The Essential Podcast: Recent Episodes
S&P Global
The Essential Podcast from S&P Global is dedicated to sharing essential intelligence with those working in and affected by financial markets. Host Nathan Hunt focuses on those issues of immediate importance to global financial markets — macroeconomic trends, the credit cycle, climate risk, energy transition, and global trade — in interviews with subject matter experts from around the world.
Artificial intelligence is accelerating demand for data center power at a pace that is reshaping the global energy agenda. In this episode of the Look Forward podcast, host Aries Poon speaks with Tony Lenoir, data center expert at S&P Global, about whether AI growth can coexist with decarbonization goals — and how hyperscalers are rethinking their energy strategies in response.
In this episode of the Look Forward podcast, S&P Global experts Deepa Kumar and Gauri Jauhar examine how the Middle East conflict is stress-testing India's economy through energy dependence, trade exposure, remittances, currency pressure, inflation, and geopolitical balancing. They discuss why this shock is more multi-layered than past crises and how India's resilience is being challenged even as government support, infrastructure spending, and private-sector cost absorption continue to provide buffers.
The conversation also explores how India is using the crisis to accelerate longer-term reforms in energy security, industrial policy, and global trade strategy. From diversifying oil and gas suppliers and expanding storage capacity to leveraging free trade agreements, production-linked incentives, renewables, nuclear, and domestic exploration, the episode frames the current moment not only as a test of resilience but as a potential catalyst for India's next phase of transformation.
In this episode of the Look Forward podcast, host Naki Mendoza speaks with Daniel Yergin, vice chair of S&P Global Energy, founder and chair of CERAWeek, and Pulitzer Prize-winning author of The Prize, The Quest, and The New Map. Together, they examine a volatile moment for global energy, shaped by conflict in the Middle East, the Strait of Hormuz disruption, shifting supply chains, and renewed focus on energy security.
More Look Forward:
- Look Forward Homepage
In this episode of Partner Perspectives, a special miniseries within the Look Forward podcast, host Molly Mintz explores the rapid evolution and enduring resilience of global fixed income markets. Drawing on S&P Global and Vanguard's joint research, Partner Perspectives: Unlocking Potential Ahead, the conversation examines how geopolitical disruption, technological innovation, and new market innovations and infrastructure are transforming the bond market for issuers, investors, and portfolio managers alike.
Alexandre Birry of S&P Global Ratings provides the macro-credit perspective, explaining that bond markets have remained orderly and functional despite geopolitical uncertainty, energy price volatility, and broader macro risks. He discusses the surge in tech and AI-related issuance, the growing importance of selectivity in credit markets, and the longer-term potential of infrastructure innovations such as tokenization, DeFi, stablecoins, and digital settlement rails.
Matt Chessum of S&P Global Market Intelligence unpacks the growth of global fixed income ETFs, which have expanded into a multi-trillion-dollar market by offering investors diversified bond exposure through a single tradable vehicle. Chessum explains how bond ETFs can improve accessibility, transparency, and price discovery (especially during periods of stress), while also pointing to a future in which digitalization and tokenized market infrastructure further enhance market liquidity and flexibility.
Jeffrey Johnson of Vanguard takes listeners inside the mechanics of bond index fund management, explaining why fixed income indexing is far more complex than it may first appear. With benchmarks like the Bloomberg U.S. Aggregate Bond Index containing roughly 14,000securities, Johnson describes the "art and science" of sampling, risk alignment, trading, and cost management required to closely track a benchmark. He emphasizes why low-cost bond index funds remain a critical source of diversification and ballast in uncertain markets.
Chapters:
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[00:00] - Introduction to Partner Perspectives and the evolution of fixed income
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[03:00] - Alex Birry on bond market resilience amid geopolitical uncertainty
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[05:25] - Tech issuance, AI disruption, and the new status quo in credit risk
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[07:50] - The future of bond market infrastructure: DeFi, stablecoins, and tokenization
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[10:45] - Matt Chesham on how fixed income ETFs work and why they've grown so quickly
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[13:20] - Structural cost advantages, diversification, and the appeal of bond ETFs
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[16:00] - How bond ETFs improve liquidity, price discovery, and market access
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[20:10] - ETFs in volatile markets: resilience, stress scenarios, and risk transfer
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[24:10] - Looking ahead: digitalization, modular bond investing, and market evolution
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[29:45] - Jeffrey Johnson on the complexity of managing bond index funds
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[31:45] - Why fixed income indexing lagged equities and what's driving adoption now
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[35:10] - How investors use broad and targeted bond index funds
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[37:10] - The "art and science" of tracking the Bloomberg US Aggregate Bond Index
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[41:20] - Why active decision-making powers passive bond portfolios
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[43:20] - Why bonds remain essential as portfolio ballast in uncertain times
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[45:00] - Final takeaways and the importance of collaboration across markets
This podcast was authored by a cross-section of representatives from S&P Global and in certain circumstances external guest authors. The views expressed are those of the authors and do not necessarily reflect the views or positions of any entities they represent and are not necessarily reflected in the products and services those entities offer. This research is a publication of S&P Global and does not comment on current or future credit ratings or credit rating methodologies.
In this episode of Partner Perspectives, a special miniseries within the Look Forward podcast, the conversation explores one of the most foundational yet rapidly evolving forces in modern investing: indexing. Drawing on S&P Global and Vanguard's joint research, Partner Perspectives: Unlocking Potential Ahead, this episode examines how market concentration, changing corporate leadership, and expanding index tools are reshaping the way investors access markets and build portfolios.
Tim Edwards of S&P Dow Jones Indices opens with a historical perspective on U.S. equity concentration—noting that by mid-2025 the 10 largest companies in the S&P 500 accounted for nearly 40% of the index's market capitalization, a level not seen since the mid-1960s. He explains how enthusiasm around AI, technology, and productivity has fueled today's market leaders, while also showing that concentration is not static: Over time, equity markets undergo a constant "changing of the guard," as old leaders fade and new giants rise. His core message is that broad, capitalization-weighted benchmarks remain powerful because they adapt alongside the market rather than trying to predict its future winners.
The episode then shifts to Jim Rowley of Vanguard, who traces how indexing has evolved over the last 50 years—from the first simple S&P 500 index mutual fund to today's far more targeted landscape of sector, size, style, and total-market strategies. Rowley explains how investors increasingly use "passive for active" approaches to build portfolios with precision, while emphasizing that investors should look beyond labels and understand the underlying methodology of any index they own. He also points to direct indexing as the next frontier, offering greater customization for tax-loss harvesting, ESG preferences, and factor tilts.
Chapters:
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[00:00] - Introduction to Partner Perspectives and the evolution of indexing
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[02:00] - Tim Edwards on concentration in the S&P 500 and why this moment matters
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[04:30] - The role of AI, technology, and market optimism in today's top companies
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[06:10] - Looking back to 1965: what happened to the prior top 10 giants
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[08:00] - How a small number of stocks drive a large share of long-term market growth
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[09:55] - The "changing of the guard" and how concentration evolves over time
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[11:20] - Does underperformance by today's giants threaten the broader market?
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[13:10] - Why broad cap-weighted benchmarks like the S&P 500 remain resilient
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[15:20] - Jim Rowley on the launch of the first index mutual fund and why it was revolutionary
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[17:10] - How index investing expanded from simple market access to targeted exposures
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[18:20] - Using "passive for active" in portfolio construction
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[20:00] - Why index methodology matters more than the label on the fund
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[21:55] - A small-cap example: how similar index labels can produce very different outcomes
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[22:50] - The future of indexing: direct indexing and portfolio customization
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[24:20] - Why traditional index funds remain central in a more differentiated market
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[25:00] - Key portfolio takeaways for investors and advisors
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[26:00] - Final reflections and where to find the full research
This podcast was authored by a cross-section of representatives from S&P Global and in certain circumstances external guest authors. The views expressed are those of the authors and do not necessarily reflect the views or positions of any entities they represent and are not necessarily reflected in the products and services those entities offer. This research is a publication of S&P Global and does not comment on current or future credit ratings or credit rating methodologies.
