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Reuters : podcast : The Exchange
23  avril     00h12
Chinese stocks have found a bottom
   After a trln crash, there are early signs of healthy buying. In this Exchange podcast, Herald van der Linde, HSBC head of equity strategy, Asia Pacific, unpicks the shifting sentiment of Chinese households and implications for the rest of the region’s capital markets. Visit the Thomson Reuters...
16  avril     08h57
Why rich nations have to keep helping poorer ones
   The world faces many onerous financial and climate challenges. Still, as Axel van Trotsenburg, the World Bank’s Senior Managing Director, explains in this Exchange podcast, governments and companies in advanced economies cannot afford to stop supporting developing ones. Visit the Thomson Reuters...
09  avril     07h57
How new stock rules are boosting Europe’s startups
   Young companies in the European Union have traditionally lagged US rivals in both value and numbers. But in this Exchange podcast, Index Ventures Partner Hannah Seal explains how friendlier regulations on employee share ownership are helping EU based entrepreneurs fill that gap. Visit the Thomson...
26  mars     09h58
Big banks’ shock absorbers are still far too slim
   Credit Suisse and a string of US regional banks failed last year. In this Exchange podcast, Stanford Professor Anat Admati argues that lenders’ equity buffers are punier than they seem and that fixing the problem needn’t cause a credit crunch. Visit the Thomson Reuters Privacy Statement for...
19  mars     12h20
Crypto’s roaring comeback may be harder to undo
   Bitcoin’s price broke its record, nearly two years after crypto exchange FTX went bust. In this Exchange podcast, Andreessen Horowitz’s Arianna Simpson explains why digital assets and the ledgers underpinning them are inextricable, and what’s driving new excitement around both. Visit the Thomson...
12  mars     13h25
How to sustain the big rebound in dealmaking
   The year kicked off with a increase in global M A activity, to bln. Speaking to The Exchange podcast from a gathering of merger mavens in New Orleans, Evercore banker Bill Anderson discusses the resurgence and what’s needed to keep the momentum after a two year slump. Visit the Thomson...
05  mars     09h03
How to solve Europe’s defence riddle
   At bln euros, the bloc’s military expenses are three times Russia’s. Yet fragmented defence systems are a problem, Bruegel senior fellow Guntram Wolff tells The Exchange podcast. To improve scale and boost aid for Ukraine, Europe should consider more joint debt. Visit the Thomson Reuters...
27  février     09h23
Why central banks risk making more mistakes
   Western rate setters were late in fighting inflation. In this Exchange podcast, TS Lombard economists Dario Perkins and Davide Oneglia argue that, as price growth abates, the US Federal Reserve and European Central Bank may be too slow in easing monetary policy. Visit the Thomson Reuters Privacy...
20  février     14h56
The rocky road to an eBay for carbon credits’
   Markets that trade the right to emit greenhouse gases have a ropey history. Still, in this Exchange podcast Harvard University Fellow Ely Sandler argues that companies and countries may increasingly pay carbon taxes via emission permits and unlock cash for the green transition. Visit the Thomson...
13  février     11h07
The green agenda’s best shot at a revival
   Economic distress prompted by globalisation undermines support for the energy transition, climate change economist Valentina Bosetti tells The Exchange podcast. That matters as key US and EU elections approach. Using proceeds from carbon taxes to address inequality is paramount. Visit the Thomson...
06  février     12h35
Why tech giants will rake in AI’s big gains
   Amazon, Microsoft, Nvidia and Alphabet powered roughly of ’s North American venture deals, largely in artificial intelligence. In this Exchange podcast, Altimeter Capital investor Apoorv Agrawal explains why these companies are reaping rewards from the latest tech craze. Visit the Thomson...
30  janvier     10h22
Shipping giants can withstand Red Sea crisis
   Houthi attacks near the Suez Canal are slowing global trade. In this Exchange podcast, Zvi Schreiber, CEO of shipping platform Freightos, discusses how the sector was caught by surprise, but excess container ships and more air cargo capacity are helping limit the immediate pain. Visit the Thomson...
