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Published by Teneo
Teneo Insights is a podcast that provides analysis on the of-the-moment issues that matter most to CEOs and their businesses. Each episode, moderated by Teneo’s Kevin Kajiwara, Co-President of Teneo Political Risk Advisory, features experts across business, politics, academia and media who discuss with Kevin the most pressing hot button issues and how they will impact financial markets, geopolitics and the business world.
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From the feed
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The conflict between the U.S. and Iran is entering a new phase, with global concerns on regional escalation. In this timely conversation, Kevin Kajiwara is joined by General Frank McKenzie, former CENTCOM Commander and Teneo Senior Advisor, and Emily Stromquist, Teneo Managing Director, to assess the latest military, geopolitical and economic outlooks. They examine the strategic choices facing Washington and Tehran, how the conflict is reshaping the regional security landscape and what the next phase of the crisis could mean for global markets and business.
With the 2026 U.S. midterm elections fast approaching, the outlook for control of Congress is coming into sharper focus—and so are the implications for business. In this episode of Teneo Insights, Kevin Kajiwara is joined by Nate Tamarin, Head of Teneo’s Washington, D.C. office, and Rory Cooper, Teneo Senior Managing Director, to examine the state of the race and what it reveals about the political landscape taking shape in Washington. They discuss how the election could influence the balance of power, the governing agenda and the operating environment for companies as business leaders prepare for the next phase of the administration.
As conflict in the Middle East, Russia’s war in Ukraine and growing strategic competition between the U.S. and China continue to reshape the global landscape, business leaders are confronting a more volatile and fragmented operating environment. In this episode of Teneo Insights, Kevin Kajiwara is joined by Sir Richard Moore, former Chief of MI6 and Teneo Senior Advisor, to examine how shifting geopolitical dynamics, emerging technologies and evolving security threats are changing the way governments and companies assess risk. They explore how these trends are redefining the relationship between geopolitics, national security and business, and what leaders should be watching as the global risk landscape continues to evolve.
As conflict in the Middle East roils global energy markets and raises fresh concerns about supply shocks, a historic disruption is forcing leaders to confront just how fragile the system remains. In this episode of Teneo Insights, Kevin Kajiwara is joined by Dan Gabaldon, Teneo Vice Chair of Management Consulting and Head of Energy, and Emily Stromquist, Teneo Managing Director, to unpack the geopolitical and economic implications of the war with Iran and the effective closure of the Strait of Hormuz—triggering the largest oil supply disruption in history. Together, they explore how this crisis fits into the broader, already complex energy transition shaped by geopolitics, policy, climate and market forces and what to watch as industry leaders convene for CERAWeek.
The U.S. – Israeli military operation in Iran has triggered a volatile period of uncertainly with far-reaching geopolitical and economic implications. In this special edition of Teneo Insights, our team provides in-depth perspective and context on the latest developments in the fast-evolving conflict, examining the leadership transition in Tehran, the risks of policy fragmentation and miscalculation, and the evolving alignment between Washington, Jerusalem and key Gulf states. It also explores how other global actors are positioning themselves, and what these developments mean for global financial markets and corporations in the days and weeks ahead. Kevin Kajiwara is joined by a panel of experts including Morgan Muir and Ambassador Dennis Ross from Teneo’s strategic partner WestExec Advisors as well as geopolitical and energy markets specialist Emily Stromquist.
As AI cements its place at the center of corporate strategy, how should leaders translate ambition into results? In this episode of Teneo Insights, host Kevin Kajiwara is joined by Ryan Cox, Teneo’s Global Head of AI, and Sparky Zivin, Global Head of Teneo Research, to examine how companies are translating AI ambition into measurable value and why the path to returns is proving slower and more uneven than many investors anticipate. They explore how AI is reshaping operating models and the workforce, what it means to treat AI as critical infrastructure in an increasingly fragmented geopolitical environment, and how executives should think about risk, resilience and long-term competitiveness as the AI divide between leaders and laggards becomes more pronounced.
With Venezuela thrust into crisis after the abrupt removal of Nicolás Maduro, what comes next and what does it signal about the world in 2026? In this episode of the Teneo Insights Series, host Kevin Kajiwara is joined by Teneo Managing Directors Nicholas Watson, Carsten Nickel and Emily Stromquist, alongside Nick Zimmerman, Senior Advisor at WestExec Advisors and former White House National Security Council Director for Brazil and Southern Cone Affairs, to assess how the operating environment is evolving and what to watch across the government, military, opposition and interested international parties. The conversation then widens beyond Venezuela to consider how geopolitics and a fragmented trade environment are reshaping great-power competition, straining Europe’s strategic position and raising the stakes for democracies and corporate leaders navigating uncertainty in the year ahead.
