Episodes

  • Why private credit is shrinking as it booms

    Why private credit is shrinking as it booms
    Dec 17 2024
    Non-bank lenders, sitting atop $2 trln in assets, keep taking more of the market away from the traditional titans of Wall Street. Yet the industry is now rapidly consolidating. In this episode of The Big View podcast, Marc Lipschultz, co-CEO of Blue Owl Capital, explains why. 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. 
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    45 mins
  • How the world could unplug from China’s batteries

    How the world could unplug from China’s batteries
    Dec 10 2024
    International cell makers are struggling to compete with Chinese giants like CATL. But innovations like solid-state batteries could upend the industry in the not-too-distant future. In this week’s episode of The Big View podcast, QuantumScape CEO Siva Sivaram explains how.
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    33 mins
  • Why central banks were both lucky and smart

    Why central banks were both lucky and smart
    Dec 3 2024
    Policymakers in major economies have quelled the post-pandemic inflation surge without causing recessions. In this episode of The Big View podcast, BlackRock’s Alex Brazier argues big rate hikes in the US, Europe and the UK helped – but so did unusually strong labour markets.
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    33 mins
  • A financial historian’s warning about the AI boom

    A financial historian’s warning about the AI boom
    Nov 26 2024
    Artificial intelligence hopes have unleashed an investment frenzy, propelling chip giant Nvidia’s value to $3.5 trln. In this episode of The Big View podcast, mathematician Andrew Odlyzko explores parallels with the 1990s dotcom bubble and Britain’s railway mania of the 1840s. 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. 
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    37 mins
  • Ireland’s $25 bln tax bounty reveals OECD flaws

    Ireland’s $25 bln tax bounty reveals OECD flaws
    Nov 19 2024
    Dublin expects a record budget surplus in 2024 thanks to a cash deluge from tech giants. In this episode of The Big View podcast, Pascal Saint-Amans, the architect of a landmark tax 2021 treaty, explains how the US’s failure to ratify the deal allows havens to rake in billions. 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. 
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    30 mins
  • The power and peril of American economic warfare

    The power and peril of American economic warfare
    Nov 12 2024
    Successive US presidents have wielded sanctions and export controls against rival nations. Donald Trump promises further escalation. In this episode of the Big View podcast, political scientist Henry Farrell explains how weaponizing finance and technology can be self-defeating.
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    35 mins
  • Making sense of China’s big economic reboot

    Making sense of China’s big economic reboot
    Nov 5 2024
    Officials have taken dramatic steps to boost confidence and growth in the world’s second-largest economy. In this episode of The Big View podcast, Arthur Kroeber, head of research at Gavekal, explains why he sees the People’s Republic turning into a high-tech, low-growth country. 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.
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    39 mins
  • How the US election affects the rest of the world

    How the US election affects the rest of the world
    Oct 29 2024
    Next week, voters will choose between Donald Trump and Kamala Harris. Their decision will impact governments, companies and investors outside the US. In this episode of The Big View podcast, geopolitical strategist Tina Fordham explains why markets misjudge the possible turmoil. 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.
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    31 mins