The yellow metal’s value rose by over a third in the past year, as volatile markets and a sliding dollar highlight the oldest safe haven. On this Viewsroom podcast, Breakingviews columnists debate the degree to which investors may be seeking a hedge against the whims of states.
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Yesterday
Tech giant debt splurge ratchets up systemic risks
Titans such as Google, Meta, Oracle and Amazon may spend $600 bln in 2026 on data centres. In this Viewsroom podcast, Breakingviews columnists explain why juicy profits will not be enough to fund their rapid expansion. But raising debt will only extend contagion risk.
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18m 7s
Nov 20
Britain’s fiscal ship lost at sea
Finance minister Rachel Reeves, seeking to bridge a 20 bln pound budget gap to meet byzantine rules, is already wavering on raising income taxes and other policies. In this Viewsroom podcast, Breakingviews columnists discuss what to expect and why the economic picture is so glum. ... Show More
22m 37s
Nov 2024
Making sense of China’s big economic reboot
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. ... Show More
39m 9s
Jul 2025
What really has gone wrong with global capitalism
From New York’s mayoral race to Jeff Bezos’ wedding party, critics of the economic system abound. But few can agree on solutions. In this episode of The Big View podcast, author and investor Ruchir Sharma argues the problem is big government, entrenched companies, and cheap debt. ... Show More
40m 5s
Aug 23
Pentagon, Powell, Walmart, DC troops and Gaza's children
The Pentagon’s intelligence chief has been fired in the latest purge by President Donald Trump's administration. Fed Chair Jerome Powell hints at a rate cut in September. Walmart’s earnings reveal shifting consumer behavior under Trump’s tariff policy. National Guard presence alt ... Show More
12m 27s
Sep 15
US-China, TikTok, Kirk suspect, AI phishing bots and Emmys
The U.S. and China close in on a TikTok deal during Madrid trade talks. The Charlie Kirk shooting suspect is not cooperating with authorities, according to Utah’s Governor. A new Reuters investigation reveals that AI chatbots can be easily manipulated to help create phishing scam ... Show More
12m 18s