The president’s tariffs have wreaked havoc in financial markets . Beneath the short-term turmoil, though, are more fundamental woes . In this episode of The Big View podcast, Edward Chancellor describes how the US became a bubble economy , and why deflating it is so dangerous. 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. Visi...
Apr 22, 2025•41 min
The world’s dominant currency has survived devaluation , inflation, war, and many crises . US President Donald Trump’s return raises new doubts. In this episode of The Big View podcast, Paul Blustein talks about the secrets of the greenback’s success – and what could end its reign. 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....
Apr 15, 2025•42 min
From the crisis of 2008 to the pandemic to Trump’s tariffs, governments and central banks have influenced asset prices. In this episode of The Big View podcast Mark Haefele, chief investment officer of UBS’s wealth management unit, talks about the stark message for 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...
Apr 08, 2025•34 min
Measuring growth requires reliable information about an economy’s output. But the established methods are hopelessly out of date. In this episode of The Big View podcast, economist Diane Coyle discusses ways in which statistics could be improved , and why change is so hard. 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 m...
Apr 01, 2025•31 min
Though artificial intelligence seems new, fund managers have used it to spot patterns for years. In this episode of The Big View podcast, Gary Collier, chief technology officer of Man Group, talks about the surprising lessons he’s learned and debunks some common AI tropes. 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 me...
Mar 25, 2025•35 min
Washington has sharpened the dollar and technology into powerful weapons. Now erstwhile allies fear they are targets. In this episode of The Big View podcast Edward Fishman, the author of ‘Chokepoints’, explains how economic interdependence is increasingly at odds with security. 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. Vi...
Mar 18, 2025•39 min
Loans supplied by funds have swelled to some $2 trln, disrupting regular banks. In this episode of The Big View podcast, Huw van Steenis of Oliver Wyman explores the drivers of the industry’s rapid growth , how much bigger it could get, and what risks it might be storing up. 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 ...
Mar 11, 2025•39 min
Some advocates believe artificial intelligence is poised to surpass human capabilities. Others see it more as a powerful problem-solving tool. In this episode of The Big View podcast, Felix Martin explores the implications of the diverging views for investors and economists. 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 ...
Mar 04, 2025•39 min
The US president has slapped tariffs on Mexico, Canada, steel, aluminium, and is threatening more . Few have come into force, though. In this episode of The Big View podcast, Sam Lowe of Flint Global explains the different types of levies, and what they mean for global trade . 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. Visi...
Feb 25, 2025•39 min
Productivity has slowed, real wages are stagnant, and investment has dried up. The new UK government also faces high debt and rising interest rates. In this episode of The Big View podcast, newly appointed minister Torsten Bell makes the case for radical but incremental 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. Vis...
Feb 11, 2025•47 min
Tycoons like Jeff Bezos and Mark Zuckerberg bent the knee to Donald Trump . They’re not the first to bow to the Oval Office. In this episode of The Big View podcast, former White House aide Tevi Troy explores the shifting balance of power between corporate and political leaders. 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. Vi...
Feb 04, 2025•34 min
It’s almost three years since Russia invaded, unleashing death and devastation. In this live edition of The Big View podcast, economist and former minister Tymofiy Mylovanov talks about the damage to both sides, the effect of sanctions , and what a peace deal might look like. 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...
Jan 28, 2025•41 min
The immediate effects of the president’s second term will be felt at home. But he’s also upending parts of the US-led order. In this episode of The Big View podcast, Reuters Commentator-at-Large Hugo Dixon discusses relations with Europe, rivalry with China, and 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. Vis...
Jan 21, 2025•36 min
Since its founding in 1987 the tech giant has learned from Western rivals , expanded overseas , and is now on the front lines of a new Cold War. In this episode of The Big View podcast Eva Dou, author of ‘House of Huawei’, explains how the secretive firm became a national champion. 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....
Jan 14, 2025•39 min
Non-bank lenders , sitting atop $2 trln in assets, keep taking more of the market away from the traditional titans of Wall Street. Yet the industry is now rapidly consolidating . In this episode of The Big View podcast, Marc Lipschultz, co-CEO of Blue Owl Capital, explains why. 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. Vis...