23  janvier     10h50
Fixed income investors have reasons to be fearful
   Uncertainty over the direction of inflation and monetary policy is buffeting markets. In this Exchange podcast Jim Grant, founder of Grant’s Interest Rate Observer’, discusses his gloomy outlook for US bonds and sounds a warning about the risks of shadow banking. Visit the Thomson Reuters Privacy...
16  janvier     11h56
Bain is keeping the private in private equity
   Rivals like Apollo and KKR went public more than a decade ago, over time de emphasizing their buyout roots, especially amid a recent deal drought. In this Exchange podcast John Connaughton of Bain Capital explains why his firm isn’t following them, and how the market is healing. Visit the Thomson...
09  janvier     13h52
AI startups’ key challenge is creativity, not cost
   Developing humanlike models is notoriously expensive. In this Exchange podcast, venture capital investor Konstantine Buhler of Sequoia Capital discusses how new breakthroughs are starting to lower costs and how that presents opportunities for challengers like OpenAI. Visit the Thomson Reuters...
12  décembre     10h24
Global energy fissures are a risk for the West
   Falling oil prices despite recent cuts imply a weak OPEC . Yet the producer group may increasingly align with other emerging market states on areas like Russia and climate change. In this Exchange podcast commodities expert Helima Croft says that’s an issue for Europe and the US. Visit the Thomson...
05  décembre     03h26
Subsidies are crucial to the green transition
   The world is short not of capital, but of projects to fund and sovereigns willing to share risk. In this Exchange podcast, Fortescue’s Andrew Forrest discusses why all countries need an IRA and the lessons of leading the world’s fourth largest iron ore miner through change. Visit the Thomson...
28  novembre     08h10
COP28’s big dilemma: fossil fuel cuts, or fudges
   The success of the Dubai climate shindig rests on how much it slashes emissions via cuts to oil production, and how much it relies on carbon storage or removal. In this Exchange podcast, Energy Transitions Commission chair Adair Turner warns against relying on the latter. Visit the Thomson Reuters...
21  novembre     09h20
How the West can win the green metals race
   China dominates the processing of stuff essential to the energy transition. Rich countries can shift the balance if they accept more mining at home. Most of all, Europe needs to be better at recycling, critical materials expert Gavin Harper explains in the Exchange podcast. Visit the Thomson...
14  novembre     09h38
Labour is weak link in Israeli economic defences
   The Middle Eastern country has withstood the financial pain of a war with Hamas, William Wechsler at the US think tank the Atlantic Council says in this Exchange podcast. But as the conflict continues, an increasing labour shortage will pile pressure on the economy. Visit the Thomson Reuters...
07  novembre     11h08
Drug shortages demand quick and costly action
   Chemotherapy and penicillin ran short over the past year amid supply chain disruptions and regulatory pressure. In this Exchange podcast, Dr. Steffen Denzinger, president of the European Fine Chemicals Group, argues that safeguarding medicines may require patients to pay more. Visit the Thomson...
31  octobre     09h38
Israel’s war is a risk and opportunity for Saudi
   Hamas’s attacks complicate Mohammed bin Salman’s aim to build relations with the Israeli state, Gulf expert Kristian Coates Ulrichsen says in this Exchange podcast. But if the Saudi crown prince can use his leverage to help Palestinians, it may help his image at home and abroad. Visit the Thomson...
24  octobre     10h37
How to spur investments in greener power grids
   Electricity networks need to be upgraded and adapted to a carbon free world. That means doubling investments to bln a year. With returns uncertain, attracting cash is not easy, Secure Meters CEO Suket Singhal argues in this Exchange podcast. New pricing models would help. Visit the Thomson...
17  octobre     08h08
The financial ramifications of US-China tensions
   The rivalry between the world’s two largest powers is having an impact on almost every aspect of global business and finance. In this episode of The Exchange podcast, Jared Cohen from Goldman Sachs discusses how investors should approach geopolitics, and the limits of decoupling. Visit the Thomson...
10  octobre     11h26
How the Federal Reserve got inflation wrong
   US policymakers underplayed the spike in consumer prices in . In this Exchange podcast, Don Kohn, senior fellow at the Brookings Institution and former Fed vice chair, argues that a rule change a year earlier was a key reason why the central bank failed to lift rates faster. Visit the Thomson...
