The Big View

Decades of economic cooperation are under threat from political division and military rivalry. In this episode of The Big View, Peter Thal Larsen talks to Eswar Prasad, author of ‘The Doom Loop’, about why integration went into reverse and whether the old system can be salvaged.

 The Doom Loop: Why the World Economic Order is Spiraling into Disorder

 Davos 2026: Special address by Mark Carney, Prime Minister of Canada

 How globalisation set the stage for new strongmen

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The People’s Republic dominates the supply of materials used in magnets, lasers and other high-tech products. In this episode of The Big View, Peter Thal Larsen talks to Mel Sanderson, a director of American Rare Earths, about how other governments can kick-start production.

IEA Global Critical Minerals Outlook 2025

Every mineral is critical in the new metals age

Trump admin to take 10% stake in USA Rare Earth in $1.6 bln deal, sources say.
MP Materials seals mega rare-earths deal with US to break China’s grip
US rare earth chokepoint is a big little problem

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It’s almost 10 months since Donald Trump launched his trade war. In this episode of The Big View, Peter Thal Larsen talks to Mike Musheinesh, CEO of Detroit Axle, about how the auto parts distributor is coping with import uncertainty – and his decision to sue the US government.

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The US has long been interested in the South American country’s resources. Abducting its president opens a new and turbulent chapter. In this episode of The Big View Peter Thal Larsen talks to Ed Crooks, vice chair of energy research firm Wood Mackenzie, about what happens next.

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Stocks, bonds and commodities absorbed many shocks in 2025. Will they show the same resilience in the year ahead? In this episode of The Big View, Peter Thal Larsen and Anna Szymanski, editor-in-charge of Reuters Open Interest, debate inflation, AI, and the buy-the-dip mindset.

ROI: Reuters Open Interest.

Morning Bid podcast

Andy Home: Every mineral is critical in the new metals age.

Ron Bousso: Oil's geopolitical premium vanished in 2025 - and may not return.

Reuters: Investors dumped cash, bought stocks in December - BofA 

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