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Thinkers & Ideas
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BCG Henderson Institute에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 BCG Henderson Institute 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Inspiring and thought-provoking conversations with leading thinkers about influential ideas on business, technology, economics, and science. Hosted by Nikolaus Lang, Martin Reeves, and Philipp Carlsson-Szlezak. For more ideas and inspiration, sign up to receive BHI INSIGHTS, our monthly newsletter, and follow us on LinkedIn and X.
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132 에피소드
모두 재생(하지 않음)으로 표시
Manage series 2561777
BCG Henderson Institute에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 BCG Henderson Institute 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Inspiring and thought-provoking conversations with leading thinkers about influential ideas on business, technology, economics, and science. Hosted by Nikolaus Lang, Martin Reeves, and Philipp Carlsson-Szlezak. For more ideas and inspiration, sign up to receive BHI INSIGHTS, our monthly newsletter, and follow us on LinkedIn and X.
…
continue reading
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Thinkers & Ideas

In After the Spike: Population, Progress, and the Case for People , Dean Spears and Michael Geruso argue that the defining demographic risk of this century is global depopulation. Spears and Geruso are both professors at the University of Texas at Austin, focusing on economic demography and development economics. In their new book, they explore the trend of falling birth rates, how it threatens human progress, and what actions may reverse this trend. In their conversation with Nikolaus Lang, global leader of the BCG Henderson Institute, they discuss projections for global depopulation, why advances in AI and robotics will not replace humans, why fewer people may not be good for the planet, and what the implications of all this are for business leaders. Key topics discussed: 01:06 | Projected global population levels 06:11 | The impact of depopulation 11:00 | The potential for AI and robotics to replace humans 17:00 | The environmental implications of depopulation 21:24 | Potential solutions to falling birth rates 26:02 | Implications for business leaders 28:26 | Reasons to remain hopeful Additional inspirations from Dean Spears: Air: Pollution, Climate Change and India's Choice Between Policy and Pretence (Harper Collins Publishers India, 2019) Where India Goes: Abandoned Toilets, Stunted Development and the Costs of Caste , co-authored by Diane Coffey (Harper Collins Publishers India, 2017)…
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In How Progress Ends: Technology, Innovation, and the Fate of Nations , Carl Benedikt Frey argues that progress, throughout history, has not just depended on technological innovations but also on the flexibility of our institutions. Frey is the associate professor of AI & Work at the University of Oxford, where he directs the Future of Work program. In his new book, he explores how technological progress has unfolded throughout history, from the Qin Dynasty to Silicon Valley. He argues that progress is always fragile, resting on achieving a delicate balance between decentralized innovation and centralized scaling of new technologies. In his conversation with Adam Job, senior director at the BCG Henderson Institute, he discusses how to achieve institutional flexibility, the hurdles we must overcome to turn AI into progress, and what lessons history holds for business leaders looking to navigate the conundrum of innovating versus scaling. Key topics discussed: 01:15 | The fragility of progress 05:35 | The role of decentralization and centralization 11:24 | How to achieve institutional flexibility 17:29 | The hurdles to overcome for turning AI into progress 21:04 | How business leaders can navigate the conundrum of innovating vs. scaling 25:00 | Why progress might not yet end Additional inspirations from Carl Benedikt Frey: The Technology Trap: Capital, Labor, and Power in the Age of Automation (Princeton University Press, 2019)…
