Moody's Talks - Inside Economics

Moody's Analytics

Join Chief Economist Mark Zandi, Marisa DiNatale and Cristian deRitis as they discuss key indicators and other aspects of the global economy. Contact us at insideeconomics@moodys.com. Visit online at www.economy.com/economicview

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324 episodes
Updated Friday

Episodes324

Newest first

March 31 · 45 min
The Sages of CRE
Moody's commercial real estate experts Tom LaSalvia and Kevin Fagan join Mark, Marisa, and Cris to take stock of where CRE markets stand today. Tom and Kevin go beyond the headlines to unpack the nuances driving the office market's uneven recovery, multifamily's supply-driven growing pains, and retail's quiet comeback. Their verdict: measured confidence — provided the broader economy cooperates. As a bonus, Tom reveals the philosopher alter ego hiding inside each host. Spoiler alert: not everyon
March 27 · 33 min
Weighing Recession Probabilities
Hostilities with Iran are entering their second month, and the damage to financial markets and the economy is mounting. The Inside Economics team and colleague, Shandor Whitcher, take up the question of what it all means for the prospects of recession. Shandor tells us about his prescient random forest model of the probability of recession starting in the next year, and it’s not encouraging. Odds are still less than half, but not by much, and the direction of travel is disconcerting.
March 20 · 57 min
Markets Down, Recession Risks Up
Mark, Cris and Marisa recap the week’s events in the Middle East and at the Fed and debate whether or not the baseline forecast warrants a rethink given the rising uncertainty around how and when the conflict in the Middle East will end. The crew discusses the tumultuous week in financial markets, the impact that prolonged high oil prices could have on the U.S. economy, and what this means for the risk of a recession over the next year. They answer several listener questions on a wide range of t
March 19 · 1 hr 1 min
Scott Galloway, the Optimistic Pessimist
The Inside Economics team is joined by Scott Galloway, bestselling author and professor of marketing at NYU Stern, for a wide-ranging conversation spanning geopolitics, technology, and generational justice. The group touches on the escalating conflict in Iran before turning to the transformative — and disruptive — potential of artificial intelligence. The conversation takes a sharp turn as Scott examines what may be the defining economic story of our time: the systematic transfer of wealth and o
March 13 · 50 min
$100 Oil...and Counting
Mark and Marisa are joined once again by colleagues Chris Lafakis and Juan Pablo Fuentes to discuss the past week’s developments in the Middle East and whether the forecast has changed as a result. Matt Colyar joins to review the week’s release of inflation data, which show stickiness in inflation prior to the $40 jump in oil prices since the start of the year. After a review of weak reports on GDP, spending and confidence, Chris and Juan Pablo discuss how the jump in oil prices and the unpreced
March 6 · 1 hr 9 min
90,000 Lost Jobs and $90 Oil
The Inside Economics team tackles the tough economic data and developments of the past week. There was nothing redeeming in the February jobs numbers, as the economy struggles to create jobs and unemployment edges higher. And this is before the fallout from the U.S. conflict with Iran hits the economy, which threatens to be considerable. The discussion ends on the question of how the fighting will be resolved, but there are no satisfying answers.
February 27 · 1 hr 7 min
AI: Friend or Foe?
Mark, Cris & Marisa reunite for a lively discussion about their predictions around AI’s impact on the economy over the next year or two. The team talks about their recently released webinar & white paper on the Macroeconomic Consequences of AI and answers several great listener questions in the process. Marisa and Cris try to talk Mark down off the AI-apocalypse ledge, as the once eternally optimistic Zandi has gone down a darker path recently.
February 20 · 55 min
Nerdfest with Bernstein and Parrott
Former chairman of the Council of Economic Advisers, Jared Bernstein, and housing maven, Jim Parrott, join Mark and Cris to drink from today’s fire hose of events, including the SCOTUS decision striking down President Trump’s reciprocal tariffs to the 4th quarter GDP numbers. The conversation turns to how well the economy is performing through the prism of AI, housing, and jobs. It’s a veritable econ nerdfest.
February 13 · 1 hr 12 min
Pulse on Payrolls and Prices
Together at last. In a rare joint performance, Dante and Matt join the Inside Economics crew to unpack January’s jobs and CPI reports. The brief federal government shutdown delayed economic data releases a few days, which made for a loaded slate this week. Dante shares his impression of January’s seemingly strong jobs report and then the team plays the stats game. A brief hiatus did not affect Marisa’s ability to dominate. Matt then goes through the first inflation data of 2026, and where it loo
February 6 · 57 min
Shakespeare in Love
In the Oscar-winning film Shakespeare in Love, theater owner Henslowe explains that the theatrical business faces "insurmountable obstacles on the road to imminent disaster," yet somehow "it all turns out well.” It’s a mystery he can't explain. This week's podcast channels that spirit as Moody’s Analytics economist, Dante DeAntonio, joins Mark and Cris to dissect the labor market despite the delayed employment report from the Bureau of Labor Statistics. The team navigates volatility across finan
