Latest Moodys Podcast Episodes
Festive Names and Forecast Games
Moody's Talks - Inside Economics - December 22, 2023 17:00 - 1 hour ★★★★★ - 216 ratingsIn the last podcast before the holidays, Inside Economics chats with Carl Tannenbaum, Chief Economist of Northern Trust about the economy, financial system, Fed and forecasting. The group took as a good omen that they had a Tannenbaum and a DiNatale on the podcast just before Christmas (you may ...
Slowcession Delayed
Moody's Talks - Inside Economics - December 19, 2023 17:00 - 1 hour ★★★★★ - 216 ratingsThe U.S. economy surprised to the upside in 2023 as consumers shrugged off a number of headwinds. With inflation abating and the Federal Reserve facing less pressure to hike interest rates, recession risks are fading. But they can’t be fully discounted given high interest rates, geopolitical tur...
Rates, Rents, and Ramen
Moody's Talks - Inside Economics - December 15, 2023 19:49 - 1 hour ★★★★★ - 216 ratingsMichael Strain, resident scholar and the director of economic policy studies at the American Enterprise Institute (AEI) returns to the podcast to discuss the Fed’s big pivot towards rate cuts early next year and the resulting monster rally in stocks and bonds. The discussion then turns to what a...
Bonus Episode: Mark Donovan on the Denver Basic Income Project
Moody's Talks - Inside Economics - December 08, 2023 20:00 - 48 minutes ★★★★★ - 216 ratingsMark Donovan founder of the Denver Basic Income Project joins Inside Economics to discuss some early results from a guaranteed income program that provides direct cash assistance to unhoused individuals without conditions. Mark responds to a range of criticisms often levied around such efforts. ...
Giddy to Great
Moody's Talks - Inside Economics - December 08, 2023 18:00 - 52 minutes ★★★★★ - 216 ratingsInside Economics discusses the December jobs report, which left Mark feeling “giddy”, Cris “cheerful”, Dante “happy”, and Marisa “great”. The team considers the jobs numbers in the context of other recent labor market indicators which show a resilient but moderating job market. And they end with...
Mayer on Mortgages and Multifamily
Moody's Talks - Inside Economics - December 01, 2023 22:30 - 1 hour ★★★★★ - 216 ratingsChris Mayer, Professor of Real Estate Economics at Columbia University and CEO of Longbridge Financial, joins Mark, Marisa, and Cris to discuss reverse mortgages and the state of the residential real estate market. While the single-family market may tread water, multifamily may be in for a serio...
Jigowatts and EV Jitters
Moody's Talks - Inside Economics - November 24, 2023 18:00 - 1 hour ★★★★★ - 216 ratingsInside Economics considers the economy’s performance and prospects through the prism of the electric utility industry with the Chief Economist of American Electric Power, Dan White. It was great to catch up with Dan, a former colleague, and get his insight on how American households and busines...
Trade, Taco Bowls, and Theme Parks
Moody's Talks - Inside Economics - November 17, 2023 18:19 - 1 hour ★★★★★ - 216 ratingsFred Hochberg, Fmr. Chairman & President of the Export–Import Bank of the United States and author of Trade Is Not a Four-Letter Word: How Six Everyday Products Make the Case for Trade, joins the Inside Economics team to discuss all things related to global trade. The discussion takes up the U.S...
Bazemore on Housing & FHLBs
Moody's Talks - Inside Economics - November 10, 2023 21:09 - 1 hour ★★★★★ - 216 ratingsTeresa Bazemore, CEO of the San Francisco Federal Home Loan Bank, joins the podcast to discuss the nation's reeling housing market, and the role of the FHLB system. There's a lot to talk about as Teresa weighs recent criticism of the FHLBs in the wake of the banking crisis earlier this year, and...
Strength from Weakness
Moody's Talks - Inside Economics - November 04, 2023 16:45 - 1 hour ★★★★★ - 216 ratingsDante joins the podcast to break down the October employment report. With job growth moderating and the unemployment rate edging higher, the Fed’s fight against inflation should get a little bit easier. The team also takes a few listener questions about the definition of the unemployment rate an...