In Anointed: The Extraordinary Effects of Social Status in A Winner-Take-Most World , Toby Stuart dives deeply into the power that social status holds over us. Stuart is the Leo Helzel Chair in Entrepreneurship and Innovation at UC Berkeley’s Haas School of Business. In his new book, he explores how social status shapes everything—from who we trust and what we value, to which ideas and innovations change the world and who gets credit for their success. In his conversation with Adam Job, Senior Director at the BCG Henderson Institute, he discusses the cumulative effects of social status, whereby small initial differences can snowball into outsize effects. He also outlines why the social status system persists despite a prevailing distrust in elites—and how AI may yet be poised to change the system. Key topics discussed: 01:44 | The importance of social status 05:15 | The role of anointment in modern times 13:23 | The cumulative effects of social status 19:18 | Why the social status system persists 21:23 | How AI may change the role of social status 24:45 | The downsides of high social status, and how to deal with them…
In Reshuffle: Who Wins When AI Restacks the Knowledge Economy , Sangeet Paul Choudary explores common misconceptions about how AI will change work, organizations, and business ecosystems. Choudary is the founder and CEO of Platformation Labs and a senior fellow at UC Berkeley’s Haas School of Business. An expert on AI, platforms, and the economics of big tech, he has sold more than half a million books on these topics. In his latest work, he explores how new forms of coordination—rather than automation and augmentation—are the true superpower of AI. In his conversation with Adam Job, senior director at the BCG Henderson Institute, he discusses how AI will supercharge coordination, move us towards a more modular, on-demand economy, and how companies can account for all of this in their strategies. Key topics discussed: 01:31 | How AI will impact jobs 04:38 | Assessing the value of jobs 09:25 | AI’s power to supercharge coordination 14:23 | Unlocking “coordination without consensus” 19:00 | Moving towards a modular, on-demand economy 25:56 | Crafting a strategy for the age of AI Additional inspirations from Sangeet Choudary: Platform Revolution: How Networked Markets Are Transforming the Economy and How to Make Them Work for You , co-authored by Geoffrey G. Parker and Marshall W. Van Alstyne (W. W. Norton & Company, 2016) Platform Scale: How an Emerging Business Model Helps Startups Build Large Empires with Minimum Investment (Platform Thinking Labs, 2015)…
In The Eurasian Century: Hot Wars, Cold Wars, and the Making of the Modern World , Hal Brands illuminates the historical patterns we must understand in order to better navigate the geopolitical rivalries of the present. Hal Brands is the Henry A. Kissinger Distinguished Professor of Global Affairs at the Johns Hopkins School of Advanced International Studies (SAIS). He is also a senior fellow at the American Enterprise Institute and a columnist for Bloomberg Opinion. In his new book, he traces the arc from World War I to today’s rivalries between the United States and China, and between NATO and Russia. In his conversation with Nikolaus Lang, global leader of the BCG Henderson Institute, he discusses why the 20th and 21st centuries are the Eurasian (rather than the American) Era, how today’s rivalries among great powers differ from those of the past, and what global business must pay attention to in navigating current geopolitical tensions. Key topics discussed: 01:28 | The 20th and 21st centuries as the Eurasian era 05:32 | The “historic achievement” of the Cold War 08:34 | How today’s rivalries among great powers are different 13:14 | The future of Eurasia 15:59 | How global businesses can operate in a polarized geopolitical world 20:13 | Reasons to be optimistic vs. pessimistic about the future Additional inspirations from Hal Brands: Danger Zone: The Coming Conflict with China , co-authored by Michael Beckley (W. W. Norton & Company, 2022) The Lessons of Tragedy: Statecraft and World Order , co-authored by Charles Edel (Yale University Press, 2019) The Twilight Struggle: What the Cold War Teaches Us about Great-Power Rivalry Today (Yale University Press, 2019) What Good Is Grand Strategy?: Power and Purpose in American Statecraft from Harry S. Truman to George W. Bush (Cornell University Press, 2014)…
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Thinkers & Ideas

