Investors face a daily barrage of tariffs, sanctions and conflict. In this episode of The Big View podcast, Anna Rosenberg of Amundi explains how money managers deal with this uncertainty, and how the power rivalry between the US and China is upending economic trade-offs.
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36:57
What really has gone wrong with global capitalism
From New York’s mayoral race to Jeff Bezos’ wedding party, critics of the economic system abound. But few can agree on solutions. In this episode of The Big View podcast, author and investor Ruchir Sharma argues the problem is big government, entrenched companies, and cheap debt.
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40:05
Why Trump’s trade assault will fail and keep going
US trade partners are bracing for another presidential tariff deadline. In this episode of The Big View podcast, Richard Baldwin of IMD Business School explains why hostility to US imports is now a bipartisan issue, and why the global trading system can survive Trump’s onslaught.
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Why robotaxis are picking up speed and credibility
Enthusiasts have long claimed driverless cars are around the corner. As they hit the streets from the West Coast to Wuhan, the business model is taking shape too. In this episode of The Big View podcast, James Peng, CEO of $6 bln industry pioneer Pony AI, explains what’s changed.
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32:34
The wobbly foundations of the stablecoin boom
US lawmakers endorsed digital tokens backed by dollars like Tether and USDC, collectively worth $250 bln. In this episode of The Big View podcast, banks analyst and author Dan Davies explains the risks of mingling supposedly solid crypto assets with the regulated banking system.
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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.
[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]
Ireland