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Artwork for Moody’s Talks – The Big Picture
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On Moody’s Talks – The Big Picture, hosts William Foster, Paloma San Valentin and Gabriel Agostini bring you insights from Moody’s analysts around the world on hot topics across fixed-income markets. Each episode will illuminate Moody’s thinking on the latest credit and economic developments, ranging from technological disruption, political shifts, to climate change. Please join us as we explore w... more

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Artwork for Moody’s Talks – The Big Picture

Latest Episodes

Critical minerals are back in the spotlight as the global push for access to those supply chains grows – along with the risks for credit and areas like national security.

These elements, like lithium and cobalt, are key components of everything from... more

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Faced with slowing domestic growth and rising geopolitical tensions, China is changing its export strategy and selling different things, to different customers, in different places.

Electric vehicles, solar panels and AI-enabled services are replaci... more

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Emerging markets have weathered a string of global shocks since 2019 with more resilience than in past cycles, supported by stronger policy frameworks, deeper local markets and larger buffers.

We discuss why credit outcomes are increasingly uneven a... more

The private credit market has morphed into a powerhouse, deriving its allure from low volatility, stable and high predictable returns.

But less than a year after the so-called “golden age” of private credit, the asset class is now grappling with a p... more

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Recent Guests

Claire Li
Senior Analyst on Moody's Credit Strategy Team
Moody's Analytics
Episode: The Risks of Relying on Others for Critical Minerals
Nick Hill
Global head of Credit Strategy and Guidance
Moody's
Episode: How China’s Global Bet is Raising the Stakes
Ariane Ortiz-Bollin
Associate Managing Director in Sovereign Risk Group
Moody's Sovereign Risk Group
Episode: Emerging Markets and Global Shocks: Why Credit Outcomes Are Uneven
Marc Pinto
Head of Private Credit
Moody's
Episode: Why Private Credit’s Volatility Won’t Stop Growth
Emile El Nems
Senior Credit Officer in Moody's Corporate Finance Group; covers media, entertainment and telecom issuers including Netflix and Warner Brothers Discovery
Moody's
Episode: Why Netflix is Still a Winner After Bidding War with Paramount
Atsi Sheth
Chief Credit Officer
Moody's
Episode: US Tariffs Under IEEPA Struck Down: What’s Next for Credit
Ana Rayes
Vice President from Sustainable Finance Team
Moody's
Episode: AI, the Future of Work, and the Risks for Governments
Elisa Parisi-Capone
Vice President from Sovereign Risk Group
Moody's
Episode: AI, the Future of Work, and the Risks for Governments
Fabian Astic
Managing Director of the Digital Economy Group at Moody's
Moody's
Episode: Outlooks 2026: How New Digital Systems Will Transform Credit Markets

Hosts

Bill Foster
Host of The Big Picture, Moody's (Analytics/Investors Service)
Paloma San Valentin
Host of The Big Picture, Moody's
Colin Ellis
Host of The Big Picture, Moody's

Reviews

4.8 out of 5 stars from 24 ratings
  • Go Gabe

    Smartest guy in our class at SIPA, great job hosting this!

    Apple Podcasts
    5
    vaishalilara
    United States5 months ago

Listeners Say

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

Very strong host interview quality and clear value for listeners.
Go Gabe — Smart, concise, and insightful hosting.
Shows credible guests and crisp, data-driven discussion.

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Apple Podcasts
#44
Singapore/Business/Investing
Apple Podcasts
#119
Singapore/Business

Talking Points

Recent interactions between the hosts and their guests.

How China’s Global Bet is Raising the Stakes
Q: Why does China's overseas push matter for credit right now?
Because it changes who pays whom, how profits are earned across sectors, and where risks accumulate. Sectors tied to advanced manufacturing, energy tech, and supply chains may see longer-term margin pressure or support depending on their ability to adapt and the countries' absorption capacity, while recipient economies gain through infrastructure and technology transfer but also face competitiveness and governance challenges.
How China’s Global Bet is Raising the Stakes
Q: Nick, China's been expanding its reach overseas for three decades now. That's not new. But what is it about the current set of circumstance?
The current environment emphasizes shifting production and exports toward higher value-added goods, greater integration into emerging markets, and leveraging technology to support energy transition—all while managing a broader and more complex geopolitical risk landscape that affects margins and investment decisions.
Emerging Markets and Global Shocks: Why Credit Outcomes Are Uneven
Q: Can you give us a bit more insight into how you think about resilience and the credit worthiness of governments over the last few decades?
Resilience comes from two key things: stronger institutions and buffers. Credible policy frameworks, fiscal anchors, and flexible exchange rates—paired with diversified funding and local market depth—allow EMs to absorb shocks, adjust policy gradually, and maintain investment-grade status in many cases.
Why Netflix is Still a Winner After Bidding War with Paramount
Q: What are those new drivers of the Paramount-Warner Brothers car going to have to do to catch up to Netflix?
They would need to leverage synergies, improve profitability through cost efficiency, and compete on scale and content quality, but catching up to Netflix remains difficult given Netflix's subscriber base and ongoing engagement growth.
Why Netflix is Still a Winner After Bidding War with Paramount
Q: Why does Netflix want to buy Warner Brothers? Or why did they want to buy Warner Brothers?
The host and guest discuss it as a mix of defensive and offensive strategy, including prestige, access to IP, and the potential for synergies, but ultimately the move depends on execution and competitive dynamics rather than just owning a major studio.

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Frequently Asked Questions About Moody’s Talks – The Big Picture

What is Moody’s Talks – The Big Picture about and what kind of topics does it cover?

This program provides in-depth, analyst-led insights into fixed-income markets, macro policy, and the evolving credit landscape. Episodes frequently center on sovereign risk, private credit dynamics, and the influence of tech disruption, AI, and climate policy on creditworthiness. A consistent strength is the ability to translate complex financial constructs into actionable takeaways for investors, financial institutions, and corporate decision-makers. Notable is the balance between macroeconomic context and granular asset-class analysis, with frequent guests from Moody's risk teams offering practical perspectives on market resilience, regulatory changes, and new financial architectures. The show also tends to spotlight how policy shifts an... more

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Moody’s Talks – The Big Picture launched 5 years ago and published 84 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 – The Big Picture?

Recent guests on Moody’s Talks – The Big Picture include:

1. Claire Li
2. Nick Hill
3. Ariane Ortiz-Bollin
4. Marc Pinto
5. Emile El Nems
6. Atsi Sheth
7. Ana Rayes
8. Elisa Parisi-Capone

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