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Matt Klein on Promoting US Economic Potential and Balanced Global Trade

Season 1 Episode 44

The pandemic fiscal response supported a much faster recovery in the US than after the financial crisis, but price levels and the federal deficit sur…

1 year, 4 months ago

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Matt Palazola on the Insurance Industry Impacts of the California Wildfires

Season 1 Episode 43

Wildfires swept through parts of southern California last month, causing indescribable human suffering and property destruction. The rising frequency…

1 year, 5 months ago

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Will Rinehart on the Macroeconomic Potential of Artificial Intelligence

Season 1 Episode 42

Over the last few years, the technological promise of artificial intelligence (AI) has propelled stock market gains, driven fears of widespread labor…

1 year, 5 months ago

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Nathan Dean on the Debt Ceiling’s Impacts on Fiscal Restraint

Season 1 Episode 41

The US Treasury has once again started to use “extraordinary measures” to honor its debt service obligations and avoid breaching the debt ceiling. Wi…

1 year, 6 months ago

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Alan Cole on Tariffs and the Coming Fight over TCJA Renewal

Season 1 Episode 40

With slim majorities in the House and Senate, Republicans hope to narrow the fiscal deficit and extend many of the tax cuts from the 2017 Tax Cuts an…

1 year, 6 months ago

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2024 Year in Review

Season 1 Episode 39

The US economic recovery continued through 2024, but inflation progress has stalled above 2% and the labor market has significantly cooled. Despite t…

1 year, 6 months ago

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Jeff Davis on the Banking Sector’s 2025 Outlook

Season 1 Episode 38

During the last two years, aggressive monetary policy tightening compressed banks’ net interest margins, placed tremendous strain on banks’ balance s…

1 year, 7 months ago

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Tom Doe on Extreme Weather’s Impact on the Municipal Bond Market

Season 1 Episode 37

The rising frequency of extreme weather events has put elevated pressure on municipal budgets to pay for relief efforts and prepare for future disast…

1 year, 7 months ago

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Peter Ryan on How Rising Deficits are Shaping the Treasury Market

Season 1 Episode 36

Treasuries function as the benchmark asset in bond markets, underscoring their importance in borrowing rates and global financial conditions. As fear…

1 year, 8 months ago

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LIVE with Chris Low and Thomas Coleman on the Lessons of the Pandemic Economy

Season 1 Episode 35

The economy has consistently defied expectations since 2020, prompting important questions about the soundness of the models used by the Fed and most…

1 year, 8 months ago

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