Concerns about the fiscal trajectory of the US are nothing new. But is this time different? And what could a fiscal crisis look like? Economist Kenneth Rogoff and historian Niall Ferguson discuss with Allison Nathan. This episode explores the latest Top of Mind report.
This episode was recorded on May 30, June 5, and June 17, 2025.
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Nov 18
The Fed's Tightrope: Inflation, Labor, and the Path Ahead
With inflation above target and the labor market weakening, is the Fed poised to cut rates again? Rob Kaplan, Vice Chairman of
Goldman Sachs, discusses the uncertain outlook with Allison Nathan.
This episode was recorded on November 12, 2025.
The opinions and views expressed ... Show More
19m 54s
Nov 5
China's Economy: Reasons for Optimism
As the US and China navigate trade tensions, what's the outlook for China's economic growth? Hui Shan, chief China economist in Goldman Sachs Research, discusses with Allison Nathan. This episode was recorded on November 3rd, 2025. The opinions and views expressed herein are as o ... Show More
18m 27s
Apr 2025
“The most attractive hedge”
Will the US dollar keep sliding? And are compelling trades cropping up as a result? Brian Dunne, head of Americas Foreign Exchange Options Trading in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey. This episode was recorded on April 24, 2025. Learn more about ... Show More
8m 56s
Mar 2025
Can Germany's ailing economy get back on track?
Dr Joachim Nagel isn't just Germany's chief central banker, he's one of the most powerful economic policy-makers in Europe.In this exclusive interview, he tells Business Daily how he thinks Germany, and the European Union as a whole, should be responding to a time of unprecedente ... Show More
18m 30s
Aug 11
Introducing the Rachman Review: Is the US heading for a debt crisis?
This week on the Economics Show, we're bringing you an interview with Ray Dalio, from our foreign affairs podcast, the Rachman Review. It originally broadcast on July 3.Gideon talks to Ray Dalio, founder of Bridgewater Associates, the world’s largest hedge fund and author of a ne ... Show More
24m 3s
Jun 2025
The recession indicator game
Press-on nails, new music from Katy Perry, and an uptick in Klarna purchases: signs of an economic downturn or no? This episode was produced by Hady Mawajdeh, edited by Miranda Kennedy, fact-checked by Melissa Hirsch, engineered by Matthew Billy, and hosted by Jonquilyn Hill. Pho ... Show More
31m 8s