The Big View

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 vi...

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 vi...

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...

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 vi...

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...

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 visi...

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

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

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 vis...

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 vi...

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

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...

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...

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 v...

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 vi...

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...

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 th...

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 vis...

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 vis...

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...

Consumption is not a bright spot in the South Asian country, with growth half the pace of GDP. In this Exchange podcast, former Nestlé 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 megaph...

The outcome of snap elections in France will reverberate beyond its borders. Debt-laden Italy is particularly exposed if borrowing costs rise. In this Exchange podcast, former top Treasury official Fabrizio Pagani discusses Rome’s fiscal challenges in a changing EU landscape. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visi...

The US and the EU have imposed hefty import duties on electric vehicles BYD, Tesla and others make in the People’s Republic. In this Exchange podcast, consultant and former Chrysler executive Bill Russo explains why Europe’s levies are more a speeding fine than a stop sign. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit...

Despite scandals from South Africa to Big Oil, the secretive consultancy charms Ivy League recruits and blue-chip clients. In this Exchange podcast, investigative reporter Michael Forsythe explores the mystique and whether opioids advice threatens the firm’s $16 bln of revenue. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also vi...

Whether a bundt cake bakery or an internet address, if it generates steady cash, it can be diced up in the financial alchemy of securitization. In this Exchange podcast, Janus Henderson’s John Kerschner explains the promise and perils, and why the oddest assets can be the best. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also vi...