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

Moody’s Talks – The Big Picture

Sarah Carlson, William Foster, Colin Ellis

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 change. Please join us as we explore what’s on the horizon for the global credit landscape.

business investing

All Episodes

00:15:28

Outlooks 2026: How Costly Natural Disasters Reshape...

Moody’s Talks – The Big Picture ·

2026/01/14

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 at https://www.moodys.com/outlooks Explore our outlook: https://www.moodys.com/web/en/us/insights/credit-risk/outlooks/global-sustainable-finance.html Want to know more on the sustainable finance trends in 2026? Join us:EMEA/US:

en

00:21:44

Outlooks 2026: How New Digital Systems Will Transform...

Moody’s Talks – The Big Picture ·

2026/01/08

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 will create both challenges and opportunities. In this episode, we speak with Moody’s experts to understand the risks, innovations, and financing needs shaping global financial markets. Learn more at https://www.moodys.com/outlooks Host: William Foster,

en

00:20:43

Outlooks 2026: How AI and Digital Disruption is...

Moody’s Talks – The Big Picture ·

2025/12/11

AI is fueling a boom in data centers, and the world’s biggest hyperscalers are pouring billions into building up their capacity. But risks of an AI bubble and circular deals involving companies like OpenAI and Microsoft are worrying investors. Learn more about data center growth in 2026 and other sector outlooks: moodys.com/outlooks Host: Paloma San Valentin, Managing Director, North America Corporate Finance, Moody’s Ratings Guests: John Medina, Senior Vice President, Moody's Ratings; Raj Joshi,

en

00:13:15

Outlooks 2026: Political Polarization Strains Global...

Moody’s Talks – The Big Picture ·

2025/11/12

Differing views on politics and the economy are making it harder for lawmakers to agree on issues like trade, immigration, regulation and fiscal policy. In this episode, Moody’s Ratings experts unpack the risk to credit in 2026 and repercussions for businesses and consumers. Learn more and watch the full episode at moodys.com/outlooks Host: Paloma San Valentin, Managing Director, North America Corporate Finance, Moody’s Ratings Guest: Atsi Sheth, Chief Credit Officer, Moody’s Ratings Related

en

00:17:44

COP30: How to Finance for Resilience

Moody’s Talks – The Big Picture ·

2025/10/28

Extreme weather is intensifying, and funding for adaptation measures remains a challenge. Emerging markets face growing economic and credit risks given limited resilience and insurance protection. In this new video podcast ahead of the COP30 meeting in Belém, Brazil, our Moody’s experts discuss whether innovative private and multilateral finance are the answers to bridging the gap.Watch the full episode at: moodys.com/sustainable-finance Host: Colin Ellis, Head of Centre for Credit Research,

en

00:15:21

How AI, New Tech Will Change Geopolitics

Moody’s Talks – The Big Picture ·

2025/10/02

As artificial intelligence reshapes workplaces and business strategies, firms increasingly depend on AI providers, making AI a tool of geopolitical influence. We'll discuss the impact across industries, as digital currencies affect monetary control and cyber threats challenge operational resilience. Host: William Foster, Senior Vice President, Sovereign Risk Group, Moody's Ratings Guests: Vincent Gusdorf, Associate Managing Director, Digital Finance and AI Analytics, Moody’s Ratings; Leroy

en

00:15:37

How Africa Is Financing Its Future

Moody’s Talks – The Big Picture ·

2025/09/18

Sub-Saharan Africa needs a lot of investment to support its development, but high funding costs are a constraint. We’ll explore the drivers of these costs and steps three of the region’s largest economies – South Africa, Nigeria and Kenya – are taking to reduce their cost of capital. Host: Colin Ellis, Head of Centre for Credit Research, Moody’s Ratings Guests: Christian Fang, Vice President - Senior Analyst, Moody’s Ratings; Mik Kabeya, Vice President - Senior Credit Officer, Moody’s

