big Thing: A Megatrends Podcast launched 3 years ago and published 47 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Next Big Thing: A Megatrends Podcast?

Recent guests on The Next Big Thing: A Megatrends Podcast include:

1. Ana Cabral
2. Aneeka Gupta
3. Baoqi Zhu
4. Blake Heimann
5. Dr. Alexander Sagel
6. Miguel Forteza
7. Sean Hackett
8. Chris Tam

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