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107. Dan Renouard + Rodd Langenhagen, Baird - Intersection of Industrial Innovation and Capital Markets
Manage episode 491688262 series 3264916
Content provided by Ty Findley. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ty Findley or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
We kickoff with a macro capital markets 1H’25 lookback and 2H’25 look ahead, dig in on how industrial software has gone from “relative obscurity” +15 years ago to now one of the biggest sectors in software today, discuss how the exit environment for industrial innovation is shaping up going into the fall and which sectors are showing the most green shoots, and finally search for the signal from the noise when it comes to AI’s impact on industrials.
108 episodes
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Manage episode 491688262 series 3264916
Content provided by Ty Findley. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ty Findley or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
We kickoff with a macro capital markets 1H’25 lookback and 2H’25 look ahead, dig in on how industrial software has gone from “relative obscurity” +15 years ago to now one of the biggest sectors in software today, discuss how the exit environment for industrial innovation is shaping up going into the fall and which sectors are showing the most green shoots, and finally search for the signal from the noise when it comes to AI’s impact on industrials.
108 episodes
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Similar to Heavy Hitters: The Digital Industrial Podcast
Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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An archive of each full weekday episode of the award-winning program presented by Stephen Grootes.
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In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
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