Season 1 Episode 70
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August 5, 2022
Glass Half Full or Half Empty
Mark, 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.
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Season 1 Episode 69
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July 29, 2022
Blinder, Baseball, and Business Cycles
Mark 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.
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Season 1 Episode 68
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July 22, 2022
Firewall and Faltering Feelings
Mark, 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.
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Season 1 Episode 67
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July 15, 2022
Dissecting CPI, Ditching Hoagies
Mark, 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.
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Season 1 Episode 66
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July 8, 2022
Sahm on the Soft Landing
Claudia 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.
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Season 1 Episode 65
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July 1, 2022
Energy, Expectations, and Estonia
Colleague, 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.
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Season 1 Episode 64
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June 24, 2022
Negative Sentiment and New Statistics Champion
Julia 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.
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Season 1 Episode 63
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June 17, 2022
Unscripted Fed and Unpacking Diversity in Economics
Anna 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)
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Bonus Episode: Bair on Balance Sheets
Sheila 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.
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Season 1 Episode 62
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June 11, 2022
Lousy Inflation and Life Lessons
Mark, Ryan, and Cris work overtime on a Saturday to break down the Consumer Price Index Report.
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Season 1 Episode 61
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June 3, 2022
Return to Work and Recession Odds
Mark, 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.
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Seroka and Supply Chains
Mark, Ryan, and Cris welcome Gene Seroka, Executive Director of the Port of Los Angeles, to discuss current global supply chain conditions and economic implications.
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Season 1 Episode 60
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May 27, 2022
The Macroeconomics of Cyber Attacks
Jim Hempstead, Lesley Ritter, and Leroy Terrelonge from Moody's Investors Service, Join the podcast to discuss the rising concern of cyber risks and attacks.
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Season 1 Episode 59
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May 20, 2022
Recession Lessons
Mark, Ryan, and Cris dive deep into the history, the causes, and the main indicators of recessions.
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Season 1 Episode 58
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May 13, 2022
Regional CPI and R-Star
Mark, 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.
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Season 1 Episode 57
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May 6, 2022
Turnover and Trash Talking
Mark, 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.
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Season 1 Episode 56
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April 29, 2022
Dr. Doom, a Stiff Drink, and Deflators
Nouriel 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.
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Bonus Episode: Ask Us Anything
Colleague, Emily Mandel, economist at Moody's Analytics, moderates this Q&A session to get to know Mark, Ryan, and Cris a little better.
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Season 1 Episode 55
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April 22, 2022
Red Shirts and REFIs
Jared 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.
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Season 1 Episode 54
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April 15, 2022
Karl and Cars
Mark 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.
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Season 1 Episode 53
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April 8, 2022
Records and Recession Risks
The 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.
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Season 1 Episode 52
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April 1, 2022
Full Employment and The Fed
Mark, 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.
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Season 1 Episode 51
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March 25, 2022
What in the World is Bothering Us
Eric 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.
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Data Deep Dive: Gross Domestic Product
Mark, Ryan, and Cris do a deep dive into GDP. What is it? How is it measured and what are it's shortcomings?
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Season 1 Episode 50
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March 18, 2022
Higher Rates and House Price Angst
Mark 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.
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Season 1 Episode 49
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March 11, 2022
Oil and More Oil
Mark, 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.
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Season 1 Episode 48
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March 4, 2022
Wawa and Women in the Workforce
Mark, 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.
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Bonus Episode: Update on Russian Invasion of Ukraine
Mark, 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.
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Bonus Episode: Fiscal Policy in the Pandemic
Jesse 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.
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Season 1 Episode 47
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February 25, 2022
Neon and Not Equal
Mark, 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.
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Season 1 Episode 46
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February 18, 2022
Ukrainian Conflict and U.S. Confidence
John 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.
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Bonus Episode: Russia-Ukraine Conflict
Gaurav 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.
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Data Deep Dive: Consumer Price Index
Mark, Ryan, and Cris discuss the latest economic statistics in great detail.
