Shows
HerMoney with Jean ChatzkyChief Economist Mark Zandi on What to Do With Your Money Right NowThis week, we’re cutting through the chaos and zeroing in on what matters most to your financial life: your investments, your home, and your next money moves.
Jean sits down with Dr. Mark Zandi, Chief Economist at Moody’s Analytics, to unpack how global uncertainty, rising mortgage rates, and Trump-era policies are reshaping our economy. From the stock market rollercoaster to the housing “lock-in” crisis, Mark offers practical, down-to-earth advice for navigating it all.
You’ll learn:
Why Mark says, “Don’t even look at the market” (and what to do instead)
What the mortgage “do...
2026-01-2328 min
Peachtree Point of View2026 Economic Outlook for CRE Investors, Featuring Mark ZandiAs 2026 begins amid economic uncertainty and shifting policy signals, Peachtree Group CEO Greg Friedman sits down with Mark Zandi, Chief Economist at Moody's Analytics, to break down what investors should expect in the year ahead. The conversation explores the resilience of the U.S. economy, the role of artificial intelligence in driving growth and why several sectors, including commercial real estate, have already endured a prolonged correction.
Zandi shares his outlook on interest rates, explaining why short-term cuts may come while long-term Treasury yields remain elevated. He also addresses affordability pressures, the diverging recovery across income levels...
2026-01-2020 min
The Chuck ToddCastInterview Only w/ Mark Zandi Boom, Bust, or Meh? What To Expect From Trump’s Economy In 2026Moody’s Analytics chief economist Mark Zandi joins Chuck Todd to break down what the numbers actually say about the U.S. economy—and why the headline optimism may be masking deeper problems. Zandi explains how upcoming tax refunds and delayed tax cuts will temporarily juice growth, even as that stimulus is entirely deficit-financed. Interest rate cuts are likely coming, but cautiously, and while AI stocks are soaring, the broader market is barely treading water. Beneath the surface, job creation has stalled, manufacturing jobs are shrinking under tariffs, and deportations aren’t translating into more employment for native-born workers as man...
2026-01-1257 min
Schwab NetworkZandi: ‘No Significant Room for Error’ for Fed, Three Rate Cuts in 1H26?Mark Zandi thinks we could see three rate cuts in the first half of 2026, citing pressure on the Fed from the job market. Who the new Fed Chair is will “matter a lot,” he adds, and Powell could potentially be a wild card if he stays on as a Fed governor after his term as chair expires. He says investors should watch the bond market for signals around the interest rate path. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - ht...
2026-01-0511 min
Moody's Talks - Inside EconomicsResilient or Fragile?The team reunites in 2026 and reflects on the economy's performance in 2025 and looks ahead to the New Year. Mark reviews the forecast accuracy for the past year and is surprised by the results. Mark and Cris quibble over how to characterize the economy in 2025, and the team shares its predictions for 2026, along with the probabilities of the base cases, upside, and downside forecasts. Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s AnalyticsFollow Mark Za...
2026-01-0240 minMoody's Talks - Inside EconomicsLessons from the Beehive StateMark and Cris are joined by Natalie Gochnour, associate dean in the David Eccles School of Business and director of the Kem C. Gardner Policy Institute at the University of Utah, and Moody’s Analytics’ head of regional economics Adam Kamins to learn some of the secrets behind one of the nation’s most successful states. From demographics to governance to the ski slopes, Natalie shares lessons learned from her decades working in and for Utah, including what to call residents of the Beehive State (hint: don’t even think about adding a second “a.”).The gang also talks ab...
2025-12-231h 02
Visionary Souls with Sydney CamposEp. 155: Slow Down for the Slowest One with Jeannie ZandiHere it is, same tone and language, just adding your links cleanly at the bottom. Nothing extra. Slow Down for the Slowest One Visionary Souls with Sydney Campos ft. Jeannie Zandi This episode is a felt transmission of presence. It is about coming back to what is real now, in the body, and learning to trust your own inner authority again. Jeannie Zandi and I talk about what happens when awakening is no longer conceptual and has to become lived. We talk about how people give power away to teachers. We...
2025-12-161h 21
Remarkable Retail PodcastThe Stampede to Value, Macy's Turnaround Traction, and Moody's Chief Economist Mark Zandi on the K-Shaped EconomyWe welcome Moody's Mark Zandi, Moody's Chief Economist and one of the most influential and trusted macroeconomic voices shaping markets, policy, and business strategy worldwide. Zandi begins by explaining how today’s consumer landscape is defined by a widening K-shaped economy—an income and wealth split decades in the making and now intensified by rising asset values and post-pandemic dynamics. Households at the top of the income spectrum are spending freely, while middle-class consumers remain pressured and those at the bottom struggle to keep up, borrowing to sustain purchases.Zandi also connects the affordability crisis to structural issue...
2025-12-0952 minMoody's Talks - Inside EconomicsZandi's AngstFellow Moody's colleague Chris Lafakis joins Mark, Marisa, and Cris as they discuss current economic trends and Chris's recent study on the macroeconomic consequences of hurricanes. Mark starts the conversation by sharing his questions about the latest data on layoffs and how AI is influencing the economy. The team members share their different perspectives before shifting the discussion to the economic toll of Hurricane Melissa and how storms can affect regional economies.Guest: Chris Lafakis – Director of Economic Research, Moody's AnalyticsFor Chris's research on the hurricanes and their economics impacts, click here: https://www.eco...
2025-10-311h 07Moody's Talks - Inside EconomicsConsumer Prices, Consumer Credit, Client ConcernsColleague Matt Colyar joins Cris and Mark on the podcast to discuss the prospects for inflation and the threat posed by subprime consumer credit problems to the banking system and broader economy. They discuss all of this through the prism of concerns raised by clients in their travels this past week: Mark was out West, Matt in Texas, and Cris in Bermuda. Guest: Matt Colyar - Assistan Director, Economist, Moody's AnalyticsHosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Glo...