en

00:14:13

APAC Data Center Boom Faces Risks

Moody’s Talks – The Big Picture ·

2025/08/06

Fueled by AI, cloud migration, streaming and gaming, Asia-Pacific's data center capacity will more than double by 2030. Moody’s analysts unpack regional trends, financing strategies, and how utilities are adapting to this power-hungry transformation. Host: Sarah Carlson - Senior Vice President, Moody’s Ratings Guests: Nidhi Dhruv - Vice President, Senior Credit Officer, Moody’s Ratings; Abhishek Tyagi - Vice President, Senior Credit Officer, Moody’s Ratings Related research:Infographic -

en

00:14:02

The Private Credit Surge: What’s Next?

Moody’s Talks – The Big Picture ·

2025/06/11

What started as a niche alternative could become a nearly $3 trillion juggernaut by 2028. In this conversation, we explore where the money is coming from, how borrowers and lenders are coping with tough conditions, and what lies ahead for the asset class—including possible new regulations. Host: Colin Ellis, Head of Centre for Credit Research, Moody’s RatingsGuest: Christina Padgett, Associate Managing Director, Corporate Finance Group, Moody’s RatingsRelated Research:• Private Credit – Cross Region

en

00:14:07

What’s Driving India’s Growth and Resilience

Moody’s Talks – The Big Picture ·

2025/06/04

In this episode, our analysts explain exposure to trade uncertainty for debt issuers across emerging markets -- and why many in India are more insulated than their peers. Host: William Foster, Senior Vice President, Sovereign Risk Group, Moody's Ratings Guests: Nicky Dang, Senior Vice President, Credit Strategy & Guidance, Moody’s Ratings; Kaustubh Chaubal (KC), Senior Vice President, Corporate Finance Group, Moody’s Ratings Related research:Emerging Markets - India: Internal growth drivers anchor

en

00:14:18

Possible ‘Mar-a-Lago accord’ and Shifting US Trade...

Moody’s Talks – The Big Picture ·

2025/04/02

Economists and investors are speculating about potential changes to US financial and exchange rate policies from a ‘Mar-a-Lago accord’, a set of ideas which include weakening the dollar to boost US manufacturing. We'll dive into what it is and the potential impact on the global financial system. Host: William Foster, Senior Vice President, Sovereign Risk Group, Moody's Ratings Guests: Mark Sobel, US chairman, Official Monetary and Financial Institutions Forum (OMFIF); Steven Kamin, Senior Fellow,

en

00:15:52

How COVID-19 Changed the Outlook for Corporate Credit

Moody’s Talks – The Big Picture ·

2025/03/12

Five years ago, the World Health Organization declared COVID-19 a pandemic. In this episode, we delve into the performance of corporate credit quality since then, including the sectors that thrived or struggled, the hidden credit stories and strategies that improved resilience. Guests: Merxe Tudela, Associate Managing Director, Credit Strategy & Research, Moody’s Ratings; Jessica Gladstone, Managing Director, Credit Strategy and Guidance, Moody’s Ratings Host: Sarah Carlson, Senior Vice President,

en

00:22:12

Tariff Uncertainty and the Risks Ahead for the US...

Moody’s Talks – The Big Picture ·

2025/03/06

A barrage of executive orders and tariff actions are keeping markets on edge. We’ll dive into implications for a US economy that has outperformed expectations, the independence of government institutions and the Federal Reserve, and the outlook for already large fiscal deficits and debt. Guests: Nathan Sheets, Global Chief Economist, Citi; Robert Sockin, Senior Global Economist, Citi Host: William Foster, Senior Vice President, Sovereign Risk Group, Moody's Ratings

en

00:17:01

California Wildfires: The Challenges Facing LA’s...

