The Big View

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

Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising.

Learn more about your ad choices. Visit megaphone.fm/adchoices

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.

Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising.

Learn more about your ad choices. Visit megaphone.fm/adchoices

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.

Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. 

Learn more about your ad choices. Visit megaphone.fm/adchoices

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 

Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. 
Learn more about your ad choices. Visit megaphone.fm/adchoices

Buyout barons suffered the whiplash of a post-pandemic boom and subsequent liquidity crunch. In this episode of The Big View, Jonathan Guilford talks to Thoma Bravo Managing Partner Seth Boro about how the firm is dealing with the fallout, even as AI once again upends the market.

Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising.  
Learn more about your ad choices. Visit megaphone.fm/adchoices