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  • What the EU-China car quota means for world trade

    What the EU-China car quota means for world trade
    2026/11/03
    Brussels persuaded Beijing to cap exports of hybrid autos at 350,000, easing pressure on a key industry. Is it a model for future deals? On this episode of The Big View, Sam Lowe of Flint Global tells Peter Thal Larsen why Chinese negotiators have good reasons to seem reasonable. Substack: Most Favoured Nation Viewsroom: China-EU auto wars drive to in-Seine level The Big View: Why trade flows are so enduring and hard to stop The Big View: Trump’s biggest trade shock is yet to come The Big View: How to navigate Trump’s trade wars 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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    38 分
  • The silver lining in Europe’s dark economic clouds

    The silver lining in Europe’s dark economic clouds
    2026/10/27
    Ageing 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 exaggerated and others a chance to catch up. Marieke Blom: Europe’s Pitch Book Mario Draghi: The Draghi report on EU competitiveness Breakingviews: Why Europe could be the real winner of the AI boom The Big View: Why central bankers face an inflation reckoning The Big View: How a French building giant tackled fragmentation 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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    36 分
  • Why the Everything Bubble keeps on inflating

    Why the Everything Bubble keeps on inflating
    2026/10/20
    Stock 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 market may be the most speculative ever. Edward Chancellor: “The Everything Bubble is back and bigger than ever” Edward Chancellor: “China’s slow bull market is poised to take off” The Big View: “A stock market veteran’s view on the AI bubble” The Big View: “How AI shockwaves ripple through financial markets” The Big View: “What financial history tells us about the AI boom” 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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    41 分
  • The fragile undersea cables that connect the world

    The fragile undersea cables that connect the world
    2026/10/13
    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 分
  • How financial markets became even more manic

    How financial markets became even more manic
    2026/10/06
    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 分
  • The right way to prepare future workers for AI

    The right way to prepare future workers for AI
    2026/09/29
    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 分
  • Bond markets are cause for concern and celebration

    Bond markets are cause for concern and celebration
    2026/09/22
    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 分
  • How CEOs are adapting to new rules of power

    How CEOs are adapting to new rules of power
    2026/09/15
    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 分