The Big View

Episodi

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  Why battling climate change can be good for growth 21.07.2026 46min

  It’s 20 years since the economist Nicholas Stern made the financial case for stopping global warming. Though temperatures have risen, green energy is cheaper. In this episode of The Big View, he tells Peter Thal Larsen that needed investments can boost the economy and the planet. Nicholas Stern: “The Growth Story of the 21st Century: The Economics and Opportunity of Climate Action” The Big View: Peering behind the dark clouds of climate change Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices
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  McKinsey’s CFO on the benefits and costs of AI 14.07.2026 44min

  The global consulting firm is using artificial intelligence while advising clients on rolling it out. In this episode of The Big View, finance chief Yuval Atsmon talks to Peter Thal Larsen about taming token bills, the threat to jobs, and the new appeal of generalists. The Big View: OpenAI’s curious business conundrum⁠ Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising.  Learn more about your ad choices. Visit megaphone.fm/adchoices
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  How a French building giant tackled fragmentation 07.07.2026 37min

  The €40 bln Saint-Gobain counters geopolitical divisions by emphasising local management and production. In this episode of The Big View, CEO Benoît Bazin tells Peter Thal Larsen why the 361-year-old company can keep expanding, and which countries he is targeting next. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices
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  Why central banks are key to electronic money 30.06.2026 35min

  Technology true believers argue digital cash does not need an institutional backstop. In this episode of The Big View, Gaston Gelos of the Bank for International Settlements tells Peter Thal Larsen why stablecoins and other tokens still need central banks to work smoothly. Bank for International Settlements: Anchoring trust in money: innovation beyond stablecoins Bank of England: Sterling-denominated systemic stablecoins The Big View: The wobbly foundations of the stablecoin boom The Big View: The coming battle over the future of money Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising.  Learn more about your ad choices. Visit megaphone.fm/adchoices
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  Does Elon Musk represent a new form of capitalism? 23.06.2026 40min

  The SpaceX boss became the first trillionaire by defying business wisdom, upending financial standards and embracing far-right politics. On The Big View this week Peter Thal Larsen asks Quinn Slobodian, co-author of “Muskism”, whether Musk is a one-off or a model of the future. Quinn Slobodian and Ben Tarnoff: "Muskism: A Guide for the Perplexed" The Big View: Separating science fiction from fact at SpaceX Breakingviews: SpaceX IPO riches would make robber barons blush Breakingviews: SpaceX's $1.75 trln hope rests on Musk imagination Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising.  Learn more about your ad choices. Visit megaphone.fm/adchoices
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  Why central bankers face an inflation reckoning 16.06.2026 36min

  Ageing populations, indebted governments and geopolitical splits undermine price stability. That leaves independent central banks unanchored, say Charles Goodhart and Manoj Pradhan. On this episode of The Big View, the economists tell Peter Thal Larsen the status quo cannot last. Charles Goodhart and Manoj Pradhan: “The Unanchored Central Banker: Demography, Fiscal Instability, and an Erosion of the Central Bank’s Inflation-Fighting Ability” Charles Goodhart and Manoj Pradhan: “The Great Demographic Reversal: Ageing Societies, Waning Inequality, and an Inflation Revival” Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising.  Learn more about your ad choices. Visit megaphone.fm/adchoices
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  One way to rethink economics for the better 09.06.2026 40min

  Diagnosing malaise is easy; coming up with solutions is harder. Mariana Mazzucato, the academic and author of ‘The Common Good Economy’, argues for a wider approach to economic purpose. In this episode of The Big View, she tells Peter Thal Larsen how the discipline can improve. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising.  Learn more about your ad choices. Visit megaphone.fm/adchoices
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  A stock market veteran’s view on the AI bubble 02.06.2026 44min

  Jeremy Grantham’s investment firm GMO made its name betting against the mania of the late 1990s and the mid-2000s housing boom. In this episode of The Big View, he tells Peter Thal Larsen how artificial intelligence has forced Big Tech firms into a fight to the death. Jeremy Grantham and Edward Chancellor: The Making of a Permabear: The Perils of Long-term Investing in a Short-term World Breakingviews: Why investors can still believe in mean reversion Breakingviews: Victorian real mania has lessons for AI investors Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices
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  Buyout barons weather private turbulence 26.05.2026 41min

  Breakneck growth for private equity and credit has led to worries of overheated dealmaking. In this episode of The Big View, Bain Capital Managing Partner David Gross tells Jonathan Guilford about what the industry did right and wrong, and where it might go next around the globe. The Exchange, January 2024: Bain is keeping the private in private equity Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising.  Learn more about your ad choices. Visit megaphone.fm/adchoices
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  Separating science fiction from fact at SpaceX 19.05.2026 41min

