Podcast Episodes

The Lifetime Model of Inflation Expectations according to Ulrike Malmendier and Stefan Nagel

Season 1 Episode 84

Regardless of the Fed’s commitment to restoring price stability, past price increases have had a lasting impression on households and businesses afte…

12 hours ago

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Teresa Walsh on the Cybersecurity Risks Facing the Financial Sector

Season 1 Episode 83

Even as Artificial Intelligence enhances productivity, it is also increasing cybersecurity vulnerabilities across the financial industry. New technol…

2 weeks ago

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Michelle Bockmann on Shipping Insurance in the Strait of Hormuz

Season 1 Episode 82

The cost of shipping insurance in the Strait of Hormuz has surged over the last four months. Even after the US and Iran lifted their mutual blockade …

4 weeks ago

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Mike Ashton on How the Market Expresses Inflation Expectations

Season 1 Episode 81

Investors often use inflation swaps and breakevens — the difference in yields between nominal Treasuries and TIPS — to deduce market participants’ in…

1 month, 1 week ago

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Alexis Maxwell on How Rising Fertilizer Costs Drive Food Inflation

Season 1 Episode 80

The Strait of Hormuz’s closure has driven up prices for fertilizer and diesel, two inputs essential for agricultural production. Considering how farm…

1 month, 3 weeks ago

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Emanuel Mönch on the Post-Pandemic Term Premium

Season 1 Episode 79

The term premium — investors’ compensation for holding longer-term Treasuries instead of T-bills — fluctuates with inflation uncertainty, federal def…

2 months, 1 week ago

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Stan Veuger on the Economic Risks of Population Decline

Season 1 Episode 78

Changes in foreign migration caused US population growth to slow last year and potentially turn negative in 2026. Federal programs and private debt m…

2 months, 3 weeks ago

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Jeff Lacker on Shrinking the Fed’s Balance Sheet

Season 1 Episode 77

The Fed’s balance sheet has swelled from $900 billion in 2008 to just under $7 trillion in April 2026. Policymakers bought up securities to support t…

3 months, 1 week ago

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SPECIAL PODCAST: Rachel Ziemba on the Strait of Hormuz

Season 1 Episode 76

The recently announced two-week ceasefire between the US and Iran is giving investors hope that traffic will normalize soon in the Strait of Hormuz, …

3 months, 2 weeks ago

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Fabio Natalucci on the Rise and Risks of Private Credit

Season 1 Episode 75

Private credit has outgrown its original niche of lending to middle-market firms using funds from institutional investors with long time horizons. Ri…

3 months, 3 weeks ago

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