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Kazakhstan at the Eurasian Crossroads: The Trans-Caspian Corridor to Europe

Geopolitics & Infrastructure

Kazakhstan at the Eurasian Crossroads: The Trans-Caspian Corridor to Europe

Kazakhstan's strategic value lies not only in its natural resources, but in its ability to connect different economic systems. The Trans-Caspian corridor to Europe can become a bidirectional industrial and financial platform, opening opportunities for capital, technology and infrastructure.

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Podcasts and content

INSIDE FINANCE

Italy's leading financial podcast, with over 250 episodes dedicated to investors, companies and the protagonists of business and finance. Authentic conversations with the leaders of institutions and top-tier companies, exploring the foundations of success and their visions for the future. Mizzau & Partners contributes to the debate through dedicated interviews and in-depth features.

If Italy were a company: Carlo Cottarelli's due diligence

If Italy were a company: Carlo Cottarelli's due diligence

Marco Mizzau in conversation with Carlo Cottarelli, economist, former IMF Director of Fiscal Affairs and Italian spending-review commissioner: looking at Italy as if it were a company, where a strategic due diligence would start, and whether a global fund should invest in the country.

From terminals to artificial intelligence: 40 years of revolutions, with Pierre Lévy

From terminals to artificial intelligence: 40 years of revolutions, with Pierre Lévy

With Pierre Lévy, founder of the Atlantica Group, a discussion on AI and cybersecurity, risk culture, decision speed and human accountability: how to prepare organisations for a technology reshaping business models and governance. Hosted by Marco Mizzau.

Technology, the State and method: the perspective of Francesco Primerano, CEO of Intent Group

Technology, the State and method: the perspective of Francesco Primerano, CEO of Intent Group

In the “Game Changer” series, Marco Mizzau interviews Francesco Maria Primerano, Chairman and CEO of Intent SpA: AI, cybersecurity and process consulting in a founder-owned IT firm that has grown 50% a year on average since 2014.

The CEO of the future between artificial intelligence, boards and private equity, with Federico Santoro

The CEO of the future between artificial intelligence, boards and private equity, with Federico Santoro

With Federico Santoro, Partner at Amrop Executive Search, a conversation on how the CEO profile is changing in the AI era: no longer the pure technologist or the cautious manager, but a leader able to govern technology in decisions and processes — and on how funds, entrepreneurs and boards select leadership today. Hosted by Marco Mizzau.

Beyond Made in Italy manufacturing. From resin to AI: the NTS case study, with Marco Manzoni

Beyond Made in Italy manufacturing. From resin to AI: the NTS case study, with Marco Manzoni

Marco Mizzau in conversation with Marco Manzoni, CEO of NTS SpA, a 66-year leader in moulds and composite polymer moulding for the electromechanical industry: innovation in thermosetting materials, AI and mindset change, the role of SMEs and the relationship with private equity funds — from the industrial plan to due diligence.

The Missing Layer in Enterprise AI

The Missing Layer in Enterprise AI

The next competitive battle is not about artificial intelligence but about its orchestration. As models become abundant and convergent, the real scarcity is coordination: the ability to govern thousands of autonomous decisions across agents, policies and workflows. Hence the AI Orchestration Layer — the missing operating system of enterprise AI, separating the generation of intelligence from the authorisation to act.

The AI Orchestration Layer: Why Banks Need a New Operating System

The AI Orchestration Layer: Why Banks Need a New Operating System

Artificial intelligence is not becoming the operating system of banks: it demands a new one. With the shift from isolated models to networks of autonomous agents, the constraint is no longer intelligence but coordination.

Why the Future of Artificial Intelligence Depends on Water

Why the Future of Artificial Intelligence Depends on Water

Water is no longer an environmental issue — it is becoming a strategic constraint on AI. Between data centres and water security, a new Water-Energy Nexus is taking shape in which water, energy and compute become power.

