The Big View

Buyout 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 Partner Seth Boro about how the firm is dealing with the fallout, even as AI once again upends the market. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also...

As 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 ‘Better Judgment’, about the sense of purpose among jurists ruling on corporate and human-rights matters. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also...

The 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, author of “The Land Trap”, about why property is such an enduring issue – and why it’s so hard to reform. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also...

Obesity 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 Larsen talks to Breakingviews Associate Editor Aimee Donnellan about their origins – and their impact. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also vi...

It’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 Peter Thal Larsen that Donald Trump, Xi Jinping and Vladimir Putin are more alike than they seem. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit meg...

As 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 financier and philanthropist, talks to Peter Thal Larsen about the appeal of sharing income – and time. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also vi...

When 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, chair of the Energy Transitions Commission, about the scope for progress in pricing and capturing carbon. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also...

The investment pouring into artificial intelligence evokes comparisons with previous speculative bubbles. In this episode of The Big View, Peter Thal Larsen talks to Edward Chancellor, the author and financial historian, about which warning signs investors should look out for. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also vis...

Bitcoin 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 The Big View, Peter Thal Larsen talks to the investor and writer Felix Martin about what’s happening. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also...

Costly 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 Mario Greco, CEO of Zurich Insurance, about how the $100 bln Swiss group is navigating the landscape. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also...

Western countries hold $300 bln in cash and bonds owned by Moscow’s central bank. EU leaders have endorsed lending them to Kyiv. On this episode of The Big View podcast Reuters Commentator-at-Large Hugo Dixon, an early advocate of the idea, tells Peter Thal Larsen how it works. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also vi...

Donald Trump’s tariffs dent the Japanese carmaker’s largest market and Chinese rivals are expanding as it attempts a turnaround. On this episode of The Big View podcast, CFO Jérémie Papin explains what he’s learned about running a global company while facing multiple challenges. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also v...

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 ...