2025-10-171h 11
The Chuck ToddCastInterview Only w/ Mark Zandi - Will Trump’s Tariffs Drive The Economy Into Recession?Moody’s chief economist Mark Zandi joins Chuck Todd to assess an economy that looks strong on paper—but feels weak for most Americans. While the top third of earners are doing well, lower-income households are tightening their belts as consumer spending slows and job creation stagnates. Zandi warns of a 30–40% chance of a recession by 2026, citing the drag from federal job cuts, the drying up of COVID relief funds, and the destabilizing effects of rising tariffs and electricity costs. They also dig into the booming—but risky—AI sector, where soaring valuations and limited job growth may be set...
2025-10-1345 min
Special BriefingSpecial Briefing on the Muni Debt Boom: Record Borrowing Amid Budget StrainsWilliam Glasgall, Penn IUR Fellow and Volcker Alliance Public Finance Adviser, Susan Wachter, Co-Director of Penn IUR and Wharton professor, and our expert panel address the record-shattering boom in state and local borrowing even in the face of federal spending cuts and pressure on budgets.
How long the boom will continue in the face of conflicting federal, state, and local priorities will be the big question for investors and governments over the coming year. Panelists include:
• Matt Fabian, President, Municipal Market Analytics
• Fitzroy Lee, Deputy Chief Financial Officer and Chief Economist, Office of the Chief Financial Officer (OCFO)
• Vikram Rai, Portfo...
2025-10-0900 min
Prof G MarketsWhy the U.S. is on the Precipice of a Recession — ft. Mark ZandiEd Elson is joined by Mark Zandi, Chief Economist of Moody's Analytics, who returns to the show to discuss his U.S. outlook and how he thinks the economy is actually doing. He shares his insights on what is causing heightened recession risk, how tariffs will impact inflation, and a potential September rate cut. Plus, he gives his main concerns for America right now and shares what he thinks might trigger a bond market meltdown.
Subscribe to the Prof G Markets newsletter
Order "The Algebra of Wealth" out now
Subscribe to No Mercy / No...
2025-08-291h 00
Breaking News | Latest EpisodesMoody's Analytics Chief Economist Mark Zandi on the US Economy Podcast: Masters in Business (LS 65 · TOP 0.05% what is this?)Episode: Moody's Analytics Chief Economist Mark Zandi on the US EconomyPub date: 2025-08-29Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationBloomberg Radio host Barry Ritholtz has in-depth discussions with the people and ideas that shape markets, investing and business.The podcast and artwork embedded on this page are from Bloomberg, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
2025-08-291h 08
Masters in BusinessMoody's Analytics Chief Economist Mark Zandi on the US EconomyBarry speaks with Mark Zandi, chief economist at Moody's Analytics about his career and the state of the US economy today.See omnystudio.com/listener for privacy information.
2025-08-291h 08
The Chuck ToddCastFull Episode - Putin’s BIG Mistake When Dealing With Trump + Trump’s Policies Are Steering The U.S. Economy Into A Recession w/Mark ZandiChuck Todd opens with critical media industry news as Nexstar's acquisition of Tegna threatens to devastate local TV journalism through consolidation that will create duopolies and slash newsroom jobs while fundamentally altering how Americans receive local information at the worst possible moment for democratic accountability. He shifts to Trump's complex role as a self-perceived "mediator" rather than Western ally in Ukraine negotiations where his deliberate inaction has inadvertently forced Europe to take security more seriously while Putin's biggest strategic miscalculation remains never giving Trump a political win that could justify backing off. Then, he offers an analysis o...
2025-08-201h 46
The Chuck ToddCastFull Interview - Trump’s Policies Are Steering The U.S. Economy Into A Recession w/ Mark ZandiMoody's Analytics chief economist Mark Zandi joins Chuck with a stark warning: the U.S. economy is heading toward a recession largely of its own making, driven by Trump's tariff policies, immigration crackdowns, and federal spending cuts that are creating a perfect storm of economic headwinds. Zandi explains that while tariff impacts are just beginning to surface as companies burn through pre-tariff inventory, the real damage will come from unfilled jobs due to deportations, AI displacing professional services workers, and federal layoffs hitting employment just as troubling indicators emerge—from empty Vegas casinos reminiscent of the 2008 financial crisis to ho...
2025-08-2058 min
Beyond PoliticsTop Expert Mark Zandi: Why New Economic Signs Are So Alarming***Please subscribe to Matt's Substack at https://worthknowing.substack.com/*** It's been a rough week for US economic news: weak growth figures, rising new inflation numbers, and a cratering job market. So how bad is all of this? There are few people in America who are more trusted on questions like this than my returning livestream guest, Chief Economist at Moody's Analytics, Mark Zandi. I asked him about jobs, tariffs, inflation, the Republican budget, stagflation, BLS numbers, and of course, to make the case for his tweet yesterday that the “economy is on the precipice of recession.” 02:38 The Real...
2025-08-051h 07Moody's Talks - Inside EconomicsHousers on the Housing ShortageMoody’s Analytics Mark Zandi and Cris deRitis are joined by Ira Goldstein from The Reinvestment Fund, Maggie McCullough from PolicyMap, and Jim Parrott from the Urban Institute to discuss their new study that takes a deep dive into understanding the nature of the decade-long housing shortfall. This housing crisis has driven up house prices and rents, and undermined housing affordability. But despite the heightened political attention on the problem, there remains confusion over its true scale and scope. This team of self-avowed housers dissect the shortage down to the census tract and come to some surprising conclusions....
2025-07-161h 10
NAIOP Podcast: Inside CREMark Zandi, Moody’s AnalyticsIn this episode, Moody’s Analytics Chief Economist Mark Zandi joins us to unpack the extraordinary uncertainty facing today’s economy – on par, he says, with the global financial crisis and the COVID-19 pandemic. Drawing from insights shared during his keynote at NAIOP’s National Forums Symposium, Zandi discusses the weakening labor force, volatile economic policy, and growing pressure from tariffs and immigration shifts. He explores how inflation, interest rates, and consumer trends are affecting commercial real estate and why many developers are in a holding pattern. For an industry built on long-term decisions, navigating a short-term, policy-driven fog is a maj...
