Winter is Coming, or Perhaps Not — Stimulus and the Risk of U.S. Inflation
Release Date: 04/19/2021
The Rise and Fall of the Neoliberal Order
The Essential Podcast
Gary Gerstle of Cambridge University joins the Essential Podcast to talk about the nature of political orders and the collapse of the political order known as neoliberalism that came to power with Ronald Reagan.
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India Unleashed — Necessary Reforms for an Emerging Economic Superpower
The Essential Podcast
Dr. Ajay Chhibber joins the Essential Podcast to talk about India's path to becoming an upper middle income country, the necessary reforms that will unleash the country's potential, and the challenges that yet hold it back.
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Intent & Initiative in Small Teams — Leveraging the Non-Commissioned Officer for Business
The Essential Podcast
Three S&P Global executives – Tina Morris, Shaun Wurzbach, and Ed Ware – with military experience join the Essential Podcast to talk about the unique role and skills of non-commissioned officers in the U.S. military and how to apply these lessons to businesses.
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Quite a Bit More Disruption — Supply Chains Under Stress
The Essential Podcast
John Anton, Peter Tirschwell, and Nathalie Wlodarczyk join the Essential Podcast to talk about supply chains, what's gone wrong, and what – if anything – can be done to get them back on track.
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Worse with Every Passing Month — Russia, Europe, and the Realignment of Energy Markets
The Essential Podcast
Dave Ernsberger of S&P Global Commodity Insights joins the Essential Podcast to talk about the short, medium, and long term effects of the war in Ukraine on energy markets.
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Elements of the Energy Transition #3 — Gadolinium
The Essential Podcast
Terence Kooyker, founder and CEO of the commodity hedge fund Valent Asset Management, rejoins the Essential Podcast to talk about the market and uses for the elements of the energy transition. In this episode, we return to the lanthanides to cover gadolinium, lucky element #64 on the Periodic Table.
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A Mutual Failure of Understanding — Financial Cold War Between China and the United States
The Essential Podcast
James A. Fok joins the Essential Podcast to discuss his new book "Financial Cold War: A View of Sino-U.S. Relations from the Financial Markets", covering the dangers of mutual misunderstanding, the different paths of financial markets in the two countries, and the consequences of maintaining the status quo for both Chinese and American citizens.
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A Machine for Manufacturing Courage — Venture Capital and the Power Law
The Essential Podcast
Sebastian Mallaby, Paul A. Volcker Senior Fellow for International Economics at the Council on Foreign Relations and author of numerous books, joins the Essential Podcast to discuss his latest book – The Power Law: Venture Capital and the Making of the New Future.
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The Myth of Growth — Sustainability, Equality, and the Search for a Post-Growth Economy
The Essential Podcast
Tim Jackson, Director of the Centre for the Understanding of Sustainable Prosperity and author of several books, including "Prosperity Without Growth" and "Post Growth: Life After Capitalism" joins the Essential Podcast to talk about sustainability, equality, the end of growth, the Baumol Effect, and the declining consolations of consumerism.
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Investing in Culture — Communication and Retention in Companies
The Essential Podcast
Dr. Ben Michaelis joins the Essential Podcast to talk about communication and company culture and how things are changing during the era of the Great Resignation.
info_outlineAs the outlook for the economic recovery from the COVID-19 crisis brightens, market participants are closely watching the shape and speed of the rebound. While many are concerned about the risk of rapidly rising inflation as the Treasury yield curve steepens, commodity prices surge worldwide, and stimulus money fills U.S. consumers’ pockets, such fears may be overblown. S&P Global Ratings Global Chief Economist Paul Gruenwald joins the Essential Podcast to discuss the risk of unanchored inflation and benefits of orderly reflation in the wake of the U.S.’s $1.9 trillion fiscal stimulus package and proposed $2 trillion infrastructure package