The Big View

The U.S. faces a paradigm shift, as the era of monetary policy dominance ends and fiscal action becomes the major driver of growth. So argues Greg Jensen, co-chief investment officer at Bridgewater Associates. He says this means rethinking one’s approach to asset classes. See acast.com/privacy for privacy and opt-out information.

Companies like Nestlé and Unilever are grappling with a Covid-19 recession and potentially drastic changes in how people shop and what they buy. Kristina Rogers, global consumer leader at consultancy EY, joins Dasha Afanasieva to discuss which trends will stick. See acast.com/privacy for privacy and opt-out information.

The regional head of the International Monetary Fund, Abebe Aemro Selassie, joins Swaha Pattanaik to discuss how the Washington-based lender is helping hard-hit countries, debt difficulties, the need for reforms, and why policy choices are more limited than in advanced economies.  See acast.com/privacy for privacy and opt-out information.

BC Partners is an alternative asset manager whose portfolio companies include PetSmart and Springer Nature. Partner Nikos Stathopoulos chats to Peter Thal Larsen about managing during Covid-19, new investment challenges, and why we need to get back to face-to-face meetings. See acast.com/privacy for privacy and opt-out information.

The U.S. faces more uncertainty as 2020 ends, including inflation, antitrust enforcement, and how the next president handles taxes, trade and the post-virus economy. So says Nathan Sheets, chief economist at PGIM Fixed Income. He argues tackling inequality should be a priority. See acast.com/privacy for privacy and opt-out information.

Charles Goodhart and Manoj Pradhan tackle an issue perplexing policymakers and investors: if, and when, price pressures will rise. The authors of “The Great Demographic Reversal” discuss ageing societies, emerging economies, and why the world won’t follow in Japan’s footsteps. See acast.com/privacy for privacy and opt-out information.

After 10 years leading Switzerland’s biggest bank, Sergio Ermotti is handing off to Ralph Hamers and becoming chairman of Swiss Re. In a wide-ranging conversation with Rob Cox, he shares his views on banking, M&A, his tenure as CEO and the advice he offered his successor.   See acast.com/privacy for privacy and opt-out information.

The Fed’s new rate-setting philosophy is a game-changer, and hawks have become an endangered species in D.C. So argues David Kelly, chief global strategist at JPMorgan Asset Management. The central bank may boost inflation, he suggests – but its blunt tools could cause damage. See acast.com/privacy for privacy and opt-out information.

Beijing is letting lenders go belly-up as it attacks systemic risk. That’s all fine for Benjamin Fanger, founder of ShoreVest, a manager $1.8 bln of soured loans. He talks with Pete Sweeney about the message China is sending bankers, and the opportunity for foreign investors. See acast.com/privacy for privacy and opt-out information.

The co-chief executive of the video-streaming firm is out with a new book, “No Rules Rules.” Hastings zoomed in with Jennifer Saba to discuss Netflix’s unorthodox approach to management – like unlimited vacation – and how it sets up the company nicely in a post-Covid world. See acast.com/privacy for privacy and opt-out information.