Europe Won't Lose the AI Race. But It Will Become the World's Largest Customer

Geopolitics & AI

Europe Won't Lose the AI Race. But It Will Become the World's Largest Customer

Europe does not risk losing the AI race: it risks becoming the world's largest customer of a technology controlled by others, while the United States and China compete over infrastructure, capital and computational power.

AI, Blockchain and Digital Currency Are Changing the Global Financial System

Finance & Technology

AI, Blockchain and Digital Currency Are Changing the Global Financial System

Artificial intelligence, blockchain and central bank digital currencies are converging into a new architecture of the global financial system: a structural redefinition of who issues money and who controls credit.

USA. Trump, AI, Oil and Debt: The New Architecture of Global Power

Geopolitics & AI

USA. Trump, AI, Oil and Debt: The New Architecture of Global Power

Trump's visit to China reveals the systemic nature of the Washington–Beijing rivalry. Oil is not replaced by AI: it is its material foundation. Whoever controls energy, compute and capital controls global power.

The Return of Matter: AI, Energy and Infrastructure in the New Economic Cycle

The Return of Matter: AI, Energy and Infrastructure in the New Economic Cycle

The new economic cycle brings materiality back to the centre: energy, physical infrastructure and production chains. AI accelerates this transition, making control of tangible resources more strategic than ever.

The Age of Augmented Decisions

Artificial Intelligence

The Age of Augmented Decisions

Artificial intelligence redefines the quality of strategic judgment. It does not replace the decision-maker — it augments them, compressing analysis time and widening the range of hypotheses that can be assessed.

AI, Crypto and Debt: The Triple Bubble as an Architecture of Financial Power

Finance & Power

AI, Crypto and Debt: The Triple Bubble as an Architecture of Financial Power

Three forces converge into an unprecedented architecture of power. Sovereign debt, crypto volatility and the acceleration of AI are redrawing the foundations and hierarchies of the global financial system.

Digital Sovereignty, Cyber War and Geopolitics: The New Space of Power

Digital Geopolitics

Digital Sovereignty, Cyber War and Geopolitics: The New Space of Power

The cyber domain has become the fifth battlefield. The ability to protect critical digital infrastructure now determines balances of power that once required armies and conventional deterrence.

Geopolitics, Supply Chains and Defence: From Efficiency to Strategic Exposure

Defence & Strategy

Geopolitics, Supply Chains and Defence: From Efficiency to Strategic Exposure

Supply-chain optimisation has created systemic vulnerabilities. Dependence on geographically concentrated suppliers has turned into a lever of geopolitical coercion and is redefining resilience priorities.

AGI Is Not AI: The Difference That Changes the World Order

Artificial Intelligence

AGI Is Not AI: The Difference That Changes the World Order

The distinction between general and narrow artificial intelligence is not technical — it is geopolitical. Reaching AGI will redefine sovereignty, security and strategic competition among the world's great powers.

Humanoids and Artificial Intelligence: The Global Technology Battle in the New Geopolitical Order

Humanoids and Artificial Intelligence: The Global Technology Battle in the New Geopolitical Order

Humanoid robotics is accelerating faster than forecasts. The competition between the United States and China for primacy in autonomous manufacturing is already under way — redrawing value chains and industrial policy.

Artificial Intelligence, Great-Power Competition and National Security

National Security

Artificial Intelligence, Great-Power Competition and National Security

AI has become a primary variable of national security. Control of the most advanced algorithms is today what control of energy resources was in the last century: a new hierarchy of strategic power.

AI, Energy and Data Centres: The Future of Digital Power in the 21st Century

AI, Energy and Data Centres: The Future of Digital Power in the 21st Century

Artificial intelligence is energy-hungry by definition. The competition for control of power grids and data centres is the new gold rush of the digital era — and a factor of geopolitical power.