In The Measure of Progress: Counting What Really Matters , Dame Diane Coyle argues that traditional measures like GDP no longer capture economic realities. Coyle is the Bennett Professor of Public Policy at the University of Cambridge. She is also the director of the Productivity Institute, a fellow of the Office for National Statistics, and a member of the UK’s Competition Commission. Drawing on her deep expertise, she proposes an alternative framework for measuring productivity that enables better policymaking. In her conversation with Nikolaus Lang, global leader of the BCG Henderson Institute, she discusses the shortcomings of GDP—such as a lack of accounting for immaterial goods or natural capital, alternative measures of progress, and how corporate leaders should rethink their approach to measurement. Key topics discussed: 01:32 | The shortcomings of GDP as a measure of productivity 09:14 | The issues of inflated GDP statements 11:12 | Alternative measures of productivity and progress 13:47 | A time-based approach to measuring productivity 16:39 | How productivity measurement works in practice 18:57 | Implications for corporate leaders Additional inspirations from Diane Coyle: Cogs and Monsters: What Economics Is, and What It Should Be (Princeton University Press, 2021) GDP: A Brief but Affectionate History (Princeton University Press, 2015) The Soulful Science: What Economists Really Do and Why It Matters (Princeton University Press, 2009) Sex, Drugs and Economics: An Unconventional Intro to Economics (Texere, 2002)…
In Chokepoints: American Power in the Age of Economic Warfare , Edward Fishman argues that the nature of international power has fundamentally shifted from military might to economic statecraft. Fishman is a senior research scholar at Columbia University’s Center on Global Energy Policy and an adjunct professor of International and Public Affairs at Columbia. Previously, he served at the US State Department, leading work on economic sanctions. In his new book, he examines how governments—particularly the US’s—are increasingly using financial tools, regulatory measures, and targeted sanctions to shape international relations, secure strategic advantages, and resolve conflicts. In his conversation with Nikolaus Lang, global leader of the BCG Henderson Institute, he discusses the history of sanctions, how the US came to wield them so powerfully, how diplomatic back channels are navigated in applying them—and what is important for making them effective in enforcing the desired governance changes. Key topics discussed: 02:05 | The history of chokepoints and US dominance over them 08:45 | The role of businesses in economic diplomacy 12:17 | Navigating diplomatic back channels 15:32 | The role of technology and export controls 19:45 | Oil price caps as an innovation in sanctions design 23:10 | The effectiveness of sanctions in enforcing governance changes 27:44 | On the origins of this book Additional inspirations from Edward Fishman: Foreign Affairs: How Trump Could Dethrone the Dollar (April 8, 2025)…
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In There's Nothing Like This: The Strategic Genius of Taylor Swift , Kevin Evers examines the singer-songwriter's remarkable career success from a business strategy perspective. Evers is a senior editor at Harvard Business Review , where he has edited bestselling and award-winning books on high performance, creativity, innovation, digital disruption, marketing, and strategy. In discussion with Martin Reeves, Chairman of the BCG Henderson Institute, they cover the scale and longevity of Swift's success, the strategic moves and innovations that have driven her rise and staying power, her ability to reinvent herself and connect with fans in new ways, and lessons for strategists and companies.…
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Thinkers & Ideas

1 Space to Grow with Matthew Weinzierl and Brendan Rosseau 30:46
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In Space to Grow: Unlocking the Final Economic Frontier , Matthew C. Weinzierl and Brendan Rosseau discuss the discuss the history, the present, and the future of the space economy. Weinzierl is the Joseph and Jacqueline Elbling professor of Business Administration at Harvard Business School and founder of the Economics of Space project at HBS. Rosseau is an Orbital Launch strategy manager at the American space technology company Blue Origin. Together, they provide in-depth academic and practitioner perspectives on the space economy. In their conversation with Nikolaus Lang, global leader of the BCG Henderson Institute, they discuss the central governance vs. market-driven models of the space economy, the geopolitics of space, and whether the first trillionaire will be an asteroid miner. Key topics discussed: 02:03 | The three phases of the space economy 05:28 | Central governance vs. market-driven model of the space economy 08:23 | Geopolitics of space 11:33 | The market structure of the space economy (on Earth) 17:14 | Space junk 21:03 | Asteroid mining 23:47 | How to make space interesting again…
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1 The Corporation in the Twenty-First Century with John Kay 27:40
