Épisodes

  • A stock market veteran’s view on the AI bubble

    A stock market veteran’s view on the AI bubble
    Jun 2 2026
    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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    44 min
  • Buyout barons weather private turbulence

    Buyout barons weather private turbulence
    May 26 2026
    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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    42 min
  • Separating science fiction from fact at SpaceX

    Separating science fiction from fact at SpaceX
    May 19 2026
    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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    41 min
  • Why rich societies became prosperous and anxious

    Why rich societies became prosperous and anxious
    May 12 2026
    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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    33 min
  • Why the dollar could outlast the United States

    Why the dollar could outlast the United States
    May 5 2026
    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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    43 min
  • Securing joined-up markets in a fractured world

    Securing joined-up markets in a fractured world
    Apr 28 2026
    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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    38 min
  • The Gulf energy crisis and the US-China showdown

    The Gulf energy crisis and the US-China showdown
    Apr 21 2026
    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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    37 min
  • How the Strait of Hormuz changes economic warfare

    How the Strait of Hormuz changes economic warfare
    Apr 14 2026
    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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    34 min