Momenta I Digital Thread

Andrew Obin, Senior Multi-Industry Analyst, BofA - Payback time

Mar 1, 2023

37:41

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Episode notes

Introduction

2min

The Digital Industry World Series and the Digital Machinations Theme

2min

The Return on Invested Capital Equation Has Fundamentally Shifted

3min

The Future of Automation Demand

3min

The US Industrial Policy to Build Out World Leading Decarbonization Industry

3min

The Trends in Industrial Software

3min

The Rise of the Cloud Vendors

4min

The Rise of Robotics in the Cloud

5min

Supply Chains, Flexibility Versus Efficiency

3min

10.

The Future of Industrial Policy

4min

11.

The Complexity of the Global Economy

2min

12.

The Impact of Industry Five on the Environment

5min

On our 200th episode, we have the honor of welcoming back Andrew Obin, a highly experienced analyst in the Industrial Software sector at BofA. In this episode, Andrew shares insights from his team's latest research report, which offers a remarkably positive outlook on the industrial space, with bullish trends and forecast predictions.

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