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
Global currencies have a rich past and poor future
The Roman denarius and Florentine florin rose and fell with economic and military power. Will the US dollar face the same fate? In this episode of The Big View, Berkeley economist Barry Eichengreen tells Peter Thal Larsen why history suggests the greenback’s prospects are weak. M ...Show more
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
Why Africa’s growth prospects may be looking up
It’s easy to be glum about a continent grappling with US tariffs, cuts to aid, and climate change. Yet Joe Studwell, author of ‘How Africa Works’, says the conditions for development are in place. In this episode of The Big View, he tells Peter Thal Larsen why he’s optimistic. Vi ...Show more
Why Japan’s revitalisation can overcome high debt
Prime Minister Sanae Takaichi’s new government can curb excess competition and speed industrial consolidation. On this episode of The Big View, Monex’s Jesper Koll tells Una Galani that borrowing will not rise, while higher interest rates will reshape equity markets. Visit the Th ...Show more