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Thematic Intelligence

Thematic Intelligence

By GlobalData Thematic Intelligence

New episodes are released every Monday and Thursday, subscribe now!

In this podcast, expert analysts at GlobalData, a leading data analytics company, offer their instant insights on the latest news items and examine key trends.
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29. US-China Tech War: Will China Overtake the US?

Thematic IntelligenceSep 28, 2022

00:00
06:17
123. Network APIs: Economic enlightenment or false dawn?
May 07, 202419:10
122. AI Fraud: Impact on financial services

122. AI Fraud: Impact on financial services

In this episode, Isaac Hanson


Find us on LinkedIn: https://www.linkedin.com/company/globaldatathematicresearch/


To understand how to use our Themes product please contact us: customersuccess.thematic@globaldata.com +44 (0) 207 406 6764


Host: Isaac Hanson
Guest: Martin Rehak

May 02, 202412:58
121. Tech news breakdown: The UK criminalizes the creation of explicit deepfakes
Apr 30, 202410:59
120. China outlook 2024: Is economic growth masking a bigger structural problem?
Apr 22, 202412:03
119. WhatsApp in government: The impact on record-keeping
Apr 18, 202412:20
118. Healthy no matter what: A look at the future of healthcare
Apr 15, 202410:52
117. AstroForge: Can space mining become a profitable business?
Apr 08, 202410:01
116. Green spending: Is the UK doing enough?
Mar 28, 202431:20
115. Carbon offsets in action: What are they, who uses them, and why should we care?

115. Carbon offsets in action: What are they, who uses them, and why should we care?

In this episode, Christopher discusses carbon offsets: what they are, which sectors are using them, and whether all companies should adopt them.


Read our Carbon Offsets report:

https://www.globaldata.com/store/report/carbon-offsets-theme-analysis/


Find us on LinkedIn: https://www.linkedin.com/company/globaldatathematicresearch/

To understand how to use our Themes product please contact us: customersuccess.thematic@globaldata.com +44 (0) 207 406 6764


Host: Martina Raveni

Guest: Christopher Papadopoullos

Mar 25, 202407:44
114. Disinformation: How technology has worsened the problem
Mar 18, 202412:26
113. Tech M&A regulation: Is it the end for mega-mergers?

113. Tech M&A regulation: Is it the end for mega-mergers?

In this episode, Laura and Alexandra discuss the current landscape of mergers and acquisition (M&A) regulation in the tech sector and how a shift in regulators' attitudes will impact future M&A deals.

Read our latest tech M&A report

Available to Disruptor subscribers here: https://disruptor.globaldata.com/Analysis/details/thematic-intelligence-tech-ma-regulation

OR

On GlobalData's report store: https://www.globaldata.com/store/report/tech-mergers-and-acquisitions-regulation-theme-analysis/#:~:text=The%20Tech%20Mergers%20and%20Acquisitions,of%20the%20M%26A%20regulatory%20landscape.

Find us on LinkedIn: https://www.linkedin.com/company/globaldatathematicresearch/

To understand how to use our Themes product please contact us: customersuccess.thematic@globaldata.com +44 (0) 207 406 6764

Host: Hugo Shapero

Guests: Alexandra Kamerling, Laura Petrone

Mar 14, 202419:52
112. MWC 2024 review: The impact of AI and ESG on the telecoms sector
Mar 11, 202413:02
111. Travel & Tourism: Key industry themes for 2024
Mar 04, 202410:11
110. Blockchain and cryptocurrencies: Regulation and institutional involvement
Feb 29, 202415:18
109. The US economy: How has recession been avoided?

109. The US economy: How has recession been avoided?

In this episode, Steve delves into why the UK and Japan fell into recession, and how the US avoided it.

Find us on LinkedIn: https://www.linkedin.com/company/globaldatathematicintelligence/mycompany/

To understand how to use our Themes product please contact us: customersuccess.thematic@globaldata.com +44 (0) 207 406 6764

Host: Will Tyson Guest: Steven Blitz

Feb 26, 202410:05
108. Towards net zero: Insights from the power, oil & gas, and mining sectors

108. Towards net zero: Insights from the power, oil & gas, and mining sectors

In this episode, Martina and Amalia discuss the current state of sustainability commitments in the power, oil & gas, and mining sectors, and how companies are working to reduce their environmental impact.

