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]
176
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
177
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
178
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
179
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
180
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
181
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
182
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
183
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
184
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
185
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
186
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
187
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
188
The Exchange: Editorial lessons from Lionel Barber
The former Financial Times editor discusses his views on journalism in the post-Trump, post-Brexit, post-print era with Rob Cox. He also shares some of the juicier stories from his memoir, “The Powerful and the Damned,” like the time he told off Blacks...
33 min
189
The Exchange: Economic roots of Russia’s protests
Police cracked down on mass demonstrations in support of Kremlin critic Alexei Navalny after his alleged poisoning and arrest. Exiled economist Sergei Guriev explains how lower real incomes, corruption and YouTube drove people to the streets – and what...
40 min
190
The Exchange: The long life of bad economic ideas
From self-funding tax cuts to runaway executive pay, economists have provided intellectual support for seriously flawed policies. Reuters journalist Tom Bergin, author of “Free Lunch Thinking” tells Peter Thal Larsen how dodgy theories helped mislead p...
37 min
191
The Exchange: Too much stimulus stores up big risk
That’s the view of Oliver Baete, CEO of Allianz. Markets are pricing in vaccination perfection, as they’ve grown dependent on central bank and government largesse, he tells Rob Cox. But for the $97 billion German insurer, there’s still opportunity to b...
59 min
192
The Exchange: Sheryl Sandberg on banning Trump
The Facebook COO sat down with Breakingviews’ Gina Chon as part of Reuters Next on Monday to explain why the social network has indefinitely blocked the U.S. president after he incited violence at the Capitol: and why it took so long for the company to...
38 min
193
The Exchange: The personal risks in short-selling
Muddy Waters shorted stocks like health provider NMC and forest plantation group Sino-Forest, aiding their collapse. But founder Carson Block tells Dasha Afanasieva he almost quit due to the stress of facing a criminal investigation. For him, ...
37 min
194
The Exchange: American banks and the urge to merge
U.S. financial institutions have increasingly been teaming up to take on the big four: JPMorgan, Citigroup, Bank of America and Wells Fargo. Bruce Van Saun, chief executive of Citizens Financial, one of the top regional lenders, discusses post-pandemic...
34 min
195
The Exchange: Guy Hands on private equity’s future
The British buyout baron, best known for his disastrous purchase of music group EMI in 2007, now focuses on more modest deals. He joins Liam Proud to discuss Covid-19, ESG, and why the private equity industry’s returns are likely to f...
44 min
196
The Exchange: Journey of a vaccine
Covid-19 vaccines developed by Pfizer, Moderna and AstraZeneca may soon be available for distribution. But how do you deliver billions of vials across the world? Rob Coyle, pharma head at freight giant Kuehne+Nagel joins Lisa Jucca to...
31 min
197
The Exchange: Eating worms is good for the planet
Growing global demand for food is putting a squeeze on available land and one French startup says it has the answer: indoor insect farming. Ynsect co-founder Antoine Hubert on how growing mealworms for fertilizer will benefit the envi...
17 min
198
The Exchange: Post-Covid, post-Trump mega-trends
Supply chains may become more diverse or shorter, tech companies with few hard assets will continue to thrive, and the transition away from fossil fuels will present opportunities. Taimur Hyat, COO of $1.4 trln asset manager PGIM, looks to the future w...
26 min
199
The Exchange: Investing in a new macroeconomic era
The U.S. faces a paradigm shift, as the era of monetary policy dominance ends and fiscal action becomes the major driver of growth. So argues Greg Jensen, co-chief investment officer at Bridgewater Associates. He says this means rethinking one’s approa...
37 min
200
The Exchange: Post-pandemic consumer behaviour
Companies like Nestlé and Unilever are grappling with a Covid-19 recession and potentially drastic changes in how people shop and what they buy. Kristina Rogers, global consumer leader at consultancy EY, joins Dasha Afanasieva to discuss which...
28 min