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In The Corporation in the Twenty-First Century: Why (Almost) Everything We Are Told About Business Is Wrong , John Kay provides a novel perspective on the evolution of the contemporary corporation. One of the UK’s leading economists, Kay is a fellow of St John’s College, Oxford. He was the first dean of Oxford’s Saïd Business School and has held chairs at London Business School, the University of Oxford, and the London School of Economics and director of the Institute for Fiscal Studies. In his conversation with Martin Reeves, chairman of the BCG Henderson Institute, Kay discusses the essence of the modern corporation, the changing relationship of capital and labour, the gap between the our historic concept of the corporation and the current reality and the forces that have and will further shape the corporation including sustainability, geopolitics, and technology. Key topics discussed: 01:56 | The essence of a 21st century corporation 05:53 | The changing roles of workers and capital 12:26 | Limits to corporate scale 16:00 | Forces that will shape the future of corporations sustainability, geopolitics, technology 21:50 | The impact of AI on the nature of the corporation 24:12 | Implications for managers Additional inspirations from John Kay: Radical Uncertainty: Decision-Making Beyond the Numbers (W.W. Norton & Company, 2020) The Long and the Short of It: A guide to finance and investment for normally intelligent people who aren’t in the industry (IPS - Profile Books, 2016) Other People's Money: The Real Business of Finance (PublicAffairs, 2015) Obliquity: Why Our Goals Are Best Achieved Indirectly (Profile Books GB, 2011)…
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Thinkers & Ideas

In Uncertainty and Enterprise: Venturing Beyond the Known , Amar Bhidé revisits and modernizes the concept of Knightian uncertainty. Introduced more than 100 years ago, the concept offers great potential for better understanding corporate decision-making. A renowned expert on innovation, entrepreneurship, and finance, Bhidé is a professor of Health Policy at the Mailman School of Public Health at Columbia University, as well as a professor emeritus of Business at the Fletcher School of Law and Diplomacy, Tufts University. In his conversation with Martin Reeves, chairman of the BCG Henderson Institute, Bhidé discusses the important distinction between repeated and unique events, the relationship between uncertainty and imagination, how corporations can use persuasive narratives and social routes to navigate the future, and whether AI will help or hinder these practices. Key topics discussed: 01:16 | The definition of uncertainty 04:49 | The relation between uncertainty and imagination 09:32 | The power of corporate routines 15:57 | The changing nature of uncertainty 17:25 | How AI impacts uncertainty 21:02 | Corporate implications 22:38 | Implications for business education Additional inspirations from Amar Bhidé: A Call for Judgment: Sensible Finance for a Dynamic Economy (Oxford University Press, 2010) The Venturesome Economy: How Innovation Sustains Prosperity in a More Connected World (Princeton University Press, 2008) The Origin and Evolution of New Businesses (Oxford University Press, 2000) Flourishing in an Uncertain World: How Entrepreneurs Overcome Doubts and Disagreements (The Kansas City Public Library Lecture, 2025)…
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In The M&A Failure Trap: Why Most Mergers and Acquisitions Fail and How the Few Succeed, Baruch Lev and Feng Gu provide a wealth of evidence on the success and failure factors of acquisitions. Lev, professor emeritus of Accounting and Finance at NYU’s Stern School of Business and Gu, professor of Accounting and Law at the State University of New York, have analyzed more than 40,000 acquisitions over the past four decades. This has not only allowed them to understand the reasons why 75% of deals fail but also to develop a scorecard that can help decision-makers assess the likelihood of acquisition success ex ante. In their conversation with Martin Reeves, chairman of the BCG Henderson Institute, Lev and Gu discuss how to measure acquisition success, how to curb overconfidence on the side of the acquirer, and key lessons for CEOs seeking inorganic growth. Key topics discussed: [02:45] How mergers and acquisitions have changed [05:00] Judging the success or failure of acquisitions [08:16] Drivers of acquisition failure [14:41] Patterns of successful acquisitions [17:27] Overconfidence and its causes [19:51] Managerial implications…
