Podcast

The Exchange: Beth Comstock

29 Aug 2018

Over two decades at General Electric, former Vice Chair Beth Comstock had a window seat on the industrial group’s attempts to adapt to changes in technology and markets. She popped by Times Square to discuss GE, and how she became the company’s most senior female executive.

Viewsroom: Amazon’s JEDI rebellion

23 Aug 2018

Amazon looks set to win the Pentagon’s $10 bln JEDI cloud contract, but Oracle is fighting back. Plus: Is it time for Airbnb to sell its China business? And should Elon Musk be worried about a Chinese Tesla lookalike listing in New York?

Viewsroom: Turkey’s financial crisis may spread

16 Aug 2018

The feud between President Tayyip Erdogan and U.S. President Donald Trump over steel tariffs threatens to turn other emerging markets cold. Breakingviews columnists discuss the global impact of Turkey’s currency meltdown. Plus: A bad bank in China gets whacked by political risk.

Viewsroom: Tesla’s wild and crazy ride

9 Aug 2018

CEO Elon Musk’s tweet about wanting to take the company private is causing a stir. Unorthodoxy aside, its volatile boss and weak corporate governance means Tesla is better off the public roads. Plus, Pakistan’s likely new leader Imran Khan will have to go hat in hand to the IMF.

Viewsroom: CBS’s $184 mln #MeToo challenge

2 Aug 2018

That’s what CEO Les Moonves gets if he leaves the U.S. TV network – unless fired for cause. That’s rare in corporate America. But allegations he sexually harassed women put the board on the spot. Plus: Hong Kong battles the Big Apple for IPOs. And China faces a vaccine scandal.

Viewsroom: Sergio Marchionne’s legacy

26 Jul 2018

The sudden death of Fiat Chrysler’s CEO has robbed the car industry of one of its most colorful – and successful – leaders. Antony Currie, Rob Cox and Lisa Jucca look back over his 14 years at the wheel and discuss what’s on the road ahead for his successor Mike Manley.

The Exchange: Asia’s bubbly entrepreneurs

20 Jul 2018

Pete Sweeney hits the RISE tech conference in Hong Kong and hears pitches on vegan cryptocurrency, fog computing and big data for shrimp farmers. Trade tensions haven’t dented enthusiasm, but venture capitalists expect a correction to flush the dumb money from the market.

Viewsroom: Europe puts Google in a bind

19 Jul 2018

The search firm can easily cover the EU’s $5 bln fine for using its Android phone system to stymie rivals. But the order to stop forcing handset makers to pre-install its software could clip innovation. Plus: Goldman Sachs and Tesla put lackluster corporate governance on show.

Viewsroom: Trump’s Supreme Court pick

12 Jul 2018

The U.S. president has chosen a friend of big business in Brett Kavanaugh. But he faces bigger questions from Senate democrats about executive power. Plus: Commodity giant Glencore faces mounting risks in Washington, and what’s behind the Chinese yuan’s downward slide.

Viewsroom: Is Silicon Valley getting nervous yet?

4 Jul 2018

The tech hub is getting squeezed by new policy restrictions amid a looming trade war between the U.S. and China. How is the Valley holding up? Plus: India's state lenders are losing CEOs. Is running these banks into the ground part of the plan?

Viewsroom: Trump goes hog wild on trade

28 Jun 2018

The U.S. president rejected hard-liners’ calls to ban China investing in sensitive U.S. tech. Yet he’s pushing for tariffs that could cost carmakers $45 bln and is livid Harley-Davidson will no longer make EU-bound bikes in the States. Plus: tapping China’s shale reserves.

Viewsroom: Disney, Comcast go from zero to berserk

21 Jun 2018

The Magic Kingdom and the cable company are driving up the price for parts of Twenty-First Century Fox in a global M&A battle that throws financial logic out the window. But does it make sense strategically? Plus: India’s cricket league takes a few pages from the NFL playbook.

The Exchange: Italy’s almost premier

15 Jun 2018

Carlo Cottarelli talks about how he nearly led a caretaker government after President Sergio Mattarella last month rejected a euroskeptic finance minister put forward by the parties that won March elections. The former IMF economist has some advice for Italy’s new bosses.

Viewsroom: AT&T win is unlikely to muzzle watchdogs

14 Jun 2018

The telco firm prevailed against the DOJ and can now legally buy Time Warner for $85 bln. The green light doesn’t mean that regulators will roll over for other deals however. T-Mobile US and Sprint may still be in the crosshairs. Plus: An Australian bank cartel runs into trouble.

Viewsroom: Are tech investors lemmings?

7 Jun 2018

Despite Facebook’s mounting problems, only a third of independent shareholders refused to reelect Mark Zuckerberg and Sheryl Sandberg to the board. Tesla and Netflix owners tend to follow the leader, too. Yet protest votes are useful. Plus: Chinese stocks make it into the MSCI.

The Exchange: A Down Under take on Trump

6 Jun 2018

Former Australia Prime Minister Kevin Rudd gives the U.S. president some credit for his dealings with North Korea’s Kim Jong Un. But he explains that Donald Trump’s protectionism has enraged China’s leaders and may play into the hands of the country’s own nationalists.

The Exchange: Anatomy of a Theranos takedown

1 Jun 2018

John Carreyrou, the author of “Bad Blood,” explains how Elizabeth Holmes used fear and Silicon Valley myth-making to temporarily become a multi-billionaire – and how he exposed that the $9 bln company’s technology didn’t work.

Viewsroom: Who will win the World Cup?

31 May 2018

Germany may not be the bookies’ clear favorite to lift the trophy. But a data dive into player values, population and other factors predicts the team will emerge victorious. Meanwhile, Italy stages an economic and political comic opera. Plus: Ant Financial’s $10 bln kitty.

Viewsroom: America sees red on China trade deal

24 May 2018

Getting Beijing to force companies to buy more U.S. soybeans and oil may help the Trump administration claim a numbers victory. But it reinforces China’s statist instincts while ignoring most U.S. business beefs with Sino-American trade. Plus: has Tencent hit a peak?

The Exchange: The failure and future of globalism

18 May 2018

Not everyone has been a winner from globalization. Eurasia Group founder Ian Bremmer talked to Amanda Gomez about his book “Us vs. Them: The Failure of Globalism” and discussed what political and business leaders can do to make the world economic system work for all.