Podcasts about Macroeconomics

MacroVoices Erik Townsend & Patrick Ceresna welcome, Marko Papic. We'll discuss the deteriorating situation in Venezuela, the impacts of a potential Russia-Ukraine peace deal on markets, the spat between Japan and China, and the U.S. mid-term election cycle, considering the market impacts of all these developments. https://bit.ly/442T5gw   Register for Big Picture Trading's asymmetric challenge here: https://www.bigpicturetrading.com/challenge   

Amid Black Friday, Small Business Saturday, and Cyber Monday sales, owner of The Locavore Caroline Weaver discusses consumers shopping locally this holiday season. President Trump told reporters over the weekend that he's decided on his pick for the next Fed Chair, prompting renewed conversation about reported front-runner Kevin Hassett. Economist Mohamed El-Erian considers the big economic picture, including the Federal Reserve's path forward. Plus, Nvidia is taking a $2 billion stake in Synopsys and an Airbus glitch affected planes flying over the holiday weekend.  Caroline Weaver - 15:40Mohamed El-Erian - 23:28 In this episode:Mohamed El-Erian, @elerianmBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Macro-Economics 101 - The V-8 Engine Analogy

The crypto markets have been battered over the past several weeks with Bitcoin sinking from six-figure highs to the low-$80Ks, more than a trillion dollars wiped from crypto's total market cap and record ETF outflows shaking investor sentiment. Unlike previous drawdowns triggered by blow-ups or bad actors, this downturn is different: It's macro-driven, liquidity-driven and deeply tied to broader global markets.In this episode of Byte-Sized Insight we hear from the author of “Crypto is Macro Now,” Noelle Acheson; co-founder and CEO of LO:TECH, Tim Meggs; and author of “The Crypto Trader,” Glen Goodman, to help break down the forces behind the volatility and offer clear, grounded perspective for navigating the turbulence.(0:24) Bitcoin plunges from $120K to $80K and the market wipes out $1.2 trillion(1:08) Why this downturn feels different from past crashes(2:55) Noelle Acheson explains why the dip is “a blip” and liquidity-driven(3:52) How macro sentiment, not crypto-specific issues, is driving this correction(4:59) Why this drawdown isn't systemic like 2017 or 2022(6:03) Bitcoin dominance drops during the downturn  and why that's never happened before(7:38) Noelle breaks down “short-term noise vs. long-term debasement thesis”(10:28) Tim Meggs: Why this drawdown is slow, measured, and institution-driven(12:05) Inside the market: What liquidity providers look for during stress (13:22) Signs of stabilization and why healthy corrections matter(15:41) Glen Goodman: How institutional money changed the structure of crypto cycles(20:34) Why today's downturn lacks a narrative and why that weakens crypto rallies(23:04) Survival rules: managing leverage, mental resilience & “reduce to the sleeping point”This episode was hosted and produced by Savannah Fortis, @savannah_fortis.Follow Cointelegraph on X @Cointelegraph.Check out Cointelegraph at cointelegraph.com.If you like what you heard, rate us and leave a review!The views, thoughts and opinions expressed in this podcast are its participants alone and do not necessarily reflect or represent the views and opinions of Cointelegraph. This podcast (and any related content) is for entertainment purposes only and does not constitute financial advice, nor should it be taken as such. Everyone must do their own research and make their own decisions. The podcast's participants may or may not own any of the assets mentioned.

After all the kite-flying, the doom-laden briefings and the policy U-turns, the UK Budget landed well with the markets. But did gilts rally simply because the news wasn't worse, or has the government genuinely won over the bond vigilantes?  And for all the initial success in launching this Budget, where is the strategy that will lift the UK's anaemic growth? Chief UK Economist Paul Dales and Deputy Chief UK Economist Ruth Gregory join David Wilder to assess the Budget's impact, the economic fallout and why lingering political uncertainty still points to more bond-market volatility in 2026.Plus, Chinese fixed-asset investment is falling, prompting debate among China watchers about whether it's a sign the crackdown on price wars and overcapacity is biting. But China Economist Leah Fahy explains why there could be less to investment's weakness than the success of Beijing's policies – and the latest reading of our China Activity Proxy helps show why. Analysis and events referenced in this episodeWatch: The Autumn Budget – What's next for the economy and markets?Register: Autumn Budget – What does it mean for the property outlook?Read: Autumn Budget - Markets give the smaller-than-expected Budget the thumbs upExplore: The economic and market impact of AIRead: CAP: Growth slows, but industry still going strong

MacroVoices Erik Townsend & Patrick Ceresna welcome, Lakshman Achuthan. They'll discuss all things cycles, from the current outlook on growth and inflation cycles to how cycles in general perform in times like these when big political and geopolitical headlines are driving markets. https://bit.ly/4iGSes1  

The biggest losers in National's bid to super size Kiwisaver are low income earners and small businesses according to an economics expert. If re-elected National is proposing to raise Kiwisaver contributions to a combined 12 percent by 2032. The graduated increase would see contributions split evenly between between the employer and the employee, topping out at six percent each. Professor of economics Robert MacCulloch, who holds the Matthew S. Abel Chair of Macroeconomics at the University of Auckland, spoke to Lisa Owen.

