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Asia's standing in the world has changed and it is clear that where the focus was once on how quickly the region would rise, the reality is now all about how Asia will lead. In the Future of Asia Podcast, we invite leaders from across the region to discuss the power, agility and ambition of Asia and to shed light on what kind of leader Asia will be, and what this means for governments and businesses everywhere.
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The Exchange is a regular conversation with some of the most influential movers and shakers in business and markets hosted by Peter Thal Larsen, global editor of Breakingviews, the commentary publication of Thomson Reuters. Breakingviews debates and discusses trends in finance and economics with those who shape them, from central bankers and corporate executives to authors and film directors.
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Pave Insight

Pave Finance

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Pascal, former McKinsey consultant turned entrepreneur, and Peter, hedge fund manager & advisor, make sense of a complex world by bringing you the financial implications of the week's biggest stories. Pave your way to a better financial future today!
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Join Rick Watson, 20+ year eCommerce veteran and CEO & Founder of RMW Commerce, to hear all the latest in the world of eCommerce — from established players like Amazon and Shopify to the new startups, fresh off their latest round of funding. From Marketplaces to Direct-to-Consumer to Supply Chain to Payments, it’s all here. New episodes every Monday, just in time for your morning commute! Find more great content from Rick on LinkedIn: https://www.linkedin.com/in/ecommercestrategyconsulting/
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Today on our show: Salesforce acquires POS platform PredictSpring Amazon announces new peak season fulfillment policies Ace Hardware plots a new stores strategy Temu founder shopping like a billionaire And finally, The Investor Minute, which contains 5 items this week from the world of venture capital, acquisitions, and IPOs. https://www.rmwcommerc…
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Today on our show: Amazon reports Q2 earnings Allbirds reports financial results Amazon signs deal with Pinterest and TikTok Shopify crushes its earnings And finally, The Investor Minute, which contains 5 items this week from the world of venture capital, acquisitions, and IPOs. https://www.rmwcommerce.com/ecommerce-podcast-watsonweekly…
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Today on our show: Companies are trading down talent Top items from Paypal’s Q2 2024 earnings call Designer brand Prada posts revenue gains Temu announcements signal a company shift And finally, The Investor Minute, which contains 5 items this week from the world of venture capital, acquisitions, and IPOs. https://www.rmwcommerce.com/ecommerce-podc…
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Artificial intelligence is reshaping the landscape of sustainable development in Asia. How can we ensure that the benefits of AI-driven advancements reach even the most marginalized communities in Asia? In this episode, Angela Buensuceso of the McKinsey Future of Asia Podcast speaks with Jennifer Echevarria, Vice President of Commercial Strategic S…
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Today on our show: UPS reports Q2 earnings Google not ending cookies after all Amazon Prime Day roundup New marketplace whitepaper released And finally, The Investor Minute, which contains 5 items this week from the world of venture capital, acquisitions, and IPOs. https://www.rmwcommerce.com/ecommerce-podcast-watsonweekly…
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The troubled US jet maker and its European rival aren’t delivering as many planes as customers want. On this Exchange podcast, AirInsight co-founder Addison Schonland explains how some problems stretch back to Covid, whether a third player can break the duopoly, and much more. Visit the Thomson Reuters Privacy Statement for information on our priva…
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Today on our show: Amazon Prime Day expected to hit records in 2024 Commercetools announces CEO transition The importance of reputation in eCommerce eCommerce sales will hit $1T this year And finally, The Investor Minute, which contains 5 items this week from the world of venture capital, acquisitions, and IPOs. https://www.rmwcommerce.com/ecommerc…
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Non-executive directors at UK and EU-based firms own little equity in the companies they oversee. In this Exchange podcast, Liad Meidar of the hedge fund Gatemore argues that this is a problem, while Peter Boreham of the pay consultancy Mercer explains why it’s hard to change. Visit the Thomson Reuters Privacy Statement for information on our priva…
