Podcasts

Viewsroom: Asia’s richest man, China dependency

22 October 2020

Mukesh Ambani can divide his $200 bln Reliance Industries and still rule, says India editor Una Galani. Meantime, European and U.S. multinationals are growing increasingly reliant on Chinese growth, seeding future financial and political risks, Rob Cox and columnists discuss.

The Exchange: Private equity and the pandemic

21 October 2020

BC Partners is an alternative asset manager whose portfolio companies include PetSmart and Springer Nature. Partner Nikos Stathopoulos chats to Peter Thal Larsen about managing during Covid-19, new investment challenges, and why we need to get back to face-to-face meetings.

Viewsroom: On the road again, Zambia, Super-apps

15 October 2020

Airlines columnist Ed Cropley boards his first plane since Covid-19 hit, and experiences travel in the pandemic era on a visit to Munich. He also discusses the financial proxy war over Zambia’s debt restructuring. Meantime, Asia goes mad for all-singing mobile applications.

The Exchange: Terra incognita

13 October 2020

The U.S. faces more uncertainty as 2020 ends, including inflation, antitrust enforcement, and how the next president handles taxes, trade and the post-virus economy. So says Nathan Sheets, chief economist at PGIM Fixed Income. He argues tackling inequality should be a priority.

Viewsroom: Masks, masks everywhere; Tech breakups

8 October 2020

The widespread covering of mouths and noses to stifle Covid-19 has spawned a mini-manufacturing boom, with some downsides, Sharon Lam tells Rob Cox. Yet the economic benefits of mask mandates are plentiful, Lisa Jucca argues from Milan. Plus, Congress targets Big Tech bigly.

The Exchange: The long wait for inflation

6 October 2020

Charles Goodhart and Manoj Pradhan tackle an issue perplexing policymakers and investors: if, and when, price pressures will rise. The authors of “The Great Demographic Reversal” discuss ageing societies, emerging economies, and why the world won’t follow in Japan’s footsteps.

Viewsroom: Disastrous debate, Italian soccer deal

1 October 2020

The first of the U.S. presidential debates was shambolic, with almost no substance on economic policy for investors or markets to sink their teeth into. On a lighter front, though, Italy’s Serie A soccer league has a chance to regain its glory. Breakingviews columnists discuss.

The Exchange: UBS CEO exit interview

29 September 2020

After 10 years leading Switzerland’s biggest bank, Sergio Ermotti is handing off to Ralph Hamers and becoming chairman of Swiss Re. In a wide-ranging conversation with Rob Cox, he shares his views on banking, M&A, his tenure as CEO and the advice he offered his successor.

Viewsroom: The dream team to fix America’s economy

24 September 2020

As voters head into the final stretch of the U.S. presidential election, Breakingviews has released a new interactive tool to help Joe Biden or Donald Trump pick a cabinet of economic all-stars. Listen to our picks for the battling candidates and learn how the graphic works.

The Exchange: Inflation nation

22 September 2020

The Fed’s new rate-setting philosophy is a game-changer, and hawks have become an endangered species in D.C. So argues David Kelly, chief global strategist at JPMorgan Asset Management. The central bank may boost inflation, he suggests – but its blunt tools could cause damage.