Mark Dowding, CIO for our BlueBay fixed income platform, and Mike Reed, Head of Global Financial Institutions, discuss an eventful year in global markets. From President Trump's tariffs (and rollback of tariffs) to the ongoing AI boom, LDP leader Sanae Takaichi's recent historic prime ministerial win in Japan, and high-profile bankruptcies in the US autos sector, there's a lot to discuss as we head into year-end.

Is the bubble bursting? Despite a big earnings beat from Nvidia, concerns about overheated AI valuations are mounting. Jonas Goltermann weighs the risks that the equities rally is fading. We also look at what to expect from Rachel Reeves' Budget after an unusually turbulent build-up, and the possible economic fallout. And Neil Shearing considers what this week's Trump-Mohammed bin Salman meeting signals about Saudi Arabia's position in a fracturing global economy.Analysis and events referenced in this episode:UK Drop-In: The Autumn Budget – What's next for the economy and markets?What if the AI stock market boom turned to bust?Why we aren't worried about US tech valuationsMbS's Washington trip tips the balance in US's favour

MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Howell. They'll discuss the global liquidity cycle, why it has a 65-month periodicity, and where we stand in that cycle right now. https://bit.ly/3X7ZN0J  

Our hosts, Omar Eltorai and Cole Perry, unpack an unexpectedly strong Q3 2025, one that defied seasonal norms and signaled potential momentum building across US commercial real estate. They break down what drove transaction growth, why large deals may have returned, and how pricing trends varied across sectors and major metros. Tune into this data-rich recap for valuable context heading into year-end.Key Moments:00:50 Overview of Q3 2025 and market environment01:28 Macroeconomic trends and Federal Reserve actions04:44 Credit and equity market performance09:13 US CRE investment and transaction market in Q311:54 Detailed analysis of CRE pricing and pacing trends20:20 Geographic differences in CRE market performance25:46 Surprising trends and insights from Q3 dataResources Mentioned:Q3 2025 US CRE Investment and Transactions Quarterly report - https://www.altusgroup.com/featured-insights/cre-transactions/Email us: altusresearch@altusgroup.comThanks for listening to the “CRE Exchange” podcast, powered by Altus Group. If you enjoyed this episode, please leave a review to help get the word out about the show. And be sure to subscribe so you never miss another insightful conversation.#CRE #CommercialRealEstate #Property

This interview was recorded on 10/28/2025 at the AICPA FVS Conference.  Economic issues discussed are still relevant as of the publish date: 11/20/2025 On this episode we hear from Carla Nunes and Jim Harrington from Kroll right after their session at the 2025 AICPA FVS Conference on October 28 to discuss the post-election economic landscape focusing on tariffs, fiscal stimulus, and their impact on valuations and the cost of capital. Our guests highlight how recent government policies, trade uncertainties, and the rise of AI are shaping market sentiment, interest rates, and equity risk premiums, and emphasizes the importance of staying informed and adapting valuation approaches to rapidly changing conditions. ________________________________________ Continue reading to learn about key resources available at AICPA-CIMA.com to improve your valuation analyses. Guests:   Carla S. Nunes, CFA, ABV, Managing Director, Kroll  James P. Harrington, Director, Kroll  Host:  Nene Glenn Gianfala, CPA, ABV, Chaffe & Associations Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit our podcast platform to access the show notes with direct links.  JOIN:  The FVS Engage365 Member Community to collaborate with fellow AICPA® members, exchange ideas, and shape the future of the profession together. IT'S VIRTUAL! STILL TIME TO REGISTER  Business Valuation School - Dec 1-5, Live online PURCHASE SESSIONS:  2025 AICPA FVS Conference - you can purchase sessions and the handouts EARLY CAREER GUIDANCE:  Welcome to a career in forensic and valuation services Exclusive content available with AICPA FVS Section membership: Click here to join this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content Cost of capital – basics and best practices in business valuation | FVS webcast archive The FVS Valuation Podcast archives Transparency in Private Market Valuations (2/27/2025) Macroeconomic Update 2024 - Cost of Capital & Valuation Impact (11/21/24) The New Normal: Cost of Capital in a Higher Interest Rate Environment (12/7/2023) ESG & the Cost of Capital (4/27/2023) LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS: Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com