03  octobre     04h59
China’s electric cars reinvent the wheel for good
   The country’s automakers are overtaking legacy marques at home and abroad. In this Exchange podcast, industry consultant Tu Le explains what has given BYD, especially, the edge over rivals. He also makes the case for treating Elon Musk’s Tesla as a Chinese carmaker. Visit the Thomson Reuters...
26  septembre     08h57
EU regulators have tech giants in their sights
   Brussels is taking on the likes of Amazon and Apple with a slew of new rules aimed at curbing market dominance and taking back control over data. Former EU Commission economist Bertin Martens explains to The Exchange podcast how the industry giants could be forced to open up. Visit the Thomson...
19  septembre     08h57
How Ukraine’s banks can survive another war
   The country’s former central bank Governor Valeria Gontareva explains on The Exchange podcast how the radical steps implemented in helped Ukrainian lenders withstand the Russian invasion and kept the financial system afloat, and why Ukraine needs to keep reforming. Visit the Thomson Reuters...
12  septembre     10h32
Grocers learn lessons of greedflation’ drama
   Food price rises are easing, which is good news for supermarkets that stand accused of profiting from consumer pain. In this Exchange podcast, Ahold Delhaize CEO Frans Muller explains why demand for own brand goods gives the Dutch group an upper hand in supplier negotiations. Visit the Thomson...
05  septembre     10h22
The obesity drug boom is just getting started
   Over bln people are obese, the WHO reckons. Denmark’s Novo Nordisk is ahead of the pharma pack with its Wegovy weight loss drug. In this Exchange podcast, recorded in August as a Reuters Newsmaker, CEO Lars Jorgensen says the market will be big enough for other players too. Visit the Thomson...
15  août     14h54
Lipstick effect’ boosts beauty’s resilience
   Despite rising inflation and sluggish spending, beauty and skincare have bucked the trends dragging on other parts of retail. Tarang Amin, CEO of e.l.f. Beauty, explains in this Exchange podcast how the bln plus segment can survive economic hardship. Visit the Thomson Reuters Privacy Statement...
08  août     02h16
Jho Low could create a new world of 1MDB pain
   The fugitive at the centre of Malaysia’s sovereign fund scandal, is in China. In this Exchange podcast Billion Dollar Whale co author Bradley Hope explains why Beijing may soon give him up and how his return could be difficult for all involved, from global banks to celebrities.
01  août     08h26
How Europe can square the circle on green economy
   Shifting away from fossil fuels is an opportunity for the bloc, argues economy tsar Paolo Gentiloni in this Exchange podcast. But it will have to overcome challenges, such as US competition for investment and the EU’s own narrow set of financial tools. Visit the Thomson Reuters Privacy Statement...
25  juillet     02h53
China’s property market is finding a new normal
   Slower growth is not necessarily bad. In this Exchange podcast, Cara Li, Head of Asia Pacific Real Estate Investment Banking at Morgan Stanley, says the debt fuelled engine of the world’s second largest economy is maturing and outlines the benefits of a period of consolidation. Visit the Thomson...
18  juillet     13h03
How to breathe life into zombie office property
   Lenders are steering clear of buildings that face reckonings from remote working, pushing prices down. In this Exchange podcast, real estate investor Scott Rechler argues that it will take financial and civic engagement to make empty space desirable for living and investing. Visit the Thomson...
11  juillet     09h32
Venture capital has female entrepreneur black spot
   Companies founded by women get at best of venture money each year. That’s a sign investors are not allocating capital wisely and missing lucrative deals, Loyal VC founding partner Kamal Hassan tells The Exchange podcast. It’s time to change the venture playbook. Visit the Thomson Reuters Privacy...
04  juillet     08h24
Why central banks cannot relax in inflation fight
   Western policymakers have frantically hiked interest rates to dampen consumer prices. In this Exchange podcast, Claudio Borio, a top official at the Bank for International Settlements, argues that rate setters need to keep going to ensure costs of living won’t stay elevated. Visit the Thomson...
