Episodes

  • The Gulf energy crisis and the US-China showdown

    The Gulf energy crisis and the US-China showdown
    Apr 21 2026
    Donald Trump’s war with Iran has exposed how much countries depend on oil and gas imports. In this episode of The Big View, Helen Thompson of Cambridge University tells Peter Thal Larsen how energy rivalry is shaping US foreign policy – and why the fault line runs through Europe. Helen Thompson: “Disorder: Hard Times in the 21st Century” The Big View: How the Strait of Hormuz changes economic warfare Breakingviews: Oil shock will speed electric cars’ comeback Reuters: Iran attacks wipe out 17% of Qatar’s LNG capacity for up to five years, QatarEnergy CEO says 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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    37 mins
  • How the Strait of Hormuz changes economic warfare

    How the Strait of Hormuz changes economic warfare
    Apr 14 2026
    By strangling the waterway, Iran retaliated against the US and eased some financial sanctions. In this episode of The Big View Edward Fishman, senior fellow of the Council on Foreign Relations, tells Peter Thal Larsen how American economic weapons have been turned against it. The Big View, March 2025: Why financial warfare could backfire on the US Edward Fishman: Iran is Using America’s Playbook Against Us, New York Times, March 2026 Benjamin Alter and Edward Fishman: The Dark Side of Energy Independence, New York Times, 2013 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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    34 mins
  • How ransomware took the world economy hostage

    How ransomware took the world economy hostage
    Apr 7 2026
    Online extortion has exploded into a multibillion-dollar global industry. On this episode of The Big View, Peter Thal Larsen talks to Anja Shortland of King’s College London about its rapid growth, fresh threats from AI, and the blurry line between cyber crime and cyber warfare. 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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    37 mins
  • OpenAI’s curious business conundrum

    OpenAI’s curious business conundrum
    Mar 24 2026
    The ChatGPT creator has 900 mln users and an $840 bln valuation, yet its financial future is unsure. On this episode of The Big View, Peter Thal Larsen and tech analyst Benedict Evans discuss why scale does not guarantee profit, and how previous breakthroughs captured value. How will OpenAI compete? OpenAI announcement Breakingviews: What happens if OpenAI or Anthropic fail? 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 mins
  • Global currencies have a rich past and poor future

    Global currencies have a rich past and poor future
    Mar 17 2026
    The Roman denarius and Florentine florin rose and fell with economic and military power. Will the US dollar face the same fate? In this episode of The Big View, Berkeley economist Barry Eichengreen tells Peter Thal Larsen why history suggests the greenback’s prospects are weak. Money Beyond Borders: Global Currencies from Croesus to Crypto The Big View: What could knock King Dollar off its throne The Big View: Why financial warfare could backfire on the US 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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    31 mins
  • Donald Trump’s biggest trade shock is yet to come

    Donald Trump’s biggest trade shock is yet to come
    Mar 10 2026
    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 Business School’s Simon Evenett discuss why dire forecasts fizzled, how China levies fell to 26%, and why a larger jolt looms. The Supreme Court Rules, Uncertainty by Design Remains – Global Trade Alert Trade Redirection of Chinese Exports During 2025: Evidence from Full-Year Data – Global Trade Alert The Big View: What Trump’s tariff tantrum will do to world trade The Big View: Why Trump’s trade assault will fail and keep going 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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    32 mins
  • Why Africa’s growth prospects may be looking up

    Why Africa’s growth prospects may be looking up
    Mar 3 2026
    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’, says the conditions for development are in place. In this episode of The Big View, he tells Peter Thal Larsen why he’s optimistic. 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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    35 mins
  • Why Japan’s revitalisation can overcome high debt

    Why Japan’s revitalisation can overcome high debt
    Feb 24 2026
    Prime Minister Sanae Takaichi’s new government can curb excess competition and speed industrial consolidation. On this episode of The Big View, Monex’s Jesper Koll tells Una Galani that borrowing will not rise, while higher interest rates will reshape equity markets. 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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    37 mins