Iran and the Eurasian Economic Union: Tehran's Strategy to Blunt the Impact of Sanctions

Iran and the Eurasian Economic Union: Tehran's Strategy to Blunt the Impact of Sanctions

Tehran is building a system of economic relations as an alternative to the West. Integration into the Eurasian area is its long-term structural answer to international sanctions and their economic impact.

The EU and Israel in the New International Order

The EU and Israel in the New International Order

The relationship between the European Union and Israel is being redefined within an increasingly fragmented multipolar context. Regulatory and strategic tensions reveal a Europe still searching for a unified, credible voice.

The Transhumanist Era in the New Digital Order

Technology & Society

The Transhumanist Era in the New Digital Order

The convergence of biology and technology is redefining the boundaries of human identity. Transhumanism is no longer a marginal philosophical current: it is an industrial trajectory with deep political implications.

Artificial Intelligence and Global Productivity: The New Lever of Debt and Power

Artificial Intelligence and Global Productivity: The New Lever of Debt and Power

AI promises unprecedented productivity gains. But the distribution of those benefits across countries, sectors and social classes could amplify existing inequalities rather than reduce them.

Iran and Hormuz: The New Geopolitics of Oil

Energy & Geopolitics

Iran and Hormuz: The New Geopolitics of Oil

The Strait of Hormuz remains the planet's most critical energy chokepoint. Tensions around Iran reverberate directly through global oil and liquefied natural gas markets.

Imperfect Multipolarity: Why the New Global Order Is Fragmenting

Imperfect Multipolarity: Why the New Global Order Is Fragmenting

The post-unipolar world is not converging towards a stable equilibrium. Fragmentation into economic blocs and shifting alliances generates structural uncertainty that no single actor can manage unilaterally.

Artificial Intelligence Doesn't Live in the Cloud — It Lives in the Power Grid

Artificial Intelligence Doesn't Live in the Cloud — It Lives in the Power Grid

Every frontier language model consumes energy on the scale of a city. The power grid — not the algorithm — is the real bottleneck of the next phase of artificial intelligence.

EU Energy Crisis: Why the War in Iran Reveals a Structural Problem

Europe & Energy

EU Energy Crisis: Why the War in Iran Reveals a Structural Problem

Europe's energy dependence is not a cyclical emergency — it is a problem engineered over time. The conflict in Iran exposes its depth with a clarity that ordinary policy had never produced.

Semiconductors: The Chips Redrawing Global Power

Semiconductors: The Chips Redrawing Global Power

Control of the semiconductor supply chain has become the main instrument of great-power competition. Taiwan, TSMC and US export controls define the new frontier of the technology war.

Private Equity and AI: How the Geography of Global Capital Is Changing

Private Equity & AI

Private Equity and AI: How the Geography of Global Capital Is Changing

Artificial intelligence is redrawing the map of global private capital. Private equity flows are reorienting towards new geographies and sectors, testing traditional models of allocation and valuation.

Growth, Industrial Production and Innovation: the Recipe for Italy

Industry & Innovation

Growth, Industrial Production and Innovation: the Recipe for Italy

Growth, industrial production and innovation as structural levers for Italy's competitive revival. An analysis of the conditions needed to build a sustainable development model in the global economic context.

Industrial Production and Innovation

Industry & Innovation

Industrial Production and Innovation

The link between production capacity and innovation as a decisive factor in the competitiveness of the Italian system. An analysis of the structural dynamics shaping industrial growth in the European and global context.

An Equilibrium That Doesn't Hold

Economics & Industrial Policy

An Equilibrium That Doesn't Hold

The 2026 public finance document aims to stabilise the debt, but that is not enough. Stability without growth is not a solution: it is an equilibrium that can be sustained over time, but at the price of the country's economic relevance.

Strategic Questions

The questions that precede the decisions that matter.

Analyses dedicated to the choices that can change a company's trajectory: growth, governance, capital, industrial partnerships, Investment Readiness and artificial intelligence.

Explore the questions →