The Big View
Reuters
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.[For previous The Exchange podcast users, we didn't want to leave you hanging so we've decided to repurpose this feed for the launch of The Big View podcast. You can still find the legacy episodes below marked under the old title]
Episodes
Mentioned books
Oct 21, 2025 • 36min
What financial history tells us about the AI boom
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.
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9 snips
Oct 14, 2025 • 43min
The coming battle over the future of money
Felix Martin, an economist and author renowned for his insights on the history of money, dives deep into the evolving landscape of currency. He explores the tension between traditional banks and emerging digital currencies, highlighting how regulations are reshaping the future. Felix contextualizes Bitcoin's rise amid historical crises and discusses the implications of stablecoins on international finance. He warns about potential risks of digital dollars and how they could influence demand for U.S. Treasuries, altering global financial dynamics.
Oct 7, 2025 • 47min
How climate and innovation are changing insurance
Mario Greco, CEO of Zurich Insurance, steers the conversation on how the insurance landscape is adapting to rising natural disasters and climate change. He discusses the importance of prevention and the shared responsibility of individuals, governments, and insurers. As technology transforms the industry, he highlights practical AI applications, personalized pricing, and the shift towards supporting renewable energy. Greco also explores opportunities in mobility and health risks, revealing how these changes can drive growth in a fragmented global market.
5 snips
Sep 30, 2025 • 37min
How to use frozen Russian assets to help Ukraine
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.
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Sep 23, 2025 • 33min
Lessons from Nissan on surviving carmageddon
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.
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12 snips
Sep 16, 2025 • 43min
Why technological progress is so hard to predict
Carl Benedikt Frey, a leading expert on AI and work from the University of Oxford, discusses the unpredictable nature of technological progress. He examines how historical transformations, like the Industrial Revolution, inform our current understanding of AI. Frey delves into the societal reactions to technological advancements, contrasting optimism with modern anxieties. He highlights the paradox of AI innovation alongside stagnant productivity, and explores the implications for employment as automation reshapes job markets, raising concerns for the future.
Sep 9, 2025 • 42min
Private equity sets its sights on the little guy
Lawrence Calcano, Chairman and CEO of iCapital, shares insights from his investment banking background and the evolution of private equity targeting individual investors. Jonathan Guilford, US editor at Reuters Breakingviews, highlights the regulatory shifts enabling retail access to alternative assets. They discuss the complexities of navigating investment structures, the integral role of technology in connecting investors to private equity, and the crucial need for financial advisors to educate clients about liquidity risks and long-term commitments in these innovative investments.
Sep 2, 2025 • 39min
What China has to teach the US about technology
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.
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10 snips
Jul 29, 2025 • 35min
The lost lessons from history’s economic mistakes
In this conversation, Philip Coggan, an insightful author and former journalist at The Economist and the Financial Times, tackles pressing economic themes. He draws striking connections between Donald Trump’s tariff policies and Britain’s historical return to the gold standard. Coggan critiques how tariffs misinterpret global trade dynamics and emphasizes the complexities of current economic strategies. He highlights the importance of understanding domestic factors behind America's economic challenges, urging for policy reforms to address deeper issues like wage stagnation and income inequality.
Jul 22, 2025 • 41min
The perks and penalties of waging economic war
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.
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