About this podcast
Breakingviews columnists talk about the big numbers, crunchy deals and nasty spats in global business and economics, offering a weekly dose of financial insight that goes beyond the concise and provocative views readers get from our columns every day.
Episodes
The newest 50 of 524 episodes
- Anthropic heads for the ultimate AI benchmark · 18 minThe lab behind chatbot Claude is preparing to launch an initial public offering, even if at a markedly lower valuation than the $2 trillion once touted. On this episode of the…
- US midterms may prick AI bubble and rattle oil · 20 minDemocrat victories have swept across the US as voters protested sky-high diesel prices and data centres. In this Viewsroom podcast, Breakingviews columnists debate how a weakened…
- Takaichi’s success may backfire on Japan · 14 minThe country’s first female prime minister is pushing on with a $2.3 trln investment plan. In this Viewsroom podcast, Breakingviews columnists debate whether it will fuel…
- AI enthusiasm’s breaking point · 21 minNeocloud stocks like $35 bln CoreWeave have sold off and so has their unsecured debt in recent weeks. In this Viewsroom podcast, Breakingviews columnists debate whether the…
- China-EU auto wars drive to in-Seine level · 27 minBYD, Geely and peers are taking the Paris Motor Show by storm, right after Beijing agreed with Brussels to cap hybrid exports. In this Viewsroom podcast, Breakingviews columnists…
- Man City own goal upsets sport’s money-go-round · 27 minSham contracts worth $1.1 bln may spell disaster for the Abu Dhabi-owned soccer club. In this week’s Viewsroom, Breakingviews columnists debate whether financial fair play is…
- UBS is unlikely to blink in location standoff · 20 minThe $160 bln Swiss banking giant is facing an enormous capital bill following its rescue of Credit Suisse. In this Viewsroom podcast, Breakingviews columnists debate whether the…
- Tata boardroom mess is likely to fester · 19 minA power struggle is unfolding at the heart of Tata Sons over a forced IPO from the Reserve Bank of India. In this Viewsroom podcast, Breakingviews columnists debate the future of…
- High oil prices will ooze into the economy · 21 minBrent crude is soaring above $100 a barrel, but countries and companies look surprisingly resilient. In this Viewsroom podcast, Breakingviews columnists debate whether the calm…
- Nvidia is a $5 trln immovable object · 20 minNot content to supply the leading silicon for powering chatbots, boss Jensen Huang is using his vast cash hoard to prop up customers and forestall rivals. In this week’s…
- Globetrotting banks are back · 24 minAfter painful years of post-crisis retrenchment, the likes of Banco Santander and JPMorgan are once again expanding across borders. In this week’s Viewsroom, Breakingviews…
- Warsh’s silence faces Jackson Hole test · 18 minThe Fed chair will speak Friday at the annual central bankers gathering. In this Viewsroom podcast, Breakingviews columnists discuss if he can keep markets focused on the economy…
- Heat-scorched Europe faces chilling future · 21 minEU policymakers envisage €700 bln of annual spending to hit its clean-energy targets, but only a fraction of that sum on adapting to an already-changed climate. In this week’s…
- Shein’s fraying profit sets up drab IPO · 21 minThe Chinese-founded fast-fashion retailer has released financial details ahead of its long-awaited Hong Kong float. In this Viewsroom podcast, Breakingviews columnists explain…
- The AI hacking wave is here · 20 minFrom a cyberattack on Jaguar Land Rover to state-sponsored espionage campaigns, hackers are busier than ever. In this week’s Viewsroom, Breakingviews columnists discuss how…
- Wealth crackdown will dent Hong Kong’s revival · 19 minChina wants tighter controls on cross-border flows, which could make it harder for Hong Kong to sustain its new position as the world’s top offshore centre. In this Viewsroom…
- Comcast models TV crack-up · 18 minThe empire led by Brian Roberts will split into a cable and a media company, after steadily rising pressure halved its share price. In this week’s Viewsroom, Breakingviews…
- Booze-makers have reason to be in low spirits · 21 minWhiskey distiller Brown-Forman’s $30 bln tie-up talks point to a broader problem. Older drinkers are disappearing, and younger ones have different, more moderate tastes. In this…
- Volatile AI costs may spark efficiency rethink · 18 minSpending by companies on software and models could hit $680 bln next year. In this Viewsroom podcast, Breakingviews columnists debate whether AI giants like OpenAI and Anthropic…
- Europe barrels towards China trade spat · 17 minGerman Chancellor Friedrich Merz and his counterparts are reluctantly contemplating action to address a yawning €360 bln deficit with the People’s Republic. In this week’s…
- The Fed’s new boss gets too much of what he wants · 22 minAs once-vocal inflation hawk Kevin Warsh prepares for his first meeting as the central bank’s chair, prices are now rising at a sharp 4% rate. In this week’s Viewsroom…
- BP chairman debacle will cast a long shadow · 19 minThe $113 bln oil major is reeling after it parted company with the leader of its board, Albert Manifold. In this Viewsroom podcast, Breakingviews columnists discuss the company’s…
- SpaceX $1.75 trln IPO will test investor stomachs · 20 minElon Musk’s rocket company is preparing for a stock market take-off. In this Viewsroom podcast, Breakingviews columnists debate how the Tesla boss explains the stratospheric…
- Private credit casts a shadow across Wall Street · 22 minBumper returns promised by the $3.5 trln non-bank lending industry are giving way to rising defaults and falling income. In this week’s Viewsroom, Breakingviews columnists…
- India is patient zero for AI job loss onslaught · 21 minThe country’s $4 trln consumer-led economy is already seeing a slowdown in hiring and firms like Oracle are laying off staff. In this Viewsroom podcast, Breakingviews columnists…
