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
Oct 3, 2024 • 2min
Introducing The Big View
Check out the trailer for our new podcast, where 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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jul 23, 2024 • 35min
[The Exchange] Boeing and Airbus headwinds are hard to escape
The troubled US jet maker and its European rival aren’t delivering as many planes as customers want. On this Exchange podcast, AirInsight co-founder Addison Schonland explains how some problems stretch back to Covid, whether a third player can break the duopoly, and much more. 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
Jul 16, 2024 • 27min
[The Exchange] European board pay requires a US-style overhaul
Non-executive directors at UK and EU-based firms own little equity in the companies they oversee. In this Exchange podcast, Liad Meidar of the hedge fund Gatemore argues that this is a problem, while Peter Boreham of the pay consultancy Mercer explains why it’s hard to change. 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
Jul 9, 2024 • 30min
[The Exchange] Copper’s green step change is an uphill struggle
Supplies of the red metal have to motor if the world is to adequately decarbonise. In this Exchange podcast Tae-Yoon Kim, senior energy analyst at the International Energy Agency, lays out the challenges that need to be overcome if the private sector is going to make that happen. 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
Jul 2, 2024 • 25min
[The Exchange] India's consumer market is large but demanding
Consumption is not a bright spot in the South Asian country, with growth half the pace of GDP. In this Exchange podcast, former Nestlé India board member Rama Bijapurkar explains why international companies need to stick their elbows out to tap the low-earning masses.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
Jun 25, 2024 • 32min
[The Exchange] Why the French vote also matters to Italy
The outcome of snap elections in France will reverberate beyond its borders. Debt-laden Italy is particularly exposed if borrowing costs rise. In this Exchange podcast, former top Treasury official Fabrizio Pagani discusses Rome’s fiscal challenges in a changing EU landscape. 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
Jun 18, 2024 • 28min
[The Exchange] China’s EV makers can ride the tariffs backlash
The US and the EU have imposed hefty import duties on electric vehicles BYD, Tesla and others make in the People’s Republic. In this Exchange podcast, consultant and former Chrysler executive Bill Russo explains why Europe’s levies are more a speeding fine than a stop sign. 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
Jun 11, 2024 • 31min
[The Exchange] McKinsey powers through its many missteps
Despite scandals from South Africa to Big Oil, the secretive consultancy charms Ivy League recruits and blue-chip clients. In this Exchange podcast, investigative reporter Michael Forsythe explores the mystique and whether opioids advice threatens the firm’s $16 bln of revenue. 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
Jun 4, 2024 • 39min
[The Exchange] Investors are hunting securitization’s oddballs
Whether a bundt cake bakery or an internet address, if it generates steady cash, it can be diced up in the financial alchemy of securitization. In this Exchange podcast, Janus Henderson’s John Kerschner explains the promise and perils, and why the oddest assets can be the best. 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
May 28, 2024 • 27min
[The Exchange] Japanese funds will unlock powerful virtuous cycle
Pushy foreigners helped boost short-term value in the Nikkei stock index. In this Exchange podcast, Hiroyuki Otsuka, CEO of Newton Investment Partners and ex-Carlyle executive, explains how local asset managers will create the next wave of gains and usher in dramatic change for Japan. 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