  Elon Musk’s rockets-to-AI venture is getting closer to a $1.8 trln IPO. In this episode of The Big View, astrophysicist Adam Becker, author of ‘More Everything Forever,’ tells Jeff Goldfarb about the folly of ascribing value to plans to put data centers in space or colonize Mars. Adam Becker: More Everything Forever Breakingviews: SpaceX’s $1.75 trln hope rests on Musk imagination Podcast: Dreaming Against the Machine Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising.  Learn more about your ad choices. Visit megaphone.fm/adchoices
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  Why rich societies became prosperous and anxious 12.05.2026 32min

  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. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising.  Learn more about your ad choices. Visit megaphone.fm/adchoices
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  Why the dollar could outlast the United States 05.05.2026 42min

  The US inherited rather than invented its currency, argues Brendan Greeley, author of ‘The Almighty Dollar’. In this episode of The Big View he tells Peter Thal Larsen about the greenback’s origins and why its global appeal might survive American fiscal and military recklessness. “The Almighty Dollar: 500 Years of the World’s Most Powerful Money”, by Brendan Greeley The Big View: Global currencies have a rich past and poor future The Big View: What could knock King Dollar off its throne Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices
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  Securing joined-up markets in a fractured world 28.04.2026 37min

  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. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising.  Learn more about your ad choices. Visit megaphone.fm/adchoices
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  The Gulf energy crisis and the US-China showdown 21.04.2026 36min

  Donald Trump’s war with Iran has exposed how much countries depend on oil and gas imports. In this episode of The Big View, Helen Thompson of Cambridge University tells Peter Thal Larsen how energy rivalry is shaping US foreign policy – and why the fault line runs through Europe. Helen Thompson: “Disorder: Hard Times in the 21st Century” The Big View: How the Strait of Hormuz changes economic warfare Breakingviews: Oil shock will speed electric cars’ comeback Reuters: Iran attacks wipe out 17% of Qatar’s LNG capacity for up to five years, QatarEnergy CEO says Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices
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  How the Strait of Hormuz changes economic warfare 14.04.2026 33min

  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. The Big View, March 2025: Why financial warfare could backfire on the US Edward Fishman: Iran is Using America’s Playbook Against Us, New York Times, March 2026 Benjamin Alter and Edward Fishman: The Dark Side of Energy Independence, New York Times, 2013 Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising.  Learn more about your ad choices. Visit megaphone.fm/adchoices
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  How ransomware took the world economy hostage 07.04.2026 36min

  Online extortion has exploded into a multibillion-dollar global industry. On this episode of The Big View, Peter Thal Larsen talks to Anja Shortland of King’s College London about its rapid growth, fresh threats from AI, and the blurry line between cyber crime and cyber warfare. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices
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  OpenAI’s curious business conundrum 24.03.2026 38min

  The ChatGPT creator has 900 mln users and an $840 bln valuation, yet its financial future is unsure. On this episode of The Big View, Peter Thal Larsen and tech analyst Benedict Evans discuss why scale does not guarantee profit, and how previous breakthroughs captured value. How will OpenAI compete? OpenAI announcement Breakingviews: What happens if OpenAI or Anthropic fail? Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising.  Learn more about your ad choices. Visit megaphone.fm/adchoices
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  Global currencies have a rich past and poor future 17.03.2026 31min

  The Roman denarius and Florentine florin rose and fell with economic and military power. Will the US dollar face the same fate? In this episode of The Big View, Berkeley economist Barry Eichengreen tells Peter Thal Larsen why history suggests the greenback’s prospects are weak. Money Beyond Borders: Global Currencies from Croesus to Crypto The Big View: What could knock King Dollar off its throne The Big View: Why financial warfare could backfire on the US Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices
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  Donald Trump’s biggest trade shock is yet to come 10.03.2026 32min

  The year since the US president’s ‘Liberation Day’ tariff war has produced many surprises. In this episode of The Big View, Peter Thal Larsen and IMD Business School’s Simon Evenett discuss why dire forecasts fizzled, how China levies fell to 26%, and why a larger jolt looms. The Supreme Court Rules, Uncertainty by Design Remains – Global Trade Alert Trade Redirection of Chinese Exports During 2025: Evidence from Full-Year Data – Global Trade Alert The Big View: What Trump’s tariff tantrum will do to world trade The Big View: Why Trump’s trade assault will fail and keep going Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices
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  Why Africa’s growth prospects may be looking up 03.03.2026 34min

  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. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising.  Learn more about your ad choices. Visit megaphone.fm/adchoices