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Moody's Talks - Inside Economics

Latest episodes

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Feb 3, 2023 • 1h 20min

Jaw-Dropping January Jobs

Colleague Dante DeAntonio joins the podcast for another round of Job's Friday. The group dissects the January report, which included a shockingly large increase in jobs and a 53-year low unemployment rate. Everyone's probability of recession in the next 12-18 months appear to be trending downward. Including Cris!Full episode transcriptFollow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight
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Jan 31, 2023 • 1h 1min

Bonus Episode: Kahn on Climate

Mark and Cris welcome Matthew Kahn, Provost Professor of Economics at the University of Southern California, and colleague Gaurav Ganguly, to discuss climate change and Matthew's optimistic view on adaptation to global temperature rise.Full Episode TranscriptFor more from Matthew Kahn follow him on twitter: @mattkahn1966Recommended Reads:Adapting to Climate ChangeClimate Change AdaptationClimatopolisWhat will Climate Change Cost YouClimatopolis RevisitedFollow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight 
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Jan 27, 2023 • 1h 3min

Crazy Data, Claims, and Cowbells

The Q4 GDP Report has been released and Mark, Cris, and Marisa analyze the weirdness surrounding the data. Colleague, Gaurav Ganguly, joins the podcast to give a European perspective and Mark continues his domination in the statistics game.Full episode transcriptTo learn more about Moody's Analytics Summit 2023 & register, click here.Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight
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Jan 20, 2023 • 1h 5min

Possiblism and Probablism

We welcome Jason Furman, Aetna Professor of the Practice of Economic Policy jointly at Harvard Kennedy School to discuss what could potentially be a catastrophic default of the national debt. We'll get into President Biden's economic policies, inflation, and recession over the next 12-18 months. Jason came to play with some humor, positivity, and a great stat.Full episode transcriptTo learn more about Moody's Analytics Summit 2023 & register, click here. Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight
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Jan 13, 2023 • 1h 9min

David Wessel on the Debt Ceiling

Mark, Cris, and Marisa are joined by David Wessel, senior fellow in economic studies at Brookings, to dissect the CPI report, and discuss Fed policy, prospects for recession, and the looming threat of a debt limit breach.Full episode transcript.Come join us at the Moody’s Analytics Summit, March 5th-7th at the Phoenician in Scottsdale Arizona.To learn more & register, click here:  Moody's Analytics Summit 2023. Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight
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Jan 6, 2023 • 1h 10min

Slowcession and Sticking to Script

It's job's Friday and Mark argues the labor market is cooling off according to script. Colleagues Dante DeAntonio and Marisa DiNatale provide the details. And Cris fine-tunes his definition of the best way to describe the economy's performance in the year ahead - "Slowcession".Full episode transcriptFollow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight
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Dec 30, 2022 • 1h 9min

New Year, New Outlook

To kick off the new year, Mark, Cris, and Marisa share their U.S. economic outlooks for 2023. Which sectors are at risk? Will the Fed tip us in? We discuss the full gamut and introduce a new segment where we take listeners' questions.Full Episode TranscriptMark's Slowcession paper.Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight
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Dec 23, 2022 • 1h 21min

Ho-Hum Savings and Happy Holidays

Colleague, Scott Hoyt, joins to discuss where the American consumer stands and how that differs by income group. A shrinking savings rate and sputtering retail sales won't break the American consumer or Mark's good mood. The group differs on the odds of recession, but is in agreement a slowcession is underway. Happy Holidays to all our listeners.Full episode transcriptFollow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight
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Dec 16, 2022 • 1h 10min

Mispriced Markets, Miserable Outlook

Greg Jensen, Co-Chief Investment Officer at Bridgewater Associates, Mark and the team this week. We get into the causes and outlook for inflation and prospects for the economy and financial markets. Greg shares his dark forecast with the group.Full Episode TranscriptFollow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight
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Dec 9, 2022 • 1h 5min

Humble Forecasting, Hopeful Outlook

Justin Wolfers, Professor of Public Policy and Economics at the University of Michigan, joins the podcast to discuss inflation, monetary policy, and prospects for recession next year. Are we being too pessimistic when so much is going well with the U.S. economy? Full episode transcriptFollow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight

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