Moody's Analytics Chief Economist Mark Zandi on the US Economy

This podcast features Barry Ritholtz interviewing Mark Zandi, the chief economist of Moody's Analytics, about his background, career, and economic perspectives. They discuss Zandi's early work in regional economics, the founding and sale of economy.com, his role as an advisor during the 2008 financial crisis and to both the McCain and Obama campaigns, and his current views on the U.S. economy, including the risk of recession, inflation, and the impact of tariffs and immigration policies. The conversation also touches on the integrity of economic data and the importance of Federal Reserve independence.

Outlines

Part 1: Introduction and Early Career

Part 2: Economic Analysis and Policy

Part 3: Current Economic Landscape

Part 4: Personal Reflections and Advice

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Masters in Business

Part 1: Introduction and Early Career

Introduction to StockMovers and Masters in Business Podcasts

Mark Zandi's Early Career and the Genesis of economy.com

Building economy.com and the Acquisition by Moody's Analytics

Part 2: Economic Analysis and Policy

Warning Signs of the 2008 Financial Crisis and Policy Advice to the Obama Administration

Fiscal Stimulus in the 2020s and Zandi's Non-Partisan Approach

Tariffs, the Overton Window, and Joining Moody's Analytics

Navigating the Financial Crisis at Moody's and the Importance of Independent Analysis

Part 3: Current Economic Landscape

Moody's Analytics Today: Economic Forecasting and Climate Stress Testing

Climate Change Impacts and the State of the US Economy

Recessionary Trends and the Labor Market

Recession Odds, Stock Market Disconnect, and Potential Fiscal Stimulus

Tariffs, Immigration Policy, and the Fed's Data Dependency

Data Integrity and the Importance of Fed Independence

Part 4: Personal Reflections and Advice

Mentors, Book Recommendations, Streaming Suggestions, and Advice for Aspiring Economists

Moody's Analytics Chief Economist Mark Zandi on the US Economy

Masters in Business

Part 1: Introduction and Early Career

00:02Introduction to StockMovers and Masters in Business Podcasts

Introduction to StockMovers and Masters in Business Podcasts

02:35Mark Zandi's Early Career and the Genesis of economy.com

Mark Zandi's Early Career and the Genesis of economy.com

07:12Building economy.com and the Acquisition by Moody's Analytics

Building economy.com and the Acquisition by Moody's Analytics

Part 2: Economic Analysis and Policy

12:12Warning Signs of the 2008 Financial Crisis and Policy Advice to the Obama Administration

Warning Signs of the 2008 Financial Crisis and Policy Advice to the Obama Administration

17:16Fiscal Stimulus in the 2020s and Zandi's Non-Partisan Approach

Fiscal Stimulus in the 2020s and Zandi's Non-Partisan Approach

22:22Tariffs, the Overton Window, and Joining Moody's Analytics

Tariffs, the Overton Window, and Joining Moody's Analytics

27:03Navigating the Financial Crisis at Moody's and the Importance of Independent Analysis

Navigating the Financial Crisis at Moody's and the Importance of Independent Analysis

Part 3: Current Economic Landscape

32:41Moody's Analytics Today: Economic Forecasting and Climate Stress Testing

Moody's Analytics Today: Economic Forecasting and Climate Stress Testing

38:07Climate Change Impacts and the State of the US Economy

Climate Change Impacts and the State of the US Economy

42:44Recessionary Trends and the Labor Market

Recessionary Trends and the Labor Market

47:07Recession Odds, Stock Market Disconnect, and Potential Fiscal Stimulus

Recession Odds, Stock Market Disconnect, and Potential Fiscal Stimulus

52:49Tariffs, Immigration Policy, and the Fed's Data Dependency

Tariffs, Immigration Policy, and the Fed's Data Dependency

57:04Data Integrity and the Importance of Fed Independence

Data Integrity and the Importance of Fed Independence

Part 4: Personal Reflections and Advice

1:02:40Mentors, Book Recommendations, Streaming Suggestions, and Advice for Aspiring Economists

Mentors, Book Recommendations, Streaming Suggestions, and Advice for Aspiring Economists