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Solutions Economic and Market Watch

CFC
Artificial Intelligence
Inflation
Federal Reserve
Economics
Data Centers
Tariffs
United States
S&P 500
Electric Cooperatives
Consumer Sentiment
Unemployment
Gen Z
United States GDP
Manufacturing (US)
Random Noise
Interest Rates
K-Shaped Economy
Credit Markets
Great Wealth Transfer
Poverty Line

Listen to the latest economic insights from CFC experts John Suter, Sam Kem, and Antony Davies.

PublishesWeeklyEpisodes208Founded4 years ago
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Artwork for Solutions Economic and Market Watch

Latest Episodes

Join CFC expert John Suter, vice president of economic research, as he digs into the economics behind $7,000 NBA finals tickets and the value of experiences. 

• Read the transcript of this episode.

Sources:

sports.yahoo.com/articles/most... more

Join Antony Davies, director of economic research at CFC, as he looks at the historical fallout of tech-based market bubbles.

Sources:

• What’s driving stock market returns? | J.P. Morgan Asset Management

• Alphabet Inc. (GOOGL) PE Ratio History & ... more

Join CFC researchers Sam Kem, Alisha Pinto and Chris Whittle as they discuss CFC's new issue brief, "Considerations for a Changing Grid: How Are Cooperatives Ensuring Electric Reliability?" 

• Download the brief. 

• Read the transcript for this epis... more

Join Antony Davies, director of economic research at CFC, as he explains how conditions in each state are affecting population size and potential economic growth.

Sources:

• GDP (Second Estimate) and Corporate Profits, 1st Quarter 2026

• Population... more

Join CFC expert John Suter, vice president of economic research, as he looks at current rising bond yields, likely interest-rate trends and how CFC borrowers have coped with higher rates in the past.

• Read the transcript of this episode.

Contact t... more

Join Economic & Market Watch producer Kathy Ryan for a bonus, behind-the-scenes look at how AI has changed the economic research team and the show in the past year. 

Links:

• Read Sam's article "Hormuz: Examining Hidden Risks to Rural America."

• W... more

Join Sam Kem, senior economic research analyst at CFC, as she identifies which economic indicators we should be looking at in a K-shaped economy.

Learn more:

• Read the New York Fed's "Same Shock, Different Roads? A K‑Shaped Pattern at the Pump."  more

Join Antony Davies, director of economic research at CFC, as he explains why what we feel doesn't match what we measure. 

Sources:

• Consumer Price Index for All Urban Consumers: All Items in U.S. City Average (CPIAUCSL) | FRED | St. Louis Fed 

• A... more

Key Facts

Contact Information
Podcast Host
Number of Listeners
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Recent Guests

Sam Kem
Economist, co-hosting discussions
CFC
Episode: Bonus: AI and the Economists
Antony Davies
Economist, co-hosting discussions
CFC
Episode: Bonus: AI and the Economists
John Suter
Economist, scripting and production contributor
CFC
Episode: Bonus: AI and the Economists
Jan Ahlen
CFC's Vice President of Utility Research and Policy
CFC
Episode: 2026 Industry and Economic Trends — January 26, 2026
Chris Whittle
CFC energy and data analyst, author of Powering the AI Boom Issue Brief
CFC
Episode: What the AI Boom Means for Electric Co-ops — December 15, 2025
Everly Johnston
Summer intern at CFC
CFC
Episode: Gen Z Reality Check: Jobs, Wages and What’s Ahead — August 4, 2025
Carolina Park
Senior Manager of Financial Tools & Analysis, CFC
CFC
Episode: How Did Co-ops Do in the Economy of 2024? — July 14, 2025
Alisha Pinto
CFC Energy Industry Analyst
CFC
Episode: Crossing the Borders: US–Canada Trade — June 30, 2025

Hosts

Sam Kem
Host of Solutions Economic and Market Watch, associated with CFC
Antony Davies
Host of Solutions Economic and Market Watch with ties to Solutions Economic and Market Watch and related affiliations
John Suter
Host of Economic & Market Watch, affiliated with CFC

Top Business Podcasts

Talking Points

Recent interactions between the hosts and their guests.

Gen Z Reality Check: Jobs, Wages and What’s Ahead — August 4, 2025
Q: How much money would you need to make per year to feel financially successful later in your career?
The guest suggests figures well above typical entry-level salaries, citing over $250,000 to $300,000 in major metro areas to support a family, retirement savings, and discretionary spending.
Gen Z Reality Check: Jobs, Wages and What’s Ahead — August 4, 2025
Q: How do you think your career prospects will look in two years when you graduate, given current conditions?
There is hope for a turnaround by 2027, with expectations of growth in health care and hospitality, but uncertainty remains due to AI integration and policy effects on the job market.
Gen Z Reality Check: Jobs, Wages and What’s Ahead — August 4, 2025
Q: What salary level do you think you will need to live comfortably as a young adult after you graduate?
The intern estimates at least $80,000 as a baseline in order to cover essentials, especially in high-cost areas, with considerations for roommates and financial trade-offs.
Upside-Down Cake and Air Freshener — August 25, 2025
Q: So John, if you were trying out car affordability calculators, does that mean you're finally going to replace your car?
He humorously responds that his car is a 1998 model, implying he isn't planning to upgrade anytime soon.
What the AI Boom Means for Electric Co-ops — December 15, 2025
Q: What is driving the explosive demand for data-center capacity, and how does it affect electric cooperatives?
AI, cloud computing, and digitization are the main drivers; every AI model and digital service requires massive computing power, translating into electricity demand. Co-ops should expect opportunities in new revenue and upgrades but also face reliability and financial risks if growth isn't structured properly.

Audience Metrics

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Listeners per Episode
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Frequently Asked Questions About Solutions Economic and Market Watch

What is Solutions Economic and Market Watch about and what kind of topics does it cover?

The show provides data-driven, macro-focused economic analysis from a team of economists and researchers. Episodes commonly explore inflation dynamics, consumer behavior, monetary policy, healthcare costs, and geopolitical or technological shocks, always grounded in data, indicators, and policy implications for markets and policymakers. A notable strength is how topics are tied to real-world outcomes—such as distributional effects of inflation, the drivers of healthcare spending, or the implications of AI-driven investment and infrastructure—to help listeners forecast cycles and assess risk. The format tends to be tightly focused, with clear explanations of complex ideas and practical takeaways for professionals in finance, policy, and busi... more

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Which podcasts are similar to Solutions Economic and Market Watch?

These podcasts share a similar audience with Solutions Economic and Market Watch:

1. CFC Solutions Cast
2. Along Those Lines
3. Touchstone Energy Seven on 7
4. Power Plays
5. All-In with Chamath, Jason, Sacks & Friedberg

How many episodes of Solutions Economic and Market Watch are there?

Solutions Economic and Market Watch launched 4 years ago and published 208 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 Solutions Economic and Market Watch?

Recent guests on Solutions Economic and Market Watch include:

1. Sam Kem
2. Antony Davies
3. John Suter
4. Jan Ahlen
5. Chris Whittle
6. Everly Johnston
7. Carolina Park
8. Alisha Pinto

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