This interview was recorded on 10/28/2025 at the AICPA FVS Conference.  Economic issues discussed are still relevant as of the publish date: 11/20/2025 On this episode we hear from Carla Nunes and Jim Harrington from Kroll right after their session at the 2025 AICPA FVS Conference on October 28 to discuss the post-election economic landscape focusing on tariffs, fiscal stimulus, and their impact on valuations and the cost of capital. Our guests highlight how recent government policies, trade uncertainties, and the rise of AI are shaping market sentiment, interest rates, and equity risk premiums, and emphasizes the importance of staying informed and adapting valuation approaches to rapidly changing conditions. ________________________________________ Continue reading to learn about key resources available at AICPA-CIMA.com to improve your valuation analyses. Guests:   Carla S. Nunes, CFA, ABV, Managing Director, Kroll  James P. Harrington, Director, Kroll  Host:  Nene Glenn Gianfala, CPA, ABV, Chaffe & Associations Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit our podcast platform to access the show notes with direct links.  JOIN:  The FVS Engage365 Member Community to collaborate with fellow AICPA® members, exchange ideas, and shape the future of the profession together. IT'S VIRTUAL! STILL TIME TO REGISTER  Business Valuation School - Dec 1-5, Live online PURCHASE SESSIONS:  2025 AICPA FVS Conference - you can purchase sessions and the handouts EARLY CAREER GUIDANCE:  Welcome to a career in forensic and valuation services Exclusive content available with AICPA FVS Section membership: Click here to join this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content Cost of capital – basics and best practices in business valuation | FVS webcast archive The FVS Valuation Podcast archives Transparency in Private Market Valuations (2/27/2025) Macroeconomic Update 2024 - Cost of Capital & Valuation Impact (11/21/24) The New Normal: Cost of Capital in a Higher Interest Rate Environment (12/7/2023) ESG & the Cost of Capital (4/27/2023) LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS: Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com

Market volatility does not necessarily reflect shifts in the economic outlook. While some companies have suggested moderating consumer demand in the US, this may be just reflecting shifts in consumption patterns around the timing of trade tariffs, and should not be extrapolated into broader macroeconomic trends. The Federal Reserve minutes may offer more insight into the economy (at least as perceived by policy-makers).

Lukasz Rachel is a former Bank of England economist and currently is an assistant professor of economics at the University College of London. In Lukasz's first appearance on the show he discusses his big career breaks, the implications of secular stagnation in the industrialized world, what is next for R-star, what non-Ricardian macro policy looks like, his policy prescriptions for the US, and much more. Check out the transcript for this week's episode, now with links. Recorded on October 29th, 2025 Subscribe to David's Substack: Macroeconomic Policy Nexus Follow David Beckworth on X: @DavidBeckworth Follow Lukasz on X: @LukaszRachel Follow the show on X: @Macro_Musings Check out our Macro Musings merch! Subscribe to David's new BTS YouTube Channel  Timestamps 00:00:00 - Intro 00:01:42 - Lukasz's Career 00:07:30 - Secular Stagnation in the Industrialized World 00:21:08 - What Next for R-Star? 00:36:11 - Brothers in Arms: Monetary-Fiscal Interactions 00:49:53 - Policy Recommendations 00:51:03 - Outro

Some of the key economic challenges facing the U.S. include its large federal debt and the possibility of a fiscal crisis, as well as the disruptions (and perhaps promises) of the widespread adoption of Artificial Intelligence. Greg Mankiw discussed these challenges in an EconoFact Ask Me Anything webinar held on October 15, 2025. This EconoFact Chats episode is an abridged recording of that webinar. Greg is the Robert M. Beren Professor of Economics at Harvard University. He served as the Chair of the Council of Economic Advisers in the George W. Bush administration. He is the author of the bestselling Principles of Economics and Macroeconomics textbooks. EconoFact's monthly Ask Me Anything Webinars are exclusively available to our Premium Subscribers. The modest $50 annual fee for becoming a Premium Subscriber supports EconoFact and its efforts to bring timely, accessible, unbiased, and nonpartisan analyses on important economic and social policy issues to the public. You can sign-up for a Premium Subscription here: https://secure.touchnet.net/C21525_ustores/web/store_main.jsp?STOREID=157

Where is the big macro payoff from the surge in artificial intelligence investment? And is AI wiping out entry-level jobs? The latest episode of The Weekly Briefing from Capital Economics unpacks these questions and examines what this new wave of technology really means for growth and labour markets.The episode also marks the reopening of the US government with a clear assessment of the economic outlook, and explores how fiscal risks are disrupting politics across the US and Europe. These pressures are set to shape policy debates well into 2026.Analysis and events referenced in this episodeRead: How to think about AI investmentRead: Has the AI “jobpocalypse” begun?Read: China summer investment slump likely to be short-livedWatch: EM Drop-In: India at the geo-economic crossroadsCapital Economics events

MacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Green. They'll discuss everything from the reopening rally to precious metals to energy markets. https://bit.ly/49SQx89  

Live from PubKey, the best Bitcoin bar in New York City, Aubrey sits down with New York Post columnist Lydia Moynihan. They get into:- Mamdani's victory + whether NYC is destined to be “San Francisco 2.0”- Why Millennials + Gen Z feeling like they have to gamble just to get ahead- The housing ladder, student debt, and the wealth-transfer fantasy- Social workers vs cops on the subway — and what that actually looks like in real life- Sydney Sweeney, cancel culture, and the playbook of not apologizing- How college campuses, media, and Instagram fuel polarization

Who was Rachel Reeves really speaking to when she hinted at higher taxes this week? How much of a threat is the Supreme Court to Treasury tariff revenues? And how useful is “G2” as a lens for the new global order? Group Chief Economist Neil Shearing unpacks these big global macro questions in the latest episode of The Weekly Briefing from Capital Economics. Also on the show, Chief Markets Economist John Higgins assesses whether this week's sell-off marks the end of the great AI-driven US equity boom, or was just a wobble on the way to new highs.Analysis and events referenced in this episodeRead: UK Autumn Budget 2025 PreviewRead: How could the Budget influence UK housing?Drop-In: India at the geo-economic crossroadsDrop-In: Commercial Property Outlook - What to watch out for in 2026Read: Reliance on tech is a double-edged swordRead: What to make of the mixed reaction to this week's big-tech results

MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Every. They'll discuss the geopolitical situation and talk about what it means for markets. https://bit.ly/49AFRuQ    

The Fed is trying to calibrate policy in the midst of a government shutdown that's effectively cut off the flow of data. Jerome Powell says that when you're driving in fog, you should slow down – but there's still a case for the FOMC to follow this past week's rate cut with another move in December, says Deputy Chief North America Economist Stephen Brown. He talks to David Wilder about why the state of the US economy argues for another cut this year, but fewer in 2026 than markets currently expect.That Fed meeting wasn't the week's only big event. In Korea, Donald Trump held the first face-to-face meeting of his second term with Xi Jinping. The one-year truce resulting from that meeting has eased near-term US-China trade tensions, but much could still go wrong, warns China Economist Leah Fahy. She discusses what might plunge bilateral relations back into crisis, the health of China's economy, and why – even if Washington clears Chinese firms to buy cutting-edge AI chips – they may not do so.Analysis and events referenced in this episode:Drop-In: The Fed, ECB and Bank of England – Latest decisions and policy outlookCapital Economics EventsRead: Fed cuts and ends QT, but further loosening not guaranteedRead: Bank of Canada cuts but thinks it has done enoughXi-Trump talks buy China time to decouple at its own paceThe economic and market impact of AI

MacroVoices Erik Townsend & Patrick Ceresna welcome, Brent Johnson. They discuss why Brent says Stablecoin is going to be a game changer, even for those who aren't interested in crypto assets. https://bit.ly/4oMi7IB  

In this episode of the InsuranceAUM.com podcast, host Stewart Foley, CFA, sits down with Erin Patterson, Global Co-head of Research and Strategy at Manulife Investment Management, to explore the intersection of macroeconomic uncertainty and commercial real estate opportunity. Erin shares how Manulife is navigating ongoing volatility, from interest rate shifts to global trade disruptions, and why a resilient, globally diversified strategy remains key for insurance investors.   The conversation covers the "five Ds" shaping their investment lens demographics, deglobalization, decarbonization, digitalization, and democratization and how these trends are influencing everything from market selection to sector prioritization. Erin also dives into the evolving role of alternative real estate, the importance of demographic tracking, and how AI and infrastructure considerations are shaping CRE strategy. Whether you're focused on long-term income or adapting to short-term uncertainty, this episode offers valuable insights into institutional real estate allocation in today's complex environment.

