About this podcast
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]
Episodes
The newest 50 of 416 episodes
- An AI pioneer on extracting value from technology · 45 minThe scientist and investor Kai-Fu Lee has spent decades working on self-teaching computers. In this episode of The Big View, he tells Peter Thal Larsen why most companies aren’t…
- What the EU-China car quota means for world trade · 38 minBrussels persuaded Beijing to cap exports of hybrid autos at 350,000, easing pressure on a key industry. Is it a model for future deals? On this episode of The Big View, Sam Lowe…
- The silver lining in Europe’s dark economic clouds · 36 minAgeing workers, high debt, obsolete tech and polarised politics weigh on the continent’s prospects. But is the gloom excessive? In this episode of The Big View, ING Chief…
- Why the Everything Bubble keeps on inflating · 41 minStock markets are flashing familiar warnings: abundant liquidity, high leverage, frantic trading, and exuberant retail investors. In this episode of The Big View, the financial…
- The fragile undersea cables that connect the world · 42 minGlobal data traffic depends on a 1.4 mln-kilometre underwater network that has become a geopolitical battleground. On this episode of The Big View Katja Bego, author of ‘Deep…
- How financial markets became even more manic · 33 minThe notion that stocks and bonds follow a rational path has been widely debunked. But are idiosyncrasies becoming more visible? In this episode of The Big View Peter Thal Larsen…
- The right way to prepare future workers for AI · 45 minTeaching kids to code was supposed to equip them for tomorrow. Then artificial intelligence came along. In this episode of The Big View, academic and author Daniel Susskind tells…
- Bond markets are cause for concern and celebration · 45 minWith US debt at $40 trln and yields near two-decade highs, government bonds are causing economic jitters. On this episode of The Big View, financial journalist Robin Wigglesworth…
- How CEOs are adapting to new rules of power · 41 minToday’s business leaders spent most of their careers in an era of relative stability. In this episode of The Big View, strategist Tina Fordham tells Peter Thal Larsen why…
- How Apollo rewrote the rules of Wall Street · 50 minThe private equity and credit firm elbowed aside big banks to amass $1 trln of assets. In this episode of The Big View, William D. Cohan, author of ‘Money to Burn’, and Peter…
- Why trade flows are so enduring and hard to stop · 45 minDonald Trump’s tariffs and Chinese rare earths have scrambled global commerce. Yet as Ed Conway describes in ‘Trade World’, rulers have wielded chokepoints for centuries, with…
- An economist’s plan to salvage liberal democracy · 46 minDaron Acemoglu has spent years studying the origins of prosperity. Now he says the institutions, laws and freedoms that made the West rich are under threat. On this episode of…
- The cause and effects of China’s slow-motion crash · 45 minThe 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…
- Why battling climate change can be good for growth · 46 minIt’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…
- McKinsey’s CFO on the benefits and costs of AI · 45 minThe 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…
- How a French building giant tackled fragmentation · 37 minThe €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 central banks are key to electronic money · 35 minTechnology 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…
- Does Elon Musk represent a new form of capitalism? · 40 minThe 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…
- Why central bankers face an inflation reckoning · 37 minAgeing populations, indebted governments and geopolitical splits undermine price stability. That leaves independent central banks unanchored, say Charles Goodhart and Manoj…
- One way to rethink economics for the better · 40 minDiagnosing 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…
- A stock market veteran’s view on the AI bubble · 44 minJeremy 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…
- Buyout barons weather private turbulence · 42 minBreakneck 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…
- Separating science fiction from fact at SpaceX · 41 minElon Musk’s rockets-to-AI venture is getting closer to a $1.8 trln IPO. In this episode of The Big View, astrophysicist Adam Becker, author of ‘More Everything Forever,’ tells…
- Why rich societies became prosperous and anxious · 33 minIn the developed world, many people are both better off and unsatisfied. On this episode of The Big View, Peter Thal Larsen talks to Ryan Avent, author of ‘In Good Faith’, about…
- Why the dollar could outlast the United States · 43 minThe US inherited rather than invented its currency, argues Brendan Greeley, author of ‘The Almighty Dollar’. In this episode of The Big View he tells Peter Thal Larsen about the…
- Securing joined-up markets in a fractured world · 38 minGreat power rivalry and upstart technology are testing financial infrastructure. In this episode of The Big View, Stephan Leithner, CEO of Deutsche Boerse, tells Peter Thal…
- The Gulf energy crisis and the US-China showdown · 37 minDonald Trump’s war with Iran has exposed how much countries depend on oil and gas imports. In this episode of The Big View, Helen Thompson of Cambridge University tells Peter…