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Today on our show: Saks acquires Neiman Marcus Group Speaking about personalization at The Lead Event in NYC Nike is struggling trying to be a tech company Amazon previews direct from China program And finally, The Investor Minute, which contains 5 items this week from the world of venture capital, acquisitions, and IPOs. https://www.rmwcommerce.co…
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Generative AI has emerged as a significant new force with the potential to reshape the future of work, bringing both opportunities and challenges. Join host Debbi Cheong on The McKinsey Future of Asia Podcast as she engages with Seckin Ungur, Partner at McKinsey’s Sydney office, and Jacob Johnson, Associate Partner in McKinsey’s Canberra office. Th…
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Supplies of the red metal have to motor if the world is to adequately decarbonise. In this Exchange podcast Tae-Yoon Kim, senior energy analyst at the International Energy Agency, lays out the challenges that need to be overcome if the private sector is going to make that happen. Visit the Thomson Reuters Privacy Statement for information on our pr…
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Consumption is not a bright spot in the South Asian country, with growth half the pace of GDP. In this Exchange podcast, former Nestlé India board member Rama Bijapurkar explains why international companies need to stick their elbows out to tap the low-earning masses. Visit the Thomson Reuters Privacy Statement for information on our privacy and da…
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Today on our show: Target reshuffles its leadership team Shopify releases summer editions And finally, The Investor Minute, which contains 5 items this week from the world of venture capital, acquisitions, and IPOs. https://www.rmwcommerce.com/ecommerce-podcast-watsonweeklyBy RMW Commerce
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The outcome of snap elections in France will reverberate beyond its borders. Debt-laden Italy is particularly exposed if borrowing costs rise. In this Exchange podcast, former top Treasury official Fabrizio Pagani discusses Rome’s fiscal challenges in a changing EU landscape. Visit the Thomson Reuters Privacy Statement for information on our privac…
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Today on our show: CMACH 3 event in New York City recap May retail sales data released Beyond loses a CEO Instacart expands retail media into Youtube And finally, The Investor Minute, which contains 5 items this week from the world of venture capital, acquisitions, and IPOs. https://www.rmwcommerce.com/ecommerce-podcast-watsonweekly…
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The US and the EU have imposed hefty import duties on electric vehicles BYD, Tesla and others make in the People’s Republic. In this Exchange podcast, consultant and former Chrysler executive Bill Russo explains why Europe’s levies are more a speeding fine than a stop sign. Visit the Thomson Reuters Privacy Statement for information on our privacy …
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Today on our show: Could Amazon deliver the mail? Costco expanding its ad network McKinsey state of the consumer 2024 report Loop and Happy Returns partner up And finally, The Investor Minute, which contains 5 items this week from the world of venture capital, acquisitions, and IPOs. https://www.rmwcommerce.com/ecommerce-podcast-watsonweekly…
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Despite scandals from South Africa to Big Oil, the secretive consultancy charms Ivy League recruits and blue-chip clients. In this Exchange podcast, investigative reporter Michael Forsythe explores the mystique and whether opioids advice threatens the firm’s $16 bln of revenue. Visit the Thomson Reuters Privacy Statement for information on our priv…
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Today on our show: Amazon Buy with Prime off to a slow start Shein launches Shein Exchange Resale Program in UK and Europe eBay expands its consignment service A call to action for brands And finally, The Investor Minute, which contains 5 items this week from the world of venture capital, acquisitions, and IPOs. https://www.rmwcommerce.com/ecommerc…
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Whether a bundt cake bakery or an internet address, if it generates steady cash, it can be diced up in the financial alchemy of securitization. In this Exchange podcast, Janus Henderson’s John Kerschner explains the promise and perils, and why the oddest assets can be the best. Visit the Thomson Reuters Privacy Statement for information on our priv…
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Today on our show: Paypal is building an ads platform TJMaxx not afraid of Temu and Shein BigCommerce getting serious about its partner ecosystem Amazon growing its share of retail And finally, The Investor Minute, which contains 5 items this week from the world of venture capital, acquisitions, and IPOs. https://www.rmwcommerce.com/ecommerce-podca…
