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
Mar 5, 2024 • 26min
[The Exchange] How to solve Europe’s defence riddle
At 360 bln euros, the bloc’s military expenses are three times Russia’s. Yet fragmented defence systems are a problem, Bruegel senior fellow Guntram Wolff tells The Exchange podcast. To improve scale and boost aid for Ukraine, Europe should consider more joint debt. 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
Feb 27, 2024 • 26min
[The Exchange] Why central banks risk making more mistakes
Western rate-setters were late in fighting inflation. In this Exchange podcast, TS Lombard economists Dario Perkins and Davide Oneglia argue that, as price growth abates, the US Federal Reserve and European Central Bank may be too slow in easing monetary policy. 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
Feb 20, 2024 • 38min
[The Exchange] The rocky road to an ‘eBay for carbon credits’
Markets that trade the right to emit greenhouse gases have a ropey history. Still, in this Exchange podcast Harvard University Fellow Ely Sandler argues that companies and countries may increasingly pay carbon taxes via emission permits – and unlock cash for the green transition. 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
Feb 13, 2024 • 33min
[The Exchange] The green agenda’s best shot at a revival
Economic distress prompted by globalisation undermines support for the energy transition, climate change economist Valentina Bosetti tells The Exchange podcast. That matters as key US and EU elections approach. Using proceeds from carbon taxes to address inequality is paramount. 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
Feb 6, 2024 • 29min
[The Exchange] Why tech giants will rake in AI’s big gains
Amazon, Microsoft, Nvidia and Alphabet powered roughly 8% of 2023’s North American venture deals, largely in artificial intelligence. In this Exchange podcast, Altimeter Capital investor Apoorv Agrawal explains why these companies are reaping rewards from the latest tech craze. 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
Jan 30, 2024 • 28min
[The Exchange] Shipping giants can withstand Red Sea crisis
Houthi attacks near the Suez Canal are slowing global trade. In this Exchange podcast, Zvi Schreiber, CEO of shipping platform Freightos, discusses how the sector was caught by surprise, but excess container ships and more air cargo capacity are helping limit the immediate pain. 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
Jan 23, 2024 • 27min
[The Exchange] Fixed income investors have reasons to be fearful
Uncertainty over the direction of inflation and monetary policy is buffeting markets. In this Exchange podcast Jim Grant, founder of ‘Grant’s Interest Rate Observer’, discusses his gloomy outlook for US bonds and sounds a warning about the risks of shadow banking. 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
Jan 16, 2024 • 38min
[The Exchange] Bain is keeping the private in private equity
Rivals like Apollo and KKR went public more than a decade ago, over time de-emphasizing their buyout roots, especially amid a recent deal drought. In this Exchange podcast John Connaughton of Bain Capital explains why his firm isn’t following them, and how the market is healing. 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
Jan 9, 2024 • 36min
[The Exchange] AI startups’ key challenge is creativity, not cost
Developing humanlike models is notoriously expensive. In this Exchange podcast, venture capital investor Konstantine Buhler of Sequoia Capital discusses how new breakthroughs are starting to lower costs and how that presents opportunities for challengers like OpenAI. 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
Dec 12, 2023 • 34min
Global energy fissures are a risk for the West
Falling oil prices despite recent cuts imply a weak OPEC+. Yet the producer group may increasingly align with other emerging market states on areas like Russia and climate change. In this Exchange podcast commodities expert Helima Croft says that’s an issue for Europe and the US. 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