February 2 · 1 hr 13 min
Wurm on Warsh
No, this isn’t a Bavarian dish. But our colleague Martin Wurm joins the Inside Economics team to consider Kevin Warsh as the next Chair of the Federal Reserve Board. The group dissects Warsh’s writings and speeches to glean how he might change the way the Fed operates monetary and regulatory policy, and whether he will be able to preserve some semblance of Fed independence. There is also the stats game and listener question – please keep them coming.
January 23 · 1 hr 4 min
Greenland and The London Consensus
After a quick review of this past week's economic data, Professor Andrés Velasco, Dean of the School of Public Policy at the London School of Economics, joins the Inside Economics podcast, along with Head of International Economists, Gaurav Ganguly. The group dissects the U.S. push to acquire Greenland and Europe's response to it. They discuss President Trump's reaction to international dissent and conclude that TACO is a market-driven phenomenon. The discussion delves into income inequality wor
January 16 · 1 hr 19 min
Inside China
The Inside Economics crew is joined by Logan Wright, partner and director of China market research at Rhodium Group. The team first unpacks December’s consumer price index and discusses the state of U.S. inflation. Then, Logan shares his expertise on the Chinese economy. From a slumping property sector, dubious economic data, and evolving trade flows, there was no shortage of topics to dive deep into.
January 9 · 1 hr 13 min
“Fed” Up with the Jobs Report
Jon Hilsenrath, former journalist at the Wall Street Journal, joins the Inside Economics crew to discuss the December jobs report and the Fed. The team breaks down the latest employment data and debates whether the report is “fine” or “anemic”. The focus then shifts to the Fed for a wide-ranging conversation about where interest rates are headed and whether Fed independence is in doubt. Jon argues that independence is already compromised and likely to get worse.
January 2 · 40 min
Resilient or Fragile?
The team reunites in 2026 and reflects on the economy's performance in 2025 and looks ahead to the New Year. Mark reviews the forecast accuracy for the past year and is surprised by the results. Mark and Cris quibble over how to characterize the economy in 2025, and the team shares its predictions for 2026, along with the probabilities of the base cases, upside, and downside forecasts.
Dec 23, 2025 · 1 hr 2 min
Lessons from the Beehive State
Mark and Cris are joined by Natalie Gochnour, associate dean in the David Eccles School of Business and director of the Kem C. Gardner Policy Institute at the University of Utah, and Moody’s Analytics’ head of regional economics Adam Kamins to learn some of the secrets behind one of the nation’s most successful states. From demographics to governance to the ski slopes, Natalie shares lessons learned from her decades working in and for Utah, including what to call residents of the Beehive State
Dec 19, 2025 · 1 hr 5 min
Colyar on CPI, Dietz on Housing
Moody’s Analytics economist Matt Colyar weighs in on the government-shutdown flawed consumer price data for October and November, and teases his own CPI that will better represent what’s happening with inflation. Stay tuned. And Robert Dietz, chief economist of the National Association of Homebuilders, joins the conversation to provide his outlook on the housing market. Housing will have another tough year, but Rob finds some bright spots.
Dec 16, 2025 · 1 hr
Tuesday Twist
Dante joins Mark and Cris for an unusual jobs Tuesday podcast to break down the November employment report. Due to the prolonged government shutdown, the report delivered two months of payroll data, which continues to signal that the labor market is grinding to a halt. With the unemployment rate on the rise, the team discusses their updated recession probabilities, and Marisa’s absence is felt as they struggle through the stats game.
Dec 12, 2025 · 50 min
10 Doves, 2 Hawks, and a Partridge in a Pear Tree
The Inside Economics team unpacks the Federal Reserve's latest rate decision and the divergence of views among policymakers as they navigate the final stretch of 2025. Mark, Cris, and Marisa debate whether the FOMC's messaging was hawkish or dovish, assess whether a labor market shedding jobs can avoid recession, and explore what it all means for the path of interest rates in the year ahead. After a quick stats game, the trio tackles a few provocative listener questions.
Dec 11, 2025 · 25 min
Bonus Content: A conversation with Daleep Singh
Welcome to a bonus episode of Inside Economics. This is a recording that took place between Mark Zandi and our most recent podcast guest, Daleep Singh at the Aspen Ideas Festival a couple of months ago.

Moody's Talks - Inside Economics

The Sages of CRE

Weighing Recession Probabilities

Markets Down, Recession Risks Up

Scott Galloway, the Optimistic Pessimist

$100 Oil...and Counting

90,000 Lost Jobs and $90 Oil

AI: Friend or Foe?

Nerdfest with Bernstein and Parrott

Pulse on Payrolls and Prices

Shakespeare in Love

Wurm on Warsh

Greenland and The London Consensus

Inside China

“Fed” Up with the Jobs Report

Resilient or Fragile?

Lessons from the Beehive State

Colyar on CPI, Dietz on Housing

Tuesday Twist

10 Doves, 2 Hawks, and a Partridge in a Pear Tree

Bonus Content: A conversation with Daleep Singh