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Moody's Talks - Inside Economics

Moody's Analytics
Inflation
Labor Market
Federal Reserve
Tariffs
Consumer Spending
Housing Market
Consumer Price Index
Jobs Report
GDP
Unemployment Rate
Job Growth
Artificial Intelligence
Interest Rates
Immigration
U.S. Economy
Oil Prices
Wage Growth
Job Market
Immigration Policy
Mortgage Rates

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

PublishesTwice weeklyEpisodes330Founded5 years ago
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InvestingBusinessBusiness NewsNews

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Artwork for Moody's Talks

Latest Episodes

Stripe Chief Economist Ernie Tedeschi joins the Inside Economics team to separate the signal from the noise in a busy week for the economy and financial markets. The group discusses Kevin Warsh's recent speech and the market's reaction, unpacks the l... more

Capital Group economist Darrell Spence, who has covered the U.S. economy for more than three decades, separates AI hype from the evidence, explaining how much growth the current capital-spending boom is actually buying, where productivity gains are m... more

Top of mind for the Inside Economics team this week is the surge in long-term interest rates. Colleague Martin Wurm joins the conversation to unpack why rates have risen so sharply, assess whether the U.S. Treasury’s efforts to stem the increase will... more

MIT professor David Autor, one of the world’s leading labor economists, separates AI hype from evidence, explaining which jobs are most likely to be augmented rather than automated, what that means for wages and middle-skill work, and what past techn... more

Key Facts

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Recent Guests

Darrell Spence
Economist at Capital Group
Capital Group
Episode: The AI Series: A Question of Timing
David Autor
Daniel and Gail Rubenfeld Professor of Economics at MIT; newly head of the Department of Economics at MIT
Massachusetts Institute of Technology
Episode: The AI Series: The Value of Labor
Dante D'Antonio
Economist guest joining for the discussion
MIT? (as referenced in context) / Moody's Analytics collaboration
Episode: Painful Jobs Report, Painful Podcast
Michael Strain
Director of Economic Policy Studies at AEI
American Enterprise Institute
Episode: Growth Under Strain
Jeremy Robb
Guest from Cox Automotive; Chief Strategy Officer
Cox Automotive
Episode: The Curious Case of the Vehicle Market
Emmaline Aliff
Guest from Equifax, expert on consumer credit and macro micro links
Equifax
Episode: Thriving, Striving or Surviving
Ethan Harris
Guest economist; former Bank of America/Lad—industry veteran
Former Chief Economist at Bank of America; external guest
Episode: A Dove in Hawk's Clothing
Colin Ellis
Guest economist, new colleague joining the discussion
Moody's Analytics
Episode: The Data, Oil, and a Global Q&A
Jim Lebenthal
Chief Market Strategist at Cerity Partners
Cerity Partners
Episode: Stocks, SpaceX, and Subways

Hosts

Mark Zandi
Host; Chief Economist, Moody's Analytics
Marisa DiNatale
Co-host; Moody's Analytics
Cristian deRitis
Co-host; Moody's Analytics

Reviews

4.7 out of 5 stars from 749 ratings
  • Love this show, love Mark, Marisa, & Cristian

    Reasonable dialogue, collegial interaction between the hosts…such a great model for podcasting, finance, and working together.

    Apple Podcasts
    5
    Refined Taster
    United Statesa month ago
  • Love this show, love Mark, Marisa, & Cristian

    Reasonable, collegial…such a great model for podcasting, finance, and working together.

    Apple Podcasts
    5
    Refined Taster
    United States3 months ago
  • Great content

    Love that there are no ads!!! Amazing content and conversations. Thank you Moody’s team!

    Apple Podcasts
    5
    A13ņ
    United States3 months ago
  • Love this show, love Mark Zandi, Marisa DiNatale & Cristian de Ritis

    Reasonable, collegial…such a great model for podcasting, finance, and working together.

    Apple Podcasts
    5
    Refined Taster
    United States3 months ago
  • Love this show, love Mark Zandi

    Reasonable, collegial…such a great model for podcasting, finance, working together

    Apple Podcasts
    5
    Refined Taster
    United States4 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Reasonable dialogue and collegial interaction set a model for finance podcasting
Sometimes conversations lean toward politics; more balance could help diverse audiences
No ads; strong content and conversations
Chit-chat is welcome and helps listeners relate to the hosts
Informative and entertaining with data-driven insights

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#71
United States/Business/Investing
Apple Podcasts
#247
United States/Business
Apple Podcasts
#111
United Kingdom/Business/Investing
Apple Podcasts
#151
Canada/Business/Investing
Apple Podcasts
#237
Canada/Business
Apple Podcasts
#250
United Kingdom/Business

Talking Points

Recent interactions between the hosts and their guests.

The AI Series: The Value of Labor
Q: What do you tell young people entering the labor market about AI and their future careers?
There will be anxiety and dislocation, but there will also be opportunities to translate formal knowledge into high-stakes decision-making. The key is to develop adaptable skills, leverage collaboration with AI, and prepare for roles that require judgment, leadership, and context-sensitive thinking.
Economic Data Dump
Q: Does the Moody's Analytics team expect the Fed to hike rates this year?
The consensus in the discussion leans toward a hold for now, with potential for a rate increase only if inflation expectations continue to rise or if the economy shows more persistent strength. The neutral stance is favored given uncertain growth and inflation dynamics.
Stocks, SpaceX, and Subways
Q: What is the most surprising element in the inflation data this month?
The team highlights the strength in the PPI excluding food, energy, and trade services as an indicator of underlying margins and price pressures that aren't showing up in the CPI, suggesting more persistent inflation going forward.
Mr. Financial System
Q: What role does AI play in the inflation and rate outlook?
In the near term, AI may boost demand and inflation through investment and wealth effects, which could push rates higher; in the longer term, productivity gains could raise potential growth, potentially altering the rate path.
Mr. Financial System
Q: How does private credit influence financial stability?
Private credit can support small and medium-sized enterprises by providing non-bank lending, but its opacity and interconnectedness raise systemic risk, making transparency and monitoring essential.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
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Age Range
Household Income
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Frequently Asked Questions About Moody's Talks

What is Moody's Talks about and what kind of topics does it cover?

The show centers economics-focused analysis of U.S. and global indicators, with a steady rotation of guests from think tanks, government-linked research, and industry analytics. Discussions typically dissect inflation readings, labor markets, policy signals from the Fed, and the evolution of growth drivers such as AI, energy, and credit conditions, often weaving in practical anecdotes and market implications for investors and business leaders. Notable is the blend of data-driven rigor with accessible banter, plus occasional deep-dives into sector-specific dynamics (autos, housing, energy) and the rising influence of technology on productivity and inflation. The format tends to prioritize clear interpretation of numbers, a forward-looking po... more

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Which podcasts are similar to Moody's Talks?

These podcasts share a similar audience with Moody's Talks:

1. Odd Lots
2. Macro Musings with David Beckworth
3. WSJ's Take On the Week
4. Economics Explained
5. Marketplace

How many episodes of Moody's Talks are there?

Moody's Talks launched 5 years ago and published 330 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 Moody's Talks?

Recent guests on Moody's Talks include:

1. Darrell Spence
2. David Autor
3. Dante D'Antonio
4. Michael Strain
5. Jeremy Robb
6. Emmaline Aliff
7. Ethan Harris
8. Colin Ellis

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