Net Zero Strategies in the Mining Sector: https://www.globaldata.com/store/report/net-zero-strategies-in-mining-sector-theme-analysis/

Net Zero Strategies in the Power Sector: https://www.globaldata.com/store/report/net-zero-strategies-in-power-sector-theme-analysis/

Find us on LinkedIn: https://www.linkedin.com/company/globaldatathematicintelligence/mycompany/

To understand how to use our Themes product please contact us: customersuccess.thematic@globaldata.com +44 (0) 207 406 6764

Host: Martina Raveni Guest: Amalia Maiden

Feb 19, 202411:24
107. From Ukraine to the Middle East: Military emissions and the ecological impact of war

107. From Ukraine to the Middle East: Military emissions and the ecological impact of war

In this episode, Alex Blair interviews Doug Weir, Director at the UN-backed Conflict and Environment Observatory (CEOBS) about the lack of emissions reporting by militaries and the impact of war on the environment.

See CEOBS' work on the military emissions gap, produced alongside researchers from various universities: https://militaryemissions.org/

Find us on LinkedIn: https://www.linkedin.com/company/globaldatathematicintelligence/mycompany/

To understand how to use our Themes product please contact us: customersuccess.thematic@globaldata.com +44 (0) 207 406 6764

Host: Alex Blair Guest: Doug Weir

Feb 15, 202411:08
106. Generative AI: An outlook for 2024
Feb 12, 202415:57
105. Greenwashing: The decline in ESG investment funds
Feb 05, 202408:48
104. Global M&A deals in 2023: The top deals by theme and sector
Feb 01, 202419:46
103. Elections outlook 2024: The US, Taiwan, and more

103. Elections outlook 2024: The US, Taiwan, and more

2024 is an unprecedented election year, with over 40% of the world’s population eligible to vote. Elections have already taken place in Taiwan and Bangladesh, with more to come in the US, UK, India, Indonesia, and Mexico. In this episode, Christopher discusses the potential impacts of this year’s elections on businesses and investors.


Find us on LinkedIn: https://www.linkedin.com/company/globaldatathematicresearch/

To understand how to use our Themes product please contact us: customersuccess.thematic@globaldata.com +44 (0) 207 406 6764


Host: Carolina Pinto

Guest: Christopher Granville

Jan 29, 202413:44
102. Synthetic biology: Uncovering the biotech revolution
Jan 22, 202407:32
101. The IEA: how to approach the global energy transition

101. The IEA: how to approach the global energy transition

In this episode, thematic reporter Eve Thomas interviews Tim Gould, Chief Energy Economist at the International Energy Agency, about emerging energy transition technologies and COP28 pledges.

Jan 18, 202413:45
100. Tech predictions 2024: AI, batteries, and 3D printing
Jan 15, 202411:09
99. COP28: Insights on the climate crisis

99. COP28: Insights on the climate crisis

In this episode, Alex Blair and Kris Cooper speak to climate bodies, carbon accounting organizations and energy companies for insights into COP28 and the wider issues around climate change.

GlobalData Thematic Intelligence LinkedIn: ⁠https://www.linkedin.com/company/globaldatathematicresearch/⁠

To understand how to use our Themes product please

contact us: ⁠customersuccess.thematic@globaldata.com⁠ +44 (0) 207 406 6764

Hosts (in order of appearance):

  • Alex Blair
  • Kris Cooper

Guests (in order of appearance):

  • Nick Wayth, CEO, The Energy Institute
  • James Parker, Sustainability Lead, Minimum
  • Andrew Griffiths, Director, Planet Mark
  • Adel El Gammal, Secretary-General, European Energy Research Alliance
  • Gareth Redmond-King, International Lead, Energy & Climate Intelligence Unit
  • Fabian Koehler, Senior Vice President of Road Logistics and Customs for the Middle East, Kuehne & Nagel
  • Caitlin Swalec, Programme Director for Heavy Industry, Global Energy Monitor
  • Charles Jiang, Vice-President, LONGi
  • Ellie Kinney, Military Emissions Campaigner, The Conflict and Environment Observatory

