The Big View

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

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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”

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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

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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?

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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

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