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Moody's Talks - Inside Economics

Moody's Analytics

300 episodes

Join Chief Economist Mark Zandi, Marisa DiNatale and Cristian deRitis as they discuss key indicators and other aspects of the global economy. Contact us at insideeconomics@moodys.com. Visit online at www.economy.com/economicview

Episodes page 1 of 6

  1. AI Series: Live From New York

    · 47 min · Episode 304

    Inside Economics closes out its AI series with a rare live taping at the Economic Outlook Conference in New York City. Drawing on lessons from earlier episodes—and plenty of input from the audience—Marisa, Cris, and…

  2. Bending, Not Breaking

    · 1 h 01 min · Episode 303

    John Toohig of Raymond James joins Mark and Cris to tell the whole story on whole loan trading and what it says about the health of bank lending. The conversation covers consumer credit, mortgages, and commercial real…

  3. Survey Says…

    · 1 h 08 min · Episode 302

    John Leer, Chief Economist at Morning Consult, joins Inside Economics to discuss the mood of the consumer. John shares some interesting nuggets from Morning Consult’s survey, including differences in sentiment across…

  4. Unwrapping the Global Economy

    · 1 h 08 min · Episode 301

    The global economy is being buffeted by a seemingly endless series of shocks—from U.S. tariffs and the Russia-Ukraine war to turmoil in the Middle East. Who better to explain what it all means than our colleague Gaurav…

  5. Revisions, Revisions, Revisions

    · 58 min · Episode 300

    Dante joined the Inside Economics crew to discuss the September employment report, which told a more consistent story of a soft labor market. The team also dove into the bevy of other economic data released this week,…

  6. The (Not So) Great Wealth Transfer

    · 1 h 04 min · Episode 299

    Wayne Best, Chief Economist at Visa and The Wall Street Journal’s Most Accurate Forecaster of 2025, joins the Inside Economics team to discuss the state of the economy with a focus on consumer spending. Despite a…

  7. ENCORE AI Series: Anthropic's Peter McCrory

    · 1 h 10 min · Bonus

    Originally published on May 1st, 2026. Peter McCrory, the Head of Economics at AI juggernaut Anthropic, joins the Inside Economics team to consider all things AI and the economy. The discussion begins with how the…

  8. Hikes and Haircuts

    · 1 h 06 min · Episode 298

    The Fed met this week and gave the Inside Economics crew a lot to talk about. Joining the fray are three colleagues, Martin Wurm, Justin Begley, and Matt Colyar. Opinions varied on the wisdom of September’s rate hike,…

  9. AI Series: Can AI Fix the Deficit?

    · 53 min · Episode 297

    Ben Harris, Director of the Economic Studies Program at the Brookings Institution, joins the Inside Economics team to discuss his new research on how AI could shape the nation’s fiscal outlook. The bottom line: it’s…

  10. The Great Rate Debate

    · 1 h 05 min · Episode 296

    The Inside Economics team is joined by colleague and CPI guru Matt Colyar to discuss August's CPI inflation report, which came in a touch hotter than expected. Mark ranks his top four inflation culprits, and the team…

  11. The AI Series: Adoption Ramps Up

    · 57 min · Episode 295

    In this episode of our AI series, Ara Kharazian, lead economist at fintech company Ramp, joins the Inside Economics team to discuss the state of AI adoption. Drawing on Ramp’s real-time business spending data, Ara…

  12. Upsides, Downsides

    · 1 h 04 min · Episode 294

    Mark and Cris are joined by Dante to unpack the August employment report. While the headline number surprised to the upside, they agree it does little to change their view of underlying job growth. The discussion turns…

  13. The AI Series: The Data Center Buildout

    · 1 h 06 min · Episode 293

    Continuing the AI series, the Inside Economics team talks with ConstructConnect Chief Economist Michael Guckes about the data center boom. Michael’s granular view of the buildout sheds light on both the opportunities…

  14. More Science Than Fiction

    · 1 h 07 min · Episode 292

    Stripe Chief Economist Ernie Tedeschi joins the Inside Economics team to separate the signal from the noise in a busy week for the economy and financial markets. The group discusses Kevin Warsh's recent speech and the…

  15. The AI Series: A Question of Timing

    · 55 min · Episode 291

    Capital Group economist Darrell Spence, who has covered the U.S. economy for more than three decades, separates AI hype from the evidence, explaining how much growth the current capital-spending boom is actually…

  16. Yielding to Pressure

    · 1 h 11 min · Episode 290

    Top of mind for the Inside Economics team this week is the surge in long-term interest rates. Colleague Martin Wurm joins the conversation to unpack why rates have risen so sharply, assess whether the U.S. Treasury’s…

