Podcast
The Big View
Hosted by Reuters · EN
Reuters Breakingviews columnists tap their best contacts to explore the biggest issues driving business and markets today. Every Tuesday, Global Editor Peter Thal Larsen and his team tackle a pressing question with a senior executive, financier, policymaker, or other expert. The Big View helps you understand what is going on, explore all sides of the argument, and think about what happens next.
[For previous The Exchange podcast users, we didn't want to leave you hanging so we've decided to repurpose this feed for the launch of The Big View podcast. You can still find the legacy episodes below marked under the old title]
30episodes
Episodes
Newest firstAll episodes
The cause and effects of China’s slow-motion crash
2w ago00:44:38Tap to summarizeThe world’s second-largest economy experienced the largest credit boom and bust in recent history. On this episode of The Big View, Logan Wright of Rhodium Group explains why debt, deflation, slow growth and industrial overcapacity will be hard to shift in the People’s Republic. Logan Wright: “Broken China: How the Economic Miracle Shattered and What it Means for the World” Rhodium Group: China’s “New” Strategic Industries Will Not Produce 5% GDP Growth The Big View: Making sense of China’s big economic reboot Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices
Transcribe →Why battling climate change can be good for growth
3w ago00:46:15Tap to summarizeIt’s 20 years since the economist Nicholas Stern made the financial case for stopping global warming. Though temperatures have risen, green energy is cheaper. In this episode of The Big View, he tells Peter Thal Larsen that needed investments can boost the economy and the planet. Nicholas Stern: “The Growth Story of the 21st Century: The Economics and Opportunity of Climate Action” The Big View: Peering behind the dark clouds of climate change Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices
Transcribe →McKinsey’s CFO on the benefits and costs of AI
4w ago00:44:39Tap to summarizeThe global consulting firm is using artificial intelligence while advising clients on rolling it out. In this episode of The Big View, finance chief Yuval Atsmon talks to Peter Thal Larsen about taming token bills, the threat to jobs, and the new appeal of generalists. The Big View: OpenAI’s curious business conundrum Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices
Transcribe →How a French building giant tackled fragmentation
Jul 700:37:16Tap to summarizeThe €40 bln Saint-Gobain counters geopolitical divisions by emphasising local management and production. In this episode of The Big View, CEO Benoît Bazin tells Peter Thal Larsen why the 361-year-old company can keep expanding, and which countries he is targeting next. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices
Transcribe →Why central banks are key to electronic money
Jun 3000:35:28Tap to summarizeTechnology true believers argue digital cash does not need an institutional backstop. In this episode of The Big View, Gaston Gelos of the Bank for International Settlements tells Peter Thal Larsen why stablecoins and other tokens still need central banks to work smoothly. Bank for International Settlements: Anchoring trust in money: innovation beyond stablecoins Bank of England: Sterling-denominated systemic stablecoins The Big View: The wobbly foundations of the stablecoin boom The Big View: The coming battle over the future of money Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices
Transcribe →Does Elon Musk represent a new form of capitalism?
Jun 2300:40:09Tap to summarizeThe SpaceX boss became the first trillionaire by defying business wisdom, upending financial standards and embracing far-right politics. On The Big View this week Peter Thal Larsen asks Quinn Slobodian, co-author of “Muskism”, whether Musk is a one-off or a model of the future. Quinn Slobodian and Ben Tarnoff: "Muskism: A Guide for the Perplexed" The Big View: Separating science fiction from fact at SpaceX Breakingviews: SpaceX IPO riches would make robber barons blush Breakingviews: SpaceX's $1.75 trln hope rests on Musk imagination Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices
Transcribe →Why central bankers face an inflation reckoning
Jun 1600:36:59Tap to summarizeAgeing populations, indebted governments and geopolitical splits undermine price stability. That leaves independent central banks unanchored, say Charles Goodhart and Manoj Pradhan. On this episode of The Big View, the economists tell Peter Thal Larsen the status quo cannot last. Charles Goodhart and Manoj Pradhan: “The Unanchored Central Banker: Demography, Fiscal Instability, and an Erosion of the Central Bank’s Inflation-Fighting Ability” Charles Goodhart and Manoj Pradhan: “The Great Demographic Reversal: Ageing Societies, Waning Inequality, and an Inflation Revival” Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices
Transcribe →One way to rethink economics for the better
Jun 900:40:29Tap to summarizeDiagnosing malaise is easy; coming up with solutions is harder. Mariana Mazzucato, the academic and author of ‘The Common Good Economy’, argues for a wider approach to economic purpose. In this episode of The Big View, she tells Peter Thal Larsen how the discipline can improve. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices
Transcribe →A stock market veteran’s view on the AI bubble
Jun 200:44:25Tap to summarizeJeremy Grantham’s investment firm GMO made its name betting against the mania of the late 1990s and the mid-2000s housing boom. In this episode of The Big View, he tells Peter Thal Larsen how artificial intelligence has forced Big Tech firms into a fight to the death. Jeremy Grantham and Edward Chancellor: The Making of a Permabear: The Perils of Long-term Investing in a Short-term World Breakingviews: Why investors can still believe in mean reversion Breakingviews: Victorian real mania has lessons for AI investors Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices
Transcribe →Buyout barons weather private turbulence
May 2600:41:36Tap to summarizeBreakneck growth for private equity and credit has led to worries of overheated dealmaking. In this episode of The Big View, Bain Capital Managing Partner David Gross tells Jonathan Guilford about what the industry did right and wrong, and where it might go next around the globe. The Exchange, January 2024: Bain is keeping the private in private equity Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices
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