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Global Capability Centers (GCCs) have evolved into innovation engines, shifting from execution centers to strategic hubs at the forefront of transformation. Join McKinsey Senior Partner Indy Banerjee and Partner Fabrice Desmarescaux as they engage in a discussion with Pravin Goel, Managing Director at BlackRock, and Debasis Panda, Head of GCCs at T…
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Pushy foreigners helped boost short-term value in the Nikkei stock index. In this Exchange podcast, Hiroyuki Otsuka, CEO of Newton Investment Partners and ex-Carlyle executive, explains how local asset managers will create the next wave of gains and usher in dramatic change for Japan. Visit the Thomson Reuters Privacy Statement for information on o…
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Today on our show: Target earnings indicate big trouble Macy’s provides preview into restructuring Salesforce unveils new Einstein features Walmart earnings stand out And finally, The Investor Minute, which contains 5 items this week from the world of venture capital, acquisitions, and IPOs. https://www.rmwcommerce.com/ecommerce-podcast-watsonweekl…
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Automakers in the country are touting autonomous driving, and Tesla is preparing to join the fray. On this week’s Exchange podcast, Maxwell Zhou, CEO of Alibaba-backed DeepRoute.ai, explains why progress is accelerating and how that is already changing consumers’ expectations. Visit the Thomson Reuters Privacy Statement for information on our priva…
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Today on our show: Amazon AWS CEO to step down Home Depot earnings disappoint Shein rejected from NRF membership Shopify acquires Peel Analytics founders And finally, The Investor Minute, which contains 5 items this week from the world of venture capital, acquisitions, and IPOs. https://www.rmwcommerce.com/ecommerce-podcast-watsonweekly…
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France’s Emmanuel Macron got little to show from President Xi Jinping’s European tour this month. In this Exchange podcast, MERICS expert Grzegorz Stec explains the difficulty of managing ties with Beijing and why balancing risk and business opportunity is so tricky. Visit the Thomson Reuters Privacy Statement for information on our privacy and dat…
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The media industry has been struggling since the digital era and VC-led initiatives like BuzzFeed and Vice failed. Yet betting on independent outlets can reap decent financial rewards, Harlan Mandel, who runs a specialised impact fund, tells The Exchange podcast. Visit the Thomson Reuters Privacy Statement for information on our privacy and data pr…
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Today on our show: Amazon reports terrific Q1 2024 earnings Nordstrom launches its marketplace Paypal earnings reflects life in the slow lane UPS to power Shein returns in Forever 21 stores And finally, The Investor Minute, which contains 5 items this week from the world of venture capital, acquisitions, and IPOs. https://www.rmwcommerce.com/ecomme…
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Zara owner Inditex, H&M and other apparel giants are holding ground against the Asian fast-fashion upstart. However, AlixPartners’ retail expert Matt Clark argues in this Exchange podcast that Shein’s focus on garment quality could threaten the dominance of pricier rivals. Visit the Thomson Reuters Privacy Statement for information on our privacy a…
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Today on our show: Paypal’s coming battle with Shopify Nike’s failures highlight leadership issues UPS Q1 2024 earnings shows continued decline SaaS growth down from 2022 highs And finally, The Investor Minute, which contains 5 items this week from the world of venture capital, acquisitions, and IPOs. https://www.rmwcommerce.com/ecommerce-podcast-w…
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After a $5 trln crash, there are early signs of healthy buying. In this Exchange podcast, Herald van der Linde, HSBC head of equity strategy, Asia Pacific, unpicks the shifting sentiment of Chinese households and implications for the rest of the region’s capital markets. Visit the Thomson Reuters Privacy Statement for information on our privacy and…
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Today on our show: Confusing economic signals in 2024 Shein faces new class action lawsuit GoPuff partners with Shopify to help CPG brands Macy’s kicks off its store closings And finally, The Investor Minute, which contains 5 items this week from the world of venture capital, acquisitions, and IPOs. https://www.rmwcommerce.com/ecommerce-podcast-wat…
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The world faces many onerous financial and climate challenges. Still, as Axel van Trotsenburg, the World Bank’s Senior Managing Director, explains in this Exchange podcast, governments and companies in advanced economies cannot afford to stop supporting developing ones. Visit the Thomson Reuters Privacy Statement for information on our privacy and …