Gangbuster GDP
Moody's Talks - Inside Economics - October 27, 2023 18:05 - 48 minutes ★★★★★ - 216 ratingsThe inside Economics team takes up the gangbuster GDP growth in the third quarter. Marisa walks the group though the GDP identity C+I+G+net exports and concludes that while the report overstates the case, it makes a strong case that the economy is on solid ground. Cris gives Marisa an A+ for her...
Bonds, Baseball and Blankies
Moody's Talks - Inside Economics - October 20, 2023 21:02 - 1 hour ★★★★★ - 216 ratingsMark, Cris and Marisa welcome colleague David Fieldhouse to Inside Economics to talk about the run up in long-term bond yields and mortgage rates, as well as the outlook for the consumer. The team discusses why the 10-year yield has breached 5% for the first time since before the GFC and what it...
Prices, Petroleum, and Prosciutto
Moody's Talks - Inside Economics - October 13, 2023 19:52 - 1 hour ★★★★★ - 216 ratingsInflation was front and center in this week’s podcast. Mark and Marisa (yes, she’s back and winning the stats game again) hosted a wonderful cast of colleagues to talk over the September CPI report, the European inflation experience, which is similar to that here in the U.S., and given recent gr...
Within Statistical Spitting Distance
Moody's Talks - Inside Economics - October 06, 2023 19:15 - 57 minutes ★★★★★ - 216 ratingsDante joins Cris and Mark to digest the September jobs report. The outsized job gain during the month was surprising, but after Dante’s masterful dissection of the data, the group agrees there is a lot to like in the report. After the stats game, they discussion turns to the recent surge in long...
Approaching Shutdown, Asian Flip-Flop
Moody's Talks - Inside Economics - September 29, 2023 18:10 - 1 hour ★★★★★ - 216 ratingsThe fast approaching federal government shutdown is top of mind on this week’s podcast. Mark and Cris consider how the shutdown may play out and the economic consequences. Two other colleagues, Steve Cochrane and Stefan Angrick, then join the conversation to assess the all important Chinese and ...
Economic Threats & Exponential Risk
Moody's Talks - Inside Economics - September 22, 2023 18:07 - 1 hour ★★★★★ - 216 ratingsInside Economics welcomes Rob Fauber, President and CEO of Moody’s Corporation to the podcast. He discusses his concept of exponential risk and the opportunities and challenges of using AI. Rob shares what it's like to lead a global firm and answers a few get-to-know-you questions from Mark, Cr...
Smoke On the UAW Strike
Moody's Talks - Inside Economics - September 14, 2023 20:34 - 1 hour ★★★★★ - 216 ratingsThe looming UAW strike is top of mind, and no one better to talk to about how it may play out and what it means for the economy than Jonathan Smoke of COX Automotive and our own vehicle industry expert, Mike Brisson. Bernard Yaros also joins the podcast to talk about the consumer inflation repo...
AI and a Bit of Advertising
Moody's Talks - Inside Economics - September 08, 2023 19:19 - 1 hour ★★★★★ - 216 ratingsGiven the strong counter narratives regarding the impact of artificial intelligence on the economy – from bright optimism that AI will significantly lift productivity growth and wealth to dark pessimism that it will lead to a dystopic increase in unemployment and cybercrime – we asked Martin Fle...
Good Report, Great Music
Moody's Talks - Inside Economics - September 01, 2023 20:05 - 1 hour ★★★★★ - 216 ratingsThe August jobs report couldn’t have been much better. Dante and Cris called it a good report, while Mark and Marisa thought it was a VERY good report. Either way, the report has soft landing written all over it. In standing with the good cheer over the jobs numbers, the group recounted their...
What Could Go Wrong?
Moody's Talks - Inside Economics - August 25, 2023 19:17 - 1 hour ★★★★★ - 216 ratingsThe economy is performing about as well as could be expected. Growth is resilient, inflation is moderating, and unemployment is low and stable. It appears increasingly likely the economy will avoid a recession. But having said this, the Federal Reserve’s aggressive rate hikes are weighing heavil...