As companies enter 2026 with steadier confidence but a far more complex geopolitical and technological backdrop, CEOs are reassessing how to position their organizations for durable performance in a world where strategic clarity is harder to come by. In this episode of the Teneo Insights Series, host Kevin Kajiwara is joined by Teneo CEO Paul Keary to break down the results of Vision 2026: Where Is the World Going in 2026 and Beyond?, examining how executives are interpreting shifting market signals, responding to transformative technologies and navigating an environment where resilience and adaptability remain essential advantages. The report captures the views of more than 350 global CEOs and 400 institutional investors representing more than $19 trillion USD of company and portfolio value, offering a data-driven look at how leaders expect the global economy to take shape in 2026 and beyond.
As geopolitical tensions sharpen and the long arc of AI-driven transformation becomes harder to predict, CEOs are increasingly split on whether the turbulence shaping today’s markets reflects a passing cycle or a more permanent shift in the global order. In this special edition of the Teneo Insights Series, host Kevin Kajiwara sits down with Teneo Chairwoman Ursula Burns to explore the findings of Teneo’s annual CEO survey, Vision 2026: Where Is the World Going in 2026 and Beyond?, offering insight into how leaders are recalibrating expectations around growth, innovation and resilience amid a rapidly evolving business environment. The report captures the views of more than 350 global CEOs and 400 institutional investors representing more than $19 trillion USD of company and portfolio value, offering a data-driven look at how leaders expect the global economy to take shape in 2026 and beyond.
In a world where corporate boards face unprecedented scrutiny and rapid change, how are they evolving to meet today’s challenges? In this edition of the Teneo Insights Series, host Kevin Kajiwara sits down with Martha Carter, Vice Chair & Head of Governance Advisory at Teneo, and Jonathan Foster, author of On Board: The Modern Playbook for Corporate Governance, to explore how boardrooms are adapting to new expectations, risks and leadership models. They discuss the evolving board–CEO dynamic, what really happens behind closed doors and how boards assess performance. From CEO succession planning and shareholder disclosures to evolving leadership dynamics, risk mitigation and performance oversight, the conversation dives into how directors can anticipate “over-the-horizon” challenges while steering long-term strategy.
Listen now to the latest on the renewed escalation between the United States and China as President Trump threatens sweeping 100% tariffs in response to Beijing’s new export controls on critical materials. In this Quick Take edition of the Teneo Insights Series, host Kevin Kajiwara speaks with Wendy Cutler, former Acting Deputy U.S. Trade Representative and Principal at WestExec Advisors, and Gabriel Wildau, Managing Director at Teneo. Together, they unpack how a series of policy announcements has reignited trade tensions, what this means for global supply chains and markets, and whether upcoming diplomacy at the APEC summit can avert a deeper economic confrontation.
As U.S.-China tensions escalate across trade, security and geopolitics, both countries appear locked in a strategic competition with global consequences. In this episode, Director of the RAND China Research Center Jude Blanchette and Professor of Finance at the Shanghai Advanced Institute of Finance (SAIF) at Shanghai Jiao Tong University Zhu Ning join host Kevin Kajiwara to explore the economic and geopolitical dynamics shaping Beijing’s long-term strategy—and Washington’s response. From China’s evolving trade posture and domestic stimulus efforts to rising risks in the Taiwan Strait and South China Sea, this conversation examines what’s driving the relationship today and what it could mean for global markets, supply chains and long-term stability.
As Europe approaches a pivotal election in Germany on February 23rd, mounting tensions between the U.S. and Europe take center stage, particularly over negotiations on the Russia-Ukraine war. With shifting global power dynamics, a key question emerges: can Europe rely on the U.S. as it once did? In this episode, Teneo Managing Director Carsten Nickel and WestExec Advisors Principal and former U.S. Ambassador to NATO Ivo Daalder join host Kevin Kajiwara to examine the evolving transatlantic relationship. As Europe navigates this uncertainty, its leaders face critical decisions on security, sovereignty and alliances. This discussion unpacks what happens when the old geopolitical rules no longer apply and explores the forces shaping the continent’s future.
As the second Trump Administration begins, expectations are high for pro-growth policies and a favorable regulatory environment that could drive increased M&A activity. Join Teneo Insights Series host Kevin Kajiwara and guests Makan Delrahim, Partner at Latham & Watkins and former Assistant Attorney General in charge of the U.S. Department of Justice’s Antitrust Division, Lauren Thomas, Lead Deals Reporter at The Wall Street Journal and Teneo Senior Managing Director Stephen Cohen for a timely discussion on the evolving M&A landscape, including potential shifts in antitrust enforcement and market dynamics. The conversation also explores how businesses and investors are preparing for new challenges and opportunities, from changing policies and geopolitical considerations to the broader economic implications of this pivotal moment.