2025-06-2350 min
The AFIRE PodcastNo Red Flares for US EconomyDespite geopolitical uncertainty and trade tensions, the US economy remains strong, says our latest guest on the AFIRE podcast: Moody’s Chief Economist Mark Zandi, the recipient of the Consensus Economics 2024 Forecast Accuracy Award. “So far, the data shows yellow flares everywhere,” Zandi observes. “But no red flares yet.”
In conversation with AFIRE CEO Gunnar Branson, Zandi shares his views on the way trade tensions will affect the broader economy, as well as US commercial real estate specifically. The pair also discuss a forthcoming Moody’s study on the housing shortage, hotspots in the US CRE market and how ESG and DEI disc...
2025-05-1540 minMoody's Talks - Inside EconomicsEvery Rose Has Its Thorn Moody’s Analytics colleague Dante DeAntonio joins the podcast to recap the April jobs report, along with the potpourri of other economic data released this week. Marisa dives into other labor market data, Cris tackles GDP, and Mark discusses consumer confidence. All along the way, Mark points out the thorns in recent data. The team also provides an update on their recession probabilities. Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s AnalyticsGuest: Dante DeAntonio - Seni...
2025-05-021h 04
The David Lin ReportBuckle Up For ‘Tough 2025’ Warns Moody’s Chief Economist: Markets Not Pricing In What’s NextMark Zandi, Chief Economist at Moody's Analytics, discusses the high probability of a global recession in 2025, citing trade tensions and tariffs as key triggers while outlining impacts on sectors, corporate earnings, markets, and investment opportunities. Mark Zandi’s most recent appearance on The David Lin Report: https://www.youtube.com/watch?v=ozUHll8ppX0*This video was recorded on April 28, 2025.Use my promo codes to get a 10% discount on BTC Vegas (May 27-29), the world's biggest Bitcoin conference:BTC Vegas 2025: https://tickets.b.tc/event/bitcoin-2025?promoCodeTask=apply&promoCodeInput=DAVIDBitcoinAsia: https://tickets.b.tc/event/bitcoin-asia-2025?promoCodeTask=apply&promoCodeInput=DA...
2025-05-0222 min
The Chuck ToddCastWill Donald Trump’s Trade War Tank The U.S. Economy?Chuck Todd is joined by Mark Zandi, chief economist at Moody’s Analytics, to discuss the damaging effects of President Donald Trump’s tariffs and trade war on the U.S. economy.Chuck opens the episode by framing the nation’s economic struggles as entirely self-inflicted, warning against political pressure on the Federal Reserve, and explaining why the consequences of current policy decisions could take years to reverse.Mark Zandi then joins to share his economic risk assessment, explore why markets failed to anticipate the trade war, and project the level of fallout the U.S. eco...
2025-04-231h 08
The Call by the Global Intelligence DeskIs Anyone Winning the Trade War?Global markets have entered a period of intense volatility after the U.S. announced a new round of tariffs last week, putting a floor of 10% on most goods entering the country and targeting specific nations for double digit duties. Some economists now say the chances of a recession – both at home and abroad – are growing. Mark Zandi, Chief Economist at Moody's Analytics, joins us to assess these rapidly moving developments. We’ll explore the possible macroeconomic scenarios, and the political economy shaping this moment in the days and weeks ahead. - The Call is a series o...
2025-04-1123 min
SANITY PodcastSANITY: Moody's Mark Zandi
In this conversation, Moody's economist Mark Zandi discusses the implications of President Trump's 'Liberation Day' tariffs, the current state of the economy, and the potential risks of stagflation. He emphasizes the uncertainty surrounding economic policies and their impact on American consumers, while also providing insights into historical tariff effectiveness and advice for individuals navigating these economic challenges. He emphasizes the uncertainty surrounding business investments due to fluctuating tariffs and critiques the political communication strategies regarding the economy. The discussion also touches on Canada's proactive stance in response to economic challenges and reflects on cultural narratives in media, particularly in...
2025-04-0241 min
The Delegates LoungeTalking Tariffs with Mark Zandi, Moody's Chief EconomistAs President Donald Trump's self-proclaimed "Liberation Day" approaches on April 2nd, bringing with it a wave of new tariffs, we're joined by an expert who can help us parse rhetoric from reality. Moody's Chief Economist Mark Zandi explores the potential economic impact of broad-based tariffs on American consumers, farmers, and business owners. As chief economist, he oversees Moody’s global economic forecast. Mark is a frequent guest on American network news shows and hosts the podcast “Moody’s Talks: Inside Economics.” He has advised policymakers at all levels, including giving Congressional testimony on economic matters; so, we’re very luc...
2025-03-3045 min
Forbes NewsroomHow Close Are We To A Recession? Moody's Mark Zandi Weighs InMark Zandi, chief economist at Moody's Analytics, joined "Forbes Newsroom" to weigh in on President Trump's trade policy, tariffs, and the economy.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
2025-03-2212 minMoody's Talks - Inside EconomicsInvesting with UBS CIO Mark HaefeleInvesting in these especially turbulent times is intrepid. No better person to navigate the ups and downs in global stock, bond, crypto and other asset markets than UBS’s CIO, Mark Haefele. Mark discusses his new book, in which he considers the broad global trends – the 5 Ds – investors should embrace. And he offers a few investment nuggets along the way.For Mark Haefele's book, The New Rules of Investing, click hereGuest: Mark Haefele – Chief Investment Officer, UBS Global Wealth ManagementHosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moo...
