Environmental, social and governance investing is under the spotlight. In this episode of The Exchange podcast, Bridgewater’s sustainable finance gurus Karen Karniol-Tambour and Carsten Stendevad explain how ESG’s main problem is a lack of clarity over its goals. Learn more about your ad choices. Visit megaphone.fm/adchoices
Deborah Waterhouse and Dr Kimberly Smith have spent decades battling the deadly virus. In this edition of The Exchange podcast, the leaders of the British drug giant discuss breakthroughs in the $26 bln market and how Gilead is also making a play for the growing sector. Learn more about your ad choices. Visit megaphone.fm/adchoices
Chris Patten was Britain’s top representative in the colony before its handover 25 years ago. In this edition of The Exchange podcast he talks about his newly published diaries, businesses sucking up to the People’s Republic, and whether the West will defend international rules. Learn more about your ad choices. Visit megaphone.fm/adchoices
The KKR partner started the non-profit Ownership Works to help companies grant stock to entire workforces. He discusses the resistance, the success stories, and an ambitious plan to create $100 bln of wealth for employees on this episode of The Exchange podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices
The athletic-shoe company nearly expired while trying to compete with Nike and Adidas. Then Jim Weber stepped in and sharpened its focus to runners. The company’s boss explains in this episode of The Exchange how staying the course caught the attention of the Sage of Omaha. Learn more about your ad choices. Visit megaphone.fm/adchoices
Saul Griffith, author of “The Big Switch”, tells Antony Currie why neither hydrogen nor carbon capture can tackle global warming. Instead, electrifying everything from cars to stoves will, thanks to ample sun and wind Down Under. It'd spark a jobs and exports boom, too. Learn more about your ad choices. Visit megaphone.fm/adchoices
In “America Second”, Isaac Stone Fish lays into executives who suck up to Beijing. He and Pete Sweeney discuss how politics and economics are forcing U.S. companies to reframe their approach, what legislations might be in the pipeline, and whether military conflict is inevitable. Learn more about your ad choices. Visit megaphone.fm/adchoices
Relations between the world’s two largest economies were already tense, and Russia’s invasion of Ukraine has further increased the pressure. In this episode of The Exchange, James Fok explains how the relationship became so fraught, and why it’s unlikely to improve anytime soon. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices...
The pandemic sped up the shift to online advertising and e-commerce. In this episode of The Exchange Mark Read, CEO of WPP, tells how his clients coped with Covid-19, why virtual reality is the next big thing for consumer giants, and why corporate purpose is more than a buzzword. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices...
Kleiner Perkins Chair John Doerr outlines in his new book a plan to reach net-zero emissions by 2050. As an early backer of Amazon and Alphabet, he also explains how saving the planet is a business opportunity akin to the internet in this episode of The Exchange podcast. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices...
That’s an argument author Sebastian Mallaby makes in his new book on the financiers behind the world’s technology giants. He also discusses the role of luck, founders’ increasing power, late-stage investment pile-on risks and Chinese tech in this episode of The Exchange podcast. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices...
Investor turned anti-corruption campaigner Bill Browder joins Dasha Afanasieva on The Exchange podcast to explain why tougher sanctions from the West, including freezing oligarch assets, threaten Russian President Vladimir Putin’s grip, and cripple the country’s economy. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices...
Presidents Donald Trump and Joe Biden both embraced barriers like tariffs as a U.S. response to technology and globalization. Former White House economic adviser Glenn Hubbard argues that such strategies will fail. But policymakers can do more to take care of those left behind. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices...
From Saks Fifth Avenue to Target, U.S. retailers are under intense pressure to change their businesses to meet consumers’ needs. Alix Partners’ Joel Bines tells Jennifer Saba it’s about more than just a shift in shopping habits. He argues that consumers now hold all the power. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices...
