The Big View
Reuters
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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.
Episodes
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How financial markets became even more manic 06.10.2026 33mThe notion that stocks and bonds follow a rational path has been widely debunked. But are idiosyncrasies becoming more visible? In this episode of The Big View Peter Thal Larsen and Alex Edmans, author of ‘The Madness of Markets’, debate how the rules of investing have changed. Alex Edmans: “The Madness of Markets: Why Smart Investors Make Crazy Decisions and How to Exploit Them” The Big View: A stock market veteran’s view of the AI bubble The Big View: Bond markets are cause for concern and celebration The Big View: Does Elon Musk represent a new form of capitalism? Sign up to The Week in Breakingviews 📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here. 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 -
The right way to prepare future workers for AI 29.09.2026 45mTeaching kids to code was supposed to equip them for tomorrow. Then artificial intelligence came along. In this episode of The Big View, academic and author Daniel Susskind tells Peter Thal Larsen why predicting future jobs is folly and why critical thinking will matter more. Daniel Susskind: “What Should My Children Do? A Human’s Guide to the Age of AI” Daniel Susskind: “A World Without Work: Technology, Automation, and How We Should Respond” The Big View: McKinsey’s CFO on the benefits and costs of AI The Big View: A stock market veteran’s view on the AI bubble The Big View: OpenAI’s curious business conundrum Sign up to The Week in Breakingviews 📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here. 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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Bond markets are cause for concern and celebration 22.09.2026 45mWith US debt at $40 trln and yields near two-decade highs, government bonds are causing economic jitters. On this episode of The Big View, financial journalist Robin Wigglesworth tells Peter Thal Larsen how state borrowing built the modern world – with many bumps along the way. Robin Wigglesworth: “A Fabulous Debt: The Epic Story of How Bonds Built the Modern World” The Big View: Why central bankers face an inflation reckoning The Big View: Global currencies have a rich past and poor future The Big View: How AI shockwaves ripple through financial markets Sign up to our free weekly newsletter 📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here. 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 CEOs are adapting to new rules of power 15.09.2026 41mToday’s business leaders spent most of their careers in an era of relative stability. In this episode of The Big View, strategist Tina Fordham tells Peter Thal Larsen why geopolitical uncertainty is here to stay – and what unexpected shocks companies should be preparing for. Tina Fordham: “Mad World: A Geostrategy Survival Guide for Leaders” Liaquat Ahamed: “1873: The First Great Depression and the Making of the Modern World” The Big View: How the US election affects the rest of the world The Big View: The Gulf energy crisis and the US-China showdown The Big View: How the Strait of Hormuz changes economic warfare The Big View: The perks and penalties of waging economic war The Big View: Securing joined-up markets in a fractured world The Big View: How a French building giant tackled fragmentation Sign up to our free weekly newsletter 📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here. 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 Apollo rewrote the rules of Wall Street 08.09.2026 49mThe private equity and credit firm elbowed aside big banks to amass $1 trln of assets. In this episode of The Big View, William D. Cohan, author of ‘Money to Burn’, and Peter Thal Larsen discuss how Apollo rose from the 1990s junk bond wreck and whether its new model will endure. William Cohan, “Money to Burn: The Unvarnished Truth About Leon Black, Apollo, and the Rise of a New Wall Street” The Big View: Private equity sets its sights on the little guy The Big View: The debit and credit of the private lending boom The Big View: Why private credit is shrinking as it booms 📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here. 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 trade flows are so enduring and hard to stop 01.09.2026 45mDonald Trump’s tariffs and Chinese rare earths have scrambled global commerce. Yet as Ed Conway describes in ‘Trade World’, rulers have wielded chokepoints for centuries, with mixed results. In this episode of The Big View, he tells Peter Thal Larsen that advantages rarely last. Ed Conway: “Trade World: The Ties that Bound Our Past and Could Unravel Our Future” Leonard Read: “I, Pencil” The Big View: How the Strait of Hormuz changes economic warfare The Big View: The power and peril of American economic warfare The Big View: Donald Trump’s biggest trade shock is yet to come 📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here. 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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An economist’s plan to salvage liberal democracy 25.08.2026 45mDaron Acemoglu has spent years studying the origins of prosperity. Now he says the institutions, laws and freedoms that made the West rich are under threat. On this episode of The Big View, the Nobel laureate tells Peter Thal Larsen why any solution starts with the working class. Daron Acemoglu: What Happened to Liberal Democracy? Nobel Lecture Daron Acemoglu, David Autor and Simon Johnson: Building Pro-Worker Artificial Intelligence The Big View: Carl Benedikt Frey The Big View: Mariana Mazzucato The Big View: Branko Milanovic 📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here. 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 cause and effects of China’s slow-motion crash 28.07.2026 44mThe world’s second-largest economy experienced the largest credit boom and bust in recent history. On this episode of The Big View, Logan Wright of Rhodium Group explains why debt, deflation, slow growth and industrial overcapacity will be hard to shift in the People’s Republic. Logan Wright: “Broken China: How the Economic Miracle Shattered and What it Means for the World” Rhodium Group: China’s “New” Strategic Industries Will Not Produce 5% GDP Growth The Big View: Making sense of China’s big economic reboot 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 battling climate change can be good for growth 21.07.2026 46mIt’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 44mThe 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 37mThe €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 35mTechnology 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 40mThe 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 36mAgeing 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 40mDiagnosing 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 44mJeremy 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 41mBreakneck 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 41mElon 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 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 42mThe 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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