In this premiere episode of Partner Perspectives, a special miniseries within the Look Forward podcast, host Molly Mintz examines how private markets are reshaping capital formation, portfolio construction, and long-term investment strategy. Drawing on S&P Global and Vanguard's joint research, Partner Perspectives: Unlocking Potential Ahead, this conversation explores why companies are staying private longer, how private equity has expanded in scale and influence, and what today's higher-rate environment means for returns and risk.
Vanguard's Bill Stout outlines an optimistic but measured view on private equity—emphasizing that disciplined underwriting, operational execution, diversification, and manager selection matter more than ever as the era of easy exits fades.
S&P Global's Evan Gunter and Ilja Hauerhof discuss private credit's rapid expansion, the rising trend of manager concentration, and how asset-based finance has emerged as a major growth engine. In addition, they highlight risks that are shaping this market evolution—including liquidity constraints and structural complexity—and explain why greater transparency, standardized reporting, and data-driven insights will be essential to unlocking the next phase of private market growth.
Chapters:
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[00:00] - Introduction to Partner Perspectives and the future of private markets
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[02:55] - Bill Stout on how capital formation has shifted from public to private markets
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[05:15] - The biggest risks facing private equity in a higher-rate, slower-exit environment
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[07:25] - Public vs. private equity performance, illiquidity premiums, and return dispersion
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[08:50] - Why Vanguard's outlook for private equity is optimistic but measured
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[10:55] - The case for manager selection and diversification across strategies, vintages, and regions
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[13:25] - What's next: secondaries, democratized access, and fee compression
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[16:15] - Transition to private credit with Evan Gunter and Ilja Hauerhof
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[17:45] - How private credit evolved after the GFC and why private companies are getting bigger
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[20:35] - Concentration risk and the growing dominance of the top five credit managers
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[22:45] - Asset-based finance, fund finance, and infrastructure as the next frontier
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[27:35] - Key risks in private credit: liquidity, transparency, and complexity
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[32:35] - Why standardized data and clearer reporting are critical for future growth
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[35:15] - Final takeaways and where to find more research from S&P Global and Vanguard
This podcast was authored by a cross-section of representatives from S&P Global and in certain circumstances external guest authors. The views expressed are those of the authors and do not necessarily reflect the views or positions of any entities they represent and are not necessarily reflected in the products and services those entities offer. This research is a publication of S&P Global and does not comment on current or future credit ratings or credit rating methodologies.
In this episode of the Look Forward podcast, host Aries Poon is joined by Carlos Pascual, Head of Geopolitics and International Affairs at S&P Global's Energy Division, to examine the Middle East conflict through a wider geopolitical lens. Drawing on decades of experience in diplomacy, energy security, and international affairs, Carlos explains why this crisis matters far beyond the region.
In this episode of Look Forward, host Aries Poon discusses the macroeconomic implications of the Middle East conflict with Paul Gruenwald, Global Chief Economist at S&P Global Ratings. Paul explains how the crisis has evolved through three stages, flow shock, supply shock, and market shock—with the current focus on physical shortages and depleted buffer stocks, especially in energy-importing countries with limited resilience. He highlights that the conflict has neutralized earlier growth tailwinds, increasing downside risks and complicating the policy landscape as inflation rises while economic output slows.
The episode underscores how the unsynchronized global economy—with the U.S., Europe, and China experiencing divergent impacts—amplifies these risks. Central banks are largely in "hawkish hold" mode, with potential rate hikes ahead if inflation pressures persist, all amid a fragile, fragmented global recovery.
Energy has moved back to the center of corporate strategy and public policy—and AI is a major reason why. In this episode of the Look Forward Podcast from S&P Global, host Aries Poon is joined by S&P Global experts Aneesh Prabhu, Ashutosh Singh, and Raoul LeBlanc to discuss the fast-changing energy reality now confronting utilities, investors, and governments.
Related Research:
- Look Forward: Energy Futures
- Upstream is back … but different
- Has the electrotech age arrived?
More Look Forward:
- Look Forward Homepage
The European Central Bank has entered the preparation phase for a digital euro—and political momentum is building toward a potential launch before 2030. In this episode, host Aries is joined by Cihan Duran (Ratings) and Shuchita Shukla (Market Intelligence) to break down what the digital euro is (and isn't), why EU policymakers are prioritizing it now, and what it could mean for payments, consumers, banks, and financial stability.
In this episode of the Look Forward Podcast from S&P Global, host Aries Poon speaks with Natznet Tesfay, Global Head of Analysis at S&P Global Market Intelligence, about how technology is becoming the decisive game changer in geopolitics as we approach 2026.
They explore why geopolitics has shifted from sporadic shocks to a constant operating condition, and how traditional stabilizers like frictionless trade, predictable regulation, and cheap capital are becoming "unmoored." Natznet explains S&P Global's concept of the "age of agility" and why policy itself is now a major source of market volatility, requiring leaders to track it as closely as macro data.
AI is everywhere in the headlines—but what does it actually mean for jobs? In this episode of the Look Forward Podcast from S&P Global, host Aries Poon is joined by Sophie Malin (Principal Economist, Global Labor Markets) and Pollyanna De Lima (Economics Associate Director, Purchasing Managers' Index/PMI) to separate hype from real-world labor market signals.
The conversation starts with a crucial distinction: AI development (chips, data centers, capital-intensive buildouts) versus AI deployment (using AI inside everyday business processes)—and why deployment is what truly rewires hiring, productivity, and work design. Drawing on PMI special survey insights, Pollyanna breaks down where adoption is spreading fastest (with Northern Europe leading), which sectors are moving first (notably financial services and professional/business services), and how adoption differs across services vs. manufacturing. The guests also dig into what companies are optimizing for today—efficiency and customer outcomes over headcount cuts—and why the near-term impact may look more like slower hiring and shifting job tasks.
Looking ahead, Sophie and Pollyanna outline the biggest unknowns: how quickly AI capability improves, what happens to entry-level and graduate pipelines, whether productivity gains translate into hiring freezes, and how governments might respond if employment and tax bases come under pressure. They also point to key indicators to watch, including the PMI Employment Index and business outlook/hiring intentions measures, to track how labor demand evolves in real time.
The exponential expansion of global AI investment looks set to continue at scale in 2026, with hyperscalers on track to spend $625 billion in aggregate data center capex by year-end. The boom is also lifting players that supply the ecosystem, with near-term demandoutstripping the supply of new data center capacity and corresponding investments materially boosting growth in the broader U.S. economy. Whether AI adoption and monetization will accelerate enough to turn this early investment‑led economic boost into lasting productivity and financial returns is yet to be seen.
But as funding for this expansion shifts from equity markets to debt markets (fueled largely by private credit), some risks have elevated—as a result, in part, from the surge of investments that increasingly rely on debt and the rise of increasingly complex and circular financing structures.
In this episode of the Look Forward Podcast, co-host Molly Mintz explores the credit risks of data center development with Pierre Georges, Managing Director and Head of Infrastructure Research at S&P Global Ratings.
Their conversation explores the 2026 digital infrastructure outlook; analyzes the execution, financial, and contractual risks of the AI-driven data center buildout from a credit perspective; and highlights the development dynamics of power and grid bottlenecks, supply -chain constraints, and tensions between growth, affordability, and decarbonization. We also discuss S&P Global Ratings' view on what could lead to the emergence of winners and losers across the ecosystem, and the leading indicators to watch for an AI investment slowdown—including changes in enterprise adoption and monetization, supply and demand dynamics across the semiconductor supply chain, performance signals from key partners, the scale of hyperscalers' capex plans, and major players' investment behavior.
For more Look Forward content, please visit the Look Forward homepage.
In this early-2026 market check-in, host Andy Critchlow (S&P Global Energy) sits down with Jim Burkhard (Head of Crude Oil Analytics and Research) to unpack a turbulent start to the year for oil prices—driven by geopolitics and real-world supply disruptions. They examine three major forces shaping markets: uncertainty around Iran, shifting expectations for Venezuelan heavy crude exports and potential production growth, and Black Sea loading issues affecting Kazakh flows.
The conversation also digs into the "heavy crude" constraint (including the need for diluent), what it would take for international oil companies to reinvest in Venezuela, and why US onshore output is proving more resilient even in a lower-price environment. On the demand side, they explore how China's gasoline and diesel use has plateaued amid rapid EV adoption, what that means for global growth, and whether India (and potentially parts of Africa) can become the next big demand engine.
