Sep 21
The Resilience Imperative | Look Forward Ep. 39
Host Naki Mendoza talks with Lindsey Hall, Global Head of Thought Leadership at S&P Global Horizons, about why "resilience" has become the organizing idea of sustainability in 2026 and the anchor theme of the new edition of S&P Global's Sustainability Quarterly. Together, they un ... Show More
40m 55s
Aug 27
China's Industrial Policy Reset: Autonomy and Productivity | Look Forward Ep. 38
In this episode of the Look Forward podcast, host Naki Mendoza turns the tables on regular co-host Aries Poon, one of the lead authors of the research, to unpack what's actually changed in Beijing's industrial playbook — and why it matters for global supply chains, competitors, a ... Show More
22m 33s
Aug 17
Pressure Points: Liquidity, Complexity, and the Rise of Private Credit | Look Forward Ep. 37
Private credit has grown from a post-financial-crisis gap-filler into a roughly $2 trillion market — and with investor redemptions and AI disruption fears making headlines, it's facing fresh scrutiny. Host Molly Mintz is joined by S&P Global Ratings' Matthew Mitchell, Managing Di ... Show More
26m 18s
Feb 2024
Behind the Memo: Easy Money with Howard Marks and Edward Chancellor
In this special episode of Behind the Memo, Howard Marks is joined by journalist and financial historian Edward Chancellor to discuss ideas from Howard’s recent memo, Easy Money, which was inspired by Edward’s book, The Price of Time: The Real Story of Interest. They explore the ... Show More
36m 54s
Oct 2022
Edward Chancellor, "The Price of Time: The Real Story of Interest" (Atlantic Monthly Press, 2022)
Edward Chancellor's just published history of interest rates could not be better timed. As the world adjusts to rising rates after decades of falling ones, Chancellor's historical and sometimes polemical account of rates kept too low for too long seems all too prescient. Chancell ... Show More
43m 12s
Nov 2021
Life, Liberty, and the Pursuit of Tokens
On this week's episode of The Compound & Friends, Michael Batnick, Jim O'Shaughnessy, Phil Huber, and Downtown Josh Brown discuss: selling a business, tail risks, tech innovations and politics, FinTechs buying media companies, financial influencers, investing in collectibles, Phi ... Show More
1h 24m
Jun 2023
Something, Somewhere, Is Going to Break w/ Jeffrey Snider
Jeffrey Snider, host of Eurodollar University, joins Raoul to examine the current state of the Eurodollar market, weaving together a cohesive narrative of why it matters to the most pressing issues investors face right now. Recorded on May 22, 2023.
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1h 2m