The Big View

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.

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Big Tech is splurging around $700 bln on artificial intelligence investments this year, while others are braced for disruption. In this episode of The Big View, Peter Thal Larsen talks to Andrew Sheets, Morgan Stanley’s head of fixed income research, about what happens next.

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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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