The Big View

By ReutersNews

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Typical duration
45 min
per episode

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The Big View episodes

February 10 Why the world economy will keep on fragmenting
Decades of economic cooperation are under threat from political division and military rivalry. In this episode of The Big View, Peter Thal Larsen talks to Eswar Prasad, author of ‘The Doom Loop’, about why integration went into reverse and whether the old system can be salvaged.
The Doom Loop: Why the World Economic Order is Spiraling into Disorder
Davos 2026: Special address by Mark Carney, Prime Minister of Canada
How globalisation set the stage for new strongmen

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35 min
February 03 How to loosen China’s chokehold on rare earths
The People’s Republic dominates the supply of materials used in magnets, lasers and other high-tech products. In this episode of The Big View, Peter Thal Larsen talks to Mel Sanderson, a director of American Rare Earths, about how other governments can kick-start production.
IEA Global Critical Minerals Outlook 2025
Every mineral is critical in the new metals age
Trump admin to take 10% stake in USA Rare Earth in $1.6 bln deal, sources say.
MP Materials seals mega rare-earths deal with US to break China’s grip
US rare earth chokepoint is a big little problem
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37 min
January 27 How a Detroit firm is dealing with tariff turmoil
It’s almost 10 months since Donald Trump launched his trade war. In this episode of The Big View, Peter Thal Larsen talks to Mike Musheinesh, CEO of Detroit Axle, about how the auto parts distributor is coping with import uncertainty – and his decision to sue the US government.
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32 min
January 20 The murky economics and politics of Venezuelan oil
The US has long been interested in the South American country’s resources. Abducting its president opens a new and turbulent chapter. In this episode of The Big View Peter Thal Larsen talks to Ed Crooks, vice chair of energy research firm Wood Mackenzie, about what happens next.
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39 min
January 13 What investors can expect from markets in 2026
Stocks, bonds and commodities absorbed many shocks in 2025. Will they show the same resilience in the year ahead? In this episode of The Big View, Peter Thal Larsen and Anna Szymanski, editor-in-charge of Reuters Open Interest, debate inflation, AI, and the buy-the-dip mindset.
ROI: Reuters Open Interest.
Morning Bid podcast
Andy Home: Every mineral is critical in the new metals age.
Ron Bousso: Oil's geopolitical premium vanished in 2025 - and may not return.
Reuters: Investors dumped cash, bought stocks in December - BofA
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33 min
December 16, 2025 Private equity’s not-quite return to normality
Buyout barons suffered the whiplash of a post-pandemic boom and subsequent liquidity crunch. In this episode of The Big View, Jonathan Guilford talks to Thoma Bravo Managing Partner Seth Boro about how the firm is dealing with the fallout, even as AI once again upends the market.
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38 min
December 09, 2025 Judges under siege administer poetic justice
As Congress cedes power to the White House, US courts are filling some of the void. In this episode of The Big View, Jeffrey Goldfarb talks to Reynolds Holding, the author of ‘Better Judgment’, about the sense of purpose among jurists ruling on corporate and human-rights matters.
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41 min
November 25, 2025 The past and future fight about who owns the land
The world’s oldest asset is at the heart of political debate and underpins the modern financial system. In this episode of The Big View, Peter Thal Larsen talks to Mike Bird, author of “The Land Trap”, about why property is such an enduring issue – and why it’s so hard to reform.

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37 min
November 18, 2025 Pluses and minuses of the weight-loss drug bonanza
Obesity treatments made by Novo Nordisk and Eli Lilly have spawned a healthcare revolution, with sales set to hit $150 bln by 2031. In this episode of The Big View, Peter Thal Larsen talks to Breakingviews Associate Editor Aimee Donnellan about their origins – and their impact.
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35 min
November 11, 2025 How globalisation set the stage for new strongmen
It’s a decade since the economist Branko Milanovic showed how China’s rise sparked a political backlash against free trade. In this episode of The Big View podcast, he tells Peter Thal Larsen that Donald Trump, Xi Jinping and Vladimir Putin are more alike than they seem.

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36 min

About The Big View

From the publisher's feed

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.