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
29 snips
Nov 11, 2026 • 45min
An AI pioneer on extracting value from technology
Kai-Fu Lee, a pioneering AI scientist, investor and former technology executive at Apple, Microsoft and Google, explores why businesses struggle to turn AI into profits. He discusses building AI-native organizations, the crucial role of experienced employees, Boss AI for executive insight, and why applications may capture more value than models. He also examines US-China competition, SaaS disruption, investment bubbles and the risks of a major AI backlash.
Nov 3, 2026 • 38min
What the EU-China car quota means for world trade
Sam Lowe, Flint Global trade specialist and Chatham House associate fellow, examines the EU’s 350,000-car cap on Chinese hybrid imports. He explores how tariffs redirected China’s auto exports, why Beijing is cultivating a reasonable image, and how Europe’s managed truce contrasts with Washington’s trade war. The conversation also probes divided European industrial policy, Britain’s China dilemma, and whether sector-by-sector quotas could reshape global trade.
Oct 27, 2026 • 36min
The silver lining in Europe’s dark economic clouds
Marieke Blom, ING’s chief economist and global head of research, challenges Europe’s bleak economic narrative. She explores how ageing populations may be offset by higher labour participation, why productivity gaps are overstated, and how applied AI could boost growth. Trade tensions, domestic demand, political gridlock and Central and Eastern Europe’s catch-up potential also come into focus.
12 snips
Oct 20, 2026 • 41min
Why the Everything Bubble keeps on inflating
Edward Chancellor, financial historian and author of The Price of Time, examines today’s hyper-speculative markets. He explores the return of the Everything Bubble, record leverage, meme stocks, nonstop retail trading, and financial innovation. The conversation also turns to Elon Musk’s market influence, persistent fiscal support, and whether AI is fueling an even bigger wave of speculation.
6 snips
Oct 13, 2026 • 42min
The fragile undersea cables that connect the world
Katja Bego, a Chatham House research fellow and author of Deep Connections, explores the fragile cables carrying the world’s data. She discusses Baltic Sea incidents, sabotage and plausible deniability, the history of cable warfare, Big Tech’s growing control of routes, and the limits of repair ships and satellites. The conversation also examines resilience, redundancy and the risk of a more fragmented internet.
Oct 6, 2026 • 33min
How financial markets became even more manic
Alex Edmans, a London Business School finance professor and author of The Madness of Markets, explores why investors behave irrationally. He discusses market overreactions to innovation, emotional influences on trading, meme stocks and SpaceX’s valuation. The conversation also examines how AI could reshape investing, why anomalies persist, and whether diversification or contrarian strategies offer the better path.
9 snips
Sep 29, 2026 • 45min
The right way to prepare future workers for AI
Daniel Susskind, a professor and author of A World Without Work, explores why “future-proof” skills are a mirage in the age of AI. He discusses returning education to literacy, numeracy and critical thinking, learning with and without AI, and using technology without becoming dependent on it. He also considers automation, work scarcity, blue-collar resilience and the challenge of regulating AI.
5 snips
Sep 22, 2026 • 45min
Bond markets are cause for concern and celebration
Robin Wigglesworth, Financial Times journalist and author of A Fabulous Debt, explores the forces reshaping bond markets. He examines today’s debt boom, rising Treasury yields and the political stakes of borrowing. He traces how bonds built nations and democracy, considers financial repression and central-bank intervention, and weighs whether AI financing could turn a market bubble into a broader crisis.
Sep 15, 2026 • 41min
How CEOs are adapting to new rules of power
Tina Fordham, geostrategist and founder of Fordham Global Foresight, explores why geopolitical uncertainty is becoming the new normal. She examines the end of Pax Americana, the shift from efficiency to security, and why markets miss slow-building shocks. Fordham also discusses how businesses can shape the emerging global order, plan for unlikely disruptions, and learn from leaders accustomed to instability.
Sep 8, 2026 • 50min
How Apollo rewrote the rules of Wall Street
William D. Cohan, an author, journalist, and former investment banker, explores Apollo’s transformation from Drexel’s junk-bond wreckage into a $1 trillion powerhouse. He examines its distressed-debt origins, Athene’s insurance-fueled model, the hidden run risk in private credit, light regulation of shadow banking, and the succession drama surrounding Leon Black, Mark Rowan, and Josh Harris.
