x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

PODCAST

Simply Put

Will Compernolle

A new 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 on in the weeks and months ahead. Listen and subscribe wherever you get your podcasts

news business news

All Episodes

38:26

Walt Schmidt on GSE Reform in the Mortgage Market

Simply Put ·

2025/03/21

Government Sponsored Enterprises (GSEs) like Fannie Mae and Freddie Mac have been significant actors in the housing market for nearly a century. Ever since market distress pushed Fannie and Freddie into conservatorship of the Federal Housing Finance Authority in 2008, policymakers have sought to transition the firms back into more privatized roles. Reform discussions have accelerated after the November elections, but any massive changes would have to be judicious and likely require bipartisan

en

53:37

Matt Klein on Promoting US Economic Potential and...

Simply Put ·

2025/03/07

The pandemic fiscal response supported a much faster recovery in the US than after the financial crisis, but price levels and the federal deficit surged. Households and businesses, tired of high interest rates and cumulative price increases, must now contend with a tariff regime that aims to improve US competitiveness abroad at the risk of higher consumer prices. The Fed meanwhile is trying to restore price stability and preserve the recovery, unsure how much its rate policy is channeling into the

en

27:40

Matt Palazola on the Insurance Industry Impacts of...

Simply Put ·

2025/02/21

Wildfires swept through parts of southern California last month, causing indescribable human suffering and property destruction. The rising frequency and magnitude of these events, along with the unintended consequences of some well-intentioned regulations, are also placing unique pressure on the insurance market. In this episode, we talk with Matt Palazola, Senior Analyst for Property and Casualty Insurance with Bloomberg Intelligence, about the size of the wildfires’ insured losses, the risk of

en

39:32

Will Rinehart on the Macroeconomic Potential of...

Simply Put ·

2025/02/07

Over the last few years, the technological promise of artificial intelligence (AI) has propelled stock market gains, driven fears of widespread labor market displacement, and helped turn microchip production into a matter of national security. Generative AI models are still in their infancy, but investors and economists are already debating whether its impact will rival that of electricity or the steam engine. There are nonetheless numerous hurdles to overcome before it becomes dispersed throughout

en

35:10

Nathan Dean on the Debt Ceiling’s Impacts on Fiscal...

Simply Put ·

2025/01/24

The US Treasury has once again started to use “extraordinary measures” to honor its debt service obligations and avoid breaching the debt ceiling. With these measures expected to run out sometime this summer, any efforts to increase or suspend the debt ceiling will run concurrently with Republican priorities to renew tax cuts and cut government spending. President Trump has voiced support in eliminating the debt ceiling altogether, creating the possibility of a bipartisan agreement that would remove

en

47:42

Alan Cole on Tariffs and the Coming Fight over TCJA...

Simply Put ·

2025/01/10

With slim majorities in the House and Senate, Republicans hope to narrow the fiscal deficit and extend many of the tax cuts from the 2017 Tax Cuts and Jobs Act (TCJA). A handful of fiscal hawks and the Senate’s legislative rules could limit the GOP’s ability to accomplish renewal of the TCJA’s biggest provisions. President-elect Trump also campaigned extensively on raising tariffs to increase revenues and protect domestic industry. In this episode, we talk with Alan Cole, Senior Economist with the

en

49:39

2024 Year in Review

Simply Put ·

2024/12/27

The US economic recovery continued through 2024, but inflation progress has stalled above 2% and the labor market has significantly cooled. Despite the FOMC lowering interest rates by 100bp this year, Fed officials and financial markets head into 2025 uncertain about the pace and magnitude of any future rate cuts. Republicans won back control of the White House and majorities in both halls of Congress, creating a path to significant federal policy changes over at least the next two years. In this

en

36:17

Jeff Davis on the Banking Sector’s 2025 Outlook

Simply Put ·

2024/12/13

During the last two years, aggressive monetary policy tightening compressed banks’ net interest margins, placed tremendous strain on banks’ balance sheets, and demonstrated the vulnerabilities from exposure to CRE. The banking sector is hoping that additional Fed easing and less restrictive federal regulations next year will create more favorable conditions for profitability, M&A, and operational flexibility. In this episode, we talk with Jeff Davis, Managing Director of Mercer Capital’s Financial

en

40:06

Tom Doe on Extreme Weather’s Impact on the Municipal...

Simply Put ·

2024/11/29

The rising frequency of extreme weather events has put elevated pressure on municipal budgets to pay for relief efforts and prepare for future disasters. Public costs have also increased because the areas seeing the highest population growth can be the most vulnerable to such events. In this episode, we talk with Tom Doe, CEO and Founder of Municipal Market Analytics, about the scope of extreme weather events, how municipal governments complement federal assistance to manage the costs, and how these

en

30:16

Peter Ryan on How Rising Deficits are Shaping the...

Simply Put ·

2024/11/15

Treasuries function as the benchmark asset in bond markets, underscoring their importance in borrowing rates and global financial conditions. As fears of higher future Treasury supply loom large, bond investors look to certain metrics to help understand how well the market is absorbing increasing levels of public debt. Changes in Treasury yields reflect underlying macroeconomic fundamentals, but they are also driven by central banks’ balance sheet management, the maturity profile of newly issued

en

49:37

LIVE with Chris Low and Thomas Coleman on the Lessons...

