The Big View

Sam Lowe, a partner at Flint Global and trade policy expert, dives into Trump’s contentious trade wars. He breaks down the various tariffs imposed on nations like Mexico and Canada, revealing their unpredictable nature and global repercussions. Lowe also discusses the challenges faced by countries in responding collectively to U.S. trade tactics, the nuanced dynamics of U.S.-EU relations, and the potential risks to the World Trade Organization's stability. His insights shed light on the complex strategies countries employ to navigate these turbulent trade waters.

Productivity has slowed, real wages are stagnant, and investment has dried up. The new UK government also faces high debt and rising interest rates. In this episode of The Big View podcast, newly appointed minister Torsten Bell makes the case for radical but incremental change.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.  

Tycoons like Jeff Bezos and Mark Zuckerberg bent the knee to Donald Trump. They’re not the first to bow to the Oval Office. In this episode of The Big View podcast, former White House aide Tevi Troy explores the shifting balance of power between corporate and political leaders.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. 

It’s almost three years since Russia invaded, unleashing death and devastation. In this live edition of The Big View podcast, economist and former minister Tymofiy Mylovanov talks about the damage to both sides, the effect of sanctions, and what a peace deal might look like.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. 

The immediate effects of the president’s second term will be felt at home. But he’s also upending parts of the US-led order. In this episode of The Big View podcast, Reuters Commentator-at-Large Hugo Dixon discusses relations with Europe, rivalry with China, and climate change.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.

Since its founding in 1987 the tech giant has learned from Western rivals, expanded overseas, and is now on the front lines of a new Cold War. In this episode of The Big View podcast Eva Dou, author of ‘House of Huawei’, explains how the secretive firm became a national champion.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.

Marc Lipschultz, Co-CEO of Blue Owl Capital, and Jonathan Guilford, Breaking Views Associate Editor, discuss the intriguing dynamics of the private credit market. They reveal how non-bank lenders, with $2 trillion in assets, are reshaping the industry while facing rapid consolidation. The conversation dives into the evolution of private credit, the critical role of direct lending post-COVID, and the challenges of managing large asset bases. They also emphasize the importance of transparency and the democratization of investment opportunities for individual investors.

Siva Sivaram, President and CEO of QuantumScape, is a veteran of the semiconductor industry now focused on solid-state battery technology for electric vehicles. Katrina Hamlin, Global production editor at Reuters Breakingviews, shares her expertise in the Chinese electric car sector. They discuss China’s dominance in the battery market and the challenges faced by international cell makers. Sivaram highlights the revolutionary potential of solid-state batteries, addressing their advantages and a timeline for their adoption, signaling a shift in the industry.

In this discussion, Alex Brazier, Deputy head at BlackRock and a former Bank of England executive, teams up with Francesco Guerrera, Breakingviews' global economics editor, to explore the intricate world of central banking. They delve into how major economies tackled post-pandemic inflation without triggering recessions, emphasizing the role of strong labor markets and strategic interest rate hikes. The duo also analyzes shifts in investment strategies and opportunities emerging from evolving economic landscapes, highlighting the interplay between stocks, bonds, and global market dynamics.

Andrew Odlyzko, a mathematics professor at the University of Minnesota and a financial markets expert, shares his insights on the current AI investment surge. He draws alarming parallels to the 1990s dotcom bubble and the 1840s railway mania, warning of the cyclical nature of market euphoria. Odlyzko discusses how historical financial manias often lead to both substantial economic losses and societal advancements. He also addresses the unpredictable landscape of innovation and the systemic risks posed by big tech investments in today's economy.