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Artwork for Moody’s Talks – The Big Picture
Private Credit
Global Economy
Artificial Intelligence
Interest Rates
Moody's
China
Europe
Tariffs
Semiconductor Industry
Inflation
US Economy
Climate Change
Geopolitical Risk
Emerging Markets
European Union
Israel-Hamas Conflict
Data Centers
Geopolitical Tensions
Geopolitics
Israel

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

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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Streaming giant Netflix withdrew its bid for Warner Brothers Discovery on the eve of this year’s Oscars, but it doesn’t mean Paramount has won the battle for dominance over the media landscape. Regulators still must approve the deal, and Paramount’s ... more

Streaming giant Netflix withdrew its bid for Warner Brothers Discovery on the eve of this year’s Oscars, but it doesn’t mean Paramount has won the battle for dominance over the media landscape. Regulators still must approve the deal, and Paramount’s ... more

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Recent Guests

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
Lesley Ritter
Head of the team for cyber credit risk at Moody's
Moody's
Episode: Outlooks 2026: How New Digital Systems Will Transform Credit Markets
Nathan Sheets
Global Chief Economist at Citi
Citi
Episode: Tariff Uncertainty and the Risks Ahead for the US Economy
Rob Socken
Senior Global Economist at Citi
Citi
Episode: Tariff Uncertainty and the Risks Ahead for the US Economy

Hosts

Colin Ellis
Host with Moody's Analytics background focusing on fixed-income and global credit trends
Bill Foster
Host of The Big Picture, Moody's analyst focusing on credit markets and macro risk
Sarah Carlson
Host of Moody's Talks – The Big Picture and Moody's analyst on credit risk and markets
Jennifer Chang
Senior Credit Officer and Global Lead for Physical Climate Risk on the Sustainable Finance Team

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 States2 months ago

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Gabe is an engaging host with clarity and pace.
Content feels premium and well-researched.
Guests consistently bring data-led insights.

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Talking Points

Recent interactions between the hosts and their guests.

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.
AI, the Future of Work, and the Risks for Governments
Q: How do you model the labor market exposure to AI in advanced versus emerging economies?
Exposure and complementarity vary by economy: advanced economies show higher potential productivity gains from AI on a per-occupation basis, while emerging markets may experience different patterns due to composition and skill levels, with about a third of occupations exposed to automation in advanced economies and a similar share to augmentation.
AI, the Future of Work, and the Risks for Governments
Q: Ana, what is AI and why are we talking about it now?
AI is accelerating beyond rule-based systems to generate content and insights across thinking tasks, with the momentum driven by massive investments from hyperscalers and broad applicability across industries, which makes the current moment uniquely transformative for labor and productivity.
Outlooks 2026: How New Digital Systems Will Transform Credit Markets
Q: What is the pattern of growth you are seeing in the AI and digital finance sectors?
The growth is significant, with AI spending expected to reach $1.5 trillion by 2025 and digital finance transforming rapidly, exemplified by tokenized assets reaching a potential trillion-dollar market.

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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?

Moody's Talks – The Big Picture offers in-depth discussions on fixed-income markets, credit trends, and macro policy with Moody's analysts from around the world. Episodes consistently explore how technology, climate risk, geopolitical shifts, and policy changes shape credit outcomes, often featuring practical implications for investors, risk managers, and policymakers. Noteworthy is the central role of cross-disciplinary guests and a strong emphasis on real-world credit implications, including sovereign risk, insurance, and private credit dynamics, making it valuable for professionals who need to understand how global developments affect credit conditions.

A standout aspect is the show's ability to connect high-level macro themes to concre... more

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1. Moody's Talks - Inside Economics
2. At Any Rate
3. WSJ Tech News Briefing
4. Exchanges
5. UBS On-Air: Market Moves

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Moody’s Talks – The Big Picture launched 5 years ago and published 82 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. Marc Pinto
2. Emile El Nems
3. Atsi Sheth
4. Ana Rayes
5. Elisa Parisi-Capone
6. Fabian Astic
7. Lesley Ritter
8. Nathan Sheets

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