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 10, 2024 • 33min
How the world could unplug from China’s batteries
Siva Sivaram, President and CEO of QuantumScape, is a veteran of the semiconductor industry now focused on solid-state battery technology for electric vehicles. Katrina Hamlin, Global production editor at Reuters Breakingviews, shares her expertise in the Chinese electric car sector. They discuss China’s dominance in the battery market and the challenges faced by international cell makers. Sivaram highlights the revolutionary potential of solid-state batteries, addressing their advantages and a timeline for their adoption, signaling a shift in the industry.
Dec 3, 2024 • 33min
Why central banks were both lucky and smart
In this discussion, Alex Brazier, Deputy head at BlackRock and a former Bank of England executive, teams up with Francesco Guerrera, Breakingviews' global economics editor, to explore the intricate world of central banking. They delve into how major economies tackled post-pandemic inflation without triggering recessions, emphasizing the role of strong labor markets and strategic interest rate hikes. The duo also analyzes shifts in investment strategies and opportunities emerging from evolving economic landscapes, highlighting the interplay between stocks, bonds, and global market dynamics.
Nov 26, 2024 • 37min
A financial historian’s warning about the AI boom
Andrew Odlyzko, a mathematics professor at the University of Minnesota and a financial markets expert, shares his insights on the current AI investment surge. He draws alarming parallels to the 1990s dotcom bubble and the 1840s railway mania, warning of the cyclical nature of market euphoria. Odlyzko discusses how historical financial manias often lead to both substantial economic losses and societal advancements. He also addresses the unpredictable landscape of innovation and the systemic risks posed by big tech investments in today's economy.
Nov 19, 2024 • 30min
Ireland’s $25 bln tax bounty reveals OECD flaws
Dublin expects a record budget surplus in 2024 thanks to a cash deluge from tech giants. In this episode of The Big View podcast, Pascal Saint-Amans, the architect of a landmark tax 2021 treaty, explains how the US’s failure to ratify the deal allows havens to rake in billions.Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices
Nov 12, 2024 • 35min
The power and peril of American economic warfare
Successive US presidents have wielded sanctions and export controls against rival nations. Donald Trump promises further escalation. In this episode of the Big View podcast, political scientist Henry Farrell explains how weaponizing finance and technology can be self-defeating. Learn more about your ad choices. Visit megaphone.fm/adchoices
Nov 5, 2024 • 39min
Making sense of China’s big economic reboot
Officials have taken dramatic steps to boost confidence and growth in the world’s second-largest economy. In this episode of The Big View podcast, Arthur Kroeber, head of research at Gavekal, explains why he sees the People’s Republic turning into a high-tech, low-growth country.Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices
Oct 29, 2024 • 31min
How the US election affects the rest of the world
Next week, voters will choose between Donald Trump and Kamala Harris. Their decision will impact governments, companies and investors outside the US. In this episode of The Big View podcast, geopolitical strategist Tina Fordham explains why markets misjudge the possible turmoil. Visit the Thomson Reuters Privacy Statement for information on our privacy and dataprotection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices
Oct 22, 2024 • 32min
Why brewers are betting big on alcohol-free beer
Consumers are shunning booze due to health concerns and shifting tastes, forcing beermakers to adapt. In this episode of the Big View podcast Louise Fitzpatrick, an executive at the Dutch brewer Heineken, explains the opportunities and challenges of selling suds without alcohol.Visit the Thomson Reuters Privacy Statement for information on our privacy and dataprotection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices
Oct 15, 2024 • 33min
Why data centres are a bottleneck for the AI boom
Artificial intelligence tools like ChatGPT depend on chips and energy. But a $1 trln rush to build data centres faces constraints on planning and power. In this episode of The Big View podcast, Morgan Laughlin of asset manager PGIM explains the virtual frenzy’s physical limits.Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices
Oct 8, 2024 • 29min
Decoding the puzzle of SoftBank’s Masayoshi Son
The Japanese tycoon shaped global technology while building and losing vast fortunes. How does he keep going? In the first episode of Breakingviews’ new podcast, The Big View, former FT editor Lionel Barber discusses what he uncovered in his biography of Son, ‘Gambling Man’.Visit the Thomson Reuters Privacy Statement for information on our privacy and dataprotection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices
