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CEOs Gamble When They Plan for Just One Future

May 20, 2026 · 17 min

Show notes

Navigating uncertainty means one thing: flexibility beats prediction.

Nikolaus Lang, global leader of the BCG Henderson Institute, looks 25 years into the future, breaking down what four plausible scenarios mean for GDP growth, work hours, and defense spending. He explains what CEOs can do today to prepare for the faraway future.

You’ll Learn:

How scenarios connect uncertainty to revenue, risk, and strategy

How to stress-test your strategy with data-driven foresight

What separates resilient companies from fragile ones

How to identify no-regret moves — from supply chain resilience to AI readiness to talent transformation

Learn More:

Nikolaus Lang: https://on.bcg.com/43abruY

Beyond Tomorrow: Four Scenarios for the World of 2050: https://on.bcg.com/49RMhVF

Latest Thinking From the BCG Henderson Institute: https://on.bcg.com/4uHtDbc

Chapters:

(00:00) Why Planning for One Future Won’t Work

(01:04) The Benefit of Planning for Plausible Futures

(03:19) Should You Ignore Extreme Scenarios?

(04:41) Future #1: AI Abundance

(05:34) Future #2: Battling Blocs

(06:09) Future #3: Climate Coalition

(06:45) Future #4: Digital Darwinism

(07:30) What KPIs Help Predict the Future?

(09:09) What Scenario Is the Most Surprising?

(13:50) Is 2050 Too Far to Plan for CEOs?

(15:03) The “No-Regret Moves” That Matter for Leaders



This podcast uses the following third-party services for analysis:

Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

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