Mark Zandi

Mark Zandi, Chief Economist of Moody's Analytics, joins the discussion to reveal the precarious state of the U.S. economy. He outlines the key factors contributing to heightened recession risks, such as minimal GDP growth and stagnant consumer spending. Zandi dives into how tariffs affect inflation and shares concerns over potential bond market instability. He also explores the influence of tech companies and AI on economic trends, while emphasizing the importance of central bank independence amidst political pressures.

Mark Zandi, Chief Economist at Moody's Analytics, dives into the implications of the Federal Reserve's third interest rate cut. He discusses fragile growth forecasts for 2026 and the impact of labor market signals on this decision. Zandi also highlights the importance of political factors in shaping future Fed actions. Additionally, Scott Galloway shares insights on SpaceX's unique advantages and his cautious stance on pre-IPO investments, while Ed discusses MacKenzie Scott’s remarkable $7.2 billion philanthropic efforts.

Matthew Martin, Semafor’s Saudi bureau chief reporting from the Gulf. Robert Armstrong, Financial Times markets commentator tracking investor flows. Mark Zandi, Moody’s Analytics chief economist on inflation and policy. They discuss market moves after the Iran conflict, how oil spikes could lift inflation and strain households, risks of supply-chain and infrastructure damage, and whether any true safe havens exist.

Mark Zandi, chief economist at Moody's Analytics, warns inflation may be higher than CPI suggests and could rise midyear. Liz Hoffman, business and finance editor at Semafor, unpacks internal DOJ politics that shaped recent antitrust decisions. They also touch on why transparency around big tech AI stakes like Anthropic matters for markets.

Michael Pachter, a leading video-game industry analyst from Wedbush Securities, explores the $55 billion deal to take Electronic Arts private, discussing Saudi Arabia's strategic interest in gaming and potential growth via mobile platforms. Mark Zandi, Chief Economist at Moody’s Analytics, analyzes the upward revision of GDP, driven largely by the wealthy, and highlights concerns about recession risks due to stock market dynamics. The discussion also touches on the dubious $14 billion valuation of TikTok in the U.S. and the legal ramifications surrounding it.

Mark Zandi, Chief Economist at Moody's Analytics, shares his insights on GDP, inflation, and employment forecasts for 2026. Bob McNally, founder of Rapidan Energy Group, discusses the implications of President Maduro's ouster on the oil markets. They explore Venezuela's oil capacity and the significant challenges U.S. companies face in reviving production. McNally highlights the long-term risks involved in investing in Venezuelan oil, emphasizing the need to navigate both technical and political hurdles.

Mark Zandi, chief economist at Moody’s Analytics, sheds light on rising retail sales, revealing that the wealthiest Americans are driving this spending surge. He discusses the implications of wealth distribution on the economy and critiques traditional economic indicators that mask disparities. Zandi also offers insights into the Federal Reserve’s interest rate decisions. The conversation further navigates the significance of Stephen Miran's confirmation as a Fed governor, marking a pivotal shift in monetary policy representation.

Jackson Ader, Managing Director of Software Equity Research at KeyBanc, offers quick takes on Oracle, cloud growth, and AI infrastructure demand. Mark Zandi, Chief Economist at Moody’s Analytics, breaks down February inflation, how Middle East tensions pushed oil and pump prices, and what sustained $4 gas would cost households and the economy.

Maurice Obstfeld, former chief economist at the IMF, discusses the dire economic situation in Iran, linking recent protests to hyperinflation and a currency crisis intensified by Trump's 25% tariffs. He assesses these tariffs as largely performative, questioning their real impact. Mark Zandi, chief economist at Moody's Analytics, reveals inaccuracies in inflation measurements, suggesting CPI is closer to 3% due to missing data and warns about threats to Fed independence potentially leading to higher inflation. Both highlight significant implications for markets and policy.

Mark Zandi, Moody’s Analytics chief economist, offers crisp takes on Kevin Warsh, Fed dynamics, and confirmation hurdles. Rich Greenfield, LightShed TMT analyst, explains Disney’s stock reaction, theme-park pressures, succession odds, and possible strategic splits. They also touch on M&A and why markets barely budged at the nomination.