The Big View

Jeremy Grantham’s investment firm GMO made its name betting against the mania of the late 1990s and the mid-2000s housing boom. In this episode of The Big View, he tells Peter Thal Larsen how artificial intelligence has forced Big Tech firms into a fight to the death.

Jeremy Grantham and Edward Chancellor: The Making of a Permabear: The Perils of Long-term Investing in a Short-term World

Breakingviews: Why investors can still believe in mean reversion

Breakingviews: Victorian real mania has lessons for AI investors

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Breakneck growth for private equity and credit has led to worries of overheated dealmaking. In this episode of The Big View, Bain Capital Managing Partner David Gross tells Jonathan Guilford about what the industry did right and wrong, and where it might go next around the globe.

The Exchange, January 2024: Bain is keeping the private in private equity

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Elon Musk’s rockets-to-AI venture is getting closer to a $1.8 trln IPO. In this episode of The Big View, astrophysicist Adam Becker, author of ‘More Everything Forever,’ tells Jeff Goldfarb about the folly of ascribing value to plans to put data centers in space or colonize Mars.

Adam Becker: More Everything Forever

Breakingviews: SpaceX’s $1.75 trln hope rests on Musk imagination

Podcast: Dreaming Against the Machine

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In the developed world, many people are both better off and unsatisfied. On this episode of The Big View, Peter Thal Larsen talks to Ryan Avent, author of ‘In Good Faith’, about the eroding beliefs underpinning growth, and whether AI will force us to confront what progress means.

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The US inherited rather than invented its currency, argues Brendan Greeley, author of ‘The Almighty Dollar’. In this episode of The Big View he tells Peter Thal Larsen about the greenback’s origins and why its global appeal might survive American fiscal and military recklessness.

“The Almighty Dollar: 500 Years of the World’s Most Powerful Money”, by Brendan Greeley

The Big View: Global currencies have a rich past and poor future

The Big View: What could knock King Dollar off its throne

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