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
Sep 20, 2022 • 48min
Nissan’s Ashwani Gupta on the need for speed
The arrest and escape of former Chairman Carlos Ghosn in 2019 put a harsh spotlight on the Japanese auto giant. Covid and inflation have added pressure since. In this episode, Nissan’s COO talks to Pete Sweeney about electrification, fast cars and turning the business corner. Learn more about your ad choices. Visit megaphone.fm/adchoices
Sep 13, 2022 • 30min
Italy’s next government has tricky to-do list
A rightist coalition is poised to win Italian general elections this month. In this week’s Exchange podcast Muzinich’s Fabrizio Pagani discusses the next executive’s immediate economic challenges. These include coping with an energy crisis, high public debt and a bailed-out bank. Learn more about your ad choices. Visit megaphone.fm/adchoices
Aug 30, 2022 • 50min
AstraZeneca’s Soriot on cures for pharma ills
The $208 bln drugmaker’s CEO is celebrating 10 years at the helm. In this edition of the Exchange podcast, he explains why after quadrupling the company’s share price, there is more to do. He also delves into Chinese competition and the consequences of caps on U.S. drug prices. Learn more about your ad choices. Visit megaphone.fm/adchoices
Aug 23, 2022 • 49min
Australia’s investing giant is taking on the world
Inflation and rate hikes made for a tough first year atop AustralianSuper for Paul Schroder. In this week’s Exchange podcast, he lays out his plan to quadruple the country’s largest pension manager in size by expanding abroad, learning from peers and targeting private equity. Learn more about your ad choices. Visit megaphone.fm/adchoices
Aug 2, 2022 • 28min
Thoma Bravo is riding the tech downturn
Tech valuations are in freefall amid a darkening economic picture, leaving private equity buyers to sift through the wreckage. In this episode of The Exchange podcast, Thoma Bravo managing partner Seth Boro explains how his firm is navigating the market shift. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jul 19, 2022 • 42min
ESG is more of a muddle than a fiddle
Environmental, social and governance investing is under the spotlight. In this episode of The Exchange podcast, Bridgewater’s sustainable finance gurus Karen Karniol-Tambour and Carsten Stendevad explain how ESG’s main problem is a lack of clarity over its goals. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jul 5, 2022 • 29min
GSK’s bid to dominate longer-life HIV drugs
Deborah Waterhouse and Dr Kimberly Smith have spent decades battling the deadly virus. In this edition of The Exchange podcast, the leaders of the British drug giant discuss breakthroughs in the $26 bln market and how Gilead is also making a play for the growing sector. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jun 21, 2022 • 35min
Hong Kong’s last governor on dealing with China
Chris Patten was Britain’s top representative in the colony before its handover 25 years ago. In this edition of The Exchange podcast he talks about his newly published diaries, businesses sucking up to the People’s Republic, and whether the West will defend international rules. Learn more about your ad choices. Visit megaphone.fm/adchoices
May 31, 2022 • 37min
Pete Stavros and his equity-for-all quest
The KKR partner started the non-profit Ownership Works to help companies grant stock to entire workforces. He discusses the resistance, the success stories, and an ambitious plan to create $100 bln of wealth for employees on this episode of The Exchange podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices
Apr 26, 2022 • 25min
How Brooks ran into Warren Buffett’s arms
The athletic-shoe company nearly expired while trying to compete with Nike and Adidas. Then Jim Weber stepped in and sharpened its focus to runners. The company’s boss explains in this episode of The Exchange how staying the course caught the attention of the Sage of Omaha. Learn more about your ad choices. Visit megaphone.fm/adchoices
