The Essential Podcast from S&P Global is dedicated to sharing essential intelligence with those working in and affected by financial markets. Host Nathan Hunt focuses on those issues of immediate importance to global financial markets — macroeconomic trends, the credit cycle, climate risk, energy transition, and global trade — in interviews with subject matter experts from around the world.
Winter is Coming, or Perhaps Not — Stimulus and the Risk of U.S. Inflation
As the outlook for the economic recovery from the COVID-19 crisis brightens, market participants are closely watching the shape and speed of the rebound. While many are concerned about the risk of rapidly rising inflation as the Treasury yield curve steepens, commodity prices surge worldwide, and stimulus money fills U.S. consumers’ pockets, such fears may be overblown. S&P Global Ratings Global Chief Economist Paul Gruenwald joins the Essential Podcast to discuss the risk of unanchored inflation and benefits of orderly reflation in the wake of the U.S.’s $1.9 trillion fiscal stimulus package and proposed $2 trillion infrastructure package
Building Blocks of the Real Economy — Thirty Years of the GSCI
Thirty years is an eternity in market terms, particularly if the market in question is the commodities market. Fiona Boal, Global Head of Commodities and Real Assets for S&P Dow Jones Indices, joins the Essential Podcast to talk about the 30th anniversary of the GSCI, supercycles, the energy transition, and the idiosyncratic nature of commodities markets in general.
Trade, Diplomacy, and Policy in a G-Zero World — Ian Bremmer and Doug Peterson in Conversation
As the coronavirus crisis continues to alter the global economy, protectionism, the redefined role of central banks, and a battle for climate leadership will drive the agenda in a post-pandemic world. S&P Global CEO Doug Peterson and political scientist Ian Bremmer, founder and president of the geopolitical think tank Eurasia Group and the global news organization GZERO Media, join the Essential Podcast to discuss some of the factors shaping the future.
Five Years of Cautious Optimism — ESG Trends to Watch in 2021 and Beyond
Prior to the global pandemic, environmental, social, and governance (ESG) metrics were enjoying a cultural moment as more companies and investors committed to including such factors in their goals and decisions. Instead of being overpowered by the immediate concerns of the pandemic, the events of 2020 reinforced how we don't know what is immediately around the corner and brought the need to focus on ESG metrics to the fore. Now, in 2021, that lesson reinforces the view that a long-term, sustainable approach centered around strong ESG principles is more important than ever. Self-described cautious ESG optimist Martina Cheung, President of S&P Global Market Intelligence and Head of ESG for S&P Global, joins the Essential Podcast to discuss the ESG trends to watch this year.
The Moral Argument for Change — Reimagining Capitalism in a World on Fire
The global economy is experiencing a prisoner’s dilemma. In a post-pandemic world, how moral will capitalism become? Harvard Business School professor Rebecca Henderson, who studies how the private sector can play a major role in building a more sustainable economy, operates as a consultant, and is the author of “Reimagining Capitalism in a World on Fire,” joins the Essential Podcast to talk about morality, capitalism, the role of the individual, and the importance of governments in a moment of crisis.
The Essential Podcast, Episode 31: Conviction Over Charisma — Making Your Ideas Backable
Entrepreneur and author Suneel Gupta joins the Essential Podcast to share insights from his new book, "Backable: The Surprising Truth Behind What Makes People Take a Chance on You." Using case studies and experiences from the worlds of venture capital and entertainment and beyond, Gupta has lessons for anyone who has ideas and needs to persuade others to believe in them.