Top of Mind, Turbulent Financial Times
Moody's Talks - Inside Economics - August 18, 2023 19:04 - 1 hour ★★★★★ - 216 ratingsDespite the light week of economic data, there was lots going in in the economy to discuss for the Inside Economics team, including the runup in 10-year Treasury yields and fixed mortgage rates. Noted investment banker Chris Whalen then joins the conversation to talk about the banking system, it...
Banner Inflation, Banking Braves Out
Moody's Talks - Inside Economics - August 11, 2023 19:12 - 1 hour ★★★★★ - 216 ratingsThe Inside Economics team dissects the July report on consumer price inflation and concludes that inflation is on track to be back to the Fed’s inflation target by this time next year. Well, OK, Cris thought more likely the end of next year. The discussion then turned to modest fallout from the ...
Near Perfect, New Probability
Moody's Talks - Inside Economics - August 04, 2023 21:00 - 52 minutes ★★★★★ - 216 ratingsIt’s jobs Friday, and Mark, Cris and Dante discuss the near perfect (Dante’s description) July employment report. Job growth remains strong, but it is moderating, and should help convince the Federal Reserve that its interest rates hikes are over. The group identified a few nits in the numbers,...
Perfect PCE, Problematic Politics
Moody's Talks - Inside Economics - July 28, 2023 20:22 - 1 hour ★★★★★ - 216 ratingsMark, Cris and Marisa (yes, she is back) welcome Matt Robison of the Beyond Politics podcast to talk policy and politics. The discussion ranges from the risk of a government shutdown and Bidenomics to a consideration of whether the nation’s politics are as fractured as they seem and who is going...
Forecast Surprises, Successes and Slip-Ups
Moody's Talks - Inside Economics - July 23, 2023 17:39 - 1 hour ★★★★★ - 216 ratingsMark and Cris take stock of the economy’s performance so far this year, and consider what surprised them (think the job market), what they got right (think weaker house prices), and what they got wrong (think the banking crisis). They also look forward and discuss what people are overly consider...
Healthy Inflation, Unhealthy Housing
Moody's Talks - Inside Economics - July 14, 2023 19:30 - 1 hour ★★★★★ - 216 ratingsThe stellar June CPI inflation report is top of mind for Mark, Cris and Bernard. The report arguably couldn’t have been better, as the conversation makes clear. The podcast then turns to a discussion of whether the worst is over for the troubled single family housing market with Lance Lambert,...
Relaxing Report, Squiggly Data
Moody's Talks - Inside Economics - July 07, 2023 17:53 - 41 minutes ★★★★★ - 216 ratingsMark, Cris & Marisa are joined by Jobs Day regular Dante DeAntonio to discuss the June employment report. Job growth is slowing to script but wage growth is still stubbornly high. The group discusses full employment, the probabilities of recession in the next year and what this all means for the...
Roach on China and the Road Forward
Moody's Talks - Inside Economics - June 30, 2023 18:00 - 1 hour ★★★★★ - 216 ratingsStephen Roach, Senior Fellow at the China Center of Yale Law School, discusses China’s near and longer-term economic prospects with Mark, Cris and Marisa. Steve explains why he has evolved from a bull to a bear on China’s economy, why the critical relationship between China and the U.S. has gone...
Forecasting the Fed and Falling CRE
Moody's Talks - Inside Economics - June 23, 2023 21:58 - 1 hour ★★★★★ - 216 ratingsMark, Cris and Marisa weigh whether or not to change the forecast for the Fed funds rate and dig deep to play the statistics game. Later they are joined by Professor Glenn Mueller of the University of Denver to talk all things commercial real estate. Professor Mueller ranks the segments of the C...
Shelter from the Storm(s)
Moody's Talks - Inside Economics - June 16, 2023 19:15 - 1 hour ★★★★★ - 216 ratingsThe Inside Economics team takes shelter from a tornado (true story), and Mark Calabria, senior advisor to the Cato Institute and former director of the Federal Housing Finance Agency, describes the FHFA’s efforts to provide shelter to the housing and mortgage finance markets during the pandemic....
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