2025-03-211h 05Moody's Talks - Inside EconomicsThe Trump WhispererInside Economics was fortunate to have Trump whisperer John Carney of Breitbart News join the podcast to provide his insight on the Trump administration’s efforts to rework government and reshape economic policy. Urban Institute scholar Jim Parrott helped guide the conversation. Listeners will get a wildly different perspective from that provided by Robert Reich of UC Berkeley on the podcast last week. Hopefully, these back-to-back podcasts on Trump’s policies help put things into clearer relief. Guests: John Carney, Finance and Economics Editor at Breitbart & Jim Parrott, Nonresident Fellow at the Urban Institute If y...
2025-02-271h 04
The Walker WebcastJim Millstein, Co-Chairman, Guggenheim Securities; Jim Parrott, Owner, Parrott Ryan Advisors; Mark Zandi, Chief Economist, Moody’s AnalyticsShould the GSEs be privatized? On the latest Walker Webcast, Willy was joined by three of the industry’s leading voices to debate this hot-button issue:
Jim Millstein, Co-Chairman, Guggenheim Securities
Jim Parrott, Owner, Parrott Ryan Advisors
Mark Zandi, Chief Economist, Moody’s Analytics
They covered the pros and cons, potential economic ripple effects, the impact on single vs. multifamily, and the real-world implications for investors, lenders, homebuyers, and taxpayers. Learn more about your ad choices. Visit megaphone.fm/adchoices
2025-02-271h 07
On The MarketCan America Resist a Global Recession? w/Moody’s Mark ZandiWith evidence of a global recession piling up, Americans have just one question—will we be affected? So far, everything is going well for the US. Job growth continues, unemployment is low, and asset prices are high, but with the global economy becoming increasingly interlinked, could a crash in Europe or Asia pull us down with them? Mark Zandi, Chief Economist of Moody's Analytics, has a contrarian viewpoint that defies the masses.But Mark has bigger worries than a global recession taking down the US economy. We could be our own worst enemy as “tinder” for an intere...
2025-02-0333 min
Travelers Institute Risk & Resilience2025 U.S. Economic Outlook with Moody’s Analytics Chief Economist Dr. Mark ZandiWhat lies ahead for the U.S. and broader economy in 2025?On this podcast episode, recorded on Jan. 15, Dr. Mark Zandi joined Travelers Institute® President Joan Woodward for an in-depth analysis of important trends impacting the economic landscape. He provided insights into economic decisions facing the White House and Congress that could affect tax rates for U.S. households and businesses.As you plan for the year ahead, listen to this podcast to learn more about the challenges and opportunities shaping the economy today.W...
2025-01-3158 min
Monetary Matters with Jack FarleyTariffs Could Blow Up the Bond Market | Mark Zandi on the Biggest Risk to the EconomyMark Zandi, Chief Economist for Moody’s Analytics, joins monetary matters to discuss his outlook for the US economy and why he thinks higher yields driven by broad based tariffs are the biggest risk to the US economy. Despite the economic strength he still sees he believes recession risk is elevated, and this risk is being driven primarily by policy uncertainty. He also discusses the GSEs, Fannie Mae and Freddie Mac, and why he thinks most paths to exiting conservatorship create a lot of pain for the mortgage market.Follow Monetary Matters on:...
2025-01-281h 06
Bloomberg SurveillanceSingle Best Idea with Tom Keene: Mark Zandi & Eric BalchunasTom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Mark Zandi & Eric Balchunas Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
2025-01-1304 min
Worldwide ExchangeGlobal Upheaval & Your Money; Mark Zandi’s View on the Fed; Trading the Technical Breakdown on UNH 12/18/24Terry Haines of Pangaea Policy Advisory discusses how investors should view political turmoil in Canada, Germany and France. Plus, Moody’s Analytics chief economist Mark Zandi previews what the Fed is expected to do versus what it should do. And, CappThesis president Frank Cappelleri explains why a potential rebound in shares of UnitedHealth can be tied to the fortunes of Boeing’s stock.
2024-12-1843 minMoody's Talks - Inside EconomicsReimagining Cities with Rebecca Rockey and Chris LeinbergerMark, Cris, and Marisa are joined by their colleague Adam Kamins and his infamous closet doors, along with Rebecca Rockey, Deputy Chief Economist at Cushman Wakefield, and Chris Leinberger, Managing Director at Places Platform. Rebecca and Chris review key takeaways from their recent study, Reimagining Cities-Disrupting the Urban Doom Loop. Among the variety of topics covered are the importance of Walkable Urban places; the optimal mix of work, live, and play in cities; how to ensure that the commercial real estate mix aligns with the post-pandemic evolution of downtowns; and Mark’s prowess in pickleball and the possibly made-up sp...
2024-12-111h 10The David Lin ReportMarkets At Risk Of Serious Correction, Valuations ‘Out Of Whack’ | Moody’s Mark ZandiMark Zandi, Chief Economist of Moody's Analytics, discusses the prospects for economic growth, the Fed's likely next move, and how financial markets are getting "off kilter".
*This video was recorded on December 2, 2024
Subscribe to my free newsletter: https://davidlinreport.substack.com/
Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report
FOLLOW MARK ZANDI:
X (@Markzandi): https://x.com/Markzandi
Economic View: https://www.economy.com/economicview/
Inside Economics podcast: https://www.moodys.com/web/en/us/about/insights/podcasts/moodys-talks-inside-economics.html
FOLLOW DAVID LIN:
X...
2024-12-0435 min
From Where I Sit With Tom McGeeEpisode 2: Mark Zandi, Chief Economist of Moody’s AnalyticsHas the Federal Reserve achieved a soft landing?Find out what Mark Zandi, Moody’s Analytics Chief Economist, thinks about this question in his conversation with From Where I Sit host and ICSC President & CEO, Tom McGee. Mark also shares why he thinks the “economy is on good fundamental ground” and discusses the potential liquidity problem in the bond market, Fed rate cuts, and more.Follow From Where I Sit for more conversations about commercial real estate, retail, and business.Find Tom on LinkedIn.Find Tom on X.Find Mark o...
