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
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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17 snips
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.
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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.