Despite geopolitical tensions, trade wars and market volatility, global CEOs and investors remain optimistic about 2025. In this special edition of the Teneo Insights Series, our host Kevin Kajiwara is joined by Teneo Chairwoman Ursula Burns and CEO Paul Keary to discuss the results of Teneo’s recent survey of global CEOs and institutional investors. “Vision 2025: Where is the World Going in 2025 and Beyond?” captures perspectives from more than 300 global public company CEOs and 380 institutional investors representing approximately $10 trillion USD in company and portfolio value. The report offers unique perspectives on key issues facing corporate leaders in 2025 and beyond and includes findings on the macroeconomic outlook, M&A, geopolitics, innovation, ESG and leadership.
The geopolitical landscape of 2025 is poised for profound shifts as structural changes continue to reshape global dynamics. In this episode, Teneo’s geopolitical risk experts join host Kevin Kajiwara to explore key trends and risks shaping the year ahead. From the global implications of the impending Trump presidency and how regions like Europe, China, Canada and Mexico are preparing for possible tariff threats to developments in the Middle East, including the collapse of the Assad regime and prospects for peace, this discussion provides essential insights for navigating the challenges and opportunities in 2025 and beyond. Read Teneo’s latest insights in "What to Watch in 2025," where our geopolitical risk team delves even further into the key trends, regional flashpoints and critical risks shaping the world.
Now that the U.S. election has been decided, the political landscape is shifting its attention to the potential initiatives from the Trump Administration’s first 100 days in office. Join Teneo Insights Series host Kevin Kajiwara for a post-election discussion with Teneo Vice Chairman and former Speaker of the U.S. House of Representatives Paul Ryan and Trey Gowdy, former U.S. Representative from South Carolina. The conversation analyzes the implications of the election, focusing on anticipated cabinet appointments, expected policy initiatives and their potential impacts on business and markets. The discussion also explores how shifts in tax, trade and foreign policy could reshape the business environment, offering thought-provoking insights and strategies for companies to stay ahead amidst these evolving challenges. Teneo Insights | Election 2024 This episode is part of Teneo’s ongoing series of conversations around the business implications of the 2024 U.S. presidential election.
With just over a month until Election Day, the race for the White House remains exceedingly close as Vice President Kamala Harris and former President Donald Trump compete for 270 electoral votes. Join Teneo Insights Series host Kevin Kajiwara for a conversation with Jonathan Martin, Politics Bureau Chief at Politico, and Senior Managing Director and head of Teneo’s Washington D.C. office Nate Tamarin as they analyze the state of the race, focusing on polling trends, key battleground dynamics and campaign strategies. They also explore how unexpected events, like Hurricane Helene, could impact the outcome while reflecting on lessons learned from the 2020 election and examining concerns about election challenges and political stability during the transfer of power. Teneo Insights | Election 2024 This episode is part of Teneo’s ongoing series of conversations around the business implications of the 2024 U.S. presidential election.
As the dust settles from the highly anticipated Harris-Trump presidential debate, the race for the White House is entering a critical phase. Join Teneo Insights Series host Kevin Kajiwara for a conversation with former Speaker of the U.S. House of Representatives Kevin McCarthy as they dissect the debate’s outcome; its potential ripple effects; what it revealed about the state of the race and the crucial role of low-propensity voters. Kevin and the former Speaker also explore the down-ballot implications; the increasing polarization in politics and how corporate America should be preparing for the economic and legislative shifts on the horizon as Election Day approaches. Teneo Insights | Election 2024 This episode is part of Teneo’s ongoing series of conversations around the business implications of the 2024 U.S. presidential election.
With Vice President Kamala Harris poised to face off against Former President Donald Trump on November 5, initial polling data indicates a race that will come down to the wire. Join Teneo Insights Series host Kevin Kajiwara for a conversation with Teneo Senior Managing Director Nate Tamarin and John Anzalone, Co-Founder of Impact Research and chief pollster for Joe Biden’s 2020 presidential campaign. Nate and John share their perspectives on what the current polls reveal about the state of the electorate and the “persuadable vote,” down-ballot implications of Harris entering the race, the playbook for both parties following the Democratic National Convention, and implications for businesses as they scenario plan during the 14 weeks until Election Day. Teneo Insights | Election 2024 This episode is part of Teneo’s ongoing series of conversations around the business implications of the 2024 U.S. presidential election.
Ranking source
Apple Podcasts rankings via the Mato Topic Intelligence Platform.
Observed September 12, 2026. Cached outside the daily freshness window; the positions keep the date they were taken on.
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