Moody's Talks - Inside Economics
190 episodes - English - Latest episode: 9 days ago - ★★★★★ - 216 ratingsJoin Chief Economist Mark Zandi, Marisa DiNatale and Cristian deRitis as they discuss key indicators and other aspects of the global economy. Contact us at [email protected]. Visit online at www.economy.com/economicview
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Episodes
Economic Update and Ellen’s Climate Top 5
August 19, 2022 18:00 - 55 minutes - 51 MBMark and Cris welcome Ellen Hughes-Cromwick, Senior Resident Fellow for the Climate and Energy program at Third Way, to discuss her views on climate risk in the Inflation Reduction Act (IRA) and her outlook on the vehicle industry. Full Transcript Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis @MiddleWayEcon for additional insight.
Cooling Inflation and Confounding Housing Riddles
August 12, 2022 22:12 - 1 hour - 70.3 MBMark, Ryan, and Cris kick off this episode by discussing inflation and the latest CPI Report. For the second part, they welcome John Burns, CEO of John Burns Real Estate Consulting, to give a detailed U.S. housing market outlook, that includes the topics of mortgage rates, the potential threat of a housing crash, and the affordable housing shortage. Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis @MiddleWayEcon for additional insight.
Glass Half Full or Half Empty
August 05, 2022 19:04 - 1 hour - 80.4 MBMark, Ryan and Cris welcome colleagues, Marisa DiNatale and Dante DeAntonio, to dig deep into the July U.S. employment report. They also discuss what the new data tells us about a recession, productivity and what it means for the Federal Reserve. Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis @MiddleWayEcon for additional insight.
Blinder, Baseball, and Business Cycles
July 29, 2022 16:38 - 1 hour - 61.6 MBMark and Cris welcome Alan Blinder, Professor of Economics and Public Affairs at Princeton University, to discuss the prospects for recession, inflation, monetary policy and financial conditions. Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis @MiddleWayEcon for additional insight.
Firewall and Faltering Feelings
July 22, 2022 18:27 - 1 hour - 76 MBMark, Ryan, and Cris welcome colleague, Scott Hoyt, Senior Director at Moody's Analytics, to dissect the state of American consumers and how they are the firewall to avoiding a U.S. recession. Full Episode transcript Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis @MiddleWayEcon for additional insight.
Dissecting CPI, Ditching Hoagies
July 15, 2022 18:46 - 1 hour - 79.7 MBMark, Ryan and Cris are joined by a bevy of colleagues to dig deeper into the June Consumer Price Index report and the sources of inflation, including energy, vehicles, food and shelter. Full Episode Transcript Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis @MiddleWayEcon for additional insight.
Sahm on the Soft Landing
July 08, 2022 16:39 - 1 hour - 65.6 MBClaudia Sahm, founder of Stay-at-Home Macro Consulting, joins Mark and Ryan to discuss the June employment report. They also talk about inflation, monetary policy, and the odds of a recession. Full episode transcript. Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis on LinkedIn for additional insight.
Energy, Expectations, and Estonia
July 01, 2022 18:04 - 1 hour - 67.4 MBColleague, Gaurav Ganguly, Senior Director at Moody's Analytics, joins the podcast to examine the economic state of Europe and if they are headed into a recession. The gang also discusses the latest GDP release, recession odds, and beer of choice. Full episode transcript Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis on LinkedIn for additional insight.
Negative Sentiment and New Statistics Champion
June 24, 2022 18:50 - 44 minutes - 40.9 MBJulia Coronado, President and Founder, MacroPolicy Perspectives, joins the podcast to discuss whether we can talk ourselves into a recession, the mixed messages on consumer sentiment and what the odds a downturn are. She also crushes the statistics game. Full Episode Transcript For more from Julia Coronado, follow her @jc_econ Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis on LinkedIn for additional insight.
Unscripted Fed and Unpacking Diversity in Economics
June 17, 2022 22:05 - 1 hour - 81.3 MBAnna Stansbury, assistant professor of work and organization studies at the MIT Sloan School of Management, joins the podcast to discuss the lack of diversity in the economics profession. The outcome of the latest FOMC meeting is debated and the discussion goes off the music sheet!?! (Zandism) Full Episode Transcript For more from Anna Stansbury, follow her @annastansbury Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis on LinkedIn for additional insight.
Bair on Balance Sheets
June 14, 2022 14:00 - 55 minutes - 50.4 MBSheila Bair, Member of Banking Advisory Group and former Chair of the U.S. Federal Deposit Insurance Corporation, joins the podcast to discuss the policy response to the Great Recession, concerns about today's U.S. economy, including student debt. Student Loan Debt Calculator For more from Sheila Bair follow her @SheilaBair2013 Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis on LinkedIn for additional insight.