2024-11-1837 minMoody's Talks - Inside EconomicsStorms, Strikes and StartupsDante joins the podcast to discuss the October employment report. The impact of recent strikes and hurricanes weighed on the headline jobs figure, but everyone agrees that underlying job growth remains strong. Cris and Mark debate the reasons why productivity growth in the U.S. has outpaced the rest of the world, but Dante remains skeptical that recent productivity success is sustainable.Guest: Dante DeAntonio, Se nior Director of Economic Research, Moody's AnalyticsHosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Gl...
2024-11-011h 02Moody's Talks - Inside EconomicsHoltz-Eakin on Tariffs, Immigration and DebtDouglas Holtz-Eakin, President of the American Action Forum and former Director of the Congressional Budget Office, joins Mark and Cris to discuss vexillology, potential election outcomes, and the impact of proposed immigration and tariff policies on the economy. After a quick statistics game, Doug shared his insights on the national debt and how the government's fiscal imbalances may ultimately be resolved. Guest: Douglas Holtz-Eakin, President of American Action ForumRead this week's "Week in Regulation" from the American Action Forum: Latest Cybersecurity Rule Leaves a MarkRead Mark's Article in the Philadelphia Inquirer: Wei...
2024-10-251h 13
Prof G MarketsWhat’s the Biggest Threat to the U.S. Economy’s Soft-Landing? — ft. Mark ZandiScott and Ed open the show by discussing Starboard Value’s activist stake in Pfizer, the end of the Longshoremen’s strike, and Ben Horowitz’s decision to donate to Kamala Harris’s campaign. Then Mark Zandi, Chief Economist of Moody’s Analytics, joins the show to discuss the recent jobs data and why he’s confident that the Fed has stuck the landing. He also shares which Presidential candidate he thinks would be better for the economy. Finally, he breaks down where he thinks the housing market is headed and offers a solution to the housing affordability crisis. Order "T...
2024-10-1054 minMoody's Talks - Inside EconomicsMichael Strain on the Jobs ReportMark and Cris are joined by Dante and Michael Strain, Director of Economic Policy Studies at the American Enterprise Institute. Dante kicks things off with a detailed summary of the stronger than expected U.S. employment report for September. Buoyant wage growth and upward revisions to July and August’s numbers confirm that the economy remains healthy. The discussion then pivoted to the presidential election with Michael making a strong case for status quo economic policies and divided government.Check out Michael's Strain's Book: The American Dream Is Not DeadGuest: Michael R. Strain - Dire...
2024-10-041h 01Moody's Talks - Inside EconomicsBest.Economy.Ever.Is this the best economy ever? Given the big revisions to GDP and the steady stream of other stellar economic data, the Inside Economics team makes the case that it is. Moderating inflation, full employment, stronger savings rates and steady corporate profits point to an economy that is stronger than consumer confidence suggests. The team also discusses the latest economic proposals from the presidential campaign and a recent opinion piece comparing Mark’s forecasts to those of Punxsutawney Phil. Editor’s note: Punxsutawney Phil has also been unfairly mischaracterized by the media. https://www.axios.com/202...
2024-09-271h 10
Three in 30The In-Between Economy: The Calm Between Rate Cuts and Election StormsThe economy is in a unique in-between phase—caught between recent Fed rate cuts and the upcoming 2024 election. In this special episode of the Blooma podcast, we gather a star-studded panel of experts to break it all down. Host Mark Almeida sits down with Mark Zandi, Ryan Sweet, and John Burns for a lively discussion about how these pivotal events could impact everything from real estate markets to your wallet. Meet Our Panelists:Mark Zandi – Chief Economist at Moody’s Analytics. Known for his expertise in economic policy and financial markets. Follow Mark on X (formerly Twitter)Ryan S...
2024-09-261h 03Moody's Talks - Inside EconomicsEconomic PotpourriBrendan LaCerda (not Canadian) joins Mark, Cris & Marisa to discuss a plethora of topics, including the Canadian railroad workers strike, the revisions to the employment numbers, Jerome Powell’s Jackson Hole speech, and the Moody’s Analytics election model. The team takes a few thought-provoking listener questions on the housing market and the savings rate. Reach out to us with any questions or suggestions at helpeconomy@moodys.comHosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics
2024-08-231h 11
Moody’s Talks - Global Economy UnwrappedIt’s a Marathon, not a Sprint.In this Olympic-sized episode, Steve, Katrina, Stefan, and Harry, along with Moody’s Analytics Chief Economist Mark Zandi, tackle an eventful week in global markets. Katrina’s hopes for the podcast to come in under world record time are dashed as Mark and Stefan lead a marathon discussion on the complexities of yen carry trades and recent weak U.S. jobs data. As they come around the final bend, the team put a spotlight on the high-stakes U.S. election, try to win gold for snarky comments and setup round two to discuss the latest hurdles in China’s econom...
2024-08-1352 minThe David Lin ReportRecession Just Triggered? 'Things Are Shaking' Says Moody's Chief Economist Mark ZandiSign up for an IRA with iTrust today using this link: https://itrust.capital/David
Mark Zandi, Chief Economist at Moody's Analytics, discusses the recent economic data on GDP, the health of the labor market, and the future of Fed monetary policy.
*This video was recorded on August 2, 2024
Subscribe to my free newsletter: https://davidlinreport.substack.com/
Listen on Spotify: https://open.spotify.com/show/510WZMF...
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh...
FOLLOW MARK ZANDI:
X (@Markzandi): https://x.com/Markzandi
Inside Economics podcast: https://www.moodys.com/web/en/us/abou...
FOLLOW DAVID LIN:
...
2024-08-0536 minMoody's Talks - Inside EconomicsJuly Jobs: Ugh! Yikes! Eesh! Hmmm….Nick Bunker from Indeed joined the podcast to break down July’s surprisingly weak employment report. The team put forward their favorite interjections before breaking down the report into causes for concern, potential measurement issues and (a few) reasons for cautious optimism. The discussion turned to the “Sahm Rule” as the group pondered whether the recent rise in the unemployment rate is signaling a recession. Mark and Marisa both claimed victory in the Statistics Game before the podcast ended with the team putting forward their current recession probabilities. (4:00) July Employment Report (22:58) Labor Market Issues(51:00...
