The Big View

325 Episodes

1. Why data centres are a bottleneck for the AI boom

   Published: 10/15/2024
2. Decoding the puzzle of SoftBank’s Masayoshi Son

   Published: 10/8/2024
3. Introducing The Big View

   Published: 10/3/2024
4. [The Exchange] Boeing and Airbus headwinds are hard to escape

   Published: 7/23/2024
5. [The Exchange] European board pay requires a US-style overhaul

   Published: 7/16/2024
6. [The Exchange] Copper’s green step change is an uphill struggle

   Published: 7/9/2024
7. [The Exchange] India's consumer market is large but demanding

   Published: 7/2/2024
8. [The Exchange] Why the French vote also matters to Italy

   Published: 6/25/2024
9. [The Exchange] China’s EV makers can ride the tariffs backlash

   Published: 6/18/2024
10. [The Exchange] McKinsey powers through its many missteps

    Published: 6/11/2024
11. [The Exchange] Investors are hunting securitization’s oddballs

    Published: 6/4/2024
12. [The Exchange] Japanese funds will unlock powerful virtuous cycle

    Published: 5/28/2024
13. [The Exchange] China’s cars fine-tune their driving skills

    Published: 5/21/2024
14. [The Exchange] China tests EU resolve on export trade fight

    Published: 5/14/2024
15. [The Exchange] How investing in news can make sense

    Published: 5/7/2024
16. [The Exchange] Global retailers are headed for Shein reckoning

    Published: 4/30/2024
17. [The Exchange] Chinese stocks have found a bottom

    Published: 4/23/2024
18. [The Exchange] Why rich nations have to keep helping poorer ones

    Published: 4/16/2024
19. [The Exchange] How new stock rules are boosting Europe’s startups

    Published: 4/9/2024
20. [The Exchange] Big banks’ shock absorbers are still far too slim

    Published: 3/26/2024