For more Look Forward content, please visit the Look Forward homepage.
Amid geopolitical friction, economic uncertainty, and rapid technological disruption, the World Economic Forum's Annual Meeting in Davos convenes global leaders around a "spirit of dialogue." In this episode of the Look Forward Podcast, host Molly sits down with S&P Global Ratings Chief Global Economist Paul Gruenwald and S&P Global Energy Chief Strategist Atul Arya, fresh to Switzerland, to unpack what mattered most—and what it signals for 2026.
Together, they explore how AI is "moving the macro needle" through a data-center investment boom, and whether the next phase will deliver the productivity gains markets are already pricing in. They also dig into AI's less-discussed constraint: power—from turbine shortages and transmission bottlenecks to rising electricity prices and the collision between hyperscalers' speed and the power sector's slower build cycle.
The conversation covers to energy markets and geopolitics, including why recent shocks haven't yet upended oil pricing, why the debate has shifted from energy transition to energy expansion, and how LNG and trade balances are becoming increasingly intertwined. Additionally, the interview covers how Davos attendees expressed attention to the erosion of trust in the global world order and why a more fragmented approach may become the status quo.
For more Look Forward content, please visit the Look Forward homepage.
More From Paul and Atul:
- Look Forward Journal: Data Center Frontiers
- The CERAWeek Podcast with Atul Arya
- Subscribe to Paul Gruenwald's "Essential Economics Newsletter" on Linkedin
As 2025 draws to a close, Andy Critchlow is joined by co-hosts Molly Mintz and Aries Poon to reflect on the Look Forward Podcast's 2025 conversations. From the persistence of inflation and the evolving role of central banks, to the rise of private credit and the profound impact of AI-driven data center investment, we dive into the macroeconomic, geopolitical, and sectoral shifts transforming global markets.
Packed with expert insights, global perspectives, and forward-looking analysis, this episode is your essential guide to this past year of S&P Global's essential intelligence.
Happy Holidays from the Look Forward Council.
Episodes Featured (In Order of Appearance)
- Navigating Uncertainty: Insights into the Global Economy (7/31/2025)
- Understanding Global Tensions: Geopolitics, Trade, and the Energy Transition (8/4/2025)
- Powering the Future: Data Centers at the Crossroads of AI and Sustainability (11/20/2025)
- Building Tomorrow: The Critical Role of Cement (9/5/2025)
In this episode of the Look Forward Podcast, host Aries Poon is joined by Thea Fourie from S&P Global's Market Intelligence Division to explore three pivotal trends shaping the global payment landscape in 2026. They delve into the interoperability of domestic payment systems, the rise of BRICS alternatives to international payment frameworks, and the increasing adoption of stablecoins, particularly in emerging and frontier markets. Discover how these trends can enhance financial inclusion, facilitate cross-border payments, and address inflationary pressures. Join us for expert insights that will help you navigate the evolving financial landscape and prepare for tomorrow's opportunities.
In this episode of the Look Forward Podcast, host Molly Mintz reconnects with the audience as she dives deep into the critical role of data centers in the evolving landscape of artificial intelligence. Joined by experts Kelly Morgan and Brian Partridge from S&P Global's 451 Research and authors from our latest Look Forward Report, "Navigating the US data center power crunch: On-site solutions offer a faster path to power," the discussion explores the unprecedented demand for data center capacity fueled by generative AI and its implications for the U.S. economy.
As data centers become the backbone of the digital economy, we examine the challenges they face, including energy consumption, sustainability goals, and the pressure on the power grid. Our experts share insights on the investment boom in digital infrastructure, the potential risks associated with capital intensity, and the innovative solutions being explored to meet the growing energy demands."
Additionally, we look beyond U.S. borders to understand how regions like the Middle East are positioning themselves as emerging data center hubs. Tune in for a forward-looking conversation that highlights the transformative impact of data centers on global markets and the future of technology.
In this episode of the Look Forward Podcast, our new rotating host Molly Mintz makes her debut to explore the dynamic landscape of Africa's economy with authors from out latest Look Forward Journal "Look Forward: Unlocking Africa" and S&P Global Rating's experts Roberto Sifron-Arevalo, Samira Mensah, and Elijah Oliveros Rosen. Discover how Africa's abundant natural resources and youthful demographics present unprecedented investment opportunities, while also facing challenges in infrastructure, debt sustainability, and climate change.
Join us as we delve into the crucial role of credit ratings in enhancing financing strategies for sustainable development, and learn how domestic capital markets can drive economic growth. We also discuss the upcoming S&P Global Africa Summit, aimed at fostering dialogue and collaboration among stakeholders to address the continent's financial hurdles. Tune in for insights that will equip you to navigate the complexities of Africa's evolving markets and seize future opportunities!
In this episode of the Look Forward Podcast, host Andy Critchlow is joined by Lindsey Hall, Global Head of Thought Leadership at Sustainable One, and Eklavya Gupte, Head of Carbon News Reporting at S&P Global Commodity Insights. Together, they delve into the critical discussions surrounding COP 30, the "Davos of climate change." With the conference taking place in Brazil, the episode explores key themes such as carbon emissions reduction, the balance between economic development and sustainability, and the evolving role of private sector finance in climate adaptation. Tune in to gain insights on the geopolitical landscape, the significance of multilateralism, and the expectations for meaningful outcomes from this pivotal global gathering.
For more from Lindsey and Eklavya, please check our their respective podcasts
- All Things Systainable (Lindsey Hall)
- Energy Evolution (Eklavya Gupte)
Don't forget to subscribe on Spotify, Apple Podcasts, or YouTube for more insightful discussions from S&P Global's Look Forward Podcast!
In this episode of the Look Forward Podcast from S&P Global, host Andy Critchlow delves into the complex landscape of decarbonizing the aviation sector. Joined by experts Roman Kramarchuk and Ina Clarita from S&P Global Commodity Insights, the discussion highlights the critical challenges of reducing carbon emissions in aviation, including the rising demand for sustainable aviation fuels (SAF) and the high costs associated with their production.
Listeners will gain insights into the current state of aviation emissions, the role of various feedstocks, and the fragmented policy environment impacting SAF adoption. The episode also explores the potential of emerging technologies, the importance of global cooperation in setting cohesive policies, and the implications for airlines and consumers as the industry strives for a more sustainable future.
Tune in to understand how these factors will shape the aviation sector's transition towards net-zero emissions and what it means for the future of air travel.
Don't forget to subscribe on Spotify, Apple Podcasts, or YouTube for more insightful discussions from S&P Global's Look Forward Podcast!
In this episode, host Andy Critchlow, Head of News at S&P Global Commodity Insights, is joined by Paul Gruenwald, Chief Economist at S&P Global Ratings. Together, they unpack the key takeaways from the recent IMF meetings, exploring themes of economic resilience amid tariff uncertainties, the shifting dynamics of global trade, and the implications of AI on future growth.
In this insightful episode of the Look Forward Podcast, Andy Critchlow sits down with Nathan Stovall, Director of FIG Research at S&P Global Market Intelligence and host of the Street Talk Podcast, to discuss the intricate dynamics of today's economy and the lessons learned from past financial crises. They delve into the historical parallels with the 1929 crash, the implications of private lending growth, and the current state of consumer finance.
As they explore the resilience of the U.S. consumer amidst volatility and the potential risks posed by shadow banking, Nathan shares his expert insights on bank balance sheets, the role of the Federal Reserve, and what the future might hold for the financial landscape. Tune in to understand how current trends may shape economic outcomes and what strategies can be employed to manage potential downturns.
In this episode of the Look Forward Podcast, host Andy Critchlow welcomes Professor Anoush Eteshami, a leading expert on Iranian affairs, to discuss the complex and evolving landscape of Iran. As the nation grapples with significant internal and external challenges, including economic turmoil and geopolitical tensions, the conversation delves into the implications of these factors on Iran's future. Professor Eteshami offers valuable insights into Iran's historical context, the impact of sanctions, and the potential for reform amidst a young population yearning for change. Join us as we explore the critical crossroads Iran faces and what it means for the broader Middle East.