2024-08-021h 17Moody's Talks - Inside EconomicsBonus Episode: Assessing the Macroeconomic Consequences of Biden vs. TrumpPresident Joe Biden and former President Donald Trump will pursue very different economic policies if reelected. Both have put forward a wide range of proposals to change the tax code, government spending, and trade, immigration and regulatory policies that if implemented could have significant consequences on the economy’s performance for years to come. In this bonus episode of Inside Economics, the team considers what policies would likely be implemented under different election scenarios and their economic impact.Read the full analysis by Mark Zandi, Brendan La Cerda and Justin Begley: Assessing the Macroeconomic Consequences of Biden vs...
2024-07-031h 06Moody's Talks - Inside EconomicsJason Dorsey on GenerationsThe Inside Economics podcast welcomes Jason Dorsey to talk about the generations that characterize the American population. The conversation takes up what event(s) define each generation, from 9/11 for the Millennials to COVID for Gen Z, and then turns to each generation’s traits and behaviors. The podcast was generationally well-balanced, with Mark the aging Boomer, Marisa and Cris the skeptical Xers, and Jason the creative Millennial. Guest: Jason Dorsey - President of Cener for Generational KineticsFor more on Jason Dorsey: LinkedIn: @JasonDorsey Instagram: @Jason_Dorsey The Cente...
2024-06-211h 11Moody's Talks - Inside EconomicsStubborn Inflation, Reluctant FedAs long as inflation remains above the Fed’s target, and the Fed maintains its higher for longer interest rate policy in response, it is premature to conclude the economy has soft-landed. This episode is a replay of the “Stubborn Inflation, Reluctant Fed” webinar hosted by Chief Economist Mark Zandi and team, as they discuss what it will take for inflation to abate, the Fed to ease, and the economy to soft-land, and what could derail this. Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Seni...
2024-06-181h 16Moody's Talks - Inside EconomicsInflation, The Fed, and Mark's MysteryMatt and Marisa join Mark, who called in from an undisclosed location, to discuss this week’s CPI report and FOMC meeting on interest rates. They all agree that the CPI numbers were unambiguously positive and that the Fed will begin to cut interest rates this fall. They play the statistics game, made more difficult by the dearth of economic releases so far this week, and take a few listener questions related to inflation/deflation, OER, and the Fed. For a deeper dive on inflation and how it's measured, check out the bonus episode--a replay of a webinar hosted by...
2024-06-1458 minMoody's Talks - Inside EconomicsMaking Sense of the Jobs #In a rare Saturday morning taping of the podcast, Dante and Matt join Mark (where’s Cris and Marisa?) to disentangle the considerable crosscurrents in the May jobs report. Surging immigration is complicating interpretation of the numbers. Next week’s all-important report on consumer price inflation was also the fodder of discussion, as was Mark’s Washington Post op-ed arguing the Fed should cut rates. Guest Hosts: Matt Colyar - Assistant Director, Moody's Analytics, Dante DeAntonio - Senior Director, Moody's AnalyticsHosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moo...
2024-06-081h 02Moody's Talks - Inside EconomicsEconomic ExceptionalismMark, Marisa, and Cris are joined by their colleague Matt Colyar as they delve into the resilience of the U.S. economy. Matt kicks off the conversation with a rundown of the latest Personal Consumption Expenditures (PCE) inflation data and its implications for monetary policy. Following a brief, engaging Stats Game, the team explores the reasons behind the U.S. economy's rapid and robust recovery compared to the rest of the world. The discussion concludes with answers to audience questions, focusing on the implications of quantitative easing/tightening and the predictive power of the yield curve.
2024-05-311h 16Moody's Talks - Inside EconomicsInflation - Could've Been WorseJonathan Smoke from Cox Automotive and Mike Brisson of Moody’s join the crew for a discussion of inflation and autos. The team dissects this week’s CPI report, which while not great, at least wasn’t worse than expected. Mark argues that the Fed should be looking through the inflation data that’s mixed up with the problematic measures of housing inflation and start lowering rates immediately. The team is mostly on board with this view although Mike convincingly argues that it may be better for the Fed to be “credibly wrong” than incredibly right. Guests: Jona...
2024-05-171h 17Moody's Talks - Inside EconomicsJobs Friday: On the Couch with Dr. ZandiInside Economics regular Dante DeAntonio joins the podcast to discuss the April jobs report. It was something of a surprise, but a happy one, at least for Dante and Mark. The job market remains strong, but is cooling, opening the window just a bit for the Fed to begin cutting rates. But Cris and Marisa weren’t so sure, worried that the report may signal the start of a more serious slowdown.Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight.
Questions or Comments, please email us at hel...
2024-05-041h 06
The AFIRE PodcastMark Zandi on Interest Rates and CRECognitive dissonance abounds in commercial real estate. On the one hand, the Fed is citing strong employment figures and predicting a soft landing.
https://www.afire.org/podcast/202401cast/
And yet, the commercial real estate industry is navigating serious issues in the office sector.
Will office distress trigger bank failures? Will those bank failures affect the broader economy? When will interest rates go down? And when they do, will the Fed cut enough to benefit commercial real estate?
In his conversation with AFIRE CEO Gunnar Branson, Moody’s Analytics Chief Economist Mark Zandi sounds off on all these topics and mor...
2024-04-0443 min
On the Evidence117 | Moody’s Mark Zandi on Being a Voice for Data-Driven Decisions in Public PolicyThe latest episode of On the Evidence features Mark Zandi, the chief economist at Moody’s Analytics. On the episode, Zandi speaks with Paul Decker, Mathematica’s president and chief executive officer, about comprehensive immigration reform, artificial intelligence, labor shortages, remote work, the merits of pursuing a nonacademic career in economic research, and how Zandi seeks to influence politically charged policy debates with data and credibility. Zandi is the author of two books related to the Great Recession and hosts the Inside Economics podcast.
