Mark Zandi

Mark Zandi, Chief Economist of Moody's Analytics, joins the discussion to reveal the precarious state of the U.S. economy. He outlines the key factors contributing to heightened recession risks, such as minimal GDP growth and stagnant consumer spending. Zandi dives into how tariffs affect inflation and shares concerns over potential bond market instability. He also explores the influence of tech companies and AI on economic trends, while emphasizing the importance of central bank independence amidst political pressures.

Mark Zandi, Chief Economist at Moody's Analytics, dives into the implications of the Federal Reserve's third interest rate cut. He discusses fragile growth forecasts for 2026 and the impact of labor market signals on this decision. Zandi also highlights the importance of political factors in shaping future Fed actions. Additionally, Scott Galloway shares insights on SpaceX's unique advantages and his cautious stance on pre-IPO investments, while Ed discusses MacKenzie Scott’s remarkable $7.2 billion philanthropic efforts.

Michael Pachter, a leading video-game industry analyst from Wedbush Securities, explores the $55 billion deal to take Electronic Arts private, discussing Saudi Arabia's strategic interest in gaming and potential growth via mobile platforms. Mark Zandi, Chief Economist at Moody’s Analytics, analyzes the upward revision of GDP, driven largely by the wealthy, and highlights concerns about recession risks due to stock market dynamics. The discussion also touches on the dubious $14 billion valuation of TikTok in the U.S. and the legal ramifications surrounding it.

Mark Zandi, Chief Economist at Moody's Analytics, shares his insights on GDP, inflation, and employment forecasts for 2026. Bob McNally, founder of Rapidan Energy Group, discusses the implications of President Maduro's ouster on the oil markets. They explore Venezuela's oil capacity and the significant challenges U.S. companies face in reviving production. McNally highlights the long-term risks involved in investing in Venezuelan oil, emphasizing the need to navigate both technical and political hurdles.

Mark Zandi, chief economist at Moody’s Analytics, sheds light on rising retail sales, revealing that the wealthiest Americans are driving this spending surge. He discusses the implications of wealth distribution on the economy and critiques traditional economic indicators that mask disparities. Zandi also offers insights into the Federal Reserve’s interest rate decisions. The conversation further navigates the significance of Stephen Miran's confirmation as a Fed governor, marking a pivotal shift in monetary policy representation.

Maurice Obstfeld, former chief economist at the IMF, discusses the dire economic situation in Iran, linking recent protests to hyperinflation and a currency crisis intensified by Trump's 25% tariffs. He assesses these tariffs as largely performative, questioning their real impact. Mark Zandi, chief economist at Moody's Analytics, reveals inaccuracies in inflation measurements, suggesting CPI is closer to 3% due to missing data and warns about threats to Fed independence potentially leading to higher inflation. Both highlight significant implications for markets and policy.

Mark Zandi, Chief Economist at Moody's Analytics and co-founder of Economy.com, shares insights into the current state of the US economy. He reflects on his career journey, from academia to advising the Obama administration. Zandi dives into fiscal policies of the Biden administration and compares them with those of his predecessors. He discusses the impact of rising homeowners insurance on housing markets and warns of potential recession risks. Additionally, he emphasizes the importance of relationships and real-world economics in navigating today's challenges.

Mark Zandi, chief economist at Moody’s Analytics and host of the Inside Economics podcast, discusses the current U.S. housing market crisis. He explains why high home prices and mortgage rates are making ownership dreams seem unattainable for many young people. The conversation delves into the impact of remote work on housing preferences and how job stability and wage growth might soon improve affordability. Zandi also highlights potential signs of recovery in the market, with falling mortgage rates and an uptick in building material orders.

Stacey Vanek-Smith, a financial journalist and host of Bloomberg's Everybody's Business, teams up with Mark Zandi, Chief Economist at Moody's Analytics, to dissect the surprising resilience of the economy in 2025. They explore the mixed signals from the labor market and inflation, challenge past recession predictions, and discuss the impacts of AI on growth. Mark highlights a risky economic landscape due to fragile growth and high stock valuations, while both stress the importance of immigration reform and fiscal stability as we head into 2026.

Mohamed El-Erian, Chief Economic Adviser at Allianz, discusses the volatility in Fed policies and the economic ramifications of AI and rising debt. Mark Zandi, Chief Economist at Moody's, addresses America’s affordability crisis and suggests reforms like tariff rollbacks and immigration adjustments to ease economic pressure. Mark Mahaney, Head of Internet Research at Evercore, highlights strong fundamentals for tech giants like Alphabet and Amazon, analyzing AI's role in their market positions. Insights on the AI job market from a recent MIT study further enrich the conversation.