The Big View
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]
Latest episodes
Mar 28, 2023 • 22min
Busting through the brick wall barricading M&A
Worldwide merger activity is down by about half this year to $470 bln, stymied by tough financing conditions, assertive trustbusters and more. In this Exchange podcast from New Orleans, JPMorgan’s head of M&A Anu Aiyengar debates downbeat dealmakers and the pockets of optimism.
Mar 21, 2023 • 50min
Bayer pumps H2O to top of climate agenda
The UN is hosting its first confab on water security in almost 50 years as floods and droughts worsen with rising temperatures. In this Exchange podcast, Bayer executive and former member of Germany’s Green Party Matthias Berninger lays out the drugs-to-seeds maker’s remedies.
Mar 14, 2023 • 35min
Hollywood faces a content reckoning
Netflix and other streaming giants are refocusing on profitability over subscriber growth. In this episode of The Exchange, Vania Schlogel, an investor in Brad Pitt’s production firm, explains what challenges lie ahead for those selling TV shows, movies and music rights.
Mar 7, 2023 • 23min
American labor shortage is a rose with many thorns
The short supply of US workers is starting to look more permanent than temporary. In this Exchange podcast, former White House economist Jason Furman explains how near-record job openings could lift prices, and why unemployment probably needs to rise for inflation to cool off.https://www.reuters.com/breakingviews/rapid-hiring-has-bad-worse-consequences-2023-02-03/
Feb 28, 2023 • 39min
Navigating the bumps in the energy transition road
War and power crises raise questions about the smoothness of global decarbonisation. In this episode of the Exchange podcast, former Shell Chief Executive and current ABB Chair Peter Voser explains how global companies are adapting, and why European oil majors can still go green.
Feb 21, 2023 • 27min
War puts defence firms on investors’ radar
The Ukraine conflict is prompting once-wary capital to engage with defence and aerospace companies. In this Exchange podcast Lorenz Meier, CEO of drone software firm Auterion, accepts ethical issues remain. But defence tech startups should brace for new venture capital cash.
Feb 14, 2023 • 28min
How central banks got the inflation crisis wrong
Western policymakers have hiked interest rates by more than 10 percentage points since 2021. Yet prices remain high. In this Exchange podcast, Paul Donovan, chief economist at UBS Global Wealth Management, explains how rate-setters failed and what they should do next.
Feb 7, 2023 • 31min
The plastic waste fight is just beginning
Where does packaging waste go? Ellen MacArthur Foundation expert Sander Defruyt tells The Exchange podcast about the challenges companies like Coca-Cola and Danone face cutting the 140 mln tonnes of plastic discarded each year. With progress stalling, global rules are afoot.
Jan 31, 2023 • 35min
Global supply chain scars will spark sea change
The business of shifting goods around the world plunged into chaos during the pandemic. In this Exchange podcast Alan Murphy, boss of researcher Sea-Intelligence, explains China’s changing role in global trade and how that impacts the price of everything from iPhones to cars.
Jan 24, 2023 • 28min
California floods underscore rising climate costs
Catastrophic storms have devastated the Golden State’s economy and left more than $1 bln in damages. In this Exchange podcast, climatologist Adam Smith explains how global warming has made weather events more expensive, and what governments can do to protect against them.