In this exciting episode of the Look Forward Podcast, host Andy Critchlow welcomes S&P Global's own Srineel Jalagani, who is at the forefront of exploring the burgeoning space economy. Tune in to hear about the potential for human colonization of Mars, the role of private companies like SpaceX, and the future of the space economy, projected to soar from $650 billion to $1.8 trillion by 2035. This episode is a must-listen for anyone curious about the intersection of finance, technology, and space exploration.
In this episode of the Look Forward Podcast, host Andy Critchlow welcomes Charles Chang, the Greater China Country lead at S&P Global Ratings, to discuss the transformative trends in China's global trade and investment strategy. As Chinese firms increasingly pivot towards the Global South, with exports to these emerging markets surpassing those to the US and Western Europe, we explore the implications of this shift. Drawing insights from the recent report "China Inc. Heads to the Global South in the age of tariffs" the conversation delves into the factors driving this change, the competitive landscape of Chinese multinationals, and the evolving nature of trade relationships amid rising tariffs and geopolitical tensions.
In this episode of the Look Forward Podcast, host Andy Critchlow is join by Stephen Smith of the American Academy of Actuaries to explore the intricate relationship between the AAA and the National Association of Insurance Commissioners (NAIC), and the modeling techniques used to assess risk in the actuarial landscape and how the industry is preparing for future challenges.
For more content, please register for our upcoming webinar;
"Recent NAIC Developments Relating to Insurer Fixed-Income Investments"
The NAIC held its Summer National Meeting from August 10-13, and the NAIC Risk-Based Capital Investment Risk and Evaluation (E) Working Group held an interim meeting on September 8 to discuss the RBC treatment of CLOs. Join us for a dialogue with Larry Hamilton of Mayer Brown to discuss the latest news on CLOs and key investment-related developments from the Summer National Meeting.
In this episode of the Look Forward Podcast, host Andy Critchlow, head of news at S&P Global Commodity Insights, delves into the dynamic and resilient market of India. As the global geopolitical landscape shifts, India emerges as a pivotal player in the next chapter of global growth. Joined by an expert panel including Gauri Jauhar, Deepa Kumar, and Atul Arya from S&P Global, the discussion unpacks the forthcoming India Forward report, which offers insights into India's outlook for 2025 and beyond.
In this episode of the Look Forward Podcast, host Andy Critchlow is joined by Lindsay Hall, Global Head of Thought Leadership at S&P Global Sustainable1, and Terence Thompson, Chief Science Officer at S&P Global ESG Product. Together, they delve into the urgent challenges posed by climate change, exploring its immediate impacts on global weather systems and the financial risks associated with inaction.
In this episode of the Look Forward Podcast, host Andy Critchlow, head of news at S&P Global Commodity Insights, delves into the pivotal role of cement in shaping the global economy. Joined by industry experts Abdulhamit Akçay, Vice President of the Turkish Cement, and Binny Sabharwal, Senior Price Reporter at S&P Global, the discussion explores the intricate dynamics of cement production and consumption.
In this episode of the Look Forward Podcast, host Andy Critchlow sits down with Joshua Hutchinson, Managing Director of Risk and Intelligence at Ambrey, to explore the pressing issues surrounding maritime security in today's geopolitical climate. They delve into the increasing threats to global trade routes, including attacks on shipping and the evolving tactics employed. Joshua shares insights on the severity of current maritime threats, the role of technology in intelligence gathering, and the importance of risk management for vessel owners. Despite the daunting landscape, Joshua emphasizes the resilience of the maritime industry and the opportunities for collaboration and innovation that arise from these challenges. Tune in for an engaging conversation that sheds light on the complexities of maritime trade and security in an ever-changing world.
Join Andy Critchlow, head of news at S&P Global Commodity Insights, and Zahabia Gupta, head of emerging markets credit research at S&P Global Ratings, as they delve into the complexities of frontier markets. Listen along as the pair explores the distinctions between frontier and emerging markets, and the implications of recent global trends on these economies.
Related Research: Frontier Markets Quarterly Highlights: Navigating Vulnerabilities: The Impact Of Global Supply Chains
Join us on the Look Forward Podcast as host Andy Critchlow interviews Carlos Pascual, Senior Vice President for Global Geopolitics and International Affairs at S&P Global Commodity Insights. In this insightful episode, we discuss the current geopolitical landscape marked by increasing protectionism and the implications of recent tariff policies on global trade. Carlos highlights the role of emerging economies in a shifting world order and examines the challenges of energy transition amid rising tensions. Discover how these geopolitical and economic factors affect energy security, inflation, and international relations. Stay informed and prepared for the future with expert insights from the Look Forward Podcast.
Join us in this episode as we speak with Dave Ernsberger, Co-President of S&P Global Commodity Insights, about his insights on market trends and the evolving role of technology in trading. Dave shares his experiences and perspectives on navigating the complexities of today’s market landscape, highlighting both the challenges and opportunities that lie ahead. This conversation promises to be enlightening for anyone interested in understanding the future of data analytics in finance.
In this episode of the Look Forward Podcast, host Andy Critchlow welcomes Paul Gruenwald, Global Chief Economist at S&P Global, to delve into the pressing issues shaping the global economy in 2025. The discussion kicks off with a critical examination of central bank independence and its vital role in maintaining macroeconomic stability. As they explore the current state of the US economy, they address the challenges posed by tariffs and political pressures, highlighting the fine line between growth and recession.
As the conversation unfolds, Gruenwald emphasizes the enduring strength of the US dollar and its pivotal role in international finance, while also considering the potential implications of emerging market shifts and geopolitical risks. With expert analysis and forward-looking intelligence, this episode equips listeners with the knowledge needed to navigate the uncertainties of today's economic landscape.
In this inaugural episode of Look Forward, Andy Critchlow sits down with Evan Gunter and Andrew O'Neill, authors from the 10th edition of
In this episode episode we are joined by Mohsen Bonakdarpour from S&P Global Market Intelligence and Madeline Jowdy from S&P Global Commodity Insights to discuss the findings from part one of S&P Global's recent U.S. LNG Impact Study.
More S&P Global Content:
- Read Part One of S&P Global's U.S. LNG Impact Study
- The Daily Update
- S&P Global Look Forward Report
Credits:
- Host/Author: Nathan Hunt
- Producer/Editor: Patrick Moroney
- Published With Assistance From: Kyle May, Kurt Burger, Camille McManus
www.spglobal.com
With 2024 rapidly coming to a close, we at The Essential Podcast decided to reflect on our favorite lessons of the year. Listen along as we walk down memory lane, reliving pieces of our most insightful conversations this year.
Referenced Episodes:
- Better Faster Farther: Maggie Mertens and the Evolution of Women's Sports
- Making Sense of Chaos – An Interview with J. Doyne Farmer
- Overcoming AI Skepticism With Sudeep Kesh
- Making Sense of Oil Markets with Andy Critchlow
- Coronation And Collapse, The Story Of The Bond King With Mary Childs
- The Price of Energy Transition with Brett Christophers
More S&P Global Content:
- The Daily Update
- S&P Global Look Forward Report
Credits:
- Host/Author: Nathan Hunt
- Producer/Editor: Patrick Moroney
- Published With Assistance From: Kyle May, Kurt Burger, Camille McManus
www.spglobal.com
This week, Nathan is joined by Brigid Schulte, author of "Overwork: Transforming the Daily Grind in the Quest for a Better Life." Together, the duo discusses the challenges of modern work life and explore innovative solutions to combat overwork.
Brigid Schulte:
- Book: Over Work: Transforming the Daily Grind in the Quest for a Better Life
More S&P Global Content:
- The Daily Update
- S&P Global Look Forward Report
Credits:
- Host/Author: Nathan Hunt
- Producer/Editor: Patrick Moroney
- Published With Assistance From: Kyle May, Kurt Burger, Camille McManus
www.spglobal.com
Nathan sits down with Emeritus Professor of Statistics at the University of Cambridge Sir David Spiegelhalter to discuss his new book "The Art of Uncertainty: How to Navigate Chance, Ignorance, Risk and Luck." Together, the pair covers nuances of probability, risk, and luck; as well as examine the way we understand the data surronding our everyday lives.
