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]
26
Global currencies have a rich past and poor future
30 min
27
Donald Trump’s biggest trade shock is yet to come
31 min
28
Why Africa’s growth prospects may be looking up
It’s easy to be glum about a continent grappling with US tariffs, cuts to aid, and climate change. Yet Joe Studwell, author of ‘How Africa Works’, says the conditions for development are in place. In this episode of The Big View, he tells Peter Thal Larsen why he’s optimistic.
33 min
29
Why Japan’s revitalisation can overcome high debt
35 min
30
How AI shockwaves ripple through financial markets
34 min
31
Why the world economy will keep on fragmenting
33 min
32
How to loosen China’s chokehold on rare earths
35 min
33
How a Detroit firm is dealing with tariff turmoil
It’s almost 10 months since Donald Trump launched his trade war. In this episode of The Big View, Peter Thal Larsen talks to Mike Musheinesh, CEO of Detroit Axle, about how the auto parts distributor is coping with import uncertainty – and his decision to sue the US government.
30 min
34
The murky economics and politics of Venezuelan oil
38 min
35
What investors can expect from markets in 2026
31 min
36
Private equity’s not-quite return to normality
Buyout barons suffered the whiplash of a post-pandemic boom and subsequent liquidity crunch. In this episode of The Big View, Jonathan Guilford talks to Thoma Bravo Managing Partner Seth Boro about how the firm is dealing with the fallout, even as AI once again upends the market.
37 min
37
Judges under siege administer poetic justice
39 min
38
The past and future fight about who owns the land
35 min
39
Pluses and minuses of the weight-loss drug bonanza
33 min
40
How globalisation set the stage for new strongmen
34 min
41
The manifold benefits of giving away your riches
37 min
42
Peering behind the dark clouds over climate change
45 min
43
What financial history tells us about the AI boom
The investment pouring into artificial intelligence evokes comparisons with previous speculative bubbles. In this episode of The Big View, Peter Thal Larsen talks to Edward Chancellor, the author and financial historian, about which warning signs investors should look out for.
35 min
44
The coming battle over the future of money
42 min
45
How climate and innovation are changing insurance
Costly natural disasters are more prevalent, while technology allows insurers to pinpoint risks more precisely. In this episode of The Big View podcast Peter Thal Larsen talks to Mario Greco, CEO of Zurich Insurance, about how the $100 bln Swiss group is navigating the landscape.
46 min
46
How to use frozen Russian assets to help Ukraine
36 min
47
Lessons from Nissan on surviving carmageddon
Donald Trump’s tariffs dent the Japanese carmaker’s largest market and Chinese rivals are expanding as it attempts a turnaround. On this episode of The Big View podcast, CFO Jérémie Papin explains what he’s learned about running a global company while facing multiple challenges.
32 min
48
Why technological progress is so hard to predict
41 min
49
Private equity sets its sights on the little guy
Apollo, Blackstone and KKR raised billions from deep-pocketed institutions for buyouts and private credit. Now they’re targeting the $145 trln held by individuals. In this episode of The Big View podcast, iCapital CEO Lawrence Calcano explains the opportunities – and the risks.
41 min
50
What China has to teach the US about technology
38 min