#COP28 #climate #energy

Dec 18, 202315:14
98. The US economy: Is the current level of US federal debt sustainable?
Dec 11, 202315:56
97. Emesent: LiDAR and automation in the mining sector
Dec 04, 202313:21
96. Top Tech news: OpenAI, the AI summit, and advertising on X
Nov 27, 202316:45
95. Sustainable festivals: The drive towards net zero

95. Sustainable festivals: The drive towards net zero

In this episode, Armin discusses how festivals can become more sustainable, based off his own experience of organizing one of Hungary's biggest techno festivals for the last six years.


Find us on LinkedIn: https://www.linkedin.com/company/globaldatathematicresearch/

To understand how to use our Themes product please contact us:

customersuccess.thematic@globaldata.com

+44 (0) 207 406 6764


Host: Shabnam Pervez

Guest: Armin Ferenci

Nov 20, 202304:10
94. China Trade Shock 2.0: The effect of US-China sanctions on tech manufacturing
Nov 13, 202311:38
93. Batteries: the 21st century's oil barrels

93. Batteries: the 21st century's oil barrels

In this episode, Thomas discusses how the availability of critical minerals will impact the battery industry, how significant they are to the EV market, and the latest technologies in the sector.

Link to the batteries webinar 16th November: https://www.globaldata.com/webinars/upcoming/batteries-the-21st-centurys-oil-barrels/


Nov 06, 202307:44
92. Top Tech news: Meta earnings, the Activision Blizzard acquisition, and Ray-Ban Wayfarers

92. Top Tech news: Meta earnings, the Activision Blizzard acquisition, and Ray-Ban Wayfarers

This is Top Tech: your monthly tech news roundup.

Join Thematic Analysts, Emma, Patrick, and Hugo as they offer their insight, analysis, and some humor about October's scariest tech themes 🎃.

This month we dive into Meta's latest success using AI AdTech, the impact of Microsoft's acquisition of Activision Blizzard on the consumer, and recent developments in the metaverse marketplace.

Oct 31, 202311:34
91. ESG in 2023: Conference round-up

91. ESG in 2023: Conference round-up

In this episode, Amalia and Martina discuss their main takeaways from recent ESG conferences, focusing on how technology will support changes in ESG reporting.


Hosts:

Amalia Maiden - Thematic Analyst, GlobalData

Martina Raveni - Thematic Analyst, GlobalData

Oct 23, 202312:30
90. Beyond GenAI: Game-changing AI innovations

90. Beyond GenAI: Game-changing AI innovations

In this episode, Adarsh and Sourabh discuss what are the game-changing innovations in AI after Generative AI.

Here is the link to the 'What are the game-changing innovations in AI after Generative AI?' webinar: https://www.globaldata.com/webinars/past/what-are-the-game-changing-innovations-in-ai-after-generative-ai/



Oct 16, 202316:43
89. Gen Z: The most disruptive generation ever
Oct 09, 202311:01
88. Biometrics explained: Applications, bad actors, and AI implications

88. Biometrics explained: Applications, bad actors, and AI implications

In this episode, Emma talks to Anthony Lam, the Head of Product at iProov about biometrics, what it is, where it can be used, bad actors, and the future impact of generative AI on identification.

Oct 02, 202314:31
87. The US economy: Are the BRICS a threat?

87. The US economy: Are the BRICS a threat?

In this episode, Steve discusses the likelihood of a new global reserve currency led by the BRICS and the resilience of the US economy.

Sep 25, 202310:00
86. Shaping Tomorrow: ESG in Business with Simon Mundy

86. Shaping Tomorrow: ESG in Business with Simon Mundy

In this episode, Simon Mundy discusses the future of ESG for businesses, and the important role that policy will play in changing corporate attitudes towards sustainability.​

Sep 20, 202310:00
85. US-China tech war: Taiwan's role in reglobalization

85. US-China tech war: Taiwan's role in reglobalization

In this episode, Rory discusses how US-China competition is leading to reglobalization and its effects on Taiwan.