David Spiegelhalter:
- Book: "The Art of Uncertainty: How to Navigate Chance, Ignorance, Risk and Luck"
More S&P Global Content:
- The Daily Update
- S&P Global Look Forward Report
Credits:
- Host/Author: Nathan Hunt
- Producer/Editor: Patrick Moroney
- Published With Assistance From: Kyle May, Kurt Burger, Camille McManus
www.spglobal.com
Nathan Hunt sits down with historian and author Richard Overy to discuss his latest book, "Why War." Together, the pair explores the nature of conflict and it's persistent presence in human life, examining its potential roots through a variety of lenses.
Rchard Overy:
- Book: "Why War" (Publisher W.W. Norton & Company)
More S&P Global Content:
- The Daily Update
- S&P Global Look Forward Report
Credits:
- Host/Author: Nathan Hunt
- Producer/Editor: Patrick Moroney
- Published With Assistance From: Kyle May, Kurt Burger, Camille McManus
www.spglobal.com
Nathan Hunt is joined Andrew O'Neill and Evan Gunter from S&P Global Ratings to discuss the rapidly expanding realm of private credit markets. Together, they explore the challenges facing private debt, including liquidity, transparency, and discuss how tokenization could transform this landscape.
More from Evan and Andrew:
- Tokenized Private Credit: A New Digital Frontier for Real World Assets
More S&P Global Content:
- More S&P Global Podcasts
- The Daily Update
- S&P Global Look Forward Report
Credits:
- Host/Author: Nathan Hunt
- Producer/Editor: Patrick Moroney
- Published With Assistance From: Kyle May, Kurt Burger, Camille McManus
www.spglobal.com
In this episode, Nathan sits down with author Maggie Mertens about her book, "Better, Faster, Farther: How Running Changed Everything We Know About Women." Together, they discuss the challenges faced and progress made in women's sports.
Maggie Mertens:
- Book: "Better Faster Farther: How Running Changed Everything We Know About Women"
More S&P Global Content:
- The Daily Update
- Turning Moments into Movements: Women's Sports Attendance and Viewership Soar Pre-Olympics
- MediaTalk | Season 2 EP 23 - Women's Sports Turning Moments into Movements
Credits:
- Host/Author: Nathan Hunt
- Producer/Editor: Patrick Moroney
- Published With Assistance From: Kyle May, Kurt Burger, Camille McManus
www.spglobal.com
In this episode, Nathan sits down with friend of the podcast Paul Grunewald, the Global Chief Economist for S&P Global Ratings, who shares his thoughts on the global macroeconomic picture and the specific economic landscape in China.
More S&P Global Content:
- Working While Caregiving: It's Complicated
- The Daily Update
- Look Forward
Credits:
- Host/Author: Nathan Hunt
- Producer/Editor: Patrick Moroney
- Published With Assistance From: Kyle May, Kurt Burger, Camille McManus
www.spglobal.com
In this episode, Nathan is joined by Joined by Susan Reinhard, Senior Vice President and Director of the AARP Public Policy Institute, to explore the challenges faced by working caregivers and the importance of supporting them in the workplace. Together they dive into the increasing need for caregiving as the population ages and the impact it has on today's workforce.
More S&P Global Content:
- Working While Caregiving: It's Complicated
- The Daily Update
- Look Forward
Credits:
- Host/Author: Nathan Hunt
- Producer/Editor: Patrick Moroney
- Published With Assistance From: Kyle May, Kurt Burger, Camille McManus
www.spglobal.com
In today's episode, Nathan is joined by J. Doyne Farmer, the director of the Complexity Economics Program at the Institute for New Economic Thinking at the Oxford Martin School, and author of the new book "Making sense of Chaos: A Better Economics for Better World" to discuss the importance of understanding and explaining economic models, particularly agent-based models.
J. Doyne Farmer:
- Book: "Making Sense of Chaos: A Better Economics for a Better World"
More S&P Global Content:
- The Daily Update
- Look Forward
Credits:
- Host/Author: Nathan Hunt
- Producer/Editor: Patrick Moroney
- Published With Assistance From: Kyle May, Kurt Burger, Camille McManus
www.spglobal.com
In today's episode, Nathan is joined by S&P Global Ratings' Chief Innovation Officer Sudeep Kesh who addresses Nathan's general skeptisim towards artificial intelligence, and discusses the ways in AI could impact the greater world.
Sudeep Kesh:
- Check out Sudeep's new podcast "Artificial intelligence Insights" on Apple Podcasts or Spotify
More S&P Global Content:
- The Daily Update
- Look Forward
Credits:
- Host/Author: Nathan Hunt
- Producer/Editor: Patrick Moroney
- Published With Assistance From: Kyle May, Kurt Burger, Camille McManus
www.spglobal.com
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S&P's analyses, including ratings, are not statements of fact or recommendations to purchase, hold, or sell any securities, and should not be relied on when making investment or other business decision. S&P obtains information from sources it believes to be reliable, but does not audit and undertakes no duty of due diligence or independent verification of information it receives. S&P's opinions and analyses do not address the suitability of any security. Please read our full disclaimer on spglobal.com/ratings/en/regulatory/content/legal-disclaimer
Brett Christopher, professor at the Institute for Housing and Urban Research at Uppsala University, joins the podcast to discuss his new book "The Price is Wrong: Why Capitalism Won't Save the Planet"
Author, Philosopher, and Associate Professor at the University of Tokyo Kohei Saito joins the podcast to discuss the subject degrowth communism.
Tim Edwards, Global Head of Index Investment Strategy at S&P Global, joins the podcast to discuss his recent research article "The Hare and the Tortoise – Assessing Passive’s Potential in Bonds."
Andy Critchlow, S&P Globals Head of EMEA News, joins the podcast to help Nathan get a better grasp on what's happening with Global Oil Markets.
In this episode of the The Essential Podcast, Nathan is join by Atul Arya, Chief Energy Strategist at S&P Global to discuss what Atul had seen recently at The World Economic Forum Meeting in 2024, as well as what Atul is looking forward to as we approach CERAWeek 2024.
More CERAweek Content:
Atul's New CERAweek Podcast: https://ceraweek.com/podcast/index.html
CERAweek's Website: ceraweek.com
In this episode, financial journalist and co-host of NPR's "Planet Money" Mary Childs joins the podcast to discuss her book "The Bond King: How One Man Made a Market, Built an Empire, and Lost It All."
With 2023 rapidly coming to a close, we at The Essential Podcast decided to reflect on our favorite lessons of the year. Listen along as we walk down memory lane, reliving pieces of our most insightful conversations this year.
Thomas Ramge, co-author of "On the Brink of Utopia: Reinventing Innovation to Solve the World's Largest Problems" joins the podcast to discuss innovation, techno-optimism, and the precipass of a utopian-ish society.
In this episode, we review what past events and circumstances have led us to the recent cryptocurrency news plastering the headlines through the lens of author Zeke Faux's absurdist masterpiece titled "Number Go Up: Inside Crypto's Wild Rise and Staggering Fall." Together with Zeke, we cover a wide range of topics including the FTX fraud, the Sam Bankman-Fried trial, Tether, and the bizare culture within certain crypto communities.
S&P Global's Peter Gardett joins the podcasts to discuss the ongoing race for the wide-scale adaptation of renewable energy sources on a global scale.
Alexandra Dimitrijevic, Global Head of Research & Development at S&P Global Ratings joins the Essential Podcast to talk about conditions in the global credit market and the economic outlook in 2024 for regions around the world.
Leah Boustan of Princeton University and Ran Abramitzky of Stanford University join the Essential Podcast to discuss their book “Streets of Gold: America’s Untold Story of Immigrant Success”.
Gené Teare, Senior Data Editor at Crunchbase joins the podcast to discuss the seemingly ever-changing tides of Venture Capital in the tech-industry's startup scene.
Partner at Bain Capital Ventures Matt Harris joins the podcast to discuss the venture capital world that now exists in the wake of the so-called "halcyon days" of 2021.
Talal Rafi, Economist and Management Consultant at Deloitte, Expert Member of the World Economic Forum, and Regular Columnist for the International Monetary Fund returns to the podcast to give us an update on what's happening in Sri Lanka.
Author and Senior Economic Adviser at HSBC Holdings Stephen D. King joins the podcast to discuss his new book "We Need to Talk About Inflation: 14 Urgent Lessons from the Last 2,000 Years.""
