Recent Episodes
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Why US-China decoupling will be hard to reverse
May 6, 2025 – 36:34 -
What Trump’s tariff tantrum will do to world trade
Apr 29, 2025 – 33:53 -
The theory and practice of Trump’s economic policy
Apr 22, 2025 – 41:22 -
What could knock King Dollar off its throne
Apr 15, 2025 – 41:57 -
Market turmoil rewrites the lessons of investing
Apr 8, 2025 – 33:46 -
Plugging the gaping holes in economic data
Apr 1, 2025 – 30:59 -
What investment firms can teach us about AI
Mar 25, 2025 – 34:44 -
Why financial warfare could backfire on the US
Mar 18, 2025 – 38:48 -
The debit and credit of the private lending boom
Mar 11, 2025 – 39:15 -
How to sort winners from losers in AI’s civil war
Mar 4, 2025 – 38:42 -
How to navigate Trump’s trade wars
Feb 25, 2025 – 39:10 -
The long haul to reviving Britain’s economy
Feb 11, 2025 – 47:24 -
How US presidents imposed their will on CEOs
Feb 4, 2025 – 33:42 -
The economics of war and peace in Ukraine
Jan 28, 2025 – 40:59 -
Donald Trump’s return reverberates beyond the US
Jan 21, 2025 – 35:34 -
Huawei is a microcosm of China’s last four decades
Jan 14, 2025 – 39:24 -
Why private credit is shrinking as it booms
Dec 17, 2024 – 45:15 -
How the world could unplug from China’s batteries
Dec 10, 2024 – 33:06 -
Why central banks were both lucky and smart
Dec 3, 2024 – 33:12 -
A financial historian’s warning about the AI boom
Nov 26, 2024 – 36:50 -
Ireland’s $25 bln tax bounty reveals OECD flaws
Nov 19, 2024 – 29:47 -
The power and peril of American economic warfare
Nov 12, 2024 – 35:19 -
Making sense of China’s big economic reboot
Nov 5, 2024 – 39:09 -
How the US election affects the rest of the world
Oct 29, 2024 – 31:06 -
Why brewers are betting big on alcohol-free beer
Oct 22, 2024 – 32:16 -
Why data centres are a bottleneck for the AI boom
Oct 15, 2024 – 33:25 -
Decoding the puzzle of SoftBank’s Masayoshi Son
Oct 8, 2024 – 29:16 -
Introducing The Big View
Oct 3, 2024 – 02:00 -
[The Exchange] Boeing and Airbus headwinds are hard to escape
Jul 23, 2024 – 35:05 -
[The Exchange] European board pay requires a US-style overhaul
Jul 16, 2024 – 26:32 -
[The Exchange] Copper’s green step change is an uphill struggle
Jul 9, 2024 – 29:55 -
[The Exchange] India's consumer market is large but demanding
Jul 2, 2024 – 24:43 -
[The Exchange] Why the French vote also matters to Italy
Jun 25, 2024 – 32:18 -
[The Exchange] China’s EV makers can ride the tariffs backlash
Jun 18, 2024 – 27:45 -
[The Exchange] McKinsey powers through its many missteps
Jun 11, 2024 – 31:08 -
[The Exchange] Investors are hunting securitization’s oddballs
Jun 4, 2024 – 38:57 -
[The Exchange] Japanese funds will unlock powerful virtuous cycle
May 28, 2024 – 27:08 -
[The Exchange] China’s cars fine-tune their driving skills
May 21, 2024 – 26:23 -
[The Exchange] China tests EU resolve on export trade fight
May 14, 2024 – 29:29 -
[The Exchange] How investing in news can make sense
May 7, 2024 – 33:52 -
[The Exchange] Global retailers are headed for Shein reckoning
Apr 30, 2024 – 29:15 -
[The Exchange] Chinese stocks have found a bottom
Apr 23, 2024 – 26:38 -
[The Exchange] Why rich nations have to keep helping poorer ones
Apr 16, 2024 – 24:31 -
[The Exchange] How new stock rules are boosting Europe’s startups
Apr 9, 2024 – 20:51 -
[The Exchange] Big banks’ shock absorbers are still far too slim
Mar 26, 2024 – 32:34 -
[The Exchange] Crypto’s roaring comeback may be harder to undo
Mar 19, 2024 – 29:48 -
[The Exchange] How to sustain the big rebound in dealmaking
Mar 12, 2024 – 25:33 -
[The Exchange] How to solve Europe’s defence riddle
Mar 5, 2024 – 26:01 -
[The Exchange] Why central banks risk making more mistakes
Feb 27, 2024 – 25:30 -
[The Exchange] The rocky road to an ‘eBay for carbon credits’
Feb 20, 2024 – 38:25
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