  17. The AI Series: The Value of Labor

    · 1 h 03 min · Episode 289

    MIT professor David Autor, one of the world’s leading labor economists, separates AI hype from evidence, explaining which jobs are most likely to be augmented rather than automated, what that means for wages and…

  18. Lettuce Discuss Inflation

    · 59 min · Episode 288

    The Inside Economics crew is joined by colleague Matt Colyar to run down the week’s slate of inflation and consumer data. Following the recap and a brief detour about lettuce consumption, each puts forward…

  19. Painful Jobs Report, Painful Podcast

    · 1 h 05 min · Episode 287

    There was nothing redeeming in the July jobs report, and the podcast crew covered all the pain points: weak job gains, downward revisions, fewer hours worked, slowing wage growth, and a worrisome drop in labor force…

  20. Growth Under Strain

    · 1 h 13 min · Episode 286

    Michael Strain of the American Enterprise Institute and colleague Matt Colyar join the Inside Economics crew to unpack a blockbuster week for the U.S. economy. A bizarre FOMC meeting, fresh GDP and inflation data, new…

  21. The Curious Case of the Vehicle Market

    · 1 h 14 min · Episode 285

    Nowhere is the economy’s resilience more evident than in the vehicle market. To break this down, the Inside Economics team is joined by colleague Mike Brisson, and the brain trust at Cox Automotive, including Jeremy…

  22. Thriving, Striving or Surviving

    · 1 h 07 min · Episode 284

    The financial health of the American consumer is top of mind these days, and no one better to discuss it with than Emmaline Aliff of Equifax and our own consumer maven, Mike Brisson, join the podcast to dig into the…

  23. A Dove in Hawk's Clothing

    · 1 h 03 min · Episode 283

    Ethan Harris, former Head of Global Economic Research at Bank of America, joins the Inside Economics team to discuss his views on the economy’s resiliency, AI, and the Fed. Ethan expounds on the new Chair Kevin Warsh’s…

  24. A Jobs Debate

    · 59 min · Episode 282

    The Inside Economics crew takes a deep dive into the June employment report, which was notably softer following a string of upside surprises. The team debates how to define labor market slack given the sharp divergence…

  25. The Data, Oil, and a Global Q&A

    · 1 h 18 min · Episode 281

    Mark and Marisa dissect the raft of economic data released this past week, and debate what it means for the outlook. Chris joins the conversation and weighs in on where oil prices will settle. The group plays the Stats…

  26. Breaking in a new Chair

    · 52 min · Episode 280

    Claudia Sahm, Chief Economist of New Century Advisors joins the team to break down Kevin Warsh's first FOMC meeting and press conference. The group covers the rate decision, changes to Fed communications, the dot…

  27. Stocks, SpaceX, and Subways

    · 1 h 08 min · Episode 279

    The Inside Economics team welcomes Jim Lebenthal, Chief Market Strategist at Cerity Partners, to discuss all things investing on the morning of the SpaceX IPO. Jim discusses the equity market’s extraordinary run,…

  28. Dazed and Confused

    · 52 min · Episode 278

    Dante joins the Inside Economics crew to dissect the May jobs report, which he describes as shocking. The team discusses whether there is enough evidence to declare that the labor market and underlying job growth have…

  29. Economic Data Dump

    · 1 h 17 min · Episode 277

    Three economists. Three opinions. The Inside Economics team worked through a panoply of fresh releases, covering GDP, spending, income, new-home sales, durable goods orders, and inflation, to piece together the true…

  30. Third Time’s the Charm

    · 50 min · Episode 276

    After two failed attempts at recording the podcast due to technical issues, the team finally nails it on the third try. In a light data week, the team discusses the wide disparity in sentiment between consumers, stock…

  31. Mr. Financial System

    · 50 min · Episode 275

    If you want to get the skinny on anything related to financial markets or the financial system, then you need to talk with Samim Ghamami, Chief Economist of the New York state Insurance Fund. That’s what Mark and Cris…

  32. Focus on the Fed

    · 56 min · Episode 274

    On this momentous day at the Federal Reserve, with Jay Powell handing over the chair to Kevin Warsh, the Inside Economics team, along with guest Julia Coronado, Founder of Macropolicy Perspectives, and colleague Martin…

  33. Inflation: No Quick Fix

    · 40 min · Episode 273

    In a quick-hitting mini-podcast, Mark and Cris are joined by colleague Matt Colyar to discuss April’s (hot) consumer price index data. U.S. inflation has accelerated dramatically since the war in Iran began. Matt…

