The Big View

Agathe Demarais, a Senior Policy Fellow at the European Council on Foreign Relations and author of 'Backfire', discusses the pressing challenges the EU faces amid US economic policies. She highlights how the US wields its financial power strategically, prompting Europe to rethink its economic security strategies. Demarais explores the EU's recent responses to sanctions, the need for a coordinated approach among member states, and the complexities of navigating relations with the US while building a robust economic security framework.

Patrick McGee, author of 'Apple in China' and former Financial Times journalist, delves into the vital yet complex ties between Apple and China. He discusses how geopolitical tensions are reshaping this relationship, impacting supply chains and market strategies. McGee explores Apple's reliance on Foxconn and the unintended support of local competitors like Tesla. The conversation highlights the challenges of relocating manufacturing to the U.S. amidst tariffs and the intricate balance between economic dependence and regulatory hurdles in China.

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 visit megaphone.fm/adchoices to opt-out of targeted advertising.  

Christopher Beddor, a Deputy China Research Director at Gavekal Dragonomics, and Yuna Galani, Asia editor at Reuters Breaking Views, dive into the complex web of US-China relations. They discuss the shocking collapse of trade between the two superpowers and examine the historical factors fueling decoupling. The duo analyzes how current tariffs might signify a permanent shift rather than a temporary phase, and explore the impact on technology and corporate trust. Insights on potential strategies and future dynamics make this conversation a must-listen!

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 visit megaphone.fm/adchoices to opt-out of targeted advertising.  

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.  

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. 

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.

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. 

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.