The Big View

Reuters
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Feb 3, 2022 • 51min

The Exchange: UniCredit’s Andrea Orcel

The Italian banker wants to return 16 bln euros to investors by 2024. Choppy markets and growing geopolitical risks raise the bar for European banks’ promised returns. UniCredit CEO Andrea Orcel tells Breakingviews how his $35 bln lender can navigate through uncertain times. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Feb 1, 2022 • 45min

The Exchange: San Francisco Fed boss Mary Daly

U.S. inflation is at its highest in four decades. The central banker explains to Swaha Pattanaik how the Federal Reserve plans to tackle price pressures without jeopardising growth or job creation, and outlines her views on the outlook for monetary policy. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jan 27, 2022 • 37min

The Exchange: Hydrogen wave

Can green hydrogen decarbonise big chunks of our economies? Air Products CEO Seifi Ghasemi, who’s backing the carbon-free gas in a major Saudi Arabia project, thinks so. He tells Lisa Jucca how his $61 bln group plans to be the world’s top green hydrogen producer in five years. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jan 26, 2022 • 45min

The Exchange: Morgan Stanley’s James Gorman

After a year of record revenue and global dislocations, the Wall Street CEO talked with Breakingviews about the future of wealth, why Morgan Stanley won’t be buying an European rival anytime soon, and how the market will have to get used to the end of free money, like it or not. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jan 18, 2022 • 57min

The Exchange: Xpeng boldly goes

The Chinese electric-car maker has navigated everything from shrinking subsidies to Covid-19. Embracing new ways of working is critical, boss Brian Gu tells Katrina Hamlin. Future forays into Europe, the metaverse, and flying cars will test the Tesla rival’s resilience again. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jan 13, 2022 • 49min

The Exchange: Zurich CEO takes on 2022’s big risks

Failure to reduce carbon emissions is top of mind for Mario Greco, who has run the 65 bln Swiss francs insurer for the past six years. But other hazards, like loss of social cohesion and geopolitics, are also on the horizon, he tells Rob Cox in a Breakingviews Predictions chat. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jan 4, 2022 • 21min

The Exchange: Riding the high-tech fitness boom

Signa Sports United is a network of web shops and fulfilment systems for cycling, team sports and outdoor kit. Its CEO Stephan Zoll speaks to Dasha Afanasieva about going public through a Ron Burkle-backed SPAC, and how punters are spending big on sophisticated bikes and rackets. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Dec 28, 2021 • 31min

The Exchange: Environmentalist on Exxon’s board

Kaisa Hietala was one of the directors elected by shareholders in May through activist Engine No. 1’s successful campaign to green up the $250 bln oil giant. The former Neste executive from Finland sat down with Rob Cox to explain her vision for creating sustainable businesses.  See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Dec 21, 2021 • 28min

The Exchange: Australian Treasurer Josh Frydenberg

With an election looming early next year, the Liberal Party’s deputy leader discusses everything from booster shots to Big Tech, climate change to China, immigration to inflation, and more. He tells Jeffrey Goldfarb how his country can overcome the many economic challenges ahead. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Dec 14, 2021 • 22min

The Exchange: Top chef who turned his back on meat

Daniel Humm’s Eleven Madison Park in New York garnered three Michelin stars and was voted the world’s best restaurant in 2017. But after the pandemic, the marathoning Swiss transplant pivoted his kitchen entirely towards plant-based cuisine. He tells Rob Cox why. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices

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