Quinn Slobodian, Marion Butler McLean Professor in the History of Ideas at Wellesley College joins the podcast to discuss his book "Crack-Up Capitalism: Market Radicals and the Dream of a World Without Democracy."
Bhavesh Dayalji, Chief Executive Officer of Kensho Technologies joins the podcast to discuss the ever-evolving world of generative artificial intelligence.
Edward Chancellor joins the podcast to discuss his book "The Price of Time: The Real Story of Interest."
Associate Professor of International History at Tufts University's Fletcher School of Law and Diplomacy Chris Miller joins the podcast to discuss his new book "Chip War: The Fight for the World's Most Critical Technology."
CERAWeek, The World’s Premier Energy Event is taking place in Houston, TX March 6-10, 2023
Stream selected sessions: https://ceraweek.com/promo/cw23-live.html
Engage with us on LinkedIn, Twitter, Facebook, and join the conversation using the hashtags #CERAWeek and #CWAgora
Explore previous podcast episodes: https://soundcloud.com/ceraweek-conversations
Learn more about CERAWeek: https://ceraweek.com/about/index.html
CERAWeek, The World’s Premier Energy Event is taking place in Houston, TX March 6-10, 2023
Stream selected sessions: https://ceraweek.com/promo/cw23-live.html
Engage with us on LinkedIn, Twitter, Facebook, and join the conversation using the hashtags #CERAWeek and #CWAgora
Explore previous podcast episodes: https://soundcloud.com/ceraweek-conversations
Learn more about CERAWeek: https://ceraweek.com/about/index.html
CERAWeek, The World’s Premier Energy Event is taking place in Houston, TX March 6-10, 2023
Stream selected sessions: https://ceraweek.com/promo/cw23-live.html
Engage with us on LinkedIn, Twitter, Facebook, and join the conversation using the hashtags #CERAWeek and #CWAgora
Explore previous podcast episodes: https://soundcloud.com/ceraweek-conversations
Learn more about CERAWeek: https://ceraweek.com/about/index.html
CERAWeek, The World’s Premier Energy Event is taking place in Houston, TX March 6-10, 2023
Stream selected sessions: https://ceraweek.com/promo/cw23-live.html
Engage with us on LinkedIn, Twitter, Facebook, and join the conversation using the hashtags #CERAWeek and #CWAgora
Explore previous podcast episodes: https://soundcloud.com/ceraweek-conversations
Learn more about CERAWeek: https://ceraweek.com/about/index.html
CERAWeek, The World’s Premier Energy Event is taking place in Houston, TX March 6-11, 2023
Stream selected sessions: https://ceraweek.com/promo/cw23-live.html
Engage with us on LinkedIn, Twitter, Facebook, and join the conversation using the hashtags #CERAWeek and #CWAgora
Explore previous podcast episodes: https://soundcloud.com/ceraweek-conversations
Learn more about CERAWeek: https://ceraweek.com/about/index.html
Tom Philpott, a Senior Research Associate at The Center for a Livable Future joins the podcast to discuss his book "Perilous Bounty: The Looming Collapse of American Farming and How We Can Prevent It."
Associate Law Professor and Author William Magnuson joins the podcast to his new book, "For Profit: A History of Corporations."
Terence Kooyker, founder and CEO of the commodity hedge fund Valent Asset Management, joins the Podcast to discuss Helium, which lucky element #2 on the Periodic Table.
Political Economist and Author Clara Mattei joins the podcast to discuss austerity and her new book, "The Capital Order: How Economists Invented Austerity and Paved the Way to Fascism," which was recently selected by The Financial Times as one of the best books of 2022.
Nicholas Weaver, Senior Staff Researcher at The International Computer Science Institute, Chief Mad Scientist At Skerry Technologies, and known cryptocurrency skeptic joins the podcast to discuss the recent news surrounding FTX and today's cryptocurrency landscape.
Dr. Ajay Chhibber returns to S&P Global's Essential Podcast to discuss the current state of Bretton Woods institutions like the IMF, the World Bank, and GATT. He covers the ways in which each of these institutions can be re-directed and re-conceived for a post-colonial order.
Talal Rafi, Senior Global Management Consultant at Deloitte joins the Essential Podcast to discuss the challenges of Sri Lanka as an emerging market economy and how Sri Lanka can serve as a model for understanding the debt trap for other emerging economies.
Brad DeLong, professor of economics at the University of California, Berkeley joins the Essential Podcast to discuss his ambitious and controversial new book "Slouching Towards Utopia: An Economic History of the Twentieth Century".
Evan Gunther of S&P Global Ratings and Leon Sinclair of S&P Global Market Intelligence join the Essential Podcast to talk about the growth and evolution of private debt markets.
Duncan Mavin of Dow Jones joins the Essential Podcast to talk about his new book "The Pyramid of Lies: Lex Greensill and the Billion Dollar Scandal". Duncan discusses Greensill Capital and its collapse, which damaged the reputations of a former U.K. Prime Minister, prominent venture capitalists, and Credit Suisse. He also talks about the bizarre experience of reporting on a company where the red flags were obvious, and yet thoroughly ignored by investors.
Duncan Mavin of Dow Jones joins the Essential Podcast to talk about his new book "The Pyramid of Lies: Lex Greensill and the Billion Dollar Scandal". Duncan discusses Greensill Capital and its collapse, which damaged the reputations of a former U.K. Prime Minister, prominent venture capitalists, and Credit Suisse. He also talks about the bizarre experience of reporting on a company where the red flags were obvious, and yet thoroughly ignored by investors.
Jared Bibler joins the Essential Podcast to discuss his book "Iceland's Secret: The Untold Story of the World's Biggest Con". The saga of Iceland's banks during the global financial crisis is both implausibly strange and strangely plausible.
Diane Coyle of Cambridge University joins the Essential Podcast to discuss the critique she offers of the economics profession, as a professional economist. We cover misperceptions of economics in popular culture, false objectivity, reflexivity, and the challenge of AI.
Gary Gerstle of Cambridge University joins the Essential Podcast to talk about the nature of political orders and the collapse of the political order known as neoliberalism that came to power with Ronald Reagan.
Dr. Ajay Chhibber joins the Essential Podcast to talk about India's path to becoming an upper middle income country, the necessary reforms that will unleash the country's potential, and the challenges that yet hold it back.
Three S&P Global executives – Tina Morris, Shaun Wurzbach, and Ed Ware – with military experience join the Essential Podcast to talk about the unique role and skills of non-commissioned officers in the U.S. military and how to apply these lessons to businesses.
John Anton, Peter Tirschwell, and Nathalie Wlodarczyk join the Essential Podcast to talk about supply chains, what's gone wrong, and what – if anything – can be done to get them back on track.
Dave Ernsberger of S&P Global Commodity Insights joins the Essential Podcast to talk about the short, medium, and long term effects of the war in Ukraine on energy markets.
Terence Kooyker, founder and CEO of the commodity hedge fund Valent Asset Management, rejoins the Essential Podcast to talk about the market and uses for the elements of the energy transition. In this episode, we return to the lanthanides to cover gadolinium, lucky element #64 on the Periodic Table.
James A. Fok joins the Essential Podcast to discuss his new book "Financial Cold War: A View of Sino-U.S. Relations from the Financial Markets", covering the dangers of mutual misunderstanding, the different paths of financial markets in the two countries, and the consequences of maintaining the status quo for both Chinese and American citizens.
Sebastian Mallaby, Paul A. Volcker Senior Fellow for International Economics at the Council on Foreign Relations and author of numerous books, joins the Essential Podcast to discuss his latest book – The Power Law: Venture Capital and the Making of the New Future.
Tim Jackson, Director of the Centre for the Understanding of Sustainable Prosperity and author of several books, including "Prosperity Without Growth" and "Post Growth: Life After Capitalism" joins the Essential Podcast to talk about sustainability, equality, the end of growth, the Baumol Effect, and the declining consolations of consumerism.
Dr. Ben Michaelis joins the Essential Podcast to talk about communication and company culture and how things are changing during the era of the Great Resignation.
Dr. William H. Janeway joins the Essential Podcast to talk about the innovation economy, the three-player game, good and bad waste, the developing Keynesian consensus, and the contradictory signals coming out of China.
