- 20 minutes 50 secondsShein’s fraying profit sets up drab IPO
The Chinese-founded fast-fashion retailer has released financial details ahead of its long-awaited Hong Kong float. In this Viewsroom podcast, Breakingviews columnists explain how a pushback against its business model in the West may have collapsed the valuation to just $10 bln.
Breakingviews: Shein’s shrinking margins call for IPO in XXS
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30 July 2026, 4:15 am - 19 minutes 55 secondsThe AI hacking wave is here
From a cyberattack on Jaguar Land Rover to state-sponsored espionage campaigns, hackers are busier than ever. In this week’s Viewsroom, Breakingviews columnists discuss how chatbots will turbocharge the threat, and whether this will revitalize or vaporize the security industry.
Breakingviews: Cybersecurity costs will shrink AI’s profit boost
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23 July 2026, 4:03 am - 19 minutes 24 secondsWealth crackdown will dent Hong Kong’s revival
China wants tighter controls on cross-border flows, which could make it harder for Hong Kong to sustain its new position as the world’s top offshore centre. In this Viewsroom podcast, Breakingviews columnists debate what this means for HSBC, AIA and China’s economy.
Breakingviews: Hong Kong’s wealth hub faces a leaner future
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16 July 2026, 4:16 am - 18 minutes 13 secondsComcast models TV crack-up
The empire led by Brian Roberts will split into a cable and a media company, after steadily rising pressure halved its share price. In this week’s Viewsroom, Breakingviews columnists play out the deals that could follow, and why any buyer could just inherit the same doom loop.
Breakingviews: Comcast consciously uncouples from TV marriage
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9 July 2026, 3:33 am - 20 minutes 37 secondsBooze-makers have reason to be in low spirits
Whiskey distiller Brown-Forman’s $30 bln tie-up talks point to a broader problem. Older drinkers are disappearing, and younger ones have different, more moderate tastes. In this week’s Viewsroom, Breakingviews columnists discuss the leaner future for alcohol purveyors.
Big Booze can sweat off its multi-year hangover
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2 July 2026, 5:09 am - 18 minutes 23 secondsVolatile AI costs may spark efficiency rethink
Spending by companies on software and models could hit $680 bln next year. In this Viewsroom podcast, Breakingviews columnists debate whether AI giants like OpenAI and Anthropic will benefit from new pricing or whether soaring costs will push CFOs to seek cheaper options.
Breakingviews: Corporate AI sticker shock will force restraint
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25 June 2026, 4:03 am - 17 minutes 8 secondsEurope barrels towards China trade spat
German Chancellor Friedrich Merz and his counterparts are reluctantly contemplating action to address a yawning €360 bln deficit with the People’s Republic. In this week’s Viewsroom, Breakingviews columnists debate whether the continent can actually form a united front.
Breakingviews: Merz wavering cripples EU’s tough China stand
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18 June 2026, 4:00 am - 21 minutes 40 secondsThe Fed’s new boss gets too much of what he wants
As once-vocal inflation hawk Kevin Warsh prepares for his first meeting as the central bank’s chair, prices are now rising at a sharp 4% rate. In this week’s Viewsroom, Breakingviews columnists debate how he can square the obvious remedy with President Trump’s rate-cut demands.
Breakingviews: Summer heat will make Warsh sweat
Breakingviews: Vanishing Fed rate cuts could buy time for Warsh
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11 June 2026, 3:51 am - 19 minutes 19 secondsBP chairman debacle will cast a long shadow
The $113 bln oil major is reeling after it parted company with the leader of its board, Albert Manifold. In this Viewsroom podcast, Breakingviews columnists discuss the company’s governance missteps, and why the latest drama makes it vulnerable to a takeover.
Breakingviews: BP chair requires low testosterone, iron backbone
Breakingviews: BP permacrisis overshadows strategic success
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4 June 2026, 5:13 am - 20 minutes 13 secondsSpaceX $1.75 trln IPO will test investor stomachs
Elon Musk’s rocket company is preparing for a stock market take-off. In this Viewsroom podcast, Breakingviews columnists debate how the Tesla boss explains the stratospheric valuation, and why shareholders might be willing to forgo basic rights to get a slice of the action.
Breakingviews SpaceX interactive calculator
Breakingviews: SpaceX orbits an AI black hole
The Big View: Separating science fiction from fact at SpaceX
Breakingviews: SpaceX’s $1.75 trln hope rests on Musk imagination
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28 May 2026, 4:00 am - 21 minutes 43 secondsPrivate credit casts a shadow across Wall Street
Bumper returns promised by the $3.5 trln non-bank lending industry are giving way to rising defaults and falling income. In this week’s Viewsroom, Breakingviews columnists discuss how old-guard financiers juiced the trade with extra leverage, and the fresh dangers it poses.
Breakingviews: Wall Street massages its private credit risk gauge
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21 May 2026, 4:17 am - More Episodes? Get the App