The Big View

The notion that stocks and bonds follow a rational path has been widely debunked. But are idiosyncrasies becoming more visible? In this episode of The Big View Peter Thal Larsen and Alex Edmans, author of ‘The Madness of Markets’, debate how the rules of investing have changed.

Alex Edmans: “The Madness of Markets: Why Smart Investors Make Crazy Decisions and How to Exploit Them”

The Big View: A stock market veteran’s view of the AI bubble

The Big View: Bond markets are cause for concern and celebration

The Big View: Does Elon Musk represent a new form of capitalism?

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Teaching kids to code was supposed to equip them for tomorrow. Then artificial intelligence came along. In this episode of The Big View, academic and author Daniel Susskind tells Peter Thal Larsen why predicting future jobs is folly and why critical thinking will matter more.

Daniel Susskind: “What Should My Children Do? A Human’s Guide to the Age of AI”

Daniel Susskind: “A World Without Work: Technology, Automation, and How We Should Respond”

The Big View: McKinsey’s CFO on the benefits and costs of AI

The Big View: A stock market veteran’s view on the AI bubble

The Big View: OpenAI’s curious business conundrum

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With US debt at $40 trln and yields near two-decade highs, government bonds are causing economic jitters. On this episode of The Big View, financial journalist Robin Wigglesworth tells Peter Thal Larsen how state borrowing built the modern world – with many bumps along the way.

Robin Wigglesworth: “A Fabulous Debt: The Epic Story of How Bonds Built the Modern World”

The Big View: Why central bankers face an inflation reckoning

The Big View: Global currencies have a rich past and poor future

The Big View: How AI shockwaves ripple through financial markets

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Today’s business leaders spent most of their careers in an era of relative stability. In this episode of The Big View, strategist Tina Fordham tells Peter Thal Larsen why geopolitical uncertainty is here to stay – and what unexpected shocks companies should be preparing for.

Tina Fordham: “Mad World: A Geostrategy Survival Guide for Leaders”

Liaquat Ahamed: “1873: The First Great Depression and the Making of the Modern World”

The Big View: How the US election affects the rest of the world

The Big View: The Gulf energy crisis and the US-China showdown

The Big View: How the Strait of Hormuz changes economic warfare

The Big View: The perks and penalties of waging economic war

The Big View: Securing joined-up markets in a fractured world

The Big View: How a French building giant tackled fragmentation

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The private equity and credit firm elbowed aside big banks to amass $1 trln of assets. In this episode of The Big View, William D. Cohan, author of ‘Money to Burn’, and Peter Thal Larsen discuss how Apollo rose from the 1990s junk bond wreck and whether its new model will endure.

William Cohan, “Money to Burn: The Unvarnished Truth About Leon Black, Apollo, and the Rise of a New Wall Street”

The Big View: Private equity sets its sights on the little guy

The Big View: The debit and credit of the private lending boom

The Big View: Why private credit is shrinking as it booms

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