Moody's Talks - Inside Economics

Latest Episodes:

Shaken, Not Stirred Apr 25, 2025

Show notes

Richard Barkham, Senior Economic Advisor at CBRE, joins the podcast to discuss the outlook for commercial real estate and the economy. Richard is decidedly more sanguine than the podcast hosts. Mark, Cris and Marisa also discuss the economic team’s recent win for Most Accurate U.S. Forecast for 2023-2024 by Consensus Economics. They debate how much of the win can be chalked up to skill, luck, or the Chief Economist.

Guest: Richard Barkham – Senior Economic Advisor, CBRE

Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics

Follow Mark Zandi on 'X', BlueSky or LinkedIn @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn

Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you.

To stay informed and follow the insights of Moody's Analytics economists, visit Economic View.

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The Inbox Episode Apr 18, 2025

Show notes

This episode marks our four-year anniversary doing the Inside Economic podcast, and we devote the conversation to responding to listener questions. We’ve been getting lots of great Qs, ranging from the global trade war and DOGE cuts to immigration and productivity growth. Keep the questions coming.

Follow Mark Zandi on 'X', BlueSky or LinkedIn @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn

Questions or Comments, please email us at InsideEconomics@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.

Jared Bernstein's Head is Spinning Apr 11, 2025

Show notes

The Inside Economics team is joined by the former chair of the White House’s Council of Economic Advisors, Jared Bernstein. Jared shares his evaluation of what has been a whirlwind few weeks for the global economy. With a healthy dose of humility, the group then debates where things might be headed in the U.S.-China trade war as well as which country they see as possessing more leverage. The group is also joined by Martin Wurm and Matt Colyar to discuss recent financial market volatility and the latest inflation data.

Guest: Jared Bernstein, Former Chair of the Council of Economic Advisors under Joe Biden

For more from Jared Bernstein, check out his Substack: https://econjared.substack.com/

Follow Mark Zandi on 'X', BlueSky or LinkedIn @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn

Questions or Comments, please email us at InsideEconomics@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.

Channeling Trump Apr 09, 2025

Show notes

Breitbart’s Economic and Finance Editor, John Carney, and the Urban Institute’s Jim Parrott return to Inside Economics to discuss the motivations and endgame of President Trump’s global trade war, tax and spending policy, and what will happen with Fannie and Freddie. The upshot of the conversation: the trade war isn’t going to end soon, and a recession is dead-ahead.

Guests: John Carney, Finance and Economics Editor at Breitbart & Jim Parrott, Nonresident Fellow at the Urban Institute

Follow Mark Zandi on 'X', BlueSky or LinkedIn @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn

Questions or Comments, please email us at InsideEconomics@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.

☹️ Apr 04, 2025

Show notes

The Moody's Analytics team discusses President Trump's trade war.

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

Follow Mark Zandi on 'X', BlueSky or LinkedIn @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn

Questions or Comments, please email us at InsideEconomics@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.

A Plethora of Data Mar 28, 2025

Show notes

Mark, Marisa, and Cris break down this week's flood of economic data and explain how new auto tariffs will affect consumers and the overall economy. Their conversation addresses important concerns about the quality and availability of government statistics as they consider private-sector alternatives. They wrap up the episode with the ever-popular "statistics game" highlighting key economic indicators and with responses to listener questions.

Follow Mark Zandi on 'X', BlueSky or LinkedIn @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn

Questions or Comments, please email us at InsideEconomics@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.

Investing with UBS CIO Mark Haefele Mar 21, 2025

Show notes

Investing in these especially turbulent times is intrepid. No better person to navigate the ups and downs in global stock, bond, crypto and other asset markets than UBS’s CIO, Mark Haefele. Mark discusses his new book, in which he considers the broad global trends – the 5 Ds – investors should embrace. And he offers a few investment nuggets along the way.

For Mark Haefele's book, The New Rules of Investing, click here

Guest: Mark Haefele – Chief Investment Officer, UBS Global Wealth Management

Follow Mark Zandi on 'X', BlueSky or LinkedIn @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn

Questions or Comments, please email us at InsideEconomics@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.

Fires and Floods with Firas Saleh Mar 18, 2025

Show notes

Firas Saleh, director of product management at Moody's, joins the Inside Economics team to discuss the increasing risk of wildfires and floods. He highlights the growing frequency and intensity of natural disasters and the significant economic losses they cause. The conversation then shifts to the insurance industry, focusing on how rising insurance premiums affect individual property owners and real estate markets. Although markets will adapt to these evolving risks, the transition may be challenging.

For Cris and Firas's research on flood risk click here, for their research on wildfire risk click here

To learn more about Moody's wildfire risk modeling click here

Guest: Firas Saleh – Director of Product Management, Moody's

Follow Mark Zandi on 'X', BlueSky or LinkedIn @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn

Questions or Comments, please email us at InsideEconomics@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.

Will Economics Win? Mar 14, 2025

Show notes

The Inside Economics crew is joined by Matt Colyar to discuss February’s CPI report and a rapidly changing U.S. economic environment. Primarily, the conversation focuses on tariffs and the on-again, off-again chaos coming out of D.C. The group also discusses investors and U.S. trade partners’ increasingly evident fatigue and whether orthodox macroeconomic principals will eventually re-emerge as a guidepost for policymaking.

Guest: Matt Colyar – Assistant Director, Moody's Analytics

Follow Mark Zandi on 'X', BlueSky or LinkedIn @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn

Questions or Comments, please email us at InsideEconomics@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.

Sharing the Angst Mar 07, 2025

Show notes

Moody’s Analytics colleague, Dante DeAntonio joins the podcast to discuss the February jobs report, and the team shares their angst about potential cracks in the labor market. The conversation then turns to the potential impact of DOGE cuts to the federal workforce and the economic implications of the on-again, off-again tariffs that has developed in recent weeks. Finally, Dante celebrates his clean sweep in the stats game and Mark and Cris revise their recession probabilities.

Guest: Dante DeAntonio, Senior Director of Economic Research, Moody's Analytics

Follow Mark Zandi on 'X', BlueSky or LinkedIn @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn

Questions or Comments, please email us at InsideEconomics@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.