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Season 1 Episode 45
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February 11, 2022
Canberra and CPI
Interest 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.
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Season 1 Episode 44
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February 4, 2022
Surprises, Scenarios, and Spirals
Mark, Ryan, and Cris welcome back Marisa DiNatale, Senior Director at Moody's Analytics, to discuss the latest employment report.
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Season 1 Episode 43
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January 28, 2022
Manufacturing and Mark on Fire
Chad 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.
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Season 1 Episode 42
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January 21, 2022
Vehicles and More Vehicles
Elaine 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.
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Season 1 Episode 41
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January 14, 2022
CPI, Consumers, and Cosmo
Michael 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.
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Bonus Episode: On the Bumpy Road to Recovery in 2022
With 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 on the pandemic's path and how well policymakers respond.
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Season 1 Episode 40
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January 7, 2022
Payrolls and Planes
Mark, 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.
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Season 1 Episode 39
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December 29, 2021
Economic Threats and Opportunities in 2022
Mark, Ryan, and Cris discuss the reasons to be concerned and optimistic about the U.S. economy in 2022.
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Season 1 Episode 38
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December 23, 2021
Christmas Movies and Currencies
Mark, Ryan, and Cris welcome back Joe Kennedy, senior principal economist at MITRE, to discuss the U.S. dollar, reserve currencies, and crypto.
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Season 1 Episode 37
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December 17, 2021
Holiday Sales and Housing Supply
Ed 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.
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Season 1 Episode 36
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December 10, 2021
Big Inflation and Baby Bubbles
Mark, 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.
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Season 1 Episode 35
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December 3, 2021
Noisy Data and New Variants
Mark, Ryan, and Cris welcome back Dante DeAntonio, Senior Economist at Moodys Analytics, to breakdown the November U.S. employment report. They find plenty of reasons for optimism even though job growth fell short of expectations. They also touch on the latest variant, Omicron, and how it may impact the economy.
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Season 1 Episode 34
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November 23, 2021
Once and Future Inflation
Mark, Ryan, and Cris discuss inflation throughout the history of the United States and whether we're in the midst of an era.
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Season 1 Episode 33
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November 19, 2021
Confidence, Consumers, and Cowbells
Diane Swonk, Chief Economist of Grant Thornton, joins Mark, Cris, and Ryan to discuss the current state of the American consumer. They focus on what factors are driving the holiday sales, excess savings, and an outlook on inflation and it's effects on consumers.
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Season 1 Episode 32
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November 12, 2021
Coffee, COP26, and Climate Change
Emilie Mazzacurati, Global Head of Moody's Climate Solutions, joins Mark, Ryan, and Cris to discuss the global economic impact of climate change, the potential effects of a carbon tax on the economy, and the climate risk policies in President Biden's Build Back Better plan.
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Season 1 Episode 31
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November 5, 2021
Workers, Wages, and Wallyball
Mark, Ryan, and Cris dissect the October U.S. employment report and what it says about the state of the economy, wage growth, and inflation. We knew there were Hunger Games and Squid Games. Now add the Zandi Games.
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Season 1 Episode 30
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October 29, 2021
Probability of Recession and Puppies for Everyone
Kevin Hassett, Vice President and Managing Director of the Lindsey Group and former Chair of the Council of Economics under President Trump, joins Mark, Ryan, and Cris to discuss the risk of a recession, inflation, and tax proposals in President Biden's Build Back Better legislation.
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Season 1 Episode 29
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October 22, 2021
Beige Book and Betting on Oil Prices
Mark, Ryan, and Cris welcome Gaurav Ganguly, a Senior Director of Economic Research at Moody's Analytics and Chris Lafakis, a Director of Economic Research. They discuss global energy markets, the effect on the economy and where energy prices are headed.
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Season 1 Episode 28
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October 15, 2021
Confidence and Competitive Markets
Joe Kennedy, senior principal economist at MITRE, joins Mark, Ryan, and Cris to discuss the different schools of thought on anti-trust and market competition. They also discuss Big Tech and Big Pharma.