Bonus Episode: Bair on Balance Sheets
June 14, 2022 14:00 - 55 minutes - 50.4 MBSheila Bair, Member of Banking Advisory Group and former Chair of the U.S. Federal Deposit Insurance Corporation, joins the podcast to discuss the policy response to the Great Recession, concerns about today's U.S. economy, including student debt. Student Loan Debt Calculator For more from Sheila Bair follow her @SheilaBair2013 Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis on LinkedIn for additional insight.
Lousy Inflation and Life Lessons
June 11, 2022 16:34 - 1 hour - 72.6 MBMark, Ryan, and Cris work overtime on a Saturday to break down the Consumer Price Index Report. Full episode transcript Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis on LinkedIn for additional insight.
Return to Work and Recession Odds
June 03, 2022 19:42 - 1 hour - 68.7 MBMark, Ryan, and Cris welcome back Marisa DiNatale, Senior Director at Moody's Analytics, to discuss the May U.S. Employment Report. They also debate whether the economy is strong or weak and if it's possible we can talk ourselves into a recession. Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis on LinkedIn for additional insight.
Seroka and Supply Chains
June 01, 2022 19:05 - 55 minutes - 51.1 MBMark, Ryan, and Cris welcome Gene Seroka, Executive Director of the Port of Los Angeles, to discuss current global supply chain conditions and economic implications. Full episode transcript Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis on LinkedIn for additional insight.
The Macroeconomics of Cyber Attacks
May 27, 2022 18:00 - 1 hour - 64.4 MBJim Hempstead, Lesley Ritter, and Leroy Terrelonge from Moody's Investors Service, Join the podcast to discuss the rising concern of cyber risks and attacks. Full episode transcript Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis on LinkedIn for additional insight.
Recession Lessons
May 20, 2022 15:55 - 1 hour - 68.6 MBMark, Ryan, and Cris dive deep into the history, the causes, and the main indicators of recessions. Full transcript here Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis on LinkedIn for additional insight.
Regional CPI and R-Star
May 13, 2022 21:37 - 1 hour - 72.5 MBMark, Ryan, and Cris discuss the latest data on U.S. consumer prices. The big topic is monetary policy and what the Fed should do and whether the economy is more or less sensitive to changes in interest rates. Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis on LinkedIn for additional insight.
Turnover and Trash Talking
May 06, 2022 18:45 - 1 hour - 63.5 MBMark, Ryan, and Cris welcome back two colleagues and regulars on the podcast, Marisa DiNatale and Dante DeAntonio of Moody's Analytics, to discuss the April U.S. employment report. Full episode transcript Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis on LinkedIn for additional insight.
Dr. Doom, a Stiff Drink, and Deflators
April 29, 2022 20:35 - 1 hour - 65.7 MBNouriel Roubini, Professor Emeritus of Economics and International Business at New York University Stern School of Business, joins the podcast to discuss the U.S. and Global economic outlook and the threats of stagflation. Full episode transcript For more from Nouriel Roubini, follow him on Twitter @Nouriel. Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis on LinkedIn for additional insight.
Bonus Episode: Ask Us Anything
April 26, 2022 14:00 - 55 minutes - 50.7 MBColleague, Emily Mandel, economist at Moody's Analytics, moderates this Q&A session to get to know Mark, Ryan, and Cris a little better. Full episode transcript Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis on LinkedIn for additional insight.
Red Shirts and REFIs
April 22, 2022 16:46 - 1 hour - 71.5 MBJared Bernstein, Member of the White House Council of Economic Advisers, joins the podcast to discuss the state of the U.S. economy, including the labor market, inflation, housing and recession risks. Full episode transcript For more from Jared Bernstein, follow him on Twitter @econjared46. Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis on LinkedIn for additional insight.
Karl and Cars
April 15, 2022 17:47 - 1 hour - 72.1 MBMark and Cris welcome Jonathan Smoke, Chief Economist of Cox Automotive and colleague Mike Brisson, Senior Economist at Moody's Analytics, to discuss the outlook in the vehicle market. Full episode transcript For more from Jonathan Smoke, follow him on Twitter @SmokeonCars Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis on LinkedIn for additional insight.
Records and Recession Risks
April 08, 2022 18:10 - 1 hour - 65.7 MBThe odds of a U.S. recession are on the rise. Michael Strain, Director of Economic Policy Studies at American Enterprise Institute, joins the podcast to discuss the risks driving a potential recession. Everyone shares their probability of a recession. Full episode transcript For more from Michael Strain, follow him on Twitter @MichaelRStrain Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis on LinkedIn for additional insight.
