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
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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jan 17, 2023 • 32min
How to navigate a bewildering market landscape
The pandemic boom lured in new and younger investors. Now interest rates are up, asset prices are down, and ESG investing faces a backlash. In this Exchange podcast, Morningstar CEO Kunal Kapoor talks about personalising investment, the value of data, and taking the long view. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jan 10, 2023 • 24min
How geopolitical shocks will spread in 2023
Traders and chief executives were caught out by shock events in 2022. In this Exchange podcast, Tina Fordham, founder of Fordham Global Foresight, discusses the new risks emerging from China, Iran and Russia this year. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jan 3, 2023 • 45min
Activists will be no-holds-barred in 2023
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Dec 13, 2022 • 21min
Betting against the Bank of Japan
Investors are closely watching for signs that Tokyo might finally start winding down its ultra-low interest rates as inflation rises. In this Exchange episode, Pete Sweeney chats with Sayuri Shirai, former BOJ policy board member, about whether and how Japan might adjust. Learn more about your ad choices. Visit megaphone.fm/adchoices
Dec 6, 2022 • 48min
The complexities of EY’s big breakup bet
The Big Four firm is pushing a plan to separate its auditing unit from its consulting business. In this Exchange podcast Andy Baldwin, global managing partner, discusses the challenges of convincing partners in over 70 countries to back the split – and what happens if it fails. Learn more about your ad choices. Visit megaphone.fm/adchoices