Gabriel Morin of Paris University 2 and Daniela Brandazza of S&P Global join the Essential Podcast to talk about joint research into the differences between male and female CEO communication styles during the early months of the pandemic.
Terence Kooyker, founder and CEO of the commodity hedge fund Valent Asset Management, joins the Essential Podcast to talk about the market and uses for the platinum group metal iridium, which lucky element #77 on the Periodic Table.
Herald van der Linde, Head of Asian Equity Strategy at HSBC, joins the Essential Podcast to discuss Asian stock markets, the importance of financial literacy, and his new book, "Asia's Stock Markets From the Ground Up."
Patrick Wood Uribe, CEO of the fintech company Util, joins the Essential Podcast to talk about how his team is using AI technology to evaluate the ESG performance of companies against the U.N.'s Sustainable Development Goals.
Robert Lawrence, Faculty Chair of The Practice of Trade Policy at Harvard Kennedy School, joins the Essential Podcast for Part 4 of a four-part series to talk about the report "Entrepreneurial Leadership Must Help Meet America's 21st Century Challenges in a Post-Pandemic World" and how his own work and career shaped his approach to the collaboration.
Matthew Slaughter, Paul Danos Dean at the Tuck School of Business at Dartmouth, joins the Essential Podcast for Part 3 of a four-part series to talk about the report "Entrepreneurial Leadership Must Help Meet America's 21st Century Challenges in a Post-Pandemic World" and how his own work and career shaped his approach to the collaboration.
Ella Bell Smith, Professor of Business Administration at the Tuck School of Business at Dartmouth, joins the Essential Podcast for Part 2 of a four-part series to talk about the report "Entrepreneurial Leadership Must Help Meet America's 21st Century Challenges in a Post-Pandemic World" and how her own work and career shaped her approach to the collaboration.
Robert Litan, Senior Fellow at the Brookings Institution, joins the Essential Podcast for Part 1 of a four-part series to talk about the report "Entrepreneurial Leadership Must Help Meet America's 21st Century Challenges in a Post-Pandemic World" and how his own work and career shaped his approach to the collaboration.
Shanella Rajanayagam of HSBC joins the Essential Podcast to explain the changing necessities of global supply chains and how a Just-In-Time model is being replaced in many sectors by a Just-In-Case model.
Alex Birry and Chuck Mounts of S&P Global Ratings join the Essential Podcast to talk about their report on the digitization of markets, bitcoin, NFT's and climate concerns.
The S&P Global Platts Atlas of Energy Transition, produced in collaboration with S&P Global Market Intelligence, maps the sustainable commodity markets of the future. Andy Critchlow, Head of EMEA News at S&P Global Platts, and Henry Edwardes-Evans, Managing Editor of Energy Transition New at S&P Global Platts, discuss their work on the Atlas of Energy Transition, and the changing geopolitics of energy.
Lanaya Irvin, CEO of Coqual, joins the Essential Podcast to discuss the organization’s research study on how Black professionals working in Corporate America understand their experience, and what’s driving their search for new opportunities.
Rayne Steinberg, CEO and co-founder of digital asset management company Arca, joins the Essential Podcast to talk about the unique governance challenges of a new asset class that is still changing and evolving.
Dan Breznitz, Co-Director of the Innovation Policy Lab and Munk Chair of Innovation Studies at the University of Toronto, joins the Essential Podcast for a wide-ranging discussion on what innovation is and what it isn’t, how regions end up chasing the false model of Silicon Valley, and how innovation can be threatened by financialization and intellectual property rights.
Special purpose acquisition companies are having a moment. But who is making the money and what is being lost when a company chooses to ride a SPAC to public markets? Ivana Naumovska of INSEAD joins the Essential Podcast to share her insights on SPACs, reverse mergers, and the dangers of regulatory arbitrage for retail investors and entrepreneurs.
With a profession like economics that is overwhelmingly white and male, how can diverse voices get into the room so that they can bring their experiences to bear and have a voice in policy discussions? Crystal Swann, Senior Policy Fellow for the Progressive Policy Institute and the team lead for the Mosaic Economic Project, joins the Essential Podcast to talk about the lack of diversity in economics and policy circles.
James Pomeroy, Global Economist at HSBC, joins the Essential Podcast to discuss the economic challenges of changing populations, the effectiveness of demographics as a reliable indicator, and the economies enjoying demographic tailwinds.
Yasmine Chinwala, Partner at the London-based think tank New Financial, and Pierre Davis, Chief Legal Officer at S&P Global Platts, explore New Financial's latest research on inclusion of Black individuals in the U.K. professional sector, the absence of Black faces in finance, and what workplaces should do next in the wake of the murder of George Floyd.
Terence Kooyker, founder and CEO of Valent Asset Management, joins the Essential Podcast to talk about the market and uses for everyone's favorite lanthanide: Dysprosium, lucky element #66 on the Periodic Table.
S&P Dow Jones Indices Senior Index Analyst Howard Silverblatt joins the Essential Podcast on the occasion of the Dow Jones Industrial Average's 125th birthday. The conversation covers the changing structure of The Dow over time, the history of the index, and the perceived competition with its so-called younger, hipper sibling: the S&P 500.
As the outlook for the economic recovery from the COVID-19 crisis brightens, market participants are closely watching the shape and speed of the rebound. While many are concerned about the risk of rapidly rising inflation as the Treasury yield curve steepens, commodity prices surge worldwide, and stimulus money fills U.S. consumers’ pockets, such fears may be overblown. S&P Global Ratings Global Chief Economist Paul Gruenwald joins the Essential Podcast to discuss the risk of unanchored inflation and benefits of orderly reflation in the wake of the U.S.’s $1.9 trillion fiscal stimulus package and proposed $2 trillion infrastructure package
Thirty years is an eternity in market terms, particularly if the market in question is the commodities market. Fiona Boal, Global Head of Commodities and Real Assets for S&P Dow Jones Indices, joins the Essential Podcast to talk about the 30th anniversary of the GSCI, supercycles, the energy transition, and the idiosyncratic nature of commodities markets in general.
As the coronavirus crisis continues to alter the global economy, protectionism, the redefined role of central banks, and a battle for climate leadership will drive the agenda in a post-pandemic world. S&P Global CEO Doug Peterson and political scientist Ian Bremmer, founder and president of the geopolitical think tank Eurasia Group and the global news organization GZERO Media, join the Essential Podcast to discuss some of the factors shaping the future.
Prior to the global pandemic, environmental, social, and governance (ESG) metrics were enjoying a cultural moment as more companies and investors committed to including such factors in their goals and decisions. Instead of being overpowered by the immediate concerns of the pandemic, the events of 2020 reinforced how we don't know what is immediately around the corner and brought the need to focus on ESG metrics to the fore. Now, in 2021, that lesson reinforces the view that a long-term, sustainable approach centered around strong ESG principles is more important than ever. Self-described cautious ESG optimist Martina Cheung, President of S&P Global Market Intelligence and Head of ESG for S&P Global, joins the Essential Podcast to discuss the ESG trends to watch this year.
The global economy is experiencing a prisoner’s dilemma. In a post-pandemic world, how moral will capitalism become? Harvard Business School professor Rebecca Henderson, who studies how the private sector can play a major role in building a more sustainable economy, operates as a consultant, and is the author of “Reimagining Capitalism in a World on Fire,” joins the Essential Podcast to talk about morality, capitalism, the role of the individual, and the importance of governments in a moment of crisis.
Entrepreneur and author Suneel Gupta joins the Essential Podcast to share insights from his new book, "Backable: The Surprising Truth Behind What Makes People Take a Chance on You." Using case studies and experiences from the worlds of venture capital and entertainment and beyond, Gupta has lessons for anyone who has ideas and needs to persuade others to believe in them.
Bruce Mehlman, founding partner of the bipartisan Washington, D.C. lobbying firm Mehlman, Castagnetti, Rosen & Thomas, joins the Essential Podcast to discuss his latest quarterly review of the U.S. political and social landscape. He explores the greatest threat we face in 2021, which, to give a hint, isn't the coronavirus.
Shaun Roache, Chief Asia-Pacific Economist at S&P Global Ratings, joins the Essential Podcast to explain the rapid changes taking place in China today and share his optimistic perspective on the country's future.
