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
Jul 29, 2025 • 35min
The lost lessons from history’s economic mistakes
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 megaphone.fm/adchoices to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices
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.
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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jul 15, 2025 • 37min
How global tensions are unsettling markets
In this discussion, Anna Rosenberg, Head of Geopolitics at Amundi Investment Institute and co-founder of Signum Global Advisors, dives deep into the swirling currents of global finance impacted by geopolitical strife. She outlines how tariffs and sanctions force investors to rethink strategies. The rivalry between the US and China is dissected, revealing its profound economic implications. Rosenberg also sheds light on innovative tools like geopolitical sentiment trackers and emphasizes the delicate balance smaller nations must maintain amid growing tensions.
Jul 8, 2025 • 40min
What really has gone wrong with global capitalism
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 visit megaphone.fm/adchoices to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jul 1, 2025 • 42min
Why Trump’s trade assault will fail and keep going
Richard Baldwin, a leading Professor of International Economics at IMD, dives deep into the intricacies of Trump's trade policies and their bipartisan reception. He discusses the chaotic nature of recent U.S. tariffs and how emotional motivations have overshadowed sound economic rationale. Baldwin also explores ideas from his book, 'The Great Trade Hack', advocating for a radical overhaul of the global trading system. Finally, he reflects on the diminishing U.S. leadership in trade and the rise of informal coalitions as the world seeks new ways to navigate these turbulent economic waters.
Jun 24, 2025 • 33min
Why robotaxis are picking up speed and credibility
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 visit megaphone.fm/adchoices to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jun 17, 2025 • 38min
The wobbly foundations of the stablecoin boom
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
Jun 10, 2025 • 36min
Private equity’s nightmare on Main Street
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 visit megaphone.fm/adchoices to opt-out of targeted advertising.
Learn more about your ad choices. Visit megaphone.fm/adchoices
May 27, 2025 • 38min
How the EU can respond to US economic warfare
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.
May 20, 2025 • 41min
How Apple’s China celebration became a conundrum
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.
