The Big View

The People’s Republic dominates the supply of materials used in magnets, lasers and other high-tech products. In this episode of The Big View, Peter Thal Larsen talks to Mel Sanderson, a director of American Rare Earths, about how other governments can kick-start production. IEA Global Critical Minerals Outlook 2025 Every mineral is critical in the new metals age Trump admin to take 10% stake in USA Rare Earth in $1.6 bln deal, sources say. MP Materials seals mega rare-earths deal with US to break China’s grip US rare earth chokepoint is a big little problem 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

It’s almost 10 months since Donald Trump launched his trade war. In this episode of The Big View, Peter Thal Larsen talks to Mike Musheinesh, CEO of Detroit Axle, about how the auto parts distributor is coping with import uncertainty – and his decision to sue the US government. 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

The US has long been interested in the South American country’s resources. Abducting its president opens a new and turbulent chapter. In this episode of The Big View Peter Thal Larsen talks to Ed Crooks, vice chair of energy research firm Wood Mackenzie, about what happens next. 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

Stocks, bonds and commodities absorbed many shocks in 2025. Will they show the same resilience in the year ahead? In this episode of The Big View, Peter Thal Larsen and Anna Szymanski, editor-in-charge of Reuters Open Interest, debate inflation, AI, and the buy-the-dip mindset. ROI: Reuters Open Interest. Morning Bid podcast Andy Home: Every mineral is critical in the new metals age. Ron Bousso: Oil's geopolitical premium vanished in 2025 - and may not return. Reuters: Investors dumped cash, bought stocks in December - BofA  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

Buyout barons suffered the whiplash of a post-pandemic boom and subsequent liquidity crunch. In this episode of The Big View, Jonathan Guilford talks to Thoma Bravo Managing Partner Seth Boro about how the firm is dealing with the fallout, even as AI once again upends the market. 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

As Congress cedes power to the White House, US courts are filling some of the void. In this episode of The Big View, Jeffrey Goldfarb talks to Reynolds Holding, the author of ‘Better Judgment’, about the sense of purpose among jurists ruling on corporate and human-rights matters. 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

The world’s oldest asset is at the heart of political debate and underpins the modern financial system. In this episode of The Big View, Peter Thal Larsen talks to Mike Bird, author of “The Land Trap”, about why property is such an enduring issue – and why it’s so hard to reform. 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

Obesity treatments made by Novo Nordisk and Eli Lilly have spawned a healthcare revolution, with sales set to hit $150 bln by 2031. In this episode of The Big View, Peter Thal Larsen talks to Breakingviews Associate Editor Aimee Donnellan about their origins – and their impact. 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

Branko Milanovic, an economist renowned for his work on global income distribution, discusses the interplay between globalization and rising authoritarianism. He argues that Trump, Xi, and Putin share similarities as part of a global backlash against free trade. Milanovic explores how perceptions of inequality have shifted and the implications of China's economic rise. He warns of increasing geopolitical tensions and considers the impact of AI on inequality, questioning if nationalist policies can genuinely support everyday Americans.

John Studzinski, a financier and active philanthropist at PIMCO, shares his insights on the importance of giving in this engaging discussion. He highlights his journey from Wall Street to a life dedicated to helping the homeless, inspired by figures like Mother Teresa. John contrasts charity with philanthropy, encouraging young people to invest their time and talents. He also reflects on societal challenges such as climate change and democracy, urging a personal commitment to making a difference while sharing how generous giving enriches the giver.