Thinkers & Ideas

BCG Henderson Institute

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.

  1. 26 АВГ.

    Reshuffle with Sangeet Paul Choudary

    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)

    30 мин.
  2. 12 АВГ.

    The Eurasian Century with Hal Brands

    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)

    23 мин.
  3. The Measure of Progress with Diane Coyle

    6 МАЯ

    The Measure of Progress with Diane Coyle

    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)

    23 мин.
  4. Chokepoints with Eddie Fishman

    22 АПР.

    Chokepoints with Eddie Fishman

    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)

    35 мин.
  5. The Corporation in the Twenty-First Century with John Kay

    18 ФЕВР.

    The Corporation in the Twenty-First Century with John Kay

    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)

    28 мин.
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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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