Quantum computing is advancing—but how close are we really to the breakthrough moment? In this solo episode of The Next Big Thing, Christopher Gannatti, Global Head of Research at WisdomTree, unpacks the current state of quantum computing and what investors should watch in the years ahead. From fault-tolerant systems and logical qubits to quantum sensing, networking, and encryption, he breaks down key milestones and compares players like IonQ, D-Wave, and Rigetti. With IBM's 2029 roadmap as a guide, this is your deep-dive into one of the most important emerging technologies in the world.

With the world’s demand for clean, reliable energy surging—particularly from data centres and AI infrastructure—nuclear power is back in focus. In this episode of The Next Big Thing, hosts Mobeen Tahir and Christopher Gannatti sit down with Andre Liebenberg, CEO of Yellow Cake PLC, to explore what’s fuelling the nuclear revival. From tight uranium supply and slow-moving mine timelines, to the rise of small modular reactors (SMRs) and shifting policy support, they unpack why investors are increasingly turning to uranium.

What happens to Europe’s defence sector if peace returns to Ukraine? In this episode of The Next Big Thing, hosts Mobeen Tahir and Christopher Gannatti unpack the latest geopolitical developments and what they mean for the long-term outlook for defence stocks, military innovation, and investors. They discuss how the structural case for European rearmament remains intact—even if market reactions are short-term and headline-driven. From Rheinmetall’s order backlog and partnerships with Anduril and Volkswagen, to the rise of military tech companies like Leonardo, and the growing focus on cybersecurity and autonomy, this episode explores why defence is no longer just a trade—it’s a theme.

Thematic investing is having a moment—and in 2025, it’s about more than just AI. In this episode of The Next Big Thing, Mobeen Tahir puts Christopher Gannatti, Global Head of Research at WisdomTree, in the hot seat to break down the megatrends shaping markets this year. From the scale of AI infrastructure and the rise of humanoid robots to Tesla’s reinvention, nuclear energy’s comeback, and the battle for data centre dominance, they unpack the major narratives every investor should be watching right now—and where the opportunities may lie.

What if our understanding of markets was built on outdated classifications? In this episode of The Next Big Thing, hosts Mobeen Tahir and Elvira Kuramshina sit down with Ye Tian, founder of Theia Insights, to explore how AI is reshaping the foundation of thematic investing. From company classification to portfolio construction, Ye shares how large language models can dynamically read and interpret corporate filings to deliver a real-time view of who does what in the global economy. They unpack Theia’s approach to industry classification, thematic factors, and Concept to Universe—and how this changes the game for investors.

Europe’s defence landscape is undergoing a historic transformation—and Rheinmetall is at the centre of it. In this episode of The Next Big Thing, hosts Mobeen Tahir and Christopher Gannatti are joined by Dirk Winkels, Head of Investor Relations and Corporate Communications at Rheinmetall, to explore how the company is responding to unprecedented demand, scaling production, and partnering across the continent. From tanks and drones to digitised vehicles and AI-powered munitions, they unpack Rheinmetall’s growing order book, its role in European defence industrial strategy, and the urgency driving collaboration with companies like Volkswagen, Leonardo, Nokia, and Anduril.

AI is transforming cybersecurity—but it’s also creating new vulnerabilities. In this episode of The Next Big Thing, host Chris Gannatti is joined by Sachin Bansal and Pratik Mehta to explore how AI is reshaping both sides of the cyber landscape. From automating security operations to securing LLMs and agentic systems, they unpack how cyber teams are adapting—and what investors need to know. The conversation also covers the latest on Wiz, CrowdStrike, the rise of platform consolidation, and how human risk remains cybersecurity’s biggest wildcard.

What if you could mine Bitcoin without ever touching a machine? In this episode of The Next Big Thing, host Mobeen Tahir speaks with Charley Brady of BitFuFu, the world’s largest cloud mining platform, to explore how cloud-based infrastructure is transforming Bitcoin mining. From decentralised hashpower and energy strategy to institutional adoption and global expansion, they unpack how cloud mining works, who it’s for, and why it might be the next big thing in crypto infrastructure.

What happens when gaming collides with the world of Web3 and artificial intelligence? In this episode of The Next Big Thing, host Chris Gannatti sits down with Li Jie Ou, Technical Producer at iNK Stories, to explore how emerging technologies are transforming the future of gameplay. From narrative design and player-owned assets to AI-powered NPCs and dynamic storytelling, they discuss how tools like blockchain and generative AI are changing both the player experience and the game development process. Plus, they examine the future of the metaverse, indie game creation, and what it takes to bring new ideas to life in a fast-moving industry.

What does enterprise AI adoption actually look like beyond the headlines? In this episode of The Next Big Thing, hosts Chris Gannatti and Mobeen Tahir are joined by Amaresh Tripathy, Managing Partner at Auxo AI, to explore how businesses are applying AI in the real world. From customer service and sales to software development and marketing, they unpack the practical use cases, the friction points, and how long it really takes to move from pilot to production. Plus, they dive into agentic AI, enterprise velocity, and the deeper transformation happening beneath the hype.For EU investors only:Learn more about megatrends: https://www.wisdomtree.eu/en-gb/strategies/megatrend-etfs

Cybersecurity is evolving fast—and in 2025, the intersection of AI, quantum computing, and behavioural risk is reshaping how we defend our digital world. In this episode of The Next Big Thing, hosts Chris Gannatti and Mobeen Tahir are joined by Ross Young, CISO in residence at Team8, to explore the most critical shifts in cybersecurity today. From agentic AI tools and cloud security innovation to post-quantum encryption and behavioural hacking, they unpack where the risks lie—and where the investment opportunities may emerge.

