Épisodes

  • The fragile undersea cables that connect the world
    Oct 13 2026
    Global data traffic depends on a 1.4 mln-kilometre underwater network that has become a geopolitical battleground. On this episode of The Big View Katja Bego, author of ‘Deep Connections’, tells Peter Thal Larsen why the cables are vulnerable, and whether they can become less so. Katja Bego: Deep Connections: The Hidden Battles to Control Subsea Cables The Big View: Why trade flows are so enduring and hard to stop 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: The power and peril of American economic warfare 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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    42 min
  • How financial markets became even more manic
    Oct 6 2026
    The 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
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    33 min
  • The right way to prepare future workers for AI
    Sep 29 2026
    Teaching 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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    45 min
  • Bond markets are cause for concern and celebration
    Sep 22 2026
    With 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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    45 min
  • How CEOs are adapting to new rules of power
    Sep 15 2026
    Today’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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    41 min
  • How Apollo rewrote the rules of Wall Street
    Sep 8 2026
    The 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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    50 min
  • Why trade flows are so enduring and hard to stop
    Sep 1 2026
    Donald 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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    45 min
  • An economist’s plan to salvage liberal democracy
    Aug 25 2026
    Daron 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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    46 min