Out of the darkness of a shuttered US government comes a rare data release – and it's a CPI report that's given markets some relief as the week draws to a close. But does September's inflation data really clear the way for Fed rate cuts in December as well as October, as investors now expect?In this week's episode of The Weekly Briefing from Capital Economics, Group Chief Economist Neil Shearing explains why the Fed is likely to stay cautious, previews key upcoming central bank meetings, and looks ahead to next week's much-anticipated Donald Trump-Xi Jinping summit in South Korea.Also on the show, the US Treasury's new sanctions on Russia's two biggest oil exporters have brought a key risk to our below-consensus oil price forecasts to the fore. Chief Climate and Commodities Economist David Oxley discusses how much this move could shake up the outlook – and whether Trump will actually follow through with full enforcement.Analysis and events referenced in this episode:Read: China ramping up use of export controlsDrop-In: Argentina's mid-term elections – A referendum on Milei's reformsDrop-In: The Fed, ECB and Bank of England – Latest decisions and policy outlook

MacroVoices Erik Townsend & Patrick Ceresna welcome, Adam Rozencwajg. They discuss all things commodities from gold to oil to uranium. https://bit.ly/4oFcfAZ  

In this episode of Pushing the Limits, Lisa Tamati sits down with Brandon Bucher, the visionary CEO of Lightning Pay NZ, a company pioneering Bitcoin payment infrastructure and merchant solutions in New Zealand. Brandon shares his personal Bitcoin journey, what drew him into the ecosystem, and why he's deeply passionate about financial freedom, self-sovereignty, and decentralized money. Together, we unpack the macro forces shaping our economic landscape — from inflation and debt-driven systems to currency debasement and money printing — and why Bitcoin represents a viable alternative. We also dive into how the Lightning Network (Bitcoin's layer-two scaling solution) is enabling instant, low-cost payments, helping Bitcoin evolve from a “store of value” into a true medium of exchange. Brandon explains why layer-two and layer-three infrastructure are critical for scalability, usability, and global adoption — and how Lightning Pay NZ is making this future a reality for businesses and consumers alike. If you care about sound money, digital freedom, and building a fairer financial system, this episode will inspire you to rethink what money really means in the 21st century. Topics We Cover: Brandon's journey into Bitcoin and the Lightning ecosystem Why Bitcoin matters in an age of debt, inflation, and fiat instability The role of layer-two solutions like Lightning Network Why Bitcoin's base layer prioritizes decentralization and security — and can't scale alone How Lightning Pay NZ is helping merchants accept Bitcoin easily How Lightning Pay acts as both a Bitcoin exchange and POS (point-of-sale) system for real-world payments The macro outlook for global finance and how Bitcoin fits into it The philosophy of financial self-sovereignty and trustless systems   Connect with Brandon: Website: Lightning Pay NZ X (Twitter): @BTCNautilus Learn More: Check out Lightning Pay NZ, a payment gateway and exchange making it easy for New Zealand businesses to accept Bitcoin instantly using the Lightning Network, convert it to NZD if desired, and integrate seamlessly into existing POS systems. Brandon Bucher Bio: Brandon is a veteran product leader and a long time bitcoin enthusiast and now Co-Founder and CEO at Lightning Pay, a New Zealand based bitcoin-only financial services company. Brandon is passionate about shepherding in the emergence of bitcoin from its current reputation as a speculative investment asset to its rightful place as better money, used for saving, investment, borrowing and spending.  

In this episode of The Restaurant Boiler Room, Managing Director Rick Ormsby is joined by Chris Lomuto from Northmarq to discuss the 2025 real estate market for M&A franchise sales. Topics of discussion will include: 1. Supply and demand of franchise real estate now 2. Cap rate trends, pricing, days on market 3. 1031 market vs REIT buyers 4. How is financing getting done? 5. Macroeconomic real estate perspectives 6. Sector and geographical pricing analysis

Market volatility due to tariff measures implemented by President Trump have subsided and markets have rallied strongly, so what next? Andrzej Skiba, Head of US Fixed Income, and Mike Reed, Head of Global Financial Institutions, talk about the outlook for, and potential risks to, US credit markets as we head into 2026. Other discussion points include the drivers of returns over the coming year, the changed dynamics of risks in the US energy industry, and the recent pickup in M&A activity.

This week, Kevin Gordon fills in for Kathy Jones. Liz Ann Sonders and Kevin discuss the recent NABE conference and the current state of the markets in light of the government shutdown and recent tariff announcements. They explore the implications for earnings season, the potential impact of AI on productivity, and the challenges facing the labor market. They also cover the importance of upcoming economic data releases and how relying on alternative data could have potential effects on market trends and monetary policy.Then, Liz Ann is joined by Patrick Harker, former president and CEO of the Federal Reserve Bank of Philadelphia. Harker discusses several economic challenges facing the U.S., including the impact of the government shutdown on economic data, the independence of the Federal Reserve, and the complexities of fiscal policy. He shares his thoughts on the need for better data collection and the role of private-sector data sources, while also addressing the labor market dynamics influenced by immigration policy. Harker reflects on his tenure at the Philadelphia Fed and shares insights on the importance of pragmatic policymaking.Finally, Liz Ann and Kevin take a look ahead at upcoming economic indicators and how the government shutdown could affect future data releases.On Investing is an original podcast from Charles Schwab. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresThis material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Past performance is no guarantee of future results.Investing involves risk, including loss of principal. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab. Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.(1025-WE69) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

