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Artwork for The Decisive Podcast: Insights and analysis to empower confident decision-making.

The Decisive Podcast: Insights and analysis to empower confident decision-making.

S&P Global Market Intelligence
Tariffs
Inflation
US Economy
S&P Global Market Intelligence
India
China
Mexico
United States
Labor Market
Monetary Policy
Reshoring
Trade Policy
Donald Trump
European Union
Supply Chains
Federal Reserve
Global Economy
Supply Chain Disruption
Supply Chain
Canada

Whether you're a business leader, investor, or simply curious about the forces shaping our world, The Decisive podcast is here to provide you with the knowledge you need to stay ahead. Join our team of seasoned Market Intelligence analysts as they explore the ever-changing landscape of maritime, trade and supply chain, economics and country risk.

PublishesWeeklyEpisodes300Founded6 years ago
Number of ListenersCategory
Business

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Artwork for The Decisive Podcast: Insights and analysis to empower confident decision-making.

Latest Episodes

In this episode of The Decisive podcast, host Kristen Hallam shares highlights from a recent S&P Global Market Intelligence client webinar on the forces reshaping procurement strategy. The conversation explores how prolonged disruption in the Middle ... more

AI is reshaping more than software — it's putting intense pressure on the global semiconductor supply chain. In this special cross-post from Data & Dimensions, The Decisive brings you a timely conversation on how surging demand for AI infrastructure ... more

In this episode of The Decisive Podcast, we examine the future of the US-Mexico-Canada Trade Agreement at a moment of heightened political uncertainty and rising strategic tension across North America. With trilateral trade reaching roughly $1.8 tril... more

In this episode, taken from our May 19 client webinar, our economists unpack a high-stakes U.S. macro outlook shaped by geopolitical conflict, higher energy prices, sticky inflation, and change at the helm of the Federal Reserve.

US GDP growth hel... more

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Recent Guests

Michael Zdinak
Director, US Economics
S&P Global Market Intelligence
Episode: Resilience Tested: What's at Stake for the US Economy
Lawrence Nelson
Principal US Economist
S&P Global Market Intelligence
Episode: Resilience Tested: What's at Stake for the US Economy
Sophie Malin
Principal Economist, Pricing and Purchasing
Episode: How AI Investment Is Influencing Labor Dynamics
Pollyanna De Lima
Economics Associate Director in PMI team
Episode: How AI Investment Is Influencing Labor Dynamics
Alisa Strobel
Principal Economist, Sub-Saharan Africa
Episode: How AI Investment Is Influencing Labor Dynamics
Ralf Wiegert
Economist covering Middle East and North Africa
S&P Global Market Intelligence
Episode: State of Shock: Economic Impacts of Middle East Conflict
Hanna Luchnikava-Schorsch
Economist covering Asia Pacific
S&P Global Market Intelligence
Episode: State of Shock: Economic Impacts of Middle East Conflict
Diego Iscaro
Economist covering Europe
S&P Global Market Intelligence
Episode: State of Shock: Economic Impacts of Middle East Conflict
Rafael Amiel
Head of Latin America Economics
S&P Global Market Intelligence
Episode: Governance Stress Tests: Key Elections in 2026

Host

Kristen Hallam
Host for discussions and analysis, frequently guiding expert-led conversations on macro topics and market intelligence insights.

Chart Rankings

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Apple Podcasts
#52
Indonesia/Business

Talking Points

Recent interactions between the hosts and their guests.

How AI Investment Is Influencing Labor Dynamics
Q: What does AI mean for jobs—will it cause widespread layoffs or create new opportunities?
Short term evidence shows a net positive or neutral impact on headcount for many firms, with larger firms more likely to reduce jobs and smaller firms still expanding. Over time, AI is expected to automate routine tasks but also create demand for AI-related roles and enhance productivity that can support growth.
How AI Investment Is Influencing Labor Dynamics
Q: How prevalent is AI in businesses today and where do we see the highest rates of adoption by sector and geography?
Adoption is rising across countries and sectors, with services leading slightly and Germany standing out in private-sector investment. Government incentives are accelerating private capital, and UK and Spain show strong activity as well.
Fake IDs on the High Seas: How Bad Actors Evade Detection
Q: What does ship identity mean in practice, and why is it foundational to sanctions enforcement and commercial decision-making?
Ship identity ties together digital signals, physical characteristics, and official documentation; when they align, regulators and insurers can accurately assess sanctions status and risk, while misalignment opens opportunities for evasion and illicit activity.
Logistics Finds a Way: Lessons in Supply Chain Resilience
Q: What can you tell us about how logistics have adapted in the context of these disruptions, and what does the future look like?
Adaptations are twofold: physical flexibility to deliver into different ports and strategic use of carrier alliances, plus continued improvement in planning math and technology, with quantum computing or advanced analytics potentially redefining real-time routing and regionalized manufacturing in the longer term.
Logistics Finds a Way: Lessons in Supply Chain Resilience
Q: So it's deja vu all over again, Chris, is it?
Yes, there's a recurring pattern where supply chains encounter shocks, but the industry consistently adapts by leveraging multiple routes, port diversification, and real-time data to reallocate vessels and avoid complete disruption.

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Frequently Asked Questions About This Podcast

What is This Podcast about and what kind of topics does it cover?

A data-driven, business-focused show that blends macroeconomics, regional risk, and global trade with practical implications for decision-makers. Across episodes, listeners are treated to deep dives on PMI signals, supply-chain resilience, energy and commodity shocks, and the political and regulatory dynamics that shape markets. The conversations often feature economists and country-risk experts from a leading market intelligence outfit, offering scenario analysis, data-driven forecasting, and actionable takeaways for executives, investors, and supply-chain professionals. A standout characteristic is the rigorous integration of timely indicators with real-world implications for strategy, risk, and procurement in an uncertain global environm... more

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These podcasts share a similar audience with this podcast:

1. Oil Markets
2. FT News Briefing
3. Exchanges
4. All Things Sustainable
5. The Economics Show

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this podcast launched 6 years ago and published 300 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on this podcast?

Recent guests on this podcast include:

1. Michael Zdinak
2. Lawrence Nelson
3. Sophie Malin
4. Pollyanna De Lima
5. Alisa Strobel
6. Ralf Wiegert
7. Hanna Luchnikava-Schorsch
8. Diego Iscaro

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