Moody’s Talks – The Big Picture

Sarah Carlson, William Foster, Colin Ellis
  • 5.0 (6)
  • INVESTING
  • UPDATED MONTHLY

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.

  1. JAN 14

    Outlooks 2026: How Costly Natural Disasters Reshape Credit Risk

    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: https://events.moodys.com/2026-mie26362-sustainable-finance-outlook-emea-usaAPAC: https://events.moodys.com/2026-mip26493-sustainable-finance-outlook-apac  Host: Chandra Ghosal, Vice President, Senior Credit Officer, Moody’s Ratings   Guests: Jennifer Chang, Vice President, Senior Credit Officer, Moody’s Ratings; Sarah Hibler, Associate Managing Director, Moody’s Ratings   Related Research:  Sustainable Finance – Global – 2026 Outlook – Transition shifts, extreme weather and AI boom drive credit risks 13 Jan 2026Emerging economies are most exposed to the credit effects of severe weather 30 Oct 2025US Public Finance – Florida – Miami Cat-5 storm would test economy and insurance market even with federal aid 24 Sep 2025Environmental Risk – Global – Adaptation can support credit strength, but faces race to keep up with climate risks 22 Sept 2025Property & Casualty – US – California wildfires — one year later, insurers have absorbed losses 14 Jan 2026  © 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    15 min

  2. JAN 8

    Outlooks 2026: How New Digital Systems Will Transform Credit Markets

    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, Senior Vice President, Sovereign Risk, Moody's Ratings    Guests: Fabian Astic, Managing Director, Global Head of Digital Economy, Moody’s Ratings; Lesley Ritter, Senior Vice President, Cyber Credit Risk, Moody’s Ratings   Related Research:  Cyber Risk – Global -- 2026 Outlook - Cyber threats will intensify as AI tools proliferate 8 Jan 2026Digital Economy – Global – 2026 Outlook - Digital finance links diverse market segments, raising efficiency, risks 05 Jan 2026Digital Transformation – Global – Digitalization reshapes private credit, emerging markets, transition finance 01 Dec 2025Cyber Risk – Global - Weak artificial intelligence governance practices pose growing risk of data breaches 01 Oct 2025  © 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    22 min

  3. 12/11/2025

    Outlooks 2026: How AI and Digital Disruption is Affecting Credit

    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, Senior Vice President, Moody’s Ratings   Related Research:  Artificial Intelligence – Global - 2026 Outlook - Risks are rising in a shifting AI landscape 08 Dec 2025Artificial Intelligence - Global - OpenAI's huge footprint is a risk for the AI value chain 05 Dec 2025Data Centers – US - Broadening array of financing approaches attract new capital as data centers scale up 03 Dec 2025  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    21 min

  4. 11/12/2025

    Outlooks 2026: Political Polarization Strains Global Credit

    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 Research:  Credit Conditions – Global – 2026 Outlook – Politics, innovation and extreme weather will drive credit conditions 10 Nov 2025Sovereigns - Global - 2026 Outlook - Negative as policy, political risks outweigh pockets of resilience 13 Nov 2025Government Policy – US – How credit effects of tax and spending shifts vary across sectors 31 Jul 2025 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    13 min

  5. 10/28/2025

    COP30: How to Finance for Resilience

    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, Moody’s Ratings   Guests: Rahul Ghosh, Global Head of Sustainable Finance, Moody’s Ratings; Marie Diron, Global Head of Sovereign and Sub-Sovereign Risk, Moody's Ratings   Related Research: Data Story -- Emerging economies are most exposed to the credit effects of severe weather -- 30 Oct 2025Environmental Risk – Global – Strong water management increases economic resilience to physical climate risk 27 Oct 2025Environmental Risk – Global – Adaptation can support credit strength, but faces race to keep up with climate risks 22 Sep 2025 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    18 min

  6. 10/02/2025

    How AI, New Tech Will Change Geopolitics

    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 Terrelonge, Vice President-Analyst, Cyber Credit Risk, Moody’s Ratings    Related research: Artificial Intelligence – Global – Nations push for AI sovereignty to capture economic, geopolitical gains 30 September 2025 Sovereigns - Global – Digital currency growth, inconsistent regulation amplify countries' financial risks 25 September 2025Artificial Intelligence – Corporates – Pace of AI advances, regional disparities will steer credit trends across industries 23 September 2025 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    15 min

  7. 09/18/2025

    How Africa Is Financing Its Future

    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 Ratings    Related research:   Credit Conditions – South Africa, Kenya and Nigeria – Policy, market constraints keep borrowing costs high 15 Sept 2025 Sovereigns – Sub-Saharan Africa – Outlook stable as solid growth, fiscal consolidation mitigate financing constraints 16 Sept 2025Banks – Africa – Evolving fundraising sources and high yields will help banks navigate cost of foreign currency 17 Sept 2025Sovereigns – Sub-Saharan Africa – Low revenue and domestic savings underlie high debt cost in Sub-Saharan Africa 02 May 2025   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    16 min

  8. 08/06/2025

    APAC Data Center Boom Faces Risks

    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 - Asia-Pacific data center capacity will more than double by 2030 on AI surge 30 July 2025Data Centers – Asia-Pacific — APAC data center growth to spark power demand, with divergent impact on utilities 31 July 2025Data Centers – China — AI and geopolitics deepen China's domestic data center buildout 04 Aug 2025

    14 min
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Ratings & Reviews

5
out of 5
6 Ratings

About

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.

Information

  • Creator
    Sarah Carlson, William Foster, Colin Ellis
  • Years Active
    2021 - 2026
  • Episodes
    76
  • Rating
    Clean
  • Copyright
    © 2022 Moody’s Corporation, Moody’s Investors Service, Inc., Moody’s Analytics, Inc. and/or their licensors and affiliates (collectively, “MOODY’S”). All rights reserved.
  • Show Website
    Moody’s Talks – The Big Picture

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