MacroVoices Erik Townsend & Patrick Ceresna welcome, Tian Yang. They'll discuss the leading indicators Variant Perception uses to guide their macro strategy, what they say about growth and inflation, and how that translates to trading opportunities. https://bit.ly/3KUt5Np  

AI is not just hype, it's the next economic revolution. In this solo episode, we break down the game-changing insights of Jordi Visser, macro investor and founder of @VisserLabs, as he unpacks how AI is reshaping global markets, jobs, and the financial system. We'll explore why AI is driving trillions in new capital investment, how it's changing labor markets, and why Bitcoin (BTC) may be the “purest AI investment play.” Plus, I share my real-world experiences using AI agents, n8n workflows, and automation tools to streamline work and build new digital products.  Key Takeaways Jordi Visser says betting against AI = betting against innovation. $500B+ in AI infrastructure investment coming by 2026. Bitcoin could be the ultimate AI hedge. Massive white-collar job disruption ahead — but also opportunity. AI empowers entrepreneurs to build products and income streams rapidly.   Jordi's Substack: Substack/@visserlabs Visser Labs YouTube Channel: YouYube/@visserlabs Jordi Visser Bio: With over 30 years of Wall Street expertise in traditional finance and macroeconomics, I guide you through the evolving landscape of investments, from conventional assets to cryptocurrencies and AI-driven technologies.

In this episode of The Sound of Economics, host Rebecca Christie sits down with Bruegel's Heather Grabbe and Guntram Wolff to talk about the real costs of a changing climate. With all the fuss over how to manage the climate transition, economists may be overlooking the rising expenses of the changes happening now. From the rising cost of insurance to future housing shocks, evolving weather trends and water scarcity mean the world could be facing big hits to productivity and gross domestic product. What will be the scale of the change? What should economists be studying? How should policymakers act? They discuss what happens when these shocks collide and intensify, rather than occurring one at a time, and how the world can respond.  Related research: Barata da Rocha, M., H. Grabbe and N. Poitiers (2025) ‘Climate risks to global supply chains', Working Paper 20/2025, Bruegel  Claeys, G., M. Le Mouel, S. Tagliapietra, G.B. Wolff and G. Zachmann (2024) The Macroeconomics of Decarbonisation Implications and Policies, Cambridge University Press

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This week, Liz Ann Sonders and Kathy Jones discuss the implications of the ongoing government shutdown and the impact on key economic indicators and market data. They analyze the current state of the bond and equity markets, the reliance on alternative data sources in the absence of government data, and the upcoming earnings season. Their conversation highlights the bifurcations in market performance, particularly between larger and smaller companies, and the impact of fiscal policy on global bond markets. They also touch on consumer behavior in response to tariffs and the importance of monitoring key economic indicators moving forward.On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresThis material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Past performance is no guarantee of future results.Investing involves risk, including loss of principal. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.Treasury Inflation Protected Securities (TIPS) are inflation-linked securities issued by the US Government whose principal value is adjusted periodically in accordance with the rise and fall in the inflation rate. Thus, the dividend amount payable is also impacted by variations in the inflation rate, as it is based upon the principal value of the bond. It may fluctuate up or down. Repayment at maturity is guaranteed by the US Government and may be adjusted for inflation to become the greater of the original face amount at issuance or that face amount plus an adjustment for inflation. Treasury Inflation-Protected Securities are guaranteed by the US Government, but inflation-protected bond funds do not provide such a guarantee.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.(1025-T88J) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

MacroVoices Erik Townsend & Patrick Ceresna welcome, Matt Barrie. They discuss all things AI in this week's feature interview. Is it a bubble about to burst, or a new secular trend that will soon be bigger than the Internet itself? https://bit.ly/4h3y1f3   