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Bonus Episode: The Clock is Ticking on U.S. Budget Deal and Fed Tapering
The U.S. bond market is showing angst about the debt ceiling. While the debt ceiling will likely be raised, there is a history of waiting until the last minute. Ryan Sweet provides actionable insights to help you better manage your credit portfolio during this uncertain time.
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Season 1 Episode 27
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October 8, 2021
Women and Work
Betsey Stevenson, Professor of public policy and economics at the University of Michigan's Ford School, joins Mark, Ryan, and Cris to dissect the September employment report, the future of working from home, and Biden's economic agenda. Also, Mark has a podcast, a YouTube channel, and now a Twitter handle. Follow @markzandi.
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Bonus Episode: On the Road to Recovery
The Delta-variant of COVID-19 has damaged the economic recovery, but we remain optimistic the economy is on track to return to full employment by spring 2023. What could derail this optimism? Could the economy perform better than anticipated? What is the long-term economic fallout of the pandemic?
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Season 1 Episode 26
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October 1, 2021
LNG and Long Tail (It's a Groundhog, not a Chipmunk)
Mark, Ryan, and Cris discuss unemployment insurance benefits, Delta variant, and what happened this week in Washington, DC. The main topic is the long-term economic consequences of the pandemic. Also, Mark reveals his favorite movie.
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Season 1 Episode 25
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September 24, 2021
Debt and Debt Limits
Mark, Ryan, and Cris welcome back Bernard Yaros, an economist from Moody's Analytics to discuss fiscal policy, the odds of a government shutdown, and the debt limit.
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Season 1 Episode 24
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September 17, 2021
Shortages and Supply Chains
Tim Uy, Todd Metcalfe, and Jesse Rogers, all economists at Moody's Analytics, join Mark and Ryan to discuss global supply chains and commodity shortages. The focus is on issuances around semiconductors, lumber, and copper.
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Season 1 Episode 23
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September 10, 2021
Digital Currency and Delta
Aaron Klein, Senior Fellow in economic studies at Brookings Institute, joins Mark, Cris, and Ryan to discuss the current state and future of crypto currencies.
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Season 1 Episode 22
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September 3, 2021
Hospitality Jobs and Hurricanes
Mark and Ryan welcome back Adam Kamins, Director of Regional Economics at Moody's Analytics, to discuss the August job numbers, the Delta variant, and economic costs of Hurricane Ida.
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Season 1 Episode 21
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August 27, 2021
Tapering and Taxes
Bill Gale, Senior Fellow at Brookings Institute, joins Mark and Ryan to discuss Fed Chair Jerome Powell's speech and the big topic was fiscal policy.
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Season 1 Episode 20
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August 18, 2021
Delta and Debt
Mark, Ryan, and Cris welcome back Marisa Di Natale, Senior Director at Moody's Analytics to discuss the impact of the Delta variant of COVID-19 on the U.S. economy. The big topic is the health of the American household balance sheet.
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Season 1 Episode 19
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August 13, 2021
China Angst and Container Cost
Daniel Rosen, founder of Rhodium Group, joins Mark, Ryan, and Cris to discuss all things China.
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Season 1 Episode 18
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August 6, 2021
Jobs Jobs Jobs
Mark, Ryan, and Cris welcome back their first repeat appearance guest - Dante DeAntonio, Senior Economist at Moodys Analytics. They breakdown the numbers in the July Employment Report and discuss the labor force and productivity in great detail. They also touch on the Delta Variant and its impact on the economy.
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Season 1 Episode 17
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July 30, 2021
ECI and ECB
Kamil Kovar, Economist at Moody's Analytics, joins Mark, Cris and Ryan to discuss U.S. and euro zone GDP along with wages. They also discuss Mark's cancelled flight and the big topic was monetary policy in the U.S. and euro zone.
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Season 1 Episode 16
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July 23, 2021
Flipped Signs and Forecast Philosophy
Marisa DiNatale, Senior Director at Moody's Analytics, joins Mark, Ryan, and Cris and they recall their own favorite and least favorite forecast of all-time. They also discuss different approaches to forecasting, the meaning of being accurate, and who is a hedgehog or fox.