For EU investors only:

Learn more about megatrends: https://www.wisdomtree.eu/en-gb/strategies/megatrend-etfs

Artificial intelligence is transforming industries, and the investment dollars are flowing fast. In this episode of The Next Big Thing, host Mobeen Tahir is joined by Chris Gannatti to explore the major trends shaping AI in 2025. From the $100 billion Stargate project to DeepSeek's impact on big tech, they break down the companies, policies, and innovations driving the AI revolution. Plus, they discuss the race for quantum supremacy, AI’s growing demand for energy, and whether self-driving cars are finally ready to take over the roads.

For EU investors only:

Learn more about megatrends: https://www.wisdomtree.eu/en-gb/strategies/megatrend-etfs

As geopolitical tensions rise, Europe is ramping up defence spending—but what does that mean for investors? In this episode of The Next Big Thing, host Chris Gannatti is joined by Samuel Rines to explore how European nations are modernising their militaries, increasing budgets, and investing in cutting-edge defence technology. From drones and cyber warfare to space-based security, they break down the trends shaping Europe’s defence strategy and the investment opportunities that come with it.

For EU investors only:

Learn more about megatrends: https://www.wisdomtree.eu/en-gb/strategies/megatrend-etfs

With new policies shaping the future of blockchain and digital assets, 2025 is poised to be a transformative year. In this episode of The Next Big Thing, host Chris Gannatti is joined by Blake Heimann to explore the regulatory changes under the Trump administration, how businesses are leveraging blockchain beyond cryptocurrencies, and why investors are paying close attention to blockchain equities. From Bitcoin miners to financial disruptors like Coinbase and PayPal, they break down the major players and trends driving growth in this rapidly evolving space.

For EU investors only:Learn more about megatrends: https://www.wisdomtree.eu/en-gb/strategies/megatrend-etfs

In this episode of The Next Big Thing, join Chris Gannatti, Mobeen Tahir, and Pierre Debru from WisdomTree as they explore the most exciting thematic investment trends for 2025. From AI and quantum computing to blockchain and energy independence, discover how these cutting-edge themes are shaping the future of investing. Get insights on market dynamics, strategic and tactical investing, and the evolving landscape of thematic ETFs. Whether you're a seasoned investor or just curious about the next big thing, this episode is packed with valuable information and expert analysis. Don't miss out on the trends that could define the next decade!

For EU investors only:

Learn more about megatrends: https://www.wisdomtree.eu/en-gb/strategies/megatrend-etfs

In this episode of The Next Big Thing, Chris and Mobeen are joined by Rebecca Rapple, Founder at NINEDOT, to explore the cognitive revolution that is currently underway thanks to AI. They delve into how advancements in artificial intelligence are transforming human intelligence, discuss key innovations driving this revolution, and predict what the future holds for AI technology. Tune in to discover the top trends in AI and how this cognitive revolution is reshaping our world.

For EU investors only:

Learn more about megatrends: https://www.wisdomtree.eu/en-gb/strategies/megatrend-etfs

In this episode of The Next Big Thing, join Chris and Mobeen as they delve into the latest megatrends shaping the investment landscape. Learn about the transformative impact of AI on biotech, the resurgence of clean energy investments, and the evolving dynamics of the electric vehicle market. Discover the macroeconomic factors influencing these sectors.

For EU investors only:

For more valuable insights and to stay ahead in a rapidly changing world, visit wisdomtree.eu/outlook

In this episode of The Next Big Thing, Chris sits down with Siwei Lyu, a renowned expert in deepfakes and AI, to explore the fascinating and sometimes alarming world of AI-generated content. Discover how deepfakes are created, their impact on elections and society, and the ethical dilemmas they present and learn about the innovative tools being developed to detect and combat deepfakes, and the importance of public awareness in safeguarding truth in the digital age.

For EU investors only:

Learn more about megatrends: https://www.wisdomtree.eu/en-gb/strategies/megatrend-etfs

In this episode of The Next Big Thing, Mobeen is joined by Mario Carvajal, Chief Marketing and Chief Strategy Officer at AvePoint. Together they explore the transformative power of AI in unlocking the value of data. Discover how AvePoint’s evolution is impacting various industries and the critical role of context in building effective systems. Mario sheds light on common organizational challenges like trust erosion, financial impacts, and operational inefficiencies, and explores how AI is revolutionizing the way we work. Learn about the importance of data governance and security, and get a glimpse into future trends, including the potential for tech companies to become energy giants. Don’t miss this insightful discussion on AI’s role in driving business success and innovation.

For EU investors only:

Learn more about megatrends: https://www.wisdomtree.eu/en-gb/strategies/megatrend-etfs

In this episode of The Next Big Thing, Mobeen is joined by Mark Sage, Executive Director at AREA. Together they explore the game-changing potential of augmented reality (AR) and its industry-wide adoption. Discover how AR overlays digital content onto the real world, revolutionizing sectors from logistics to aviation. Through compelling case studies, dive into the evolution of AR devices and uncover how AR is transforming surgeries, repair processes, and remote assistance, while overcoming adoption hurdles and measuring ROI.

For EU investors only:

Learn more about megatrends: https://www.wisdomtree.eu/en-gb/strategies/megatrend-etfs