The Big View
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]
251
The Exchange: Laurence Boone
The yellow vest protests are fizzling out in France, but the inequities that fueled them haven’t gone away. That it takes six generations for the poorest to reach the middle class is a big one. The OECD chief economist discusses this, Brexit, Italy and...
32 min
252
The Exchange: Fomenting rugby fever in Hong Kong
As the city braces for the annual Sevens showdown, organiser Robbie McRobbie tells Breakingviews what the event reveals about its host. From fancy dress and fancier corporate suites, to a real estate dilemma, the sports extravaganza tracks the financia...
17 min
253
The Exchange: The water-crisis marathoner
Investors and companies are ill prepared for the rising scarcity of this most important natural resource. With World Water Day on March 22, Thirst CEO Mina Guli lays out the issues and explains why she decided to run 100 marathons in 100 days to draw a...
22 min
254
The Exchange: Out of the desert, into a trade war
Weijian Shan spent his youth labouring in the Gobi Desert. Now he runs $30 bln at PAG, after stints at TPG and the World Bank. One of the first Chinese to study in America after the Cultural Revolution, Shan discusses trade tensions, and the economic r...
19 min
255
The Exchange: Austerity in the age of populism
Fiscal restraint is going out of fashion. In his new book “Austerity”, Harvard professor Alberto Alesina sets out to explain when it’s needed. He tells Breakingviews of the hidden long-term risks of U.S. President Donald Trum...
26 min
256
The Exchange: Fixing tech's gender disparity
Women hold too few roles in corporate America, especially in engineering and computer science. Verizon’s Genia Wilbourn joins Breakingviews to discuss how she and the telecom company are addressing that, from diversity traini...
32 min
257
The Exchange: Hollowing out white-collar jobs
In “The Globotics Upheaval” Richard Baldwin predicts machine learning and instant communications will disrupt service workers just as automation and offshoring upended Western factories. He tells Breakingviews what’s coming, and what we can do to slow ...
23 min
258
The Exchange: Huawei’s U.S. security chief
Andy Purdy, who previously worked in academia and for the U.S. government, talks about the geopolitical edge to allegations about Beijing’s influence at Chinese tech group Huawei, and how communications equipment needs global standards and better testi...
22 min
259
The Exchange: How Facebook takes away our humanity
That’s the way early investor Roger McNamee describes what the social network - and Google - is doing without proper oversight. In discussing his book, “Zucked,” he explains why just changing Facebook management won’t solve its problems and why he rema...
23 min
260
The Exchange: Joseph Tsai
Alibaba’s co-founder and executive vice chairman joins Breakingviews to reveal what the future holds for the $400 billion tech giant. As investors fret over economic uncertainties, Tsai also tackles the recent fallout from Huawei, a bruising trade war ...
19 min
261
The Exchange: Flint Mayor Karen Weaver
Before its tainted-water scandal hit in 2014, the Michigan city was already infamous for high crime and poverty rates after a prolonged economic slump. Weaver discusses the fallout from the water crisis – and explains how the birthplace of General Moto...
33 min
262
The Exchange: Big Weed's big year
Bruce Linton runs the world's biggest cannabis producer, Canopy Growth. He visited Breakingviews to discuss what's coming down the pipe in 2019, why a $100 bln weed company is still some way off, and why he doesn't actually partake - yet.
53 min
263
The Exchange: How corporate competition died
Jonathan Tepper’s book “The Myth of Capitalism” is full of scary facts: two companies control 90 pct of America beer, while five banks account for half the country’s banking assets. He joined Breakingviews to explain the inexorable rise of monopolies a...
22 min
264
The Exchange: Gary Shteyngart
To create the hedge fund manager character Barry Cohen – the protagonist in his latest novel “Lake Success” – Shteyngart spent lots of time with real-life financiers, from quants to activists. He discusses what he learned about Wall Street and the mone...
25 min
265
The Exchange: Joe Kaeser
It’s hard to imagine a company embodying as many of the challenges and opportunities of 21st century capitalism as Siemens. The German conglomerate’s CEO swings by Times Square to discuss trade, breakups, power, automation, labor, Saudi Arabia and lots...
36 min
266
The Exchange: Erika Karp talks climate change
As world leaders meet in Poland to beef up the Paris accords, Cornerstone Capital’s founder explains why the economics of battling global warming trump naysaying politicians. She also lays out how to spot green washing and says investors who ignore ESG...
33 min
267
The Exchange: 1MDB, Goldman, Jho Low and Leo
The new book “Billion Dollar Whale” chronicles the Malaysian mega-scandal involving Goldman Sachs and Leonardo DiCaprio. Co-author Tom Wright joined Breakingviews in Hong Kong to discuss how alleged mastermind Jho Low pulled it off and what the saga’s ...
30 min
268
The Exchange: Pascal Lamy
Few people have dedicated their careers to expanding international trade and globalism like Lamy, the former head of the WTO and EU commissioner. But rising rhetoric and increased tariffs between the U.S. and China have him worried, as he tells Rob Cox...
30 min
269
The Exchange: Goldfingers
Oliver Bullough's book "Moneyland" delves into the parallel world of super-rich super-crooks, where rules are for the little people. He discusses wealth, corruption, tax havens and how to fix it all with Clara Ferreira Marques and Nichol...
17 min
270
The Exchange: Leta Hong Fincher
China’s fledgling feminist movement has laid the foundations for a #MeToo moment. In the wake of the infamous one-child policy, author Hong Fincher has documented the development of women’s rights, and activism. She joins Katrina Hamlin to explain why ...
15 min
271
The Exchange: Kevin Rudd
Australia's prime minister in 2008 told Breakingviews how his government decided to spend some 6 pct of GDP on tax breaks, infrastructure and cash payments to citizens. That helped the country heavily exposed to China, commodities, financ...
18 min
272
The Exchange: Stephen Harper
Canada’s former prime minister, in office through the financial meltdown a decade ago, is an advocate for conservative politics with a small “c.” He talked to Breakingviews about the revamped NAFTA, Donald Trump’s standoff with China and the pros and c...
27 min
273
The Exchange: Anshu Jain
Deutsche Bank was credited with coming through the 2008 crisis in better shape than many of its rivals. Jain, who rose from running the German lender’s global markets business to eventually become CEO, stopped by Times Square to speak with Rob Cox abou...
25 min
274
The Exchange: Howard Marks
The founder of Oaktree Capital, with $120 bln of assets, doesn’t see signs of an imminent correction or crisis. But investors, particularly in the credit markets, are acting bullish in ways they’ll inevitably regret when the cycle turns, Marks told Rob...
19 min
275
The Exchange: Jeff Lacker
The presidency of the Richmond Fed, whose territory included two top U.S. banks, offered a unique window on the financial crisis. Wachovia needed rescuing and BofA’s deal to buy Merrill Lynch nearly collapsed. Lacker reflects on what went down and wher...
25 min