Podcast Episodes
Back to SearchDonald Trump’s biggest trade shock is yet to come
The year since the US president’s ‘Liberation Day’ tariff war has produced many surprises. In this episode of The Big View, Peter Thal Larsen and IMD…
7 months, 3 weeks ago
Why Africa’s growth prospects may be looking up
It’s easy to be glum about a continent grappling with US tariffs, cuts to aid, and climate change. Yet Joe Studwell, author of ‘How Africa Works’, sa…
8 months ago
Why Japan’s revitalisation can overcome high debt
Prime Minister Sanae Takaichi’s new government can curb excess competition and speed industrial consolidation. On this episode of The Big View, Monex…
8 months, 1 week ago
How AI shockwaves ripple through financial markets
Big Tech is splurging around $700 bln on artificial intelligence investments this year, while others are braced for disruption. In this episode of Th…
8 months, 2 weeks ago
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 tal…
8 months, 3 weeks ago
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 …
9 months ago
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 …
9 months, 1 week ago
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…
9 months, 2 weeks ago
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, Pe…
9 months, 3 weeks ago
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…
10 months, 2 weeks ago