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SPECIAL T. ROWE PRICE PODCAST EPISODE EXPLORES THE POWER OF FINANCIAL HISTORY WITH SIR NIALL FERGUSON

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T. Rowe Price Investment Institute head Justin Thomson welcomes acclaimed historian Sir Niall Fergus...

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AI Summary

T. Rowe Price discusses market insights with historian Sir Niall Ferguson. The podcast emphasizes learning from history for smarter investment decisions. Key topics include geopolitical risk and recognizing market patterns. Focus on making 'big calls' over smaller forecasts for better outcomes. Insights shared include perspectives on U.S. exceptionalism and future AI impacts.

Sentiment Rationale

The discussion promotes a long-term strategic mindset, potentially enhancing investor confidence and inflows to TROW.

Trading Thesis

Insights on history and market patterns can shape investment strategies over time, aligning TROW with client goals.

Market-Moving

  • T. Rowe Price discusses market insights with historian Sir Niall Ferguson.
  • The podcast emphasizes learning from history for smarter investment decisions.
  • Key topics include geopolitical risk and recognizing market patterns.

Key Facts

  • T. Rowe Price discusses market insights with historian Sir Niall Ferguson.
  • The podcast emphasizes learning from history for smarter investment decisions.
  • Key topics include geopolitical risk and recognizing market patterns.
  • Focus on making 'big calls' over smaller forecasts for better outcomes.
  • Insights shared include perspectives on U.S. exceptionalism and future AI impacts.

Companies Mentioned

  • SPY (SPY)
  • IVV (IVV)
  • VOO (VOO)

Market Recap

The podcaster's focus on historical context reinforces TROW's investment philosophy, appealing to current and potential investors.

New Podcast Episode Highlights Financial History with Sir Niall Ferguson

T. Rowe Price (NASDAQ: TROW), a leading global investment management firm, has released a new episode of its podcast "The Angle," featuring a discussion between Justin Thomson, head of the T. Rowe Price Investment Institute, and renowned historian Sir Niall Ferguson. This episode delves into the profound influence of financial history on today’s markets.

Understanding the Power of Financial History

In the episode titled Financial History as Superpower: Sir Niall Ferguson on Markets, Mistakes, and Making Big Calls, Thomson converses with Ferguson, who holds the position of Milbank Family Senior Fellow at the Hoover Institution, Stanford University. The dialogue emphasizes how a deep grasp of financial history can serve as a "superpower" for investors, providing them with the tools to navigate uncertainties and make informed decisions.

Thomson remarked, "Sir Niall's insights powerfully illustrate how a deep understanding of financial history enables investors to recognize enduring patterns, approach uncertainty by thinking in probabilities, and concentrate on the pivotal 'big calls' that truly shape markets each year." He further highlighted the importance of learning from past mistakes as a cornerstone of effective investment strategy.

Key Topics Covered in the Episode

  • The evolutionary nature of financial markets and recurring patterns influencing investor behavior.
  • Strategies for evaluating geopolitical risks and their effects on asset prices.
  • The significance of learning from historical mistakes and the importance of reviewing forecasts.
  • The definition and impact of "big calls" in market trends, stressing the relevance of major shifts over minor estimates.
  • Perspectives on U.S. exceptionalism, AI-influenced market cycles, and the global impacts of political changes.

Looking Ahead to 2026

As the U.S. prepares to celebrate its 250th anniversary, Ferguson shares insights on the political and market outlook for 2026, discussing potential surprises in global affairs. He emphasizes the lessons that history can teach modern investors, reinforcing the need for constant adaptation and awareness.

Episodes of The Angle are available on major platforms such as Spotify and Apple Podcasts, with more episodes on the horizon. For more insights and information about the podcast, please visit T. Rowe Price’s official website.

About “The Angle” Podcast

The Angle brings listeners engaging insights into the factors shaping financial markets. Featuring the T. Rowe Price global investing team alongside special guests, the podcast encourages curiosity by exploring timely investment topics. Launched in 2024, the podcast has covered themes such as the blue economy, artificial intelligence, and key market drivers.

About T. Rowe Price

T. Rowe Price (NASDAQ: TROW) is a prominent global asset management firm managing $1.78 trillion in client assets as of December 31, 2025, with about two-thirds dedicated to retirement-related investments. With over 85 years of experience, T. Rowe Price is committed to providing independent research and exceptional investment management to empower investors worldwide.

For more news and public policy commentary, visit troweprice.com/newsroom.

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