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Federal Reserve
Tariffs
Labor Market
Interest Rates
Inflation
Artificial Intelligence
U.S. Economy
Municipal Bonds
Housing Market
Commercial Real Estate
Federal Tax Policy
Federal Budget
China
One Big Beautiful Bill Act
Immigration
Economic Growth
Community Reinvestment Act
Infrastructure Investment
Federal Policies
US Dollar

A podcast from FHN Financial looking at the most important things driving fixed income markets and the macroeconomy. Every episode features experts who give unique insights on topics like the regional banking landscape, commercial real estate, or how to translate Federal Reserve policy into market strategies. Tune in to better understand what’s been moving markets lately, and what to keep an eye o... more

PublishesTwice monthlyEpisodes79Founded3 years ago
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Artwork for Simply Put

Latest Episodes

Changes in foreign migration caused US population growth to slow last year and potentially turn negative in 2026. Federal programs and private debt markets structured around an assumption of growth must now contend with the possibility of a shrinking... more

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The Fed’s balance sheet has swelled from $900 billion in 2008 to just under $7 trillion in April 2026. Policymakers bought up securities to support the economy during the global financial crisis and pandemic, but critics allege the enormous balance s... more

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The recently announced two-week ceasefire between the US and Iran is giving investors hope that traffic will normalize soon in the Strait of Hormuz, a narrow waterway that before the war serviced a fifth of global oil supply. As countries search for ... more

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Private credit has outgrown its original niche of lending to middle-market firms using funds from institutional investors with long time horizons. Rising participation from retail investors and banks has increased the sector’s interconnectedness with... more

YouTube

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Recent Guests

Stan Veuger
Senior Fellow in Economic Policy Studies at the American Enterprise Institute
American Enterprise Institute
Episode: Stan Veuger on the Economic Risks of Population Decline
Jeff Lacker
Former president of the Federal Reserve Bank of Richmond (2004-2017)
Federal Reserve Bank of Richmond
Episode: Jeff Lacker on Shrinking the Fed’s Balance Sheet
Rachel Ziemba
Geopolitical analyst and founder of Ziemba Insights
Ziemba Insights
Episode: SPECIAL PODCAST: Rachel Ziemba on the Strait of Hormuz
Fabio Natalucci
Managing Director at the Andersen Institute for Finance and Economics
Andersen Institute for Finance and Economics
Episode: Fabio Natalucci on the Rise and Risks of Private Credit
Chad Syverson
Professor of Economics at the University of Chicago
University of Chicago
Episode: Chad Syverson on the Causes and Effects of a Productivity Boom
Joe Kane
Fellow at the Brookings Institution focusing on infrastructure issues
Brookings Institution
Episode: Joe Kane on the Infrastructure Demands of AI Data Centers
Bill Nelson
Chief Economist and Chief Research Officer at the Bank Policy Institute
Bank Policy Institute
Episode: Bill Nelson on the Withering Fed Funds Market
George Pearks
Macro strategist at Bespoke Investment Group
Bespoke Investment Group
Episode: George Pearkes on Kevin Warsh as Fed Chair
Lisa Simon
Chief economist at Revelio Labs
Revelio Labs
Episode: Lisa Simon on the Labor Market Impacts of AI

Hosts

Will Comprinall
Host of Simply Put
Will Comperdle
Host of Simply Put

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

Jeff Lacker on Shrinking the Fed’s Balance Sheet
Q: What lessons from 2008-2009 QE should the Fed consider today when thinking about shrinking the balance sheet?
A careful, rule-based approach with staff input is needed, avoiding overreliance on market interventions that could undermine resilience; focus on fiscal-monetary boundaries and ensuring monetary policy remains credible through market signals rather than persistent asset purchases.
Jeff Lacker on Shrinking the Fed’s Balance Sheet
Q: What are the main reasons QE may not have significantly boosted investment or inflation?
A combination of substantial liquidity buffers in banks, limited arbitrage between short- and long-term treasuries, and the possibility that asset purchases mainly shifted portfolios rather than lowering real rates meaningfully.
Jeff Lacker on Shrinking the Fed’s Balance Sheet
Q: How does the Fed buying securities theoretically fit into its dual mandate of price stability and maximum employment?
QE focuses on altering the term structure of interest rates by depressing long-term yields and influencing the term premium, with the aim of stimulating investment and employment, though the effectiveness and transmission have been debated and depend on market frictions and liquidity conditions.
Fabio Natalucci on the Rise and Risks of Private Credit
Q: How does private credit differ from traditional bank lending and corporate debt?
Private credit is essentially direct lending to mid-market firms, expanding beyond banks to include a wider range of lenders and investors, which changes the liquidity, risk, and regulatory dynamics of the credit ecosystem.
Chad Syverson on the Causes and Effects of a Productivity Boom
Q: What is the best way to measure productivity and why do the standard stats sometimes mislead?
Chad explains that productivity is often a ratio of outputs to inputs, like output per worker hour, and noise from business cycles and compositional changes in the workforce can obscure real technological progress; researchers must disentangle signal from noise through careful analysis.

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Frequently Asked Questions About Simply Put

What is Simply Put about and what kind of topics does it cover?

This show consistently centers on macroeconomics, fixed income markets, and policy-driven market dynamics, with a steady stream of experts weighing in on how monetary policy, fiscal policy, and regulatory shifts ripple through rates, inflation, housing, and financial markets. Episodes frequently explore topics like the Federal Reserve's policy trajectory, the interplay between tariffs and growth, labor market impacts of AI, and the infrastructure and policy implications for sectors such as data centers, manufacturing, and healthcare. A notable strength is the emphasis on practical market translates—what policymakers might mean for yields, lending, and investment strategies—often anchored by senior economists, policy researchers, and industr... more

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1. WSJ's Take On the Week
2. Odd Lots
3. Masters in Business
4. Ask The Compound
5. Animal Spirits Podcast

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Simply Put launched 3 years ago and published 79 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 Simply Put?

Recent guests on Simply Put include:

1. Stan Veuger
2. Jeff Lacker
3. Rachel Ziemba
4. Fabio Natalucci
5. Chad Syverson
6. Joe Kane
7. Bill Nelson
8. George Pearks

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