Dec 17, 2024•45 min
International cell makers are struggling to compete with Chinese giants like CATL . But innovations like solid-state batteries could upend the industry in the not-too-distant future. In this week’s episode of The Big View podcast, QuantumScape CEO Siva Sivaram explains how. Learn more about your ad choices. Visit megaphone.fm/adchoices...
Dec 10, 2024•33 min
Policymakers in major economies have quelled the post-pandemic inflation surge without causing recessions . In this episode of The Big View podcast, BlackRock’s Alex Brazier argues big rate hikes in the US, Europe and the UK helped – but so did unusually strong labour markets. Learn more about your ad choices. Visit megaphone.fm/adchoices...
Dec 03, 2024•33 min
Artificial intelligence hopes have unleashed an investment frenzy , propelling chip giant Nvidia’s value to $3.5 trln. In this episode of The Big View podcast, mathematician Andrew Odlyzko explores parallels with the 1990s dotcom bubble and Britain’s railway mania of the 1840s. 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. Vis...
Nov 26, 2024•37 min
Dublin expects a record budget surplus in 2024 thanks to a cash deluge from tech giants . In this episode of The Big View podcast, Pascal Saint-Amans, the architect of a landmark tax 2021 treaty, explains how the US’s failure to ratify the deal allows havens to rake in billions. 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. Vi...
Nov 19, 2024•30 min
Successive US presidents have wielded sanctions and export controls against rival nations. Donald Trump promises further escalation. In this episode of the Big View podcast, political scientist Henry Farrell explains how weaponizing finance and technology can be self-defeating. Learn more about your ad choices. Visit megaphone.fm/adchoices...
Nov 12, 2024•35 min
Officials have taken dramatic steps to boost confidence and growth in the world’s second-largest economy . In this episode of The Big View podcast, Arthur Kroeber, head of research at Gavekal, explains why he sees the People’s Republic turning into a high-tech, low-growth country. 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. ...
Nov 05, 2024•39 min
Next week, voters will choose between Donald Trump and Kamala Harris . Their decision will impact governments, companies and investors outside the US. In this episode of The Big View podcast, geopolitical strategist Tina Fordham explains why markets misjudge the possible turmoil. 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. V...
Oct 29, 2024•31 min
Consumers are shunning booze due to health concerns and shifting tastes, forcing beermakers to adapt. In this episode of the Big View podcast Louise Fitzpatrick, an executive at the Dutch brewer Heineken, explains the opportunities and challenges of selling suds without alcohol. 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. Vi...
Oct 22, 2024•32 min
Artificial intelligence tools like ChatGPT depend on chips and energy. But a $1 trln rush to build data centres faces constraints on planning and power. In this episode of The Big View podcast, Morgan Laughlin of asset manager PGIM explains the virtual frenzy’s physical limits. 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. Vis...
Oct 15, 2024•33 min
The Japanese tycoon shaped global technology while building and losing vast fortunes. How does he keep going? In the first episode of Breakingviews’ new podcast, The Big View, former FT editor Lionel Barber discusses what he uncovered in his biography of Son, ‘Gambling Man’. 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 ...
Oct 08, 2024•29 min
Check out the trailer for our new podcast, where 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. Learn more about your ad choices. Visit megaphone.fm/...
Oct 03, 2024•2 min
The troubled US jet maker and its European rival aren’t delivering as many planes as customers want. On this Exchange podcast, AirInsight co-founder Addison Schonland explains how some problems stretch back to Covid, whether a third player can break the duopoly, and much more. 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. Visi...
Jul 23, 2024•35 min
Non-executive directors at UK and EU-based firms own little equity in the companies they oversee. In this Exchange podcast, Liad Meidar of the hedge fund Gatemore argues that this is a problem, while Peter Boreham of the pay consultancy Mercer explains why it’s hard to 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. Visi...
Jul 16, 2024•27 min
Supplies of the red metal have to motor if the world is to adequately decarbonise. In this Exchange podcast Tae-Yoon Kim, senior energy analyst at the International Energy Agency, lays out the challenges that need to be overcome if the private sector is going to make that happen. 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. V...
Jul 09, 2024•30 min
Consumption is not a bright spot in the South Asian country, with growth half the pace of GDP. In this Exchange podcast, former Nestl é India board member Rama Bijapurkar explains why international companies need to stick their elbows out to tap the low-earning masses. 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 megaph...
Jul 02, 2024•25 min
