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
Dec 21, 2020 • 35min
The Exchange: American banks and the urge to merge
U.S. financial institutions have increasingly been teaming up to take on the big four: JPMorgan, Citigroup, Bank of America and Wells Fargo. Bruce Van Saun, chief executive of Citizens Financial, one of the top regional lenders, discusses post-pandemic banking with Rob Cox. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices
Dec 15, 2020 • 45min
The Exchange: Guy Hands on private equity’s future
The British buyout baron, best known for his disastrous purchase of music group EMI in 2007, now focuses on more modest deals. He joins Liam Proud to discuss Covid-19, ESG, and why the private equity industry’s returns are likely to fall. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices
Dec 8, 2020 • 32min
The Exchange: Journey of a vaccine
Covid-19 vaccines developed by Pfizer, Moderna and AstraZeneca may soon be available for distribution. But how do you deliver billions of vials across the world? Rob Coyle, pharma head at freight giant Kuehne+Nagel joins Lisa Jucca to discuss how to meet the logistics challenge. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices
Dec 1, 2020 • 18min
The Exchange: Eating worms is good for the planet
Growing global demand for food is putting a squeeze on available land and one French startup says it has the answer: indoor insect farming. Ynsect co-founder Antoine Hubert on how growing mealworms for fertilizer will benefit the environment – and eventually our diets too. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices
Nov 24, 2020 • 27min
The Exchange: Post-Covid, post-Trump mega-trends
Supply chains may become more diverse or shorter, tech companies with few hard assets will continue to thrive, and the transition away from fossil fuels will present opportunities. Taimur Hyat, COO of $1.4 trln asset manager PGIM, looks to the future with Richard Beales. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices
Nov 17, 2020 • 38min
The Exchange: Investing in a new macroeconomic era
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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Nov 10, 2020 • 30min
The Exchange: Post-pandemic consumer behaviour
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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Oct 27, 2020 • 26min
The Exchange: IMF and sub-Saharan Africa
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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Oct 21, 2020 • 39min
The Exchange: Private equity and the pandemic
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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Oct 13, 2020 • 37min
The Exchange: Terra incognita
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. Learn more about your ad choices. Visit megaphone.fm/adchoices