Full Employment and The Fed
April 01, 2022 20:27 - 1 hour - 60.8 MBMark, Ryan, and Cris welcome back Marisa DiNatale, Senior Director at Moody's Analytics, to breakdown the March U.S. Employment Report. They also discuss inflation, wage growth, and the current state of the economy. Full episode transcript. Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis on LinkedIn for additional insight.
What in the World is Bothering Us
March 25, 2022 20:23 - 1 hour - 76 MBEric Gaus, Senior Economist at Moody's Analytics, joins the podcast to discuss an array of issues that are bothering them, including U.S. stock prices, yield curve, and the labor market. The podcast also provides an update on the economic impact of the military conflict between Russian-Ukraine. The big topic is geopolitical risk. Full Episode Transcript. Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis on LinkedIn for additional insight.
Data Deep Dive: Gross Domestic Product
March 22, 2022 19:25 - 40 minutes - 37.2 MBMark, Ryan, and Cris do a deep dive into GDP. What is it? How is it measured and what are it's shortcomings? Full episode transcript. Kennedy notably outlined why he thought the gross national product was an insufficient measure of success.[Note 1] He emphasized the negative values it accounted for and the positive ones it ignored:[6] Even if we act to erase material poverty, there is another greater task, it is to confront the poverty of satisfaction - purpose and dignity - that afflicts...
Higher Rates and House Price Angst
March 18, 2022 20:11 - 1 hour - 74.7 MBMark and Cris welcome two guests from Zelman & Associates, Ivy Zelman, CEO and Dennis McGill, Director of Research to discuss the state of housing and mortgage markets. Full episode transcript Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis on LinkedIn for additional insight.
Oil and More Oil
March 11, 2022 23:42 - 1 hour - 67.5 MBMark, Ryan, and Cris welcome more Moody's Analytics colleagues to discuss energy commodity shortages due to the Russian invasion of Ukraine and how this effects the global economy. Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis on LinkedIn for additional insight.
Wawa and Women in the Workforce
March 04, 2022 20:03 - 1 hour - 66.1 MBMark, Ryan, and Cris welcome back Marisa DiNatale, Senior Director at Moody's Analytics to discuss the February U.S. employment report and discuss the Russia-Ukraine war and how that might impact the U.S. economy. They also mix it up and play the statistics game at the end of the show. Full episode transcript. Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis on LinkedIn for additional insight.
Bonus Episode: Update on Russian Invasion of the Ukraine
March 02, 2022 18:19 - 1 hour - 56.4 MBMark, Ryan, and Cris welcome a number of Moody's Analytics colleagues from around the world to discuss the latest developments in the Russia-Ukraine war and what this means for the global economy.
Bonus Episode: Update on Russian Invasion of Ukraine
March 02, 2022 18:19 - 1 hour - 56.4 MBMark, Ryan, and Cris welcome a number of Moody's Analytics colleagues from around the world to discuss the latest developments in the Russia-Ukraine war and what this means for the global economy. Full Episode Transcript here.
Bonus Episode: Fiscal Policy in the Pandemic
March 01, 2022 14:00 - 1 hour - 56.7 MBJesse Rogers, Bernard Yaros, Ross Cioffi, three of Mark's coauthors on his latest paper on global fiscal policy during the pandemic, join the podcast to discuss different aspects of the paper. Plus, Sharon Parrott, President of the Center on Budget and Policy Priorities, joins to give her perspective on the U.S. fiscal policy response to the pandemic. Recommended Reads: Read Mark's latest on Global Fiscal Policy here. Read the full CBPP analysis here. Follow Sharon on Twitter @ParrottCBP...
Neon and Not Equal
February 25, 2022 21:24 - 1 hour - 66.2 MBMark, Cris, and Ryan discuss Russia's invasion of Ukraine and the economic outlook surrounding the conflict. They also welcome Diane Lim, Policy Director for the U.S. House Select Committee on Economic Disparity and Fairness in Growth to focus on the big topic, income and wealth distribution in the U.S.
Ukrainian Conflict and U.S. Confidence
February 18, 2022 21:43 - 1 hour - 65.6 MBJohn Leer, Chief Economist of Morning Consult, joins Mark, Cris, and Ryan to discuss consumers perception of the geopolitical tensions in Eastern Europe and also the state of U.S. consumer sentiment. Cris sneaks his statistic in at the last minute. Recommended Read: Morning Consult - Economic Outlook
Bonus Episode: Russia-Ukraine Conflict
February 15, 2022 16:38 - 55 minutes - 50.9 MBGaurav Ganguly, Senior Director of Economic Research at Moody's Analytics, joins the podcast to focus on the Russia-Ukraine conflict and what it means for the global economy. Full episode transcript.
