The Big View

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. 

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.

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.  

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.

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.  

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.

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.

Leaders are scrambling to shore up defences against Russia while also becoming less dependent on the US. In this episode of The Big View podcast, Bruegel Senior Fellow Guntram Wolff talks about the need for a joint European body to make the increase in spending more effective. 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.  

Christopher Beddor, a Deputy China Research Director at Gavekal Dragonomics, and Yuna Galani, Asia editor at Reuters Breaking Views, dive into the complex web of US-China relations. They discuss the shocking collapse of trade between the two superpowers and examine the historical factors fueling decoupling. The duo analyzes how current tariffs might signify a permanent shift rather than a temporary phase, and explore the impact on technology and corporate trust. Insights on potential strategies and future dynamics make this conversation a must-listen!

The White House is negotiating with trading partners while US-China commerce seizes up. In this episode of The Big View podcast, Professor Simon Evenett of IMD Business School explains how the tense discussions might play out, and where they will leave the global trade system. 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.