Tariffs and sanctions have roiled markets, but states can spur new industries. In this episode of The Big View podcast Daleep Singh, former US deputy national security adviser and chief global economist at PGIM Fixed Income, explores the new world investors must navigate.
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Mar 24
OpenAI’s curious business conundrum
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 ... Show More
38m 20s
Mar 10
Donald Trump’s biggest trade shock is yet to come
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 ... Show More
32m 6s
Aug 2024
Carmakers strain to navigate the next swerves
After responding to the unexpected success of $720 bln Tesla, older manufacturers now face rising China exports amid slower EV growth. In this Viewsroom podcast, Breakingviews columnists discuss how GM, VW and others – including governments – are handling the nascent trade war. R ... Show More
19m 19s
Nov 2024
Gautam Adani is promise and peril of Indian growth
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. ... Show More
20m 52s