Europe’s antitrust tsar is responsible for keeping U.S. digital behemoths in check and making sure that the bloc doesn’t slip too far behind on technology. She joined Liam Proud to talk about a string of recent court losses and the future of competition policy. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Italian banker wants to return 16 bln euros to investors by 2024. Choppy markets and growing geopolitical risks raise the bar for European banks’ promised returns. UniCredit CEO Andrea Orcel tells Breakingviews how his $35 bln lender can navigate through uncertain times. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices...
U.S. inflation is at its highest in four decades. The central banker explains to Swaha Pattanaik how the Federal Reserve plans to tackle price pressures without jeopardising growth or job creation, and outlines her views on the outlook for monetary policy. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices
Can green hydrogen decarbonise big chunks of our economies? Air Products CEO Seifi Ghasemi, who’s backing the carbon-free gas in a major Saudi Arabia project, thinks so. He tells Lisa Jucca how his $61 bln group plans to be the world’s top green hydrogen producer in five years. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices...
After a year of record revenue and global dislocations, the Wall Street CEO talked with Breakingviews about the future of wealth, why Morgan Stanley won’t be buying an European rival anytime soon, and how the market will have to get used to the end of free money, like it or not. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices...
The Chinese electric-car maker has navigated everything from shrinking subsidies to Covid-19. Embracing new ways of working is critical, boss Brian Gu tells Katrina Hamlin. Future forays into Europe, the metaverse, and flying cars will test the Tesla rival’s resilience again. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices...
Failure to reduce carbon emissions is top of mind for Mario Greco, who has run the 65 bln Swiss francs insurer for the past six years. But other hazards, like loss of social cohesion and geopolitics, are also on the horizon, he tells Rob Cox in a Breakingviews Predictions chat. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices...
Signa Sports United is a network of web shops and fulfilment systems for cycling, team sports and outdoor kit. Its CEO Stephan Zoll speaks to Dasha Afanasieva about going public through a Ron Burkle-backed SPAC, and how punters are spending big on sophisticated bikes and rackets. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices...
Kaisa Hietala was one of the directors elected by shareholders in May through activist Engine No. 1’s successful campaign to green up the $250 bln oil giant. The former Neste executive from Finland sat down with Rob Cox to explain her vision for creating sustainable businesses. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices...
With an election looming early next year, the Liberal Party’s deputy leader discusses everything from booster shots to Big Tech, climate change to China, immigration to inflation, and more. He tells Jeffrey Goldfarb how his country can overcome the many economic challenges ahead. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices...
Daniel Humm’s Eleven Madison Park in New York garnered three Michelin stars and was voted the world’s best restaurant in 2017. But after the pandemic, the marathoning Swiss transplant pivoted his kitchen entirely towards plant-based cuisine. He tells Rob Cox why. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices
At the global conference, our columnists interviewed the movers and shakers at Ola Electric, Philip Morris, ViacomCBS and Klarna about disruption at scale in India, the challenges of making bold corporate transitions in tobacco and media, and Europe’s fintech frenzy. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices...
After a year of record activity, global antitrust watchdogs are becoming more scrupulous of big deals, Morgan Stanley’s Rob Kindler and Paul, Weiss’s Scott Barshay agree. But they disagree about what that means for the deal market in general. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices
As the world gets to grips with a new coronavirus variant, Swaha Pattanaik looks ahead to how Omicron could frustrate attempts to rein in rising prices. Meanwhile, Gina Chon watches Twitter say goodbye to founder Jack Dorsey and usher in a new, still-quirky governance setup. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices...
The fight to reduce CO2 emissions is forcing a rethink about the role of nuclear power, says Rafael Grossi, head of the International Atomic Energy Agency. But convincing holdouts like Greta Thunberg will take more than turning Homer Simpson into a paragon of nuclear safety. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices...
Companies from JPMorgan to Goldman Sachs are upgrading their banking businesses. Al Goldstein, one of the pioneers of peer-to-peer lending and online funding, tells Lauren Silva Laughlin how he reshaped those areas and why he is moving into private equity and venture capital. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices...