Simply Put ·

2024/11/01

The economy has consistently defied expectations since 2020, prompting important questions about the soundness of the models used by the Fed and most economists. High inflation persisted much longer than the Fed predicted, inflation fell substantially without significant labor market weakening, and the economy weathered aggressive Fed tightening by growing above its estimated long-run potential. In this episode, Chris Low, Chief Economist of FHN Financial, and Thomas Coleman, Senior Lecturer at the

en

40:40

Lucy Eve on Managing the Risks around US Elections

Simply Put ·

2024/10/18

With control of the White House and House looking up for grabs, the post-election policy landscape looks highly uncertain only weeks before November 5. The priorities of the new president will run up against an unpredictable amount of Congressional and judicial pushback, creating a wide range of estimates for growth, inflation, federal deficits, and subsequent Fed policy. In this episode, we talk with Lucy Eve, Director of Global Macro-Geoeconomics with Eurasia Group, about the economic implications

en

38:37

Mitchell Redd on the Market for Loans as Interest...

Simply Put ·

2024/10/04

Unlike the markets for Treasury securities and MBS, the market for loans can be opaque and illiquid, making it difficult for financial institutions to optimize their loan portfolios and find appropriate counterparties with which to buy and sell loans. Periods of macroeconomic and interest rate volatility can also complicate the ability to accurately price loans for assets like commercial real estate. In this episode, we talk with Mitchell Redd, Senior Vice President with the Capital Assets Group at

en

31:01

Adam Sacks on How Tourism Helps Explain Economic...

Simply Put ·

2024/09/20

Tourism has bounced back after significantly suffering during early pandemic shutdowns. Households across the income spectrum continue to spend on discretionary travel despite economic pessimism and depleted savings. Tourism’s recovery and strength offer insight into how the overall economy has managed to weather high inflation and aggressive Fed tightening without tipping into a recession. In this episode, we talk with Adam Sacks, President of Tourism Economics, about the tourism industry’s

en

27:33

Patrick Higgins on Using GDPNow to Estimate Economic...

Simply Put ·

2024/09/06

The Atlanta Fed’s GDPNow model is followed closely by financial market participants as an estimate for economic growth. Rather than looking at a long-term horizon, the model focuses only on the current quarter and updates its estimate after important monthly data reports, giving a real-time ability to check the pulse of the economy instead of waiting for each quarterly GDP release. In this episode, we talk with Patrick Higgins, Economist with the Atlanta Federal Reserve and creator of the GDPNow

en

38:56

Dr. Campbell Harvey on the Inverted Yield Curve’s...

Simply Put ·

2024/08/23

In his 1986 PhD thesis, Campbell Harvey identified the predictive power of the inverted yield curve through four business cycles. With curve inversion correctly foretelling three more recessions since then, investors this cycle have been anticipating an impending downturn ever since the yield curve inverted nearly two years ago. In this episode, we talk with Dr. Campbell Harvey, Professor of Finance at the Fuqua School of Business at Duke University, about the theoretical foundation connecting the

en

33:06

Joey Kline on CRE in the Post-pandemic Economy

Simply Put ·

2024/08/09

Although the Fed appears to be on the cusp of finally lowering interest rates, the rapid monetary tightening of the last two years has caused significant distress within commercial real estate (CRE). The bleakest doomsday predictions have not come to pass, but property owners have still experienced real losses as people shift to new post-pandemic ways of working and living. In this episode, we talk with Joey Kline, Executive Vice President at Jones Lang LaSalle, about where CRE stands more than a

en

27:48

JP Aubry on How Public Pensions Survived (and Thrived...

Simply Put ·

2024/07/26

Almost every state and local government worker in the US participates in a public pension system, creating a strong bond between the fiscal health of states and municipalities and their employees’ retirement systems. These smaller systems have faced the same demographic challenges driving concerns over Social Security’s funding, but they’ve also had to deal with rapid migration flows, fluctuating revenues, and the Fed’s aggressive interest rate hikes during the last four years. In this episode, we

en

36:30

Kristy Hung on the Boom and Bust in the Chinese Real...

Simply Put ·

2024/07/12

China’s booming real estate sector helped propel the country’s tremendous growth over the last few decades. This rapid increase in property valuations contributed to a speculative frenzy that led to overindebted firms, unfinished houses, and a collapse in consumer confidence for homeownership. In this episode, we talk with Kristy Hung, Senior Analyst for China Real Estate with Bloomberg Intelligence, about the fundamental forces driving China’s property sector, what caused recent issues at

en

36:54

Bryan Chapman on the US Oil Industry’s Transformation...

Simply Put ·

2024/06/28

Oil prices have remained relatively steady during the last couple of years despite robust global demand and ongoing geopolitical risks from multiple foreign wars. The ability of domestic producers to increase production has played a large part in keeping prices in check, a notable contrast to only 20 years ago when the US was significantly more dependent on buying energy commodities from abroad. In this episode, we talk with Bryan Chapman, Market President for Energy Finance with First Horizon,

en

66 results

Similar Podcasts

Expres Ráno

Expres FM

PBS News Hour - Full Show

PBS News

CD Voice

China Daily

Israel Today: Ongoing War Report

Noa Levi

Jeffrey Epstein: The Coverup Chronicles

Bobby Capucci