27  juin     08h04
Why backing prevention can yield better health
   Treating illnesses like cancer consumes of global GDP, according to the World Health Organization. In this Exchange podcast, Dr. Katie Tryon, director of healthcare strategy at Vitality, explains that overburdened care systems need to spend their way back into shape. Visit the Thomson Reuters...
20  juin     00h49
US and China are decoupling, and it is permanent
   Forget de risking or containment. In this Exchange podcast, Gavekal research director Chris Beddor explains the political framing of the slogans, unpicks changing trade and financial flows between the world’s two biggest economies and explains why China hasn’t retaliated more. Visit the Thomson...
13  juin     10h25
Fed’s rate hike habit will be hard to kick
   The US central bank is mulling a pause after raising interest rates at its last meetings. In this Exchange podcast, Morgan Stanley chief economist Seth Carpenter lays out the calculus behind the Federal Reserve’s next move, and why it’s so hard for policymakers to pivot. Visit the Thomson...
06  juin     15h05
Pampered pets unleash booming market
   The pet craze brought on by the pandemic has become a boon for companies that sell products to dog loving owners. FidoCure founder Christina Lopes explains to The Exchange podcast how this might be able to help humans, too. Visit the Thomson Reuters Privacy Statement for information on our privacy...
30  mai     02h17
India’s moment is obfuscated by its jobs deficit
   The country is establishing itself on the global investment map. In this Exchange podcast, author and ex IMF director Ashoka Mody talks about why executives should look at India’s underemployment problem instead of focusing on its GDP growth as they size up the opportunity. Visit the Thomson...
23  mai     09h23
Europe’s scramble to tame artificial intelligence
   Brussels is a step closer to unveiling regulation for the controversial technology. DragoÈ Tudorache, a legislator in the European Parliament, helped write the law. In this Exchange podcast, he argues that the rules focus on the biggest risks while leaving room for innovation.
16  mai     14h20
Why the jobs market could brush off AI threat
   Hiring seems to be waning in the US and Europe. Yet in this Exchange podcast, recruitment boss Sander van ’t Noordende strikes a hopeful note. The Randstad CEO explains why artificial intelligence and a possible economic slump are doing nothing to dampen demand for talent. Visit the Thomson Reuters...
09  mai     10h19
Credit Suisse debacle raises oversight question
   Swiss authorities hailed the state backed rescue of the stricken lender by UBS as a commercial solution that will be light on domestic taxpayers. Banking professor and former SNB official Urs Birchler tells The Exchange podcast why the quick fix is far from ideal. Visit the Thomson Reuters Privacy...
02  mai     16h22
Airbnb swerves tech rout with constant change
   The bln travel company weathered the pandemic and is now navigating a tech valuation bloodbath. Its co founder Nathan Blecharczyk told The Exchange podcast that lessons learned during Covid about disruption and never sitting still are key to its future. Visit the Thomson Reuters Privacy...
25  avril     07h58
Exploring the City of London’s existential dread
   The global financial centre is suffering a spasm of anxiety about its status, while the government is pushing post Brexit reforms. In this Exchange podcast William Wright, founder of the New Financial think tank, discusses the roots of the malaise and what can be done to fix it. Visit the Thomson...
18  avril     14h29
Cyberattack risks rise up company agendas
   Digital breaches and data theft were up in . As firms expand their digital network, the weaknesses criminals exploit will also grow, DXC Technology’s security expert Mark Hughes told The Exchange podcast. Defending against attacks will inevitably cost more. Visit the Thomson Reuters Privacy...
11  avril     02h16
Counting the cost of the US-China chip war
   Six months into Washington’s sweeping export restrictions on semiconductors, Chinese and global chipmakers including TSMC are navigating the fallout. In this Exchange podcast, author Chris Miller talks about the fight for the critical technology and how Beijing may retaliate. Visit the Thomson...
04  avril     09h50
Bank bail-ins, and how to prevent climate bailouts
   Mark Carney helped design the post system for resolving bust lenders. In this episode of the Exchange, the ex Bank of England governor tells George Hay what he makes of last month’s rescue of Credit Suisse, and how to limit future financial sector hits from climate change.