- Elections raise stakes of Britain’s fiscal dilemma · 24 minWith UK 10-year debt yielding 5%, roughly the highest in over a decade, PM Keir Starmer may face brutal losses in local polls. He could then leave, or steer left. In this…
- Europe oil shortages create Wile E. Coyote moment · 21 minThe Iran conflict is showing no signs of ending with the price of crude teetering above $100 a barrel. In this Viewsroom podcast, Breakingviews columnists discuss how the fallout…
- Beijing auto jamboree ponders battery conundrum · 22 minThe world’s largest carmakers descended on the Chinese capital for the industry’s annual shindig. In this Viewsroom podcast, Breakingviews columnists debate whether $100-a-barrel…
- Gloomy global economy looks light on solutions · 23 minEconomists gathered this week for the IMF and World Bank meetings amid soaring oil prices. In this Viewsroom podcast, Breakingviews columnists discuss how debt-laden countries…
- Food giants strain to cut the corporate mustard · 17 minWhether it’s Kraft Heinz weighing a split of its ketchup and hot-dog units or Unilever sealing a $65 bln mayonnaise deal, edible empires are coming apart. In this week’s…
- Revived dealmakers confront resurgent challenges · 25 minThe mega-merger boom persists with Unilever’s $65 bln mayo-to-mustard combo while beauty giant Estée Lauder holds talks with Puig. In this week’s Viewsroom, Breakingviews…
- Novo Nordisk is Denmark’s big little problem · 22 minAs war rages and Donald Trump looms, a recent election featured little mention of the ailing $164 bln drugmaker, once so successful it distorted economic figures. In this week’s…
- The AI boom tests its limits · 24 minOpenAI and Anthropic, together valued at over $1 trln, have raised vast sums from a panoply of backers in the thus-far unprofitable quest to perfect silicon intelligence. In this…
- A global energy squeeze is now unavoidable · 24 minThough investors are still pricing in a swift end to the Middle East conflict, the disruption to oil and gas flows from the region is producing early signs of stress. In this…
- Iran strikes plunge globe back into energy chaos · 20 minAttacks launched by the United States and Israel led to immediate escalation, embroiling neighboring countries and imperiling key oil and gas shipping routes. In this week’s…
- Trump’s tariff upset has plenty of upside · 22 minThe US may be on the hook for $175 bln worth of refunds after the Supreme Court deemed the president’s tariffs illegal. In this Viewsroom podcast, Breakingviews columnists…
- European rearmament is a how-to-spend-it problem · 21 minA summit in Munich offered a window into the continent’s anxieties over defence as transatlantic ties fray, battlefield tactics shift, and budgets ramp up. In this Viewsroom…
- IT bloodbath is double whammy for buyout barons · 23 minShares in software giants like Salesforce sank amid fears of competition from chatbots, implying pain for private equity’s bet on the industry. In this Viewsroom podcast…
- Japan election may win back domestic investors · 19 minVoters will go to the polls on Sunday and may back the government’s economic stimulus package. In this Viewsroom podcast, Breakingviews columnists discuss how soaring bond yields…
- New York markets’ siren song is hard to resist · 25 minEuropean companies are steadily deserting home exchanges to head for Big Apple bourses. Some $1 trln of re-listings may await. In this week’s Viewsroom, Breakingviews columnists…
- Miners are excavating long-sought mega-deals · 21 minDiverging fates for copper and coal open opportunities for industry-reshuffling M&A, led by Glencore and Rio Tinto’s mulled $215 bln tie-up. In this week’s Viewsroom…
- Europe heads for White House collision course · 23 minThe extraordinary US incursion into Venezuela and threats over Greenland have made clear President Trump’s intent to rule by world-spanning whim. In this week’s Viewsroom…
- Breakingviews envisions the far side of the boom · 23 minTo kick off 2026, the team penned wide-ranging predictions for the year ahead, from a potential flashpoint in Poland to turning defunct data centers into pickleball courts. In…
- Made in China’s success story is tentative at best · 20 minThe world’s second-largest economy posted a record $1 trln trade surplus for the first 11 months of 2025. In this Viewsroom podcast, Breakingviews columnists discuss how…
- Warner Bros is the poison apple of Hollywood’s eye · 19 minThe storied movie studio has inked mega-mergers with Time, AOL, AT&T and Discovery. All ended poorly. In this week’s Viewsroom, Breakingviews columnists discuss its latest $83…
- A Ukraine deal would be peace in name only · 21 minPresident Trump is pushing to broker an end to Russia’s deadly invasion, on terms that have caused alarm in Europe. In this Viewsroom podcast, Breakingviews columnists discuss…
- Tech giant debt splurge ratchets up systemic risks · 18 minTitans such as Google, Meta, Oracle and Amazon may spend $600 bln in 2026 on data centres. In this Viewsroom podcast, Breakingviews columnists explain why juicy profits will not…
- Britain’s fiscal ship lost at sea · 23 minFinance minister Rachel Reeves, seeking to bridge a 20 bln pound budget gap to meet byzantine rules, is already wavering on raising income taxes and other policies. In this…
- Breakingviews celebrates 25 years with a bang · 30 minFrom the dot-com bust to the 2008 crisis to the AI mania, our columnists have seen and shaped the conversation about the biggest moments in finance. In this anniversary edition…
- China’s low-cost AI offers competitive edge · 21 minTech giants in the world’s second largest economy are rapidly rolling out new machine learning models at a fraction of the price of US rivals. In this Viewsroom podcast…