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Today on our show: AllBirds gets Nasdaq delisting warning Revenue and profit at TikTok’s ownership growing Andy Jassy releases annual shareholder letter Inventory and cashflow key to the future of retail And finally, The Investor Minute, which contains 5 items this week from the world of venture capital, acquisitions, and IPOs. https://www.rmwcomme…
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Young companies in the European Union have traditionally lagged US rivals in both value and numbers. But in this Exchange podcast, Index Ventures Partner Hannah Seal explains how friendlier regulations on employee share ownership are helping EU-based entrepreneurs fill that gap. Visit the Thomson Reuters Privacy Statement for information on our pri…
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Today on our show: UPS wins US Postal contract from FedEx Beyond.com has a new vision Home Depot acquires SRS distribution Amazon removes Just Walk Out From its Amazon Fresh stores And finally, The Investor Minute, which contains 5 items this week from the world of venture capital, acquisitions, and IPOs. https://www.rmwcommerce.com/ecommerce-podca…
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Today on our show: UPS announces new initiatives in Analyst Day Canada Goose announces shakeup Shein's supply chain as a service initiative a "Pearl Harbor" moment for retailers Commercetools releases a company update And finally, The Investor Minute, which contains 5 items this week from the world of venture capital, acquisitions, and IPOs. https:…
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Credit Suisse and a string of US regional banks failed last year. In this Exchange podcast, Stanford Professor Anat Admati argues that lenders’ equity buffers are punier than they seem – and that fixing the problem needn’t cause a credit crunch. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices…
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Today on our show: Shoptalk 2024 recap Nordstrom could be taken private Temu’s owner PDD doubles annual profit Google launches retail media beta And finally, The Investor Minute, which contains 5 items this week from the world of venture capital, acquisitions, and IPOs. https://www.rmwcommerce.com/ecommerce-podcast-watsonweekly…
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In this episode, host Angela Buensuceso discusses the potential of Japanese corporations with Naoyuki Iwatani, managing partner of McKinsey's offices in Japan and Michele Raviscioni, a senior partner based in McKinsey's Tokyo office. Delve into the essence of Japanese craftsmanship, customer-centricity, and brand power as they uncover the strategie…
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Bitcoin’s price broke its record, nearly two years after crypto exchange FTX went bust. In this Exchange podcast, Andreessen Horowitz’s Arianna Simpson explains why digital assets and the ledgers underpinning them are inextricable, and what’s driving new excitement around both. Visit the Thomson Reuters Privacy Statement for information on our priv…
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Today on our show: The end of the free shipping era is greatly exaggerated Software as a service keeps getting harder American Eagle’s logistics capitulation ends the pandemic logistics fever dream Shopify at Morgan Stanley tech conference 2024 takeaways And finally, The Investor Minute, which contains 5 items this week from the world of venture ca…
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The year kicked off with a 75% increase in global M&A activity, to $525 bln. Speaking to The Exchange podcast from a gathering of merger mavens in New Orleans, Evercore banker Bill Anderson discusses the resurgence and what’s needed to keep the momentum after a two-year slump. Visit the Thomson Reuters Privacy Statement for information on our priva…
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Today on our show: Key learnings on Temu from recent report Klaviyo launches a professional services offering Amazon launching mini Whole Foods in New York City Target reports Q4 earnings And finally, The Investor Minute, which contains 5 items this week from the world of venture capital, acquisitions, and IPOs. https://www.rmwcommerce.com/ecommerc…
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In this special episode on International Women’s Day, we discuss how prioritizing women's health can lead to economic and social empowerment. Join McKinsey partner Valentina Sartori, senior partner Mrinalini Mirchandani, and host Angela Buensuceso, as they explore what kind of investments are needed to close the women’s health gap. See www.mckinsey…
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At 360 bln euros, the bloc’s military expenses are three times Russia’s. Yet fragmented defence systems are a problem, Bruegel senior fellow Guntram Wolff tells The Exchange podcast. To improve scale and boost aid for Ukraine, Europe should consider more joint debt. Visit the Thomson Reuters Privacy Statement for information on our privacy and data…
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