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Latest episodes
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The silver lining in Europe’s dark economic clouds
October 27, 2026 · 36 minAgeing workers, high debt, obsolete tech and polarised politics weigh on the continent’s prospects. But is the gloom excessive? In this episode of The Big View, ING Chief Economist Marieke Blom tells Peter Thal Larsen some flaws are…
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Why the Everything Bubble keeps on inflating
October 20, 2026 · 41 minStock markets are flashing familiar warnings: abundant liquidity, high leverage, frantic trading, and exuberant retail investors. In this episode of The Big View, the financial historian Edward Chancellor tells Peter Thal Larsen why this…
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The fragile undersea cables that connect the world
October 13, 2026 · 42 minGlobal 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…
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How financial markets became even more manic
October 6, 2026 · 33 minThe 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…
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The right way to prepare future workers for AI
September 29, 2026 · 45 minTeaching 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…
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Bond markets are cause for concern and celebration
September 22, 2026 · 45 minWith 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…
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How CEOs are adapting to new rules of power
September 15, 2026 · 41 minToday’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…
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How Apollo rewrote the rules of Wall Street
September 8, 2026 · 50 minThe 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…
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Why trade flows are so enduring and hard to stop
September 1, 2026 · 45 minDonald 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…
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An economist’s plan to salvage liberal democracy
August 25, 2026 · 46 minDaron 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…
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The cause and effects of China’s slow-motion crash
July 28, 2026 · 45 minThe 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…
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Why battling climate change can be good for growth
July 21, 2026 · 46 minIt’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…
About the show
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]