Moody’s Talks – The Big Picture ·

2025/01/29

In this follow-up episode on the wildfires in southern California, we explore the consequences for the utilities sector of the City of Los Angeles. We'll dive into the immediate financial effects of disaster relief and lost revenue, as well as the risks from potential legal liabilities which could cost the city billions. Guests: John Medina, Senior Vice President, Moody’s Ratings; Lori Treviño, Assistant Vice President, Moody’s Ratings Host: Colin Ellis, Head of Centre for Credit Research, Moody’s

en

00:14:41

How California’s Wildfires Will Reshape Insurance

Moody’s Talks – The Big Picture ·

2025/01/22

The devastating ongoing wildfires in Los Angeles County are set to become the worst in California's history. In this episode, we discuss the effects on property owners, insurers and the state government, and what the damage could mean for the future of the insurance market in the state.Guests: Jasper Cooper, Vice President, Senior Credit Officer, Moody’s Ratings; Matt Butler, Vice President, Senior Credit Officer, Moody’s Ratings Host: Colin Ellis, Head of Centre for Credit Research, Moody’s

en

00:23:43

2025 Economic Outlook: A Case for Cautious Optimism

Moody’s Talks – The Big Picture ·

2024/11/26

In this episode, we unpack the new Moody’s Ratings forecasts for the global economy and explain why there could be bright spots amid a myriad of risks. Join our analysts as they delve into topics like potential changes in US policy, the effects of stimulus on the Chinese economy, and whether Europe is headed for stagnation.Guests: Marie Diron, Global Head of Sovereign and Sub-Sovereign Risk at Moody’s Ratings; Madhavi Bokil, Head of Macro Research at Moody’s RatingsHost: Colin Ellis, Head of Center

en

00:16:40

COP29: Why it’s so hard to close the climate finance gap

Moody’s Talks – The Big Picture ·

2024/10/29

Policymakers and key stakeholders will soon converge on Baku, Azerbaijan for the 29th United Nations Climate Change Conference to find ways of boosting spending on climate initiatives. Rahul Ghosh, Global Head of Sustainable Finance, and Marie Diron, Global Head of Sovereign and Sub-Sovereign Risk at Moody’s Ratings, discuss the challenges, potential solutions, and expectations.Speakers: Rahul Ghosh, Global Head of Sustainable Finance at Moody's Ratings; Marie Diron, Global Head of Sovereign and

en

00:19:58

How the US election could shape global credit conditions

Moody’s Talks – The Big Picture ·

2024/10/10

In this joint Big Picture-Emerging Markets Decoded episode, our regional analysts highlight the key US policy areas to watch in Europe, Asia-Pacific and Latin America -- and discuss which economies and sectors could be at risk if policies were to dramatically change.Guests: Sarah Carlson, Senior Vice President, Sovereign Risk Group, Moody's Ratings; Gong Cheng, Managing Director, Credit Strategy, Moody's Ratings; Ariane Ortiz-Bollin, Vice President - Senior Credit Officer, Credit Strategy, Moody's

en

00:11:43

US election and implications for US credit

Moody’s Talks – The Big Picture ·

2024/10/03

Sarah Carlson is joined by the lead analyst for the US, William Foster, and Chief Credit Officer for the Americas, Elena Duggar, to discuss their expectations for fiscal, trade and immigration policy under both US presidential candidates, and what they could mean for the US economy and credit.Speakers: William Foster, Senior Vice President at Moody's Ratings; Elena Duggar, MD-Credit Strategy at Moody's RatingsHost: Sarah Carlson, Senior Vice President at Moody's Ratings

en

00:24:34

Multilateral development bank capital reforms will...

Moody’s Talks – The Big Picture ·

2024/09/30

In today’s episode, we’re joined by Hans Peter Lankes, Managing Director of the think tank ODI, as well as Kathrin Muehlbronner from Moody’s Ratings to discuss the effectiveness of recent reform proposals in increasing the lending capacity of multilateral development banks (MDBs) and what they think is needed for MDBs to better address global challenges like climate change, poverty, and inequality.Speakers: Hans Peter Lankes, Managing Director of ODI; Kathrin Muehlbronner, Senior Vice President at

en

76 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...