  34. Jobs: Soft, Stable, or Something Else

    · 1 h 02 min · Episode 272

    The Inside Economics crew dives into the April employment report. Despite better-than-expected headline job growth, they debate the best way to characterize the current state of the labor market. The team agrees that…

  35. Inside AI with Anthropic's Peter McCrory

    · 1 h 10 min · Episode 271

    Peter McCrory, the Head of Economics at AI juggernaut Anthropic, joins the Inside Economics team to consider all things AI and the economy. The discussion begins with how the group is using Claude in our work, then…

  36. An Economic Grab Bag

    · 1 h 13 min · Episode 270

    Mark, Cris and Marisa recap the week’s economic news, including the now highly likely confirmation for the Fed Chair nominee, Kevin Warsh, the ongoing conflict in Iran and its impact on energy and related commodities,…

  37. 3 Lenses, 1 Economy

    · 1 h 05 min · Episode 269

    Stock prices are hitting new records, while consumer sentiment has fallen to record lows. Businesses are of mixed minds. What’s driving this disconnect—and who’s right? Mark and Cris are joined once again by colleague…

  38. Oil, Cows and Taxes

    · 1 h 05 min · Episode 268

    The Inside Economics team is joined by Matt Colyar to discuss the week’s loaded economic data slate. First, Matt offers a detailed reaction to March’s hot CPI report – the first inflation data capturing effects from…

  39. Curb Your (Job Market) Enthusiasm

    · 1 h 11 min · Episode 267

    The Inside Economics crew (minus Dr. DeAntonio) parses the March jobs report, which came in surprisingly strong. They all agree that the headline number is deceptive and the labor market is actually quite weak and…

  40. The Sages of CRE

    · 45 min · Episode 266

    Moody's commercial real estate experts Tom LaSalvia and Kevin Fagan join Mark, Marisa, and Cris to take stock of where CRE markets stand today. Tom and Kevin go beyond the headlines to unpack the nuances driving the…

  41. Weighing Recession Probabilities

    · 33 min · Episode 265

    Hostilities with Iran are entering their second month, and the damage to financial markets and the economy is mounting. The Inside Economics team and colleague, Shandor Whitcher, take up the question of what it all…

  42. Markets Down, Recession Risks Up

    · 57 min · Episode 264

    Mark, Cris and Marisa recap the week’s events in the Middle East and at the Fed and debate whether or not the baseline forecast warrants a rethink given the rising uncertainty around how and when the conflict in the…

  43. Scott Galloway, the Optimistic Pessimist

    · 1 h 02 min · Episode 263 · Explicit

    The Inside Economics team is joined by Scott Galloway, bestselling author and professor of marketing at NYU Stern, for a wide-ranging conversation spanning geopolitics, technology, and generational justice. The group…

  44. $100 Oil...and Counting

    · 50 min · Episode 262

    Mark and Marisa are joined once again by colleagues Chris Lafakis and Juan Pablo Fuentes to discuss the past week’s developments in the Middle East and whether the forecast has changed as a result. Matt Colyar joins to…

  45. 90,000 Lost Jobs and $90 Oil

    · 1 h 09 min · Episode 261

    The Inside Economics team tackles the tough economic data and developments of the past week. There was nothing redeeming in the February jobs numbers, as the economy struggles to create jobs and unemployment edges…

  46. AI: Friend or Foe?

    · 1 h 07 min · Episode 260

    Mark, Cris & Marisa reunite for a lively discussion about their predictions around AI’s impact on the economy over the next year or two. The team talks about their recently released webinar & white paper on the…

  47. Nerdfest with Bernstein and Parrott

    · 56 min · Episode 259

    Former chairman of the Council of Economic Advisers, Jared Bernstein, and housing maven, Jim Parrott, join Mark and Cris to drink from today’s fire hose of events, including the SCOTUS decision striking down President…

  48. Pulse on Payrolls and Prices

    · 1 h 12 min · Episode 258

    Together at last. In a rare joint performance, Dante and Matt join the Inside Economics crew to unpack January’s jobs and CPI reports. The brief federal government shutdown delayed economic data releases a few days,…

  49. Shakespeare in Love

    · 57 min · Episode 257

    In the Oscar-winning film Shakespeare in Love, theater owner Henslowe explains that the theatrical business faces "insurmountable obstacles on the road to imminent disaster," yet somehow "it all turns out well.” It’s a…

  50. Wurm on Warsh

    · 1 h 13 min · Episode 256

    No, this isn’t a Bavarian dish. But our colleague Martin Wurm joins the Inside Economics team to consider Kevin Warsh as the next Chair of the Federal Reserve Board. The group dissects Warsh’s writings and speeches to…

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