A video version of the episode as well as a full transcript is available at https://math...
2024-04-031h 01Special BriefingSpecial Briefing: 2024 Fiscal Outlook for States and CitiesFor America’s states and municipalities, 2024 is likely to bring long-awaited relief from inflation and higher interest rates while presenting challenges—and not just because it’s a presidential election year. States, cities, and counties will have to contend with the imminent end of $350 billion in federal pandemic budget aid even as the revenue boom of recent years cools and the need for increased spending to ameliorate the risks of a changing climate put pressure on infrastructure spending. Listen in as our panel of experts discuss strategies that state and local governments are adopting to meet these challenges.
Our panel of exp...
2024-02-0257 min
On The MarketOur Lopsided Housing Supply: Why Builders Are Barely Making a Dent w/Mark ZandiThe housing market has two big problems: home prices and a lack of supply. With so few homes on the market, buyers have barely anything to choose from, and sellers remain in control. But how did we get to this point? Back in 2008, there were too many homes on the market, and we all know what happened to home prices. So how did we go from being oversupplied to undersupplied by MILLIONS of housing units so quickly? The answer is pretty simple.Mark Zandi, Chief Economist at Moody’s Analytics, joins us again to give his take on...
2024-01-0442 min
Leading Voices in Real EstateMark Zandi | Chief Economist at Moody’s AnalyticsMark Zandi, Chief Economist at Moody’s Analytics and co-host of the podcast, Inside Economics, shares his insider take on the economy and real estate market looking forward into 2024.
2024-01-021h 06Moody's Talks - Inside EconomicsBonus Episode: Mark Donovan on the Denver Basic Income ProjectMark Donovan founder of the Denver Basic Income Project joins Inside Economics to discuss some early results from a guaranteed income program that provides direct cash assistance to unhoused individuals without conditions. Mark responds to a range of criticisms often levied around such efforts. And you don’t want to miss how Tesla is connected to the start of the project’s funding. Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight.
Questions or Comments, please email us at helpeconomy@moodys.com. We would love to hear f...
2023-12-0848 min
GeoTech WarsThe Future of U.S. Manufacturing with Mark Zandi, Chief Economist of Moody’s AnalyticsIn this episode of GeoTech Wars, Kirti and Andrew are joined by Mark Zandi, chief economist at Moody’s Analytics and host of the Inside Economics podcast, to discuss U.S. manufacturing within the reorienting international economic system. The conversation explores the strengths and limitations of the U.S. manufacturing ecosystem, and options for policymakers.
2023-09-0525 min
Lead-Lag LiveExploring the Economic Landscape: A Conversation with Mark Zandi, Chief Economist of Moody's AnalyticsJoin us for an enlightening conversation with Mark Zandi, Chief Economist of Moody's Analytics. Together, we'll dive into the heart of today's economic landscape, dissecting everything from the impact of Fitch's downgrade on US Treasury debt to the consequences of history's fastest rate hike cycle. Mark's expertise and insights illuminate the intricate workings of the economy, making this episode a must-hear for anyone keen to deepen their understanding of the economic world around them.The conversation doesn't stop there. We'll navigate through the complexities of asset pricing, exploring the elusive concept of fair value and its deviation...
2023-08-1951 minThe Walker WebcastMark Zandi, Chief Economist of Moody’s AnalyticsOur next guest is one of the most influential economists for businesses, journalists, and the public and is a trusted adviser to the nation’s top policymakers. As the leading provider of economic research and data, he has made a career out of helping clients navigate the ever-changing marketplace.Dr. Mark Zandi, chief economist of Moody’s Analytics, joins Willy on the Walker Webcast to discuss the multi and single-family housing markets, predictions about the Federal Reserve’s next move, the strength of the U.S. economy, and so much more.Watch the replayIf y...
2023-08-0357 min
Intrigue OutloudPush it to the Limit: US lawmakers dance with economic disasterOn today's episode of Intrigue Outloud, Mark Zandi joins to discuss the debt ceiling: why it exists, why it's become such a political lightning rod, and what might happen if US lawmakers fail to raise it in coming weeks. Mark Zandi is the Chief Economist at Moody's Analytics, a regular contributor to The Washington Post, Philadelphia Inquirer, and CNBC, and the host of the Inside Economics podcast. Debate over raising the debt ceiling is ‘simply crazy talk’ by Mark. Thanks to our sponsor, HubSpot. Hosted on Acast. See acast.com/privacy for more information.
2023-05-1235 min
Credit Union Exam Solutions Presents With Flying Colors#97 Ryan Donovan - President of the Council of Federal Home Loan Banks (FHLB)Set up a call:https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10Check out our website:https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone!We're ex-NCUA insiders with decades of experience, ready to guide you to success. Our team understands the intricacies of NCUA examinations from the inside out.Hire us and gain:• Peace of mind during your exam process• Insider knowledge of NCUA procedures and expectations
2023-04-1825 min
The Munk Debates PodcastMunk Dialogue with Mark Zandi: avoiding a recession with smart policy decisionsWith inflation remaining high despite rising interest rates, many economists are looking for new solutions to bring inflation down without triggering a recession. On this Munk Dialogue, we’re joined by Mark Zandi, chief economist of Moody's Analytics, who gives us some insight into why the situation might not be as dire as some believe, and offers up some proposals on how to get inflation under control without raising rates. The host of the Munk Debates is Rudyard Griffiths - @rudyardg. Tweet your comments about this episode to @munkdebate or comment on our Faceboo...
