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]
201
The Exchange: IMF and sub-Saharan Africa
The regional head of the International Monetary Fund, Abebe Aemro Selassie, joins Swaha Pattanaik to discuss how the Washington-based lender is helping hard-hit countries, debt difficulties, the need for reforms, and why policy choices are mor...
25 min
202
The Exchange: Private equity and the pandemic
BC Partners is an alternative asset manager whose portfolio companies include PetSmart and Springer Nature. Partner Nikos Stathopoulos chats to Peter Thal Larsen about managing during Covid-19, new investment challenges, and why we need to get back t...
38 min
203
The Exchange: Terra incognita
The U.S. faces more uncertainty as 2020 ends, including inflation, antitrust enforcement, and how the next president handles taxes, trade and the post-virus economy. So says Nathan Sheets, chief economist at PGIM Fixed Income. He argu...
36 min
204
The Exchange: The long wait for inflation
Charles Goodhart and Manoj Pradhan tackle an issue perplexing policymakers and investors: if, and when, price pressures will rise. The authors of “The Great Demographic Reversal” discuss ageing societies, emerging economies, and why the world won’t fol...
46 min
205
The Exchange: UBS CEO exit interview
After 10 years leading Switzerland’s biggest bank, Sergio Ermotti is handing off to Ralph Hamers and becoming chairman of Swiss Re. In a wide-ranging conversation with Rob Cox, he shares his views on banking, M&A, his tenure as CEO and the...
43 min
206
The Exchange: Inflation nation
The Fed’s new rate-setting philosophy is a game-changer, and hawks have become an endangered species in D.C. So argues David Kelly, chief global strategist at JPMorgan Asset Management. The central bank may boost inflation, he suggests – but its blunt ...
40 min
207
The Exchange: China’s bad debt opportunity
Beijing is letting lenders go belly-up as it attacks systemic risk. That’s all fine for Benjamin Fanger, founder of ShoreVest, a manager $1.8 bln of soured loans. He talks with Pete Sweeney about the message China is sending bankers, and the opportunit...
24 min
208
The Exchange: Netflix’s Reed Hastings
The co-chief executive of the video-streaming firm is out with a new book, “No Rules Rules.” Hastings zoomed in with Jennifer Saba to discuss Netflix’s unorthodox approach to management – like unlimited vacation – and how it sets up t...
20 min
209
The Exchange: Middle class myopia
New York Times reporter Jim Tankersley explodes myths about this politically potent group in his book “The Riches of This Land,” questioning the U.S. media's fixation on rust-belt white men. He argues inclusive growth in...
39 min
210
The Exchange: Telecoms mogul David McCourt
The pandemic has made connecting rural areas a global priority. The Irish-American cable entrepreneur explains to Aimee Donnellan why he returned to Dublin to roll out a 3 billion euro broadband programme, and how the Covid-19 crisis created an opportu...
25 min
211
The Exchange: Leadership and Covid-19 trauma
After a period of high productivity in response to the pandemic, businesses face “war room fatigue”. Executive coach Merete Wedell-Wedellsborg explains how leaders can get their teams out of this regression phase as quickly as possible, keeping staff m...
28 min
212
The Exchange: Stephanie Kelton
As budget deficits swell, one of the highest profile advocates of Modern Monetary Theory joins Swaha Pattanaik to discuss her approach to public finances, U.S. presidential hopeful Joe Biden’s economic agenda, how her thinking evolved, and her experien...
46 min
213
The Exchange: Dov Seidman
The founder of LRN, a technology and education firm that advises global corporations on culture, governance, ethics and other matters chats with Rob Cox to discuss the importance of moral leadership, an issue that has taken on increas...
32 min
214
The Exchange: Airbnb CEO Brian Chesky
The co-founder of the home-sharing firm compared the effects of the pandemic to a torpedo hitting a ship. He discusses how Airbnb raised $2 billion amid the crisis and how Covid-19 has changed travel. It has affected the future of his...
60 min
215
The Exchange: Brave new credit world
The crisis unearthed land mines in the fixed-income market – many of which Arena Investors Chief Executive Dan Zwirn had previously identified. He now explains how to navigate this opaque universe with deep dives on ...
43 min
216
The Exchange: Managing through the corona crisis
As companies grapple with the pandemic’s fallout, consulting firm AlixPartners has a close-up view inside boardrooms. CEO Simon Freakley discusses priorities for troubled businesses, the long-term impact of Covid-19 and what he has learned running a gl...
32 min
217
The Exchange: PMI CEO Andre Calantzopoulos
The boss of the $110 bln tobacco giant is on a quest to get the world to stop smoking cigarettes and switch over to heated tobacco, mainly PMI’s Iqos brand. Calantzopoulos has a lot of dedicated customers to win over, but he tells Rob Cox how governmen...
30 min
218
The Exchange: BIS chief Agustin Carstens
It has been a hectic year for central bankers on the front line of fighting a global recession. The head of the Bank for International Settlements joins Swaha Pattanaik to discuss how to unwind mass...
32 min
219
The Exchange: Pehr Gyllenhammar
Longtime Volvo CEO Pehr Gyllenhammar was pushing radical environmental and social changes at the carmaker long before they became fashionable. One of Sweden’s most admired businessmen argues why CEOs should be paid less and how it felt to become a fath...
30 min
220
The Exchange: Bruce Flatt
The office is not dead, though hot-desking may be. The elevator needs a rethink. And don’t rule out the shopping mall. Brookfield Asset Management’s chief executive made these and other predictions for the post-pandemic global economy in a recent chat ...
53 min
221
The Exchange: BlackRock ETFs
Exchange-traded funds are wildly popular with retail and institutional investors alike. BlackRock’s global head of ETFs and index investments Salim Ramji demystifies these tools, revealing how they passed their crisis test and how they challenge the ac...
39 min
222
The Exchange: Vaccine optimist
Lloyd Minor, the dean of Stanford’s school of medicine, tells Rob Cox that research into the coronavirus shows promising signs for the discovery of a vaccine. Just the same, the world needs to better prepare...
34 min
223
The Exchange: Hong Kong's pressure cooker
Covid-19 has halted anti-government protests, but tensions are simmering. Hong Kong-based lawyer and author Antony Dapiran explains to Robyn Mak how local officials and Beijing are using legal means to silence opponents, and why another summer of disco...
17 min
224
The Exchange: Tyler Brûlé
The coronavirus has only temporarily grounded Monocle’s peripatetic founder and editor in chief. Rob Cox pops by his Zurich HQ to discuss how the globally minded consumers of his media empire are prepping for post-pandemic life, and how the Swiss handl...
29 min
225
The Exchange: Blue-collar China
Pandemic and recession are making the lower strata of the labour force crankier than they’ve ever been. Author Dexter Roberts explains to Pete Sweeney how Beijing is struggling to manage worker dissatisfaction, and points to rising economic costs and p...
22 min