The Inside Economics team welcomes Lisa Simon, Chief Economist at Revelio Labs, for an unusual jobs Friday podcast as the ongoing government shutdown prevented the release of the September employment report. Lisa details the new public labor statistics data that Revelio Labs began publishing recently in the wake of turmoil at the Bureau of Labor Statistics. The team discusses how private data sources can help fill in the gaps left by the temporary absence of government data and also dissects the current state of the labor market.Guest: Lisa Simon – Chief Economics, Revelio LabsFor more about Lisa Simon, click here: https://www.reveliolabs.com/author/lisa-k-simon/Explore the risks and realities shaping the economy in our new webinar, now streaming for free.U.S. Economic Outlook: Under Unprecedented UncertaintyWatch here: https://events.moodys.com/mc68453-wbn-2025-mau25777-us-macro-outlook-precipice-recession?mkt_tok=OT…Hosts: Mark Zandi – Chief Economist, Moody's Analytics, Cris deRitis – Deputy Chief Economist, Moody's Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody's Analytics Questions or Comments, please email us at helpeconomy@moodys.com. We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, Liz Ann Sonders and Kathy Jones begin by discussing the implications of the government shutdown on employment data and the Federal Reserve's dual mandate. They analyze the challenges posed by the potential lack of government data and the reliance on private sector indicators like ADP. Then, Kathy Jones speaks with Joel Levington, who has more than 25 years' experience in corporate credit research. Kathy and Joel discuss the overall current state of the credit markets, focusing on corporate credit health, the auto industry's challenges, and some of the impacts of economic disparities on consumer credit. They explore the significance of credit ratings, the rise of private credit, and the implications of inflation and government policies on the economic outlook.Finally, Kathy and Liz Ann discuss upcoming economic data and how earnings season could shape market expectations.On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresThis material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Past performance is no guarantee of future results.Investing involves risk, including loss of principal. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab. All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.(1025-NWPB) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. Lyn picks up where Luke Gromen left off last week, sharing her views on what it would take to actually stop this train. http://bit.ly/48djn2y  

The world's population growth tells two stories: in many countries populations are aging, while in others, populations are getting younger. Projections show most countries will likely see shrinking populations within the next 25 years due to historically low fertility rates.But the African continent is bucking this trend. It has the potential to benefit from a demographic dividend: an opportunity for rapid economic growth driven by a large, youthful population. But that is with the right combination of policies and technical support).In this episode of The Development Podcast, we get to grips with what the data tell us, and what this means for development.Join us as we hear from: Craig Hammer, Manager, Office of the Chief Statistician & Development Data Group, World Bank Group, Sarah Hague, Regional Advisor Social Policy, East and Southern Africa, UNICEF, Juyoung Yang, Economist, Department of Macroeconomic and Financial Policies, Korea Development Institute, Katia Osei, Head of Environmental Justice, The Or Foundation, Ghana.Timestamps[00:00] Welcome: From demographic dividends to sliver tsunamis [02:28] Two stories of demographic changes in Ghana and Korea[08:08] Why do we need data for development?[09:53] The demographic dividend unpacked[14:36] Missing data in development[16:27] How the World Bank Group and UNICEF are working together on data collection[17:36] What new research on childhood poverty revealsABOUT THE DEVELOPMENT PODCASTThis international development podcast brings together the data, research—and solutions—that can pave the way to a sustainable future. Through conversations focused on revealing the latest data, the best research, and cutting-edge solutions, let us introduce you to the folks working to make the world a better place. Listen and subscribe for free on your favorite platform. And rate our show! ;) Tell us what you think of our podcast here >>>. We would love to hear from you! ABOUT THE WORLD BANKThe World Bank is one of the world's largest sources of funding and knowledge for low-income countries. Its five institutions share a commitment to reducing poverty, increasing shared prosperity, and promoting sustainable development.

Craig Jeffery talks with Damian McIntyre and John Mosko of Federated Hermes about the evolving state of US tariffs, court rulings, and their ripple effects on inflation, the Fed, and investment strategies. They explore how companies are reacting, what it means for rates, and how treasury professionals can navigate duration and asset decisions in this environment.   Views are those of Federated Securities Corp. as of 9/05/25, and are subject to change based on market conditions and other factors. These views should not be construed as a recommendation for any specific security or sector. Bond prices are sensitive to changes in interest rates, and a rise in interest rates can cause a decline in their prices. You could lose money by investing in a mutual fund. Although some money market funds seek to preserve the value of your investment at $1.00 per share, they cannot guarantee they will do so. An investment in these funds is not a bank account and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Ultrashort and other short duration bond funds are not “money market” mutual funds. Some money market mutual funds attempt to maintain a stable net asset value through compliance with relevant Securities and Exchange Commission (SEC) rules. Short duration funds are not governed by those rules, and their shares will fluctuate in value. Due to various risks and uncertainties, actual events, results or actual performance may differ materially from that reflected or contemplated in any forward-looking statements. Nothing contained herein may be relied upon as a guarantee, or a representation as to the future. Although the information provided in this podcast has been obtained from sources which Federated Hermes believes to be reliable, it does not guarantee accuracy of such information and such information may be incomplete or condensed. Federated Hermes is not affiliated with Strategic Treasurer.

