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Artwork for Moody’s Talks – The Big Picture

Moody’s Talks – The Big Picture

Sarah Carlson, William Foster, Colin Ellis
Global Economy
Interest Rates
Semiconductor Industry
Inflation
Israel-Hamas Conflict
Europe
China
Sovereign Credit Ratings
Geopolitical Risk
Geopolitical Tensions
US Sovereign Credit Rating
Israel
Middle East
Iran
Energy Supply Disruption
Leveraged Finance
Private Credit
Us-China Trade Tensions
Sector Outlooks
Capital Markets

On Moody’s Talks – The Big Picture, hosts Sarah Carlson, William Foster and Colin Ellis 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 the continued impact of the COVID-19 pandemic, to technological disruption, political shifts and climate... more

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Artwork for Moody’s Talks – The Big Picture

Latest Episodes

The US Supreme Court's rejection of the raft of US tariffs imposed in 2025 under the International Emergency Economic Powers Act (IEEPA) offers near-term relief for some exporters, but some sectors may still be in the crosshairs.

We discuss the pros... more

What happens when technology starts automating and augmenting the cognitive tasks that form the backbone of many professions?

The stakes are high: companies are reorganizing, workers are anxious, and major investors are pouring billions into models,... more

Climate-driven shocks are rippling across sectors, from rising insurance premiums to lower property prices and tax revenue.

With the costs of severe weather rising, Moody’s experts share their insights into key themes and possible solutions.

Learn ... more

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New and emerging digital technologies are connecting previously siloed areas of finance.

The convergence of traditional finance with digital assets, the rapid evolution of blockchain and AI, and the growing influence of cyber risks across sectors wi... more

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Recent Guests

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
Chris Padgett
Associate Managing Director in the Corporate Finance Team at Moody's
Moody's
Episode: The Private Credit Surge: What’s Next?
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
Marv Vibokil
Senior Vice President in the Credit Strategy Team at Moody's and leads the Macroeconomic Board.
Moody's
Episode: 2025 Economic Outlook: A Case for Cautious Optimism
Moody Deol
Global Head of the Sovereign Rating Team at Moody's.
Moody's
Episode: 2025 Economic Outlook: A Case for Cautious Optimism

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 23 ratings
  • Go Gabe

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

    Apple Podcasts
    5
    vaishalilara
    United Statesa month 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.

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.
Outlooks 2026: How New Digital Systems Will Transform Credit Markets
Q: Looking into 2026, what are the main concerns regarding cyber credit risk?
Main concerns include the persistent threat of ransomware, the impact of AI on security, and the concentration risk in digital infrastructure.
Outlooks 2026: How New Digital Systems Will Transform Credit Markets
Q: What are the key themes you are focused on looking into the digital economy space?
Key themes include the speed of AI evolution, regulatory developments, interoperability of blockchains, and the convergence of credit markets.

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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. FT News Briefing
3. UBS On-Air: Market Moves
4. The Economics Show
5. The Markets

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Moody’s Talks – The Big Picture launched 5 years ago and published 78 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. Ana Rayes
2. Elisa Parisi-Capone
3. Fabian Astic
4. Lesley Ritter
5. Chris Padgett
6. Nathan Sheets
7. Rob Socken
8. Marv Vibokil

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