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]
151
The Exchange: Spanish PM Pedro Sánchez
In his attempt to revive the economy, Pedro Sánchez wants investors to give Spain more love. Local and global politics make that a challenging proposition. John Foley met with the prime minister as he set out for Wall Street, Silicon Valley and Hollywo...
35 min
152
The Exchange: Travel disruption, SoftBank style
After a dizzying expansion from China to the United States, the pandemic forced a tough reset at Oyo Hotels and Homes. The plucky Indian startup’s 27-year-old founder and CEO Ritesh Agarwal tells Una Galani about the lessons learnt, rightsizing challen...
46 min
153
The Exchange: American-EU relations return to warm
After four frosty years, Washington and Brussels are back to cooperation on foreign and economic policy, with some big trade wins already on the scoreboard, Ambassador Stavros Lambrinidis tells Rob Cox in an interview hosted by the Eu...
28 min
154
The Exchange: Global tax deal
EY Vice Chair Kate Barton is helping companies figure out a minimum corporate rate agreed to by 130 countries. The historic pact will help raise $150 billion in government revenue. She talks to Gina Chon about the 15% floor, how effective it may be and...
22 min
155
The Exchange: Niall Ferguson on human error
The historian joins Pete Sweeney to discuss his latest book on disasters, natural and man-made, and why so many governments got Covid-19 so wrong. They debate which political model looked best after the pandemic and whether historians can make a differ...
30 min
156
The Exchange: Roger Ferguson talks monetary policy
The former Fed vice chair and ex-TIAA CEO joins Swaha Pattanaik to discuss how the central bank is navigating economic recovery and price pressures. He also talks about whether corporate America is living up to its diversity pledges and suggests strate...
33 min
157
The Exchange: Hiro Mizuno
The former chief investment officer of Japan’s $1.6 trillion Government Pension Investment Fund is now a board member at Tesla and Danone. In an interview as part of last week’s Ethical Finance 2021 summit, he tells George Hay how ESG has changed since...
30 min
158
The Exchange: IAC Chairman Barry Diller
The media mogul has backed businesses ranging from travel to gambling to dating and more. Plus, he’s behind Little Island, a new park in New York. Diller shares his thoughts on the reopening of the world, IAC’s unique model and why Netflix has already ...
58 min
159
The Exchange: EU Trade Commissioner Dombrovskis
With vaccination programs catching up with America and Britain, Europe is poised to rebound, the former Latvian premier, who is also responsible for an "Economy that Works for People," tells Rob Cox in an interview hosted by the Euro...
53 min
160
The Exchange: Steering Europe’s green transition
Frans Timmermans has a key leadership role in the European Union’s quest to reduce its 2030 emissions by 55% compared to 1990 levels. Ahead of a major set of green policy updates next month, he talks to George Hay about both these and November’s COP26 ...
40 min
161
The Exchange: South Africa’s prospects
Johannesburg Stock Exchange CEO Leila Fourie tells Swaha Pattanaik how South Africa’s economy has coped with Covid-19. In an interview recorded for the International Economic Forum of the Americas, she also flags sectors that will rebound fastest and d...
27 min
162
The Exchange: Trip.com CEO Jane Sun
Where are Chinese travellers headed these days? How is the pandemic changing outbound tourism and business travel? Will China’s recent anti-monopoly regulations affect Trip’s approach to partnerships and deals? Sun shares her views in an exclusive di...
36 min
163
The Exchange: Finance far away from Wall Street
It’s not often we hear from the boss of a finance business based in Milwaukee. Even more unusual is to find one that is owned by its customers. Rob Cox chats with Northwestern Mutual CEO John Schlifske about investing, interest rates, ESG and ...
32 min
164
The Exchange: The green transition’s financing gap
Plenty of capital is focused on creating the next Tesla. Less is directed towards medium-sized players doing vital but less flashy stuff like insulating buildings. Tikehau Capital co-founder Mathieu Chabran tells George Hay how some asset managers are...
30 min
165
The Exchange: Becoming “Richer, Wiser, Happier”
That’s the title of a new book looking at how some of global finance’s top investors, such as Howard Marks, Matthew McLennan, Charlie Munger and Mohnish Pabrai, crushed it. The author, Will...
28 min
166
The Exchange: Fewer bankers, more engineers needed
That’s one of Jacques Attali’s many prescriptions to enhance the economy of life. The former EBRD boss and French presidential adviser also discusses Big Tech breakups, Europe’s lagging vaccination efforts, Macron’s political prospect...
27 min
167
The Exchange: ECB President Christine Lagarde
What role does the central bank play in combatting climate change? How will it confront the emergence of digital currencies? What if the U.S. economy charges ahead while Europe languishes? Lagarde takes on these questions and more in an exclusive discu...
58 min
168
The Exchange: Rwanda’s dark side
Under Paul Kagame, the East African state has gone from genocidal hellhole to wannabe Singapore. Michela Wrong, author of critical biography “Do Not Disturb”, explains how, in feting the ex-guerrilla president, donors and investors ignored autocracy an...
26 min
169
The Exchange: What’s ahead for global art market?
Sales fell some 22% to $50 bln last year, the biggest recession in the art market since the financial crisis. Clare McAndrew, founder of Arts Economics, discusses the impact of Covid-19, taxes and geopolitics, the rise in online sales and how NFTs are ...
29 min
170
The Exchange: Sustainable finance
European bank ING is a leader when it comes to holding borrowers to climate-change commitments. In an interview hosted by the European-American Chamber of Commerce New York, ING Americas CEO Gerald Walker talks to Breakingviews’ Richard Beales about th...
22 min
171
The Exchange: The old GE is gone and that’s ok
Jeff Immelt ran GE for 16 years, during which time its market value roughly halved. His new book “Hot Seat” attempts to put that rocky period into context. The former GE boss chatted with John Foley about his part in the decline of an American industri...
32 min
172
The Exchange: Will home working outlive Covid-19?
The pandemic has relocated many office workers to their studies and dining tables. Stanford economist Nicholas Bloom tells Dasha Afanasieva that many companies will continue working from home two days a week. But allowing too much flexibility could bri...
24 min
173
The Exchange: World Bank President David Malpass
The Covid-19 crisis has exposed the economic and other inequities between the world’s richest and poorest countries. The World Bank’s boss discusses these challenges, ranging from vaccination drives and debt relief to the existential threat of...
38 min
174
The Exchange: The post-pandemic global economy
Policymakers will face tricky choices about when to withdraw massive policy support as economic recovery kicks in. BNP Paribas’ group chief economist, William De Vijlder, joins Swaha Pattanaik to discuss their options, the focus on inclusive growth and...
43 min
175
The Exchange: Tobias Harris
The author of Shinzo Abe’s definitive biography speaks with Pete Sweeney about Japan’s struggles. Harris argues Abe’s successor Yoshihide Suga could be the man to push harder on clean energy and economic reform. And if the Olympics get cancelled, most ...
19 min