MacroVoices Erik Townsend & Patrick Ceresna welcome, Luke Gromen. They'll discuss what that will mean for markets, from gold to bitcoin to stocks. And of course no Luke Gromen interview would be complete without an update on Luke's outlook for the U.S. Dollar. https://bit.ly/4nn8U9t  

Marc Giannoni is a managing director and the chief US economist at Barclays Capital. In Marc's first appearance on the show he discusses working on the 2020 Fed Framework Review, the troubling issues of Fed independence and fiscal dominance, the future of long rates and r-star, his influential 2006 paper about what good monetary policy looks like, and much more. Check out the transcript for this week's episode, now with links. Recorded on August 28th, 2025 Subscribe to David's Substack: Macroeconomic Policy Nexus Follow David Beckworth on X: @DavidBeckworth Follow the show on X: @Macro_Musings Check out our Macro Musings merch! Subscribe to David's new BTS YouTube Channel  Timestamps 00:00:00 - Intro 00:01:35 - Marc's Career 00:6:41 - Fed's Framework Review 00:20:46 - Fed Independence 00:27:12 - Long-Term Rates 00:43:39 - Has Monetary Policy Become More Effective? 00:55:48 - Outro

Kathy Jones and Liz Ann Sonders analyze the market reactions to this week's quarter-point Fed rate cut. They also look at the implications of the lower rate for the broader market, the particular dynamics of the Federal Reserve's economic projections, and the current state of the labor market. Then, Freya Beamish, chief economist for TS Lombard, joins Liz Ann in a discussion focused on tariffs and labor market conditions. She emphasizes the complexities of the labor market, particularly in relation to immigration and job creation. The discussion also touches on the legal aspects of tariffs and the potential reactions from the Federal Reserve. Beamish concludes with an optimistic outlook on productivity growth and the influence of AI on the economy.Finally, Kathy and Liz Ann discuss which key economic data to watch in the coming weeks.You can keep up with Freya Beamish and follow her podcast Perkins Vs Beamish.On Investing is an original podcast from Charles Schwab. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresThis material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Past performance is no guarantee of future results.Investing involves risk, including loss of principal. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab. All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Currency trading is speculative, very volatile and not suitable for all investors.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.(0925-GCNT) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

MacroVoices Erik Townsend & Patrick Ceresna welcome, Louis-Vincent Gave. They discuss deflation, precious metals, equities, China, energy markets, and much more. https://bit.ly/3VqJY4t   

As we head towards the end of the year, financial markets are caught between fading growth and expectations regarding monetary policy. How should investors navigate financial markets in the final months of 2025, and where do we see the sweet spots?In this episode of the Beyond Markets podcast, Christian Gattiker, Julius Baer's Head of Research, and Mark Matthews, Head of Research Asia, talk to Bernadette Anderko about the macroeconomic developments since Liberation Day, what they expect from the Fed and the ECB for the rest of the year, and the current global opportunities for investors, particularly, but not only, in the equity and fixed income space.(00:32) - Introduction of topic and speakers (01:12) - Macroeconomic developments since Liberation Day (02:10) - Asia's macroeconomic picture (05:05) - Year-end headline research calls (05:39) - Developed-market equity preferences (06:09) - Breaking away from the ‘US only' mindset (06:42) - Emerging market equity sweet spots (08:26) - Where to find value in fixed income (09:10) - Commodities outlook (11:06) - US dollar set to weaken? (11:46) - Dealing with tariff news (12:45) - Summary and closing remarks Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

MacroVoices Erik Townsend & Patrick Ceresna welcome, Dr. Anas Alhajji. They discuss all things energy, from this past Sunday's Group of 8 meeting to secondary sanctions strategy on India to the reincarnated Power of Siberia 2 pipeline project. https://bit.ly/4gkBeGI   Trade Dr. Anas Alhajji's Oil View Live! (Members-Only Guest Pass) Register For A Free Trial To Claim Your Pass! Here: https://dub.link/qt10D1y  

MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco. They discuss, whether a fed rate cut is even a good idea, inflation risks, the unobvious relationship between the jobs report and the southern border, why cutting short term rates could actually shock long-term yields higher, and much much more. https://bit.ly/3Vwtnfp   Trade Bianco's Bond View Live! (Members-Only Guest Pass) Register Here: https://dub.link/qt10D1y  

MacroVoices Erik Townsend & Patrick Ceresna welcome, Louis-Vincent Gave. They'll discuss his long-term perspective on China's role in the global economy, highlighting both its extraordinary infrastructure ambitions and the challenges of securing foreign capital amid shifting geopolitical realities. https://bit.ly/4mBZRAV   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag   

MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Every. They'll discuss Markets, policy, Russia-US summit and much more. https://bit.ly/3JpAnYU