Podcast Episodes
Back to SearchLucy Eve on Managing the Risks around US Elections
Season 1 Episode 34
With control of the White House and House looking up for grabs, the post-election policy landscape looks highly uncertain only weeks before November …
1 year, 9 months ago
Mitchell Redd on the Market for Loans as Interest Rates Head Lower
Season 1 Episode 33
Unlike the markets for Treasury securities and MBS, the market for loans can be opaque and illiquid, making it difficult for financial institutions t…
1 year, 9 months ago
Adam Sacks on How Tourism Helps Explain Economic Resilience
Season 1 Episode 32
Tourism has bounced back after significantly suffering during early pandemic shutdowns. Households across the income spectrum continue to spend on di…
1 year, 10 months ago
Patrick Higgins on Using GDPNow to Estimate Economic Growth
Season 1 Episode 31
The Atlanta Fed’s GDPNow model is followed closely by financial market participants as an estimate for economic growth. Rather than looking at a long…
1 year, 10 months ago
Dr. Campbell Harvey on the Inverted Yield Curve’s Recession Signals
Season 1 Episode 30
In his 1986 PhD thesis, Campbell Harvey identified the predictive power of the inverted yield curve through four business cycles. With curve inversio…
1 year, 11 months ago
Joey Kline on CRE in the Post-pandemic Economy
Season 1 Episode 29
Although the Fed appears to be on the cusp of finally lowering interest rates, the rapid monetary tightening of the last two years has caused signifi…
1 year, 11 months ago
JP Aubry on How Public Pensions Survived (and Thrived in) the Pandemic
Season 1 Episode 28
Almost every state and local government worker in the US participates in a public pension system, creating a strong bond between the fiscal health of…
1 year, 11 months ago
Kristy Hung on the Boom and Bust in the Chinese Real Estate Market
Season 1 Episode 27
China’s booming real estate sector helped propel the country’s tremendous growth over the last few decades. This rapid increase in property valuation…
2 years ago
Bryan Chapman on the US Oil Industry’s Transformation to Global Leader
Season 1 Episode 26
Oil prices have remained relatively steady during the last couple of years despite robust global demand and ongoing geopolitical risks from multiple …
2 years ago
Chris Low on the Fed’s 2% Inflation Target
Season 1 Episode 25
As the Fed continues to fight high inflation, some analysts have argued that structural forces are making the ideal inflation target higher than 2% i…
2 years, 1 month ago