Podcasts

Gautam Adani is promise and peril of Indian growth

28 Nov 2024

With $31 bln of debt, deep links to the banking system and a star role in India’s energy transition, the tycoon’s empire is a crucial part of the fifth-largest economy. In this week’s Viewsroom, Breakingviews columnists discuss how US bribery charges will test those dependencies.

A financial historian’s warning about the AI boom

26 Nov 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.

Gulf states wedge AI efforts between superpowers

21 Nov 2024

The United Arab Emirates and Saudi Arabia are building home-grown silicon smarts and forging links with the likes of Microsoft. In this Viewsroom podcast, Breakingviews columnists discuss how the region is muscling its way into a technology arms race between China and the US.

Ireland’s $25 bln tax bounty reveals OECD flaws

19 Nov 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 2021 tax treaty, explains how the US’s failure to ratify the deal allows havens to rake in billions.

Trump trades will run into Trump reality

14 Nov 2024

The president-elect’s victory sparked wild euphoria in markets. Now comes the realization that tariffs and immigration crackdowns threaten major costs, including the return of inflation. In this Viewsroom podcast, Breakingviews columnists discuss the globe-spanning concerns.

The power and peril of American economic warfare

12 Nov 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.

Trump 2.0: taxes, tensions, tariffs, turbulence

7 Nov 2024

In a decisive comeback victory for his third White House run, Donald Trump notched gains across a wide set of voters and issues. In this week’s Viewsroom podcast, Breakingviews columnists debate the chaotic consequences now looming worldwide.

Making sense of China’s big economic reboot

5 Nov 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.

Robust banks impair pleas for lighter regulation

31 Oct 2024

Lenders on both sides of the Atlantic are doing relatively well, despite concerns over the effect of shifting rates. In this Viewsroom podcast, Breakingviews columnists debate what is driving growth, and why CEOs are simultaneously bemoaning increased scrutiny from watchdogs.

How the US election affects the rest of the world

29 Oct 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.