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]
1
Why rich societies became prosperous and anxious
In the developed world, many people are both better off and unsatisfied. On this episode of The Big View, Peter Thal Larsen talks to Ryan Avent, author of ‘In Good Faith’, about the eroding beliefs underpinning growth, and whether AI will force us to confront what progress means.
31 min
2
Why the dollar could outlast the United States
42 min
3
Securing joined-up markets in a fractured world
Great power rivalry and upstart technology are testing financial infrastructure. In this episode of The Big View, Stephan Leithner, CEO of Deutsche Boerse, tells Peter Thal Larsen how the $58 bln exchange group is coping with volatility, and how the EU can become more autonomous.
37 min
4
The Gulf energy crisis and the US-China showdown
35 min
5
How the Strait of Hormuz changes economic warfare
By strangling the waterway, Iran retaliated against the US and eased some financial sanctions. In this episode of The Big View Edward Fishman, senior fellow of the Council on Foreign Relations, tells Peter Thal Larsen how American economic weapons have been turned against it.
32 min
6
How ransomware took the world economy hostage
36 min
7
OpenAI’s curious business conundrum
37 min
8
Global currencies have a rich past and poor future
30 min
9
Donald Trump’s biggest trade shock is yet to come
31 min
10
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
11
Why Japan’s revitalisation can overcome high debt
35 min
12
How AI shockwaves ripple through financial markets
34 min
13
Why the world economy will keep on fragmenting
33 min
14
How to loosen China’s chokehold on rare earths
35 min
15
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
16
The murky economics and politics of Venezuelan oil
38 min
17
What investors can expect from markets in 2026
31 min
18
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
19
Judges under siege administer poetic justice
39 min
20
The past and future fight about who owns the land
35 min
21
Pluses and minuses of the weight-loss drug bonanza
33 min
22
How globalisation set the stage for new strongmen
34 min
23
The manifold benefits of giving away your riches
37 min
24
Peering behind the dark clouds over climate change
45 min
25
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