In Mindmasters: The Data-Driven Science of Predicting and Changing Human Behavior , Sandra Matz explores what our digital footprints reveal about us and how these insights are used to influence our daily decisions. Matz is the David W. Zalaznick Associate Professor of Business at Columbia Business School, where she also serves as co-director of the Center for Advanced Technology and Human Performance. Using her background in psychology and computer science, Matz investigates the intricate connections between our digital and real lives and how these are shaped by technology. In her conversation with Martin Reeves, chairman of the BCG Henderson Institute, Matz discusses the power of psychological profiling, highlights the harms as well as benefits of the personalization it enables, and outlines implications for businesses and regulators, including the possibility of entirely new business models. Key topics discussed: [01:10] Power of psychological profiling [05:05] Scale and impact of big data–based psychological profiling [09:06] Benefits and harms of personalization [16:05] Challenges of regulating profiling and personalization [17:57] Ramifications of the AI-driven content revolution [23:20] Implications for businesses [28:37] How to manage your data footprint Additional inspirations from Sandra Matz: Psychological Targeting: What Your Digital Footprints Reveal About You (TED Talk, 2019)…
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Thinkers & Ideas

In The Unaccountability Machine: Why Big Systems Make Terrible Decisions and How the World Lost Its Mind , Dan Davies examines why companies and governments systematically generate outcomes that everyone involved claims they do not want. Davies is an economist, writer, and former investment banker known for his insightful analysis of finance, corporate governance, and decision-making systems. He has written extensively on topics such as financial fraud, accountability in organizations, and the intersections of economics and management. His latest book combines cybernetics theory and real-world examples to explain how decisions are increasingly made not by accountable individuals, but by systems. In his conversation with Martin Reeves, chairman of the BCG Henderson Institute, Davies describes the pathologies of failing decision-making systems, explains why we tend not to learn from past mistakes, and outlines why he worries that AI might not improve our capability to make decisions unless we carefully redesign decision systems to tap its potential. Key topics discussed: 01:03 | Unintended outcomes generated by decision-making systems 07:08 | What we can learn from the theory of cybernetics 09:49 | Pathologies of failing information systems 11:49 | Why we make the same mistakes again and again 14:41 | How AI may impact decision-making 16:39 | Steps toward improving our decision-making systems Additional inspirations from Dan Davies: The Brompton: Engineering for Change , co-authored by William Butler-Adams (The Experiment, 2022) Lying for Money: How Legendary Frauds Reveal the Workings of the World (Scribner, 2021) Back of Mind (Substack)…
In AI Snake Oil: What AI Can Do, What It Can’t, and How to Tell the Difference , Sayash Kapoor and his co-author Arvind Narayanan provide an essential understanding of how AI works and why some applications remain fundamentally beyond its capabilities. Kapoor was included in TIME’s inaugural list of the 100 most influential people in AI. As a researcher at Princeton University’s Center for Information Technology Policy, he examines the societal impacts of AI, with a focus on reproducibility, transparency, and accountability in AI systems. In his new book, he cuts through the hype to help readers discriminate between legitimate and bogus claims for AI technologies and applications. In his conversation with Martin Reeves, chair of the BCG Henderson Institute, Kapoor discusses historical patterns of technology hype, differentiates between the powers and limitations of predictive versus generative AI, and outlines how managers can balance healthy skepticism with embracing the potential of new technologies. Key topics discussed: 01:05 | Examples of AI “snake oil” 04:42 | Historical patterns of technology hypeand how AI is different 07:26 | Capabilities and exaggerations of predictive AI 11:42 | Powers and limitations of generative AI 17:11 | Drivers of inflated expectations 20:18 | Implications for regulation 23:26 | How managers can balance scepticism and embracing new tech 24:58 | Future of AI research Additional inspirations from Sayash Kapoor: AI Snake Oil (Substack) A Checklist of Eighteen Pitfalls in AI Journalism (UNESCO article, 2022)…
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