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Season 1 Episode 15
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July 16, 2021
China and Cris Votes No
Dan White, Director of Public Sector Research at Moody's Analytics, joins Mark, Ryan, and Cris to debate the economic impact of the bipartisan infrastructure deal and other proposed government spending.
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Season 1 Episode 14
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July 9, 2021
Confidence and Consumer Spending Momentum
Wayne Best, Chief Economist of Visa, joins Mark Zandi and the Moody's Analytics team to discuss the labor market, housing, and Visa's spending momentum index.
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Season 1 Episode 13
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June 25, 2021
Fear Gauge and Frothy Markets
Mark Zandi and the Moody's Analytics team discuss what they are watching to gauge the health of the economy and the big topic was froth in asset markets.
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Season 1 Episode 12
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June 18, 2021
Monetary Policy and Multiple Models
Mark Zandi and the Moody's Analytics team discuss the latest indicators, follow up on one of their first podcast topics - inflation, and discuss their individual models.
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Season 1 Episode 11
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June 11, 2021
Consumer Prices and Cars
Mike Brisson, Senior Economist at Moody's Analytics joins Mark Zandi and the Moody's Analytics team to discuss the latest CPI report, labor market, homebuyer perceptions, and the vehicle market.
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Season 1 Episode 10
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June 4, 2021
Jobs and More Jobs
Dante DeAntonio, Senior Economist at Moody's Analytics, joins Mark Zandi to discuss the May U.S. employment report and the state of the labor market.
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Season 1 Episode 9
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May 28, 2021
Housing and Happy Birthday
Jim Parrott at Urban Institute, joins Mark Zandi and the Moody's Analytics team to discuss the state of the U.S. housing market and the supply issues its facing. We also discuss this week's key economic data.
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Season 1 Episode 8
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May 21, 2021
Diffusion Indices and Deficits
In this episode of Inside Economics, our weekly podcast, Bernard Yaros, Economist at Moody's Analytics, joins Mark Zandi and the Moody's Analytics team to discuss fiscal policy, debt and deficits. We also discuss this weeks data, including inflation, lumber prices, tax refunds and the CNN/Moody's Analytics back-to-normal index.
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Season 1 Episode 7
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May 14, 2021
CPI and Census
Adam Kamins, Director of Regional Economics at Moody's Analytics, joins Mark Zandi and the Moody's Analytics team to discuss the recent inflation data and 2020 Census.
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Season 1 Episode 6
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May 7, 2021
Work and Work from Anywhere
Adam Ozimek Chief Economist at Upwork, joins Mark Zandi and the Moody's Analytics team to discuss the recent job numbers and productivity.
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Season 1 Episode 5
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April 30, 2021
Lumber and Labor Force
The economy is booming, should President Biden get the credit? ...and what about his newly unveiled American Families plan? Mark Zandi and the Moody's Analytics team discuss.
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Season 1 Episode 4
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April 23, 2021
Rates and Reflation
Mark Zandi and team discuss interest rates, 10-year treasury yield, inflation, monetary policy, and when we can expect to get back to full employment.
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Season 1 Episode 3
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April 16, 2021
Inflection Points and Inflation
Mark Zandi and team discuss the economic recovery, whether we are at an inflection point, consumer and business confidence and recent performance indicators.
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Season 1 Episode 2
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April 9, 2021
Back to Normal and Build Back Better
Mark Zandi and team discuss the trade deficit, jobless claims, the Back to Normal Index and President Biden's infrastructure plan.
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Season 1 Episode 1
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April 2, 2021
A Booming Economy and Bubbles
Mark Zandi and team discuss the recent jobs report, bubbles, cryptocurrencies and expectations for the economy.
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Season 1 Episode 1
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March 22, 2021
Inside Economics Trailer - Mark Zandi
Mark Zandi welcomes you to the “Inside Economics” podcast and discusses what will be covered in the series. Subscribe today!
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