Examining the Nature of Conflict: A Conversation with Richard Overy
Release Date: 11/07/2024
Inflection Points: Is it a New Energy World? | Look Forward Ep. 34
Look Forward
In this episode of the Look Forward podcast, host Naki Mendoza speaks with Daniel Yergin, vice chair of S&P Global Energy, founder and chair of CERAWeek, and Pulitzer Prize-winning author of The Prize, The Quest, and The New Map. Together, they examine a volatile moment for global energy, shaped by conflict in the Middle East, the Strait of Hormuz disruption, shifting supply chains, and renewed focus on energy security. More Look Forward:
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Partner Perspectives: Precision in a Shifting Bond Landscape
Look Forward
In this episode of Partner Perspectives, a special miniseries within the Look Forward podcast, host Molly Mintz explores the rapid evolution and enduring resilience of global fixed income markets. Drawing on S&P Global and Vanguard’s joint research, , the conversation examines how geopolitical disruption, technological innovation, and new market innovations and infrastructure are transforming the bond market for issuers, investors, and portfolio managers alike. Alexandre Birry of S&P Global Ratings provides the macro-credit perspective, explaining that...
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Partner Perspectives: Decoding Concentration Risk, Index Design, and the Next Era of Choice
Look Forward
In this episode of Partner Perspectives, a special miniseries within the Look Forward podcast, the conversation explores one of the most foundational yet rapidly evolving forces in modern investing: indexing. Drawing on S&P Global and Vanguard’s joint research, , this episode examines how market concentration, changing corporate leadership, and expanding index tools are reshaping the way investors access markets and build portfolios. Tim Edwards of S&P Dow Jones Indices opens with a historical perspective on U.S. equity concentration—noting that by mid-2025...
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Partner Perspectives: Inside the Forces Driving Resilience and Expansion in Private Markets | Look Forward Ep. 31
Look Forward
In this premiere episode of Partner Perspectives, a special miniseries within the Look Forward podcast, host Molly Mintz examines how private markets are reshaping capital formation, portfolio construction, and long-term investment strategy. Drawing on S&P Global and Vanguard’s joint research, , this conversation explores why companies are staying private longer, how private equity has expanded in scale and influence, and what today’s higher-rate environment means for returns and risk. Vanguard’s Bill Stout outlines an optimistic but measured view on private...
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Middle East Tensions: Power, Pressure Points, and Pathways | Look Forward Ep. 30
Look Forward
In this episode of the Look Forward podcast, host Aries Poon is joined by Carlos Pascual, Head of Geopolitics and International Affairs at S&P Global’s Energy Division, to examine the Middle East conflict through a wider geopolitical lens. Drawing on decades of experience in diplomacy, energy security, and international affairs, Carlos explains why this crisis matters far beyond the region.
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Middle East Tensions: Global growth, inflation, and risk | Look Forward Ep. 29
Look Forward
In this episode of Look Forward, host Aries Poon discusses the macroeconomic implications of the Middle East conflict with Paul Gruenwald, Global Chief Economist at S&P Global Ratings. Paul explains how the crisis has evolved through three stages, flow shock, supply shock, and market shock—with the current focus on physical shortages and depleted buffer stocks, especially in energy-importing countries with limited resilience. He highlights that the conflict has neutralized earlier growth tailwinds, increasing downside risks and complicating the policy landscape...
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Post-CERAWeek: Power, Policy and the Electrotech Age | Look Forward Ep. 28
Look Forward
Energy has moved back to the center of corporate strategy and public policy—and AI is a major reason why. In this episode of the Look Forward Podcast from S&P Global, host Aries Poon is joined by S&P Global experts Aneesh Prabhu, Ashutosh Singh, and Raoul LeBlanc to discuss the fast-changing energy reality now confronting utilities, investors, and governments. Related Research: More Look Forward:
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Digital Euro: Strategic Autonomy, Bank Deposit Risk, and What a Retail CBDC Really Means | Look Forward Ep. 27
Look Forward
The European Central Bank has entered the preparation phase for a digital euro—and political momentum is building toward a potential launch before 2030. In this episode, host Aries is joined by Cihan Duran (Ratings) and Shuchita Shukla (Market Intelligence) to break down what the digital euro is (and isn’t), why EU policymakers are prioritizing it now, and what it could mean for payments, consumers, banks, and financial stability.
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Power, Data, and Policy: How Technology Is Rewiring Geopolitics in the Age of Agility | Look Forward Podcast Ep. 26
Look Forward
In this episode of the Look Forward Podcast from S&P Global, host Aries Poon speaks with Natznet Tesfay, Global Head of Analysis at S&P Global Market Intelligence, about how technology is becoming the decisive game changer in geopolitics as we approach 2026. They explore why geopolitics has shifted from sporadic shocks to a constant operating condition, and how traditional stabilizers like frictionless trade, predictable regulation, and cheap capital are becoming “unmoored.” Natznet explains S&P Global’s concept of the “age of agility” and why policy itself is now a major...
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AI Labor Market Disruption
Look Forward
AI is everywhere in the headlines—but what does it actually mean for jobs? In this episode of the Look Forward Podcast from S&P Global, host Aries Poon is joined by Sophie Malin (Principal Economist, Global Labor Markets) and Pollyanna De Lima (Economics Associate Director, Purchasing Managers’ Index/PMI) to separate hype from real-world labor market signals. The conversation starts with a crucial distinction: AI development (chips, data centers, capital-intensive buildouts) versus AI deployment (using AI inside everyday business processes)—and why deployment is what truly...
info_outlineNathan Hunt sits down with historian and author Richard Overy to discuss his latest book, "Why War." Together, the pair explores the nature of conflict and it's persistent presence in human life, examining its potential roots through a variety of lenses.
Rchard Overy:
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Credits:
- Host/Author: Nathan Hunt
- Producer/Editor: Patrick Moroney
- Published With Assistance From: Kyle May, Kurt Burger, Camille McManus