- How the Strait of Hormuz changes economic warfare · 34 minBy strangling the waterway, Iran retaliated against the US and eased some financial sanctions. In this episode of The Big View Edward Fishman, senior fellow of the Council on…
- How ransomware took the world economy hostage · 37 minOnline extortion has exploded into a multibillion-dollar global industry. On this episode of The Big View, Peter Thal Larsen talks to Anja Shortland of King’s College London…
- OpenAI’s curious business conundrum · 38 minThe ChatGPT creator has 900 mln users and an $840 bln valuation, yet its financial future is unsure. On this episode of The Big View, Peter Thal Larsen and tech analyst Benedict…
- Global currencies have a rich past and poor future · 31 minThe Roman denarius and Florentine florin rose and fell with economic and military power. Will the US dollar face the same fate? In this episode of The Big View, Berkeley…
- Donald Trump’s biggest trade shock is yet to come · 32 minThe year since the US president’s ‘Liberation Day’ tariff war has produced many surprises. In this episode of The Big View, Peter Thal Larsen and IMD Business School’s Simon…
- Why Africa’s growth prospects may be looking up · 35 minIt’s easy to be glum about a continent grappling with US tariffs, cuts to aid, and climate change. Yet Joe Studwell, author of ‘How Africa Works’, says the conditions for…
- Why Japan’s revitalisation can overcome high debt · 37 minPrime Minister Sanae Takaichi’s new government can curb excess competition and speed industrial consolidation. On this episode of The Big View, Monex’s Jesper Koll tells Una…
- How AI shockwaves ripple through financial markets · 35 minBig Tech is splurging around $700 bln on artificial intelligence investments this year, while others are braced for disruption. In this episode of The Big View, Peter Thal Larsen…
- Why the world economy will keep on fragmenting · 35 minDecades of economic cooperation are under threat from political division and military rivalry. In this episode of The Big View, Peter Thal Larsen talks to Eswar Prasad, author of…
- How to loosen China’s chokehold on rare earths · 36 minThe People’s Republic dominates the supply of materials used in magnets, lasers and other high-tech products. In this episode of The Big View, Peter Thal Larsen talks to Mel…
- How a Detroit firm is dealing with tariff turmoil · 32 minIt’s almost 10 months since Donald Trump launched his trade war. In this episode of The Big View, Peter Thal Larsen talks to Mike Musheinesh, CEO of Detroit Axle, about how the…
- The murky economics and politics of Venezuelan oil · 39 minThe US has long been interested in the South American country’s resources. Abducting its president opens a new and turbulent chapter. In this episode of The Big View Peter Thal…
- What investors can expect from markets in 2026 · 32 minStocks, bonds and commodities absorbed many shocks in 2025. Will they show the same resilience in the year ahead? In this episode of The Big View, Peter Thal Larsen and Anna…
- Private equity’s not-quite return to normality · 38 minBuyout barons suffered the whiplash of a post-pandemic boom and subsequent liquidity crunch. In this episode of The Big View, Jonathan Guilford talks to Thoma Bravo Managing…
- Judges under siege administer poetic justice · 40 minAs Congress cedes power to the White House, US courts are filling some of the void. In this episode of The Big View, Jeffrey Goldfarb talks to Reynolds Holding, the author of…
- The past and future fight about who owns the land · 36 minThe world’s oldest asset is at the heart of political debate and underpins the modern financial system. In this episode of The Big View, Peter Thal Larsen talks to Mike Bird…
- Pluses and minuses of the weight-loss drug bonanza · 34 minObesity treatments made by Novo Nordisk and Eli Lilly have spawned a healthcare revolution, with sales set to hit $150 bln by 2031. In this episode of The Big View, Peter Thal…
- How globalisation set the stage for new strongmen · 35 minIt’s a decade since the economist Branko Milanovic showed how China’s rise sparked a political backlash against free trade. In this episode of The Big View podcast, he tells…
- The manifold benefits of giving away your riches · 39 minAs disparities of wealth become more extreme, the well-off face mounting pressure to share in their good fortune. In this episode of The Big View podcast John Studzinski, the…
- Peering behind the dark clouds over climate change · 46 minWhen UN delegates meet in Brazil to discuss global warming, the mood is likely to be sombre. In this episode of The Big View podcast, Peter Thal Larsen talks to Adair Turner…
- What financial history tells us about the AI boom · 36 minThe investment pouring into artificial intelligence evokes comparisons with previous speculative bubbles. In this episode of The Big View, Peter Thal Larsen talks to Edward…
- The coming battle over the future of money · 43 minBitcoin has been around for over a decade. Now new US rules have pushed digital tokens into the mainstream, forcing central banks and private lenders to react. In this episode of…
- How climate and innovation are changing insurance · 47 minCostly natural disasters are more prevalent, while technology allows insurers to pinpoint risks more precisely. In this episode of The Big View podcast Peter Thal Larsen talks to…