Peter Malinowski, Executive Director of the Billion Oyster Project, joins the Essential Podcast to talk about climate change, social engagement, and an ambitious plan to restore oyster beds to New York waters.
Who feels that they belong at work, and who feels excluded? Julia Taylor Kennedy, Executive Vice President at COQUAL, joins the Essential Podcast to discuss COQUAL’s groundbreaking global research that sought answers to these questions.
Host Nathan Hunt is joined by Essential Podcast producer Molly Mintz to review the events—and episodes—of 2020. Not only discussing their lessons learned and favorite guests of the year, the duo share their thoughts on what topics they’re eager to tackle next.
Who matters? Whose voice is heard? Whose interests are represented? These are the fundamental questions that advocates of stakeholder capitalism are asking. Martin Whittaker of JUST Capital, an organization considered by many to be the driving force behind the stakeholder capitalism movement, and Doug Peterson, the CEO of S&P Global and one of the original signatories of the Business Roundtable’s Purpose of a Corporation, join the Essential Podcast to discuss companies’ shift to leading for the benefit of all stakeholders, customers, employees, suppliers, communities, and shareholders.
During the Institute of International Finance Annual Membership Meetings, the Essential Podcast interviewed some panelists to gain greater insight. This interview is with Patricia Kwan, Director, North America Financial Services Ratings at S&P Global Ratings, about challenges the insurance industry is currently facing.
During the Institute of International Finance Annual Membership Meetings, the Essential Podcast interviewed some panelists to gain greater insight on current market conditions. This interview is with Richard Mattison, CEO of Trucost, part of S&P Global Market Intelligence, on the topic of financial markets and climate risk.
During the Institute of International Finance Annual Membership Meetings, the Essential Podcast interviewed some panelists to gain greater insight on current market conditions. This interview is with Alexandra Dimitrijevic, Global Head of Research at S&P Global Ratings, exploring how the global economy is recovering from the coronavirus pandemic.
Michiel de Smet of the Ellen MacArthur Foundation joins the Essential Podcast to discuss how re-imagining the global economy on circular principles can yield benefits for companies, investors, and the climate.
S&P Global Market Intelligence climate reporter Esther Whieldon, co-host of the ESG Insider podcast, discusses the fires out West, the electrical grid, and the challenges of climate change.
How can you insure against human ingenuity? Joshua Motta of Coalition and Simon Ashworth of S&P Global Ratings join the Essential Podcast to discuss the challenges and rewards of cyber risk and cyber insurance.
Biodiversity loss is a crisis. But is it a crisis markets care about? Ashim Paun, Global Co-Head of ESG Research, Climate Change Strategist at HSBC explains the costs of losing and preserving biodiversity.
Moving away from hydrocarbons isn't all lush forests and clean rivers. Mining for rare earth elements can be a dirty business. Terence Kooyker of Valent Asset Management and Taylor Kuykendall of S&P Global Market Intelligence explain how getting clean in the long term may require us to getting dirty right now.
Bowery Farming CEO Irving Fain, Five Acre Farms CEO Dan Horan, and S&P Global Market Intelligence reporter Alex Bitter join the Essential Podcast to talk about food supply chains and the challenges of getting food to market during a pandemic.
Sudeep Kesh and Robert Schulz of S&P Global Ratings explain the complexities of corporate credit markets. Lower for longer interest rates, the search for yield, a false binary of investment grade versus speculative grade, and a global pandemic have all conspired to lead to a challenging environment for corporate credit.
How did a small town in Oklahoma and a group of inexperienced oil traders nearly sink the U.S. oil market and drive the price of oil to a point where it was cheaper than free? Dave Ernsberger and Richard Swann of S&P Global Platts join the Essential Podcast to explain what went wrong on April 20th and how a new benchmark for U.S. crude can integrate effectively with the global market.
Derided, doubted, and now celebrated—an old solution to fossil fuels has become the fuel of tomorrow. Simon Thorne and Roman Kramarchuk of S&P Global Platts explain the practicalities and obstacles for hydrogen as an energy carrier.
Fiona Boal, Global Head of Commodities & Real Assets at S&P Dow Jones Indices, discusses the performance of gold through the crisis — looking specifically at gold supply, gold demand, and how "the currency of last resort" has appealed to investors over the past six months.
As knowledge-workers around the world have converted to work-from-home models, the costs and challenges of large cities are being re-evaluated. What factors are driving de-urbanization, and what are the countervailing forces that may keep people in cities? James Pomeroy, Global Economist at HSBC, shares perspectives on the potential winners and losers in a time of de-urbanization.
Mona Naqvi, Head of ESG Product Strategy, North America at S&P Dow Jones Indices, discusses the issue of intersectionality for investment strategy, the difference between engagement and divestment, and the challenge of social measurement.
A widespread recession in Europe has triggered familiar flash points in the European Union. Just as it looks like the eurozone project may be on the verge of collapse, an agreement struck between France and Germany seems to offer a way forward, a proposed 750 billion Euro recovery fund to help member states weather the downturn. What are the implications of this unprecedented action for the future of the EU? Sylvain Broyer, Chief EMEA Economist at S&P Global Ratings, joins The Essential Podcast to discuss.
Priscilla Luk, Managing Director, Head of Global Research & Design, Asia Pacific at S&P Dow Jones Indices, discusses the early signs of an economic recovery in China, the changing relationship between China and emerging markets, and the challenges for deleveraging the Chinese economy during the recovery.
Steven Bullock, Head of Research at Trucost, part of S&P Global, discusses the benefits of resilience in the face of risk and reasons for hope and caution on issues of climate change and carbon as the global economy restarts.
Reid Steadman, Head of Environmental, Social, and Governance (ESG) Indices at S&P Dow Jones Indices, joins The Essential Podcast to discuss the role of ESG in the midst of the global pandemic and a major economic slowdown. He explains how the experience of the lockdown may prepare us for further action on ESG and what the ESG market can do to expand its reach and appeal.
Beth Ann Bovino, Chief U.S. Economist at S&P Global Ratings, explains the current state of the U.S. economy during the coronavirus pandemic and the role that infrastructure spending may play in an eventual recovery.
On April 26, John Tyson, the Chairman of Tyson Foods, gave a stark warning that meat processing plant closures resulting from the COVID-19 crisis may soon lead to meat shortages in supermarkets across the United States. Meanwhile, restaurant closures have also upended supply chains as food service companies struggle to adapt to a new and radically different distribution model. Host Nathan Hunt interviews S&P Global Market Intelligence reporters Alex Bitter and Michael O’Connor to understand supply chains, the restaurant industry, and the damage wrought by a global pandemic.
S&P Global Platts' Global Director of Analytics Chris Midgley returns to The Essential Podcast to explain how expiring contracts, paper traders, full storage capacity, and a collapse in demand conspired to send oil prices into negative territory for the first time ever.
Less than two months ago, the S&P 500 and the Dow were riding to record highs after 11 years of unprecedented economic expansion. In the time since, the market has seen steep drops and slightly fewer steep rises. An oil price war and the global coronavirus pandemic have each contributed to historically high levels of volatility. Is a jittery market the new normal, or just a passing phase? In conversation with host Nathan Hunt, Craig Lazzara, Managing Director for Investment Strategy at S&P Dow Jones Indices, discusses record market volatility, the VIX, and Russian literature.
In conversation before the historic OPEC+ oil production cut agreement was announced, host Nathan Hunt and S&P Global Platts' Global Director of Analytics Chris Midgley try to make sense of unprecedented low oil prices caused in part by coronavirus and the role of OPEC on the global stage.
Host Nathan Hunt interviews Liam Eagle, research vice president at 451 Research, part of S&P Global Market Intelligence, to understand how the COVID-19 crisis is changing enterprises and the ways we all work.
Host Nathan Hunt interviews Alexandra Dimitrijevic, Global Head of Research at S&P Global Ratings, to understand how Coronavirus, an Oil Crisis, and record volatility are affecting corporate credit markets by sector and region.
Host Nathan Hunt interviews Paul Gruenwald, Global Chief Economist at S&P Global Ratings, to understand the economic implications of the COVID-19 global health crisis, the effectiveness of fiscal and monetary policy, and the path to a recovery.