2023-04-1153 min
On The MarketThe BIG Economic Implications of US Bank Failures w/Mark ZandiBank failures were a thing of the past—until a couple of weeks ago. After Silicon Valley Bank’s (SVB) fall from grace and numerous other regional and small-time banks going under, Americans are holding their cash with an iron grip, not knowing whether or not a recession or soft landing could be on the horizon. And with more economic instability comes more fear, panic, and doubt from the general public. Thankfully, we’ve got Mark Zandi, Chief Economist at Moody’s Analytics, to share some economic truths (instead of crash-fueled terror). Mark knows the economy inside and out a...
2023-03-2451 min
Moody's Talks - Emerging Markets DecodedMark Zandi on Fed rate hike, banking stress, recession risks and implications for emerging marketsThe chief economist of Moody’s Analytics joins host Shirin Mohammadi to discuss the US Federal Reserve’s recent rate decision and response to banking stress, recession risks and more. Speaker: Mark Zandi, Chief Economist, Moody’s AnalyticsHost: Shirin Mohammadi, VP – Senior Research Writer, Moody’s Investors Service
2023-03-2312 min
First Move with Julia ChatterleyFeatured interview: Moody's Chief Economist Mark ZandiUS markets rose across the board in early trading today, likely thanks to an encouraging CPI report showing inflation continuing to cool. That could give the Fed some breathing room to hold rates steady next week, given recent pressures on the banking sector. Joining Julia to try and sort things out is Mark Zandi, chief economist at Moody's Analytics. To learn more about how CNN protects listener privacy, visit cnn.com/privacy Learn more about your ad choices. Visit podcastchoices.com/adchoices
2023-03-1446 min
Moody’s Talks – The Big PictureMark Zandi on the looming US debt ceiling dramaThe chief economist of Moody’s Analytics joins host William Foster to discuss the consequences of debt limit brinkmanship for the US sovereign, the economy and global financial markets. Guest: Mark Zandi, Chief Economist, Moody’s Analytics.Host: William Foster, Vice President – Senior Credit Officer, Sovereign Risk Group, Moody’s Investors Service.To read more on this topic, visit The Big Picture page on Moodys.com (some content only available to registered users or subscribers). Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of p...
2023-03-0926 min
First Move with Julia ChatterleyFeatured interview: Moody's Chief Economist Mark Zandi"So far so good." That's what US Treasury Secretary Janet Yellen told CNN yesterday regarding the fight against inflation. While she acknowledged inflation is still too high, she believes a soft landing is on the radar. Joining the show to discuss is Mark Zandi, chief economist at Moody's Analytics.
Also on today's show: Matt Rogers, who originally pioneered the Nest Learning Thermostat, talks about his latest venture Mill, a startup that collects discarded food products. To learn more about how CNN protects listener privacy, visit cnn.com/privacy Learn more about yo...
2023-02-2846 min
PivotState of Play: Inflation, Recession Signals, and the Housing Market — with Mark Zandi - The Prof G PodToday we're sharing an episode of The Prof G Pod, Scott Galloway's other favorite podcast. Enjoy!Mark Zandi, the chief economist of Moody’s Analytics joins to discuss the economy, including geopolitical uncertainty, the housing market, and why he’s not all that concerned about a possible recession. Follow Mark on Twitter, @Markzandi.Scott opens with his thoughts on investing in Chinese stocks. Learn more about your ad choices. Visit podcastchoices.com/adchoices
2023-01-0339 min
First Move with Julia ChatterleyFeature interview: Moody's Chief Economist Mark ZandiIt's been a challenging 12 months overall for stocks amid multiple interest rate hikes intended to bring down inflation. The S&P 500 is off 19% in 2022, while the NASDAQ has plummeted 33%. The big questions as we approach the new year: Can we avoid a recession? Will inflation continue to ease and at what pace? And will the Federal Reserve make a market-friendly pivot. Joining Julia to gaze into his crystal ball is Mark Zandi, chief economist at Moody's Analytics, where he directs economic research.To learn more about how CNN protects listener privacy, visit cnn.com/privacy
2022-12-2747 min
The Prof G Pod with Scott GallowayState of Play: Inflation, Recession Signals, and the Housing Market — with Mark ZandiMark Zandi, the chief economist of Moody’s Analytics joins to discuss the economy, including geopolitical uncertainty, the housing market, and why he’s not all that concerned about a possible recession. Follow Mark on Twitter, @Markzandi.Scott opens with his thoughts on investing in Chinese stocks. Algebra of Happiness: Communicating with your elderly parent. Learn more about your ad choices. Visit podcastchoices.com/adchoices
2022-12-0839 minMoody's Talks - Inside EconomicsMark’s References, Moderating Inflation, and the MidtermsMark and Cris break down the October CPI Report and the latest on inflation. Colleagues, Dan White and Emily Mandel of Moody's Analytics, join the podcast to give a rundown of the midterm election results and the economic implications.Full episode transcriptFollow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight
Questions or Comments, please email us at helpeconomy@moodys.com. We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Economic View....
2022-11-111h 19Moody's Talks - Inside EconomicsMonthly Jobs and Mark's JourneyColleague Dante DeAntonio, Senior Economist at Moody's Analytics joins the podcast to analyze the September U.S. Employment Report and OPEC's announcement to cut oil production. Everyone gives their latest odds of a recession and how soon that could happen. Full episode transcriptFollow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis @MiddleWayEcon for additional insight.
Questions or Comments, please email us at helpeconomy@moodys.com. We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Economic Vie...
2022-10-071h 20
News Not NoiseThe “Weird” Economy, ExplainedUnemployment is down but inflation is up. Layoffs are at new lows, but unfilled positions are near record highs. Why are experts calling the economy "weird"? Here to explain is Mark Zandi, chief economist at Moody's Analytics. He's the host of Inside Economics podcast, the co-founder of Economy.com, a trusted advisor for policymakers and expert for journalists, business leaders and consumers.According to Zandi, wage growth is strong, but inflationary pressures were mounting before the pandemic. He tells us why the Federal Reserve is feeling the pressure to navigate troubling economic waters. But...
2022-09-2848 min