The Big View

New inventions often cause great excitement yet can take years to catch on. In this episode of The Big View podcast, Peter Thal Larsen talks to Carl Benedikt Frey of Oxford University about the erratic history of technology – and what it tells us about artificial intelligence. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also vis...

Apollo, Blackstone and KKR raised billions from deep-pocketed institutions for buyouts and private credit. Now they’re targeting the $145 trln held by individuals. In this episode of The Big View podcast, iCapital CEO Lawrence Calcano explains the opportunities – and the risks. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also vi...

The world’s two biggest economies are going head-to-head on everything from cars to chips. In this episode of The Big View podcast, Peter Thal Larsen talks to the author and analyst Dan Wang about how the People’s Republic developed, and what the US can learn from its rise. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit...

Donald Trump’s tariff policy threatens to make Americans poorer while failing to bring back lost manufacturing jobs. In this episode of The Big View podcast, author Philip Coggan explores the parallels with Britain’s foolish return to the gold standard a century ago. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megapho...

Tariffs and sanctions have roiled markets, but states can spur new industries. In this episode of The Big View podcast Daleep Singh, former US deputy national security adviser and chief global economist at PGIM Fixed Income, explores the new world investors must navigate. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit me...

Investors face a daily barrage of tariffs, sanctions and conflict. In this episode of The Big View podcast, Anna Rosenberg of Amundi explains how money managers deal with this uncertainty, and how the power rivalry between the US and China is upending economic trade-offs. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit me...

From New York’s mayoral race to Jeff Bezos’ wedding party, critics of the economic system abound. But few can agree on solutions. In this episode of The Big View podcast, author and investor Ruchir Sharma argues the problem is big government, entrenched companies, and cheap debt. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also...

US trade partners are bracing for another presidential tariff deadline. In this episode of The Big View podcast, Richard Baldwin of IMD Business School explains why hostility to US imports is now a bipartisan issue, and why the global trading system can survive Trump’s onslaught. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also...

Enthusiasts have long claimed driverless cars are around the corner. As they hit the streets from the West Coast to Wuhan, the business model is taking shape too. In this episode of The Big View podcast, James Peng, CEO of $6 bln industry pioneer Pony AI, explains what’s changed. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also...

US lawmakers endorsed digital tokens backed by dollars like Tether and USDC, collectively worth $250 bln. In this episode of The Big View podcast, banks analyst and author Dan Davies explains the risks of mingling supposedly solid crypto assets with the regulated banking system. Learn more about your ad choices. Visit megaphone.fm/adchoices

A spate of books chronicling the industry’s harmful economic effects are exacerbating its financial quandaries. In this episode of The Big View podcast, ‘Bad Company’ author Megan Greenwell discusses how buyout shops dash the American dream, and ways to thwart them from doing so. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also...

As President Donald Trump threatens tariffs, Brussels is also worrying about Washington using sanctions against it. In this episode of The Big View podcast, Agathe Demarais of the European Council on Foreign Relations talks about how the bloc should deploy its own weapons. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit m...

Factories and consumers in the People’s Republic helped turn the iPhone maker into a $3 trln giant. Now geopolitical tensions are straining the relationship. In this episode of The Big View podcast, ‘Apple in China’ author Patrick McGee explains why there’s no easy way out. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit ...

Leaders are scrambling to shore up defences against Russia while also becoming less dependent on the US. In this episode of The Big View podcast, Bruegel Senior Fellow Guntram Wolff talks about the need for a joint European body to make the increase in spending more effective. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also vis...

Trade between the two economies is collapsing. In this episode of The Big View podcast, Christopher Beddor of Gavekal explains where relations could be repaired, where they could deteriorate further, and why Washington and Beijing may tacitly agree on the need to pull apart. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit...

The White House is negotiating with trading partners while US-China commerce seizes up. In this episode of The Big View podcast, Professor Simon Evenett of IMD Business School explains how the tense discussions might play out, and where they will leave the global trade system. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also vis...

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...

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...

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 visi...

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 m...

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 m...

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 v...

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...

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...

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...