Sep 11, 202310:59
84. AI: Tech trends in fashion

84. AI: Tech trends in fashion

In this episode, Shabnam discusses the key technological trends in fashion, giving insights into how AI will affect the industry.

Report: https://www.globaldata.com/store/report/impact-of-generative-ai-in-retail-and-apparel-theme-analysis/

For disruptor clients: https://disruptor.globaldata.com/Analysis/details/thematic-research-ai-in-retail-apparel

Sep 04, 202306:14
83. ESG Digest: A look at this month's big events

83. ESG Digest: A look at this month's big events

In this episode, Amalia and Martina look at recent news headlines from each of the three ESG themes and discuss how they are creating waves around the world.

Aug 28, 202307:60
82. A healthcare revolution: Precision and personalized medicine

82. A healthcare revolution: Precision and personalized medicine

In this episode, Sonnika discusses the latest trends from clinical trial research in precision and personalized medicine, and how it has revolutionized the treatment landscape in various therapy areas.

Link to report: https://www.globaldata.com/store/report/precision-and-personalized-medicine-clinical-trials-insight-analysis/


Aug 21, 202311:28
81. The latest on gen AI: Partnerships, regulation and more

81. The latest on gen AI: Partnerships, regulation and more

In this episode, Charlotte and Beatriz discuss all the latest developments in generative AI like regulation and new partnerships.

Newsletter for clients: https://technology.globaldata.com/Analysis/details/Generative-AI-Watch-Enterprise-Newsletter128969

Aug 14, 202316:48
80. Asia-Pacific FDI: Trends Unveiled

80. Asia-Pacific FDI: Trends Unveiled

In this episode, Glenn discusses foreign direct investment (FDI) focusing on the key trends in the Asia-Pacific region, the themes impacting investment, and who the major investors are.

Link to free report: https://www.investmentmonitor.ai/news/fdi-into-the-asia-pacific-region-in-2022/

Aug 07, 202313:09
79. Generative AI: The data proving it has substance over hype

79. Generative AI: The data proving it has substance over hype

In this episode, Adarsh discusses the data showing why generative AI is more substance than hype.

Jul 31, 202313:56
78. Video streaming: Subscriber fatigue, untapped markets and AI disruption

78. Video streaming: Subscriber fatigue, untapped markets and AI disruption

In this episode, Rupantar discusses the video streaming market, the key players, the pressures they face, and how AI will disrupt the industry.

Webinar link: https://globaldata.zoom.us/webinar/register/WN_jBEQSd89QQ-9EWshOnaNJA#/registration

Jul 26, 202307:56
77. ESG regulation: An end to greenwashing

77. ESG regulation: An end to greenwashing

In this episode of the ESG series, Amalia and Martina discuss incoming ESG regulation, explaining how it will tackle key issues such as 'greenwashing' and exploring why this new era of ESG 2.0 will not be as loud and noisy as the previous era.

Jul 24, 202311:60
76. Crypto: The worlds most polarising technology

76. Crypto: The worlds most polarising technology

In this episode, Nicklas discusses the state of crypto following his recent report. We discuss why it is so polarising, the regulation landscape, and the latest innovations.

Report link: https://www.globaldata.com/store/report/cryptocurrencies-theme-analysis/

For GD clients: https://technology.globaldata.com/Analysis/details/thematic-intelligence-cryptocurrencies

Jul 17, 202314:59
75. Critical minerals: powering the energy transition

75. Critical minerals: powering the energy transition

In this episode, Isabel discusses the importance of critical minerals for the global energy transition and China’s dominance of the market.

Jul 10, 202306:09
74. Recycling: The AI and robotics revolution

74. Recycling: The AI and robotics revolution

In this episode, Amalia and Martina look at the AI theme through the ESG lens, talking with the Head of Product and Marketing at EverestLabs, Apurba Pradhan, about the application of AI for recycling purposes.


Check out our latest webinar: ESG 2.0 - Decoding Decarbonisation

Link: https://www.globaldata.com/webinars/upcoming/esg-20-decoding-decarbonisation/

Jul 06, 202316:12