Data Deep Dive: Consumer Price Index
February 11, 2022 21:29 - 18 minutes - 16.8 MBMark, Ryan, and Cris discuss the latest economic statistics in great detail.
Bonus Episode: Data Deep Dive: Consumer Price Index
February 11, 2022 21:29 - 18 minutes - 16.8 MBMark, Ryan, and Cris discuss the latest economic statistics in great detail.
Canberra and CPI
February 11, 2022 21:15 - 1 hour - 65.7 MBInterest rates are on the rise and the Fed is set to normalize monetary policy. Damien Moore, Director of Economic Research at Moody's Analytics, joins the podcast to discuss.
Surprises, Scenarios, and Spirals
February 04, 2022 21:20 - 1 hour - 63.4 MBMark, Ryan, and Cris welcome back Marisa DiNatale, Senior Director at Moody's Analytics, to discuss the latest employment report. Full episode transcript.
Manufacturing and Mark on Fire
January 28, 2022 21:03 - 1 hour - 69.8 MBChad Moutray, Chief Economist of National Association of Manufacturers, joins the podcast to discuss manufacturing, supply chains, and labor market shortages. Mark is on a hot streak in the stats game.
Vehicles and More Vehicles
January 21, 2022 20:58 - 1 hour - 66.3 MBElaine Buckberg, Chief Economist of General Motors, joins Mark, Ryan, and Cris to discuss the vehicle industry. They breakdown what is going on with vehicle prices, supply chains, and the outlook for electric vehicles. Full episode transcript
CPI, Consumers, and Cosmo
January 14, 2022 18:40 - 1 hour - 64.6 MBMichael McNamara, Senior Principal for MasterCard, joins Mark, Ryan, and Cris to discuss the state of the American consumer and the impact of Omicron on spending. Full episode transcript
On the Bumpy Road to Recovery in 2022
January 12, 2022 18:45 - 1 hour - 69.8 MBWith the Omicron wave upon us, it would be Pollyannaish to get overly enthused about the economy's prospects in the new year. But if the economy's performance last year is a guide, we should not be too pessimistic either. Despite being hit hard by the Delta wave of the virus, the economy grew like gangbusters in 2021. It will not grow as strongly in 2022, but inflation, which took off in recent months, will come back to earth. Having said this, how good a year the economy will have depends o...
Bonus Episode: On the Bumpy Road to Recovery in 2022
January 12, 2022 18:45 - 1 hour - 69.8 MBWith the Omicron wave upon us, it would be Pollyannaish to get overly enthused about the economy's prospects in the new year. But if the economy's performance last year is a guide, we should not be too pessimistic either. Despite being hit hard by the Delta wave of the virus, the economy grew like gangbusters in 2021. It will not grow as strongly in 2022, but inflation, which took off in recent months, will come back to earth. Having said this, how good a year the economy will have depends o...
Payrolls and Planes
January 07, 2022 19:57 - 1 hour - 66.1 MBMark, Ryan, and Cris welcome back Dante DeAntonio, Senior Economist at Moody's Analytics, to dissect the December U.S. employment report and the latest effects of the Omicron variant on the economy. They also discuss reasons why people are quitting in droves. Full episode transcript.
Economic Threats and Opportunities in 2022
December 29, 2021 14:00 - 55 minutes - 50.5 MBMark, Ryan, and Cris discuss the reasons to be concerned and optimistic about the U.S. economy in 2022.
Christmas Movies and Currencies
December 23, 2021 15:00 - 1 hour - 61.7 MBMark, Ryan, and Cris welcome back Joe Kennedy, senior principal economist at MITRE, to discuss the U.S. dollar, reserve currencies, and crypto. Recommended Read: Ending Poverty: Changing Behavior, Guaranteeing Income, and Transforming Government, by Joseph Kennedy.
Holiday Sales and Housing Supply
December 17, 2021 19:26 - 1 hour - 72.6 MBEd Golding, Executive Director of the MIT Golub Center for Finance and Policy and a Senior Lecturer at MIT Sloan, joins Mark, Ryan, and Cris to discuss all things related to the U.S. housing market. Full episode transcript.
Big Inflation and Baby Bubbles
December 10, 2021 22:30 - 1 hour - 74.9 MBMark, Ryan, and Cris discuss the November consumer price index. The big topic is whether stock prices, housing, and crypto are in the midst of a bubble. Full Episode transcript. Slides referenced in the episode can be found here.