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The Big View

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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.
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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.
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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.
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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.
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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.
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Apr 12, 2022 • 59min

Australia can charge up a war on climate change

Saul Griffith, author of “The Big Switch”, tells Antony Currie why neither hydrogen nor carbon capture can tackle global warming. Instead, electrifying everything from cars to stoves will, thanks to ample sun and wind Down Under. It'd spark a jobs and exports boom, too.
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Apr 5, 2022 • 15min

The cost of corporate kowtowing to China

In “America Second”, Isaac Stone Fish lays into executives who suck up to Beijing. He and Pete Sweeney discuss how politics and economics are forcing U.S. companies to reframe their approach, what legislations might be in the pipeline, and whether military conflict is inevitable.
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Mar 29, 2022 • 39min

Why U.S.-China financial tension is hard to disarm

Relations between the world’s two largest economies were already tense, and Russia’s invasion of Ukraine has further increased the pressure. In this episode of The Exchange, James Fok explains how the relationship became so fraught, and why it’s unlikely to improve anytime soon. See acast.com/privacy for privacy and opt-out information.
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Mar 22, 2022 • 26min

How Mad Men are waking up to the metaverse

The pandemic sped up the shift to online advertising and e-commerce. In this episode of The Exchange Mark Read, CEO of WPP, tells how his clients coped with Covid-19, why virtual reality is the next big thing for consumer giants, and why corporate purpose is more than a buzzword. See acast.com/privacy for privacy and opt-out information.
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Mar 15, 2022 • 29min

The climate revolution is underhyped

Kleiner Perkins Chair John Doerr outlines in his new book a plan to reach net-zero emissions by 2050. As an early backer of Amazon and Alphabet, he also explains how saving the planet is a business opportunity akin to the internet in this episode of The Exchange podcast. See acast.com/privacy for privacy and opt-out information.

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