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
Nov 11, 2025 • 35min
How globalisation set the stage for new strongmen
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.
Nov 4, 2025 • 39min
The manifold benefits of giving away your riches
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.
Oct 28, 2025 • 46min
Peering behind the dark clouds over climate change
When UN delegates meet in Brazil to discuss global warming, the mood is likely to be sombre. In this episode of The Big View podcast, Peter Thal Larsen talks to Adair Turner, chair of the Energy Transitions Commission, about the scope for progress in pricing and capturing carbon.
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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.
