Best Mark Zandi Podcasts (2026)

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The Stampede to Value, Macy's Turnaround Traction, and Moody's Chief Economist Mark Zandi on the K-Shaped Economy 52:58

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28d ago52:58

52:58

We welcome Moody's Mark Zandi, Moody's Chief Economist and one of the most influential and trusted macroeconomic voices shaping markets, policy, and business strategy worldwide. Zandi begins by explaining how today’s consumer landscape is defined by a widening K-shaped economy—an income and wealth split decades in the making and now intensified by …

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We're Back with the no-BS Perspectives You Need: Get Ready for a Brand New Season of the Remarkable Retail Podcast 1:15

6h ago1:15

1:15

I'm Steve Dennis, strategic advisor, keynote speaker, bestselling author, and host of the industry leading Remarkable Retail podcast, along with fellow retail insider Michael LeBlanc. Discover why C-suite executives from Amazon, Walmart, Ikea, Tractor Supply, Vuori and dozens more - choose to share their growth stories on the only retail podcast ho…

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Why Private Assets Are Essential: Masters in Business with Stephanie Drescher 56:40

4d ago56:40

56:40

Barry sits down with Stephanie Drescher, Apollo’s Chief Client and Product Development Officer and a member of the Firm’s Leadership Team. He and Stephanie discuss her start at JP Morgan, creating company culture, and investment decisions. They also discussed how Apollo manages performance and balance sheets. They also discuss the increased interes…

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Resilient or Fragile? 40:16

3d ago40:16

40:16

The team reunites in 2026 and reflects on the economy's performance in 2025 and looks ahead to the New Year. Mark reviews the forecast accuracy for the past year and is surprised by the results. Mark and Cris quibble over how to characterize the economy in 2025, and the team shares its predictions for 2026, along with the probabilities of the base …

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At The Money: Tax Management for Investors 18:29

6d ago18:29

18:29

There are important issues that all investors face when it comes to managing their taxes: more than just capital gains, there is also asset location, tax-qualified accounts, income timing, loss use, and much more. And, in 2025, many of the rules have changed! Bill Artzerounian is Director of Tax Services at Ritholtz Wealth Management, where he focu…

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Jay Leno on the Future of Late Night & Car Collecting 35:40

11d ago35:40

35:40

Barry sits down with Jay Leno at the Audrain Newport Concours & Motor Week. They discuss the future of late night comedy after The Late Show with Stephen Colbert was canceled. They also discuss Jay's classic car collection, watches, and his approach to wealth. See omnystudio.com/listener for privacy information.…

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The New Deregulatory SEC 17:05

13d ago17:05

17:05

Big changes are afoot at the Securities and Exchange Commission. More IPOs, more crypto, and less enforcement are coming as the SEC becomes smaller and much more corporate-friendly. What might this mean for investors? Michelle Leder is a researcher covering corporate SEC filings; she founded the research service “Footnoted,” focusing on uncovering …

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Lessons from the Beehive State 1:02:31

14d ago1:02:31

1:02:31

Mark and Cris are joined by Natalie Gochnour, associate dean in the David Eccles School of Business and director of the Kem C. Gardner Policy Institute at the University of Utah, and Moody’s Analytics’ head of regional economics Adam Kamins to learn some of the secrets behind one of the nation’s most successful states. From demographics to governan…

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Finding Value Investments with Patient Capital's Samantha McLemore 51:05

18d ago51:05

51:05

Barry sits down with Samantha McLemore, founder and CIO of Patient Capital Management. They discussed investing in crypto, and the AI revolution. They also discussed long-term investing and the ways her firm is using AI. See omnystudio.com/listener for privacy information.By Bloomberg

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Colyar on CPI, Dietz on Housing 1:05:41

18d ago1:05:41

1:05:41

Moody’s Analytics economist Matt Colyar weighs in on the government-shutdown flawed consumer price data for October and November, and teases his own CPI that will better represent what’s happening with inflation. Stay tuned. And Robert Dietz, chief economist of the National Association of Homebuilders, joins the conversation to provide his outlook …

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From Department Stores to GLP-1s and Back Again: Annual Retail Predictions Reckoning (Part 2) 38:41

18d ago38:41

38:41

In this special bonus episode closing out Season 11 of The Remarkable Retail Podcast and the year 2025, hosts Steve Dennis & Michael LeBlanc complete the second half of their annual predictions review—one of the most popular and anticipated episodes of the year. The episode opens with brief but timely discussion on two high-profile retail-adjacent …

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Stock Market Stories via the Narrative Machine 18:07

20d ago18:07

18:07

Where do narratives come from? Who spreads them? And how do they drive stocks and markets? If you knew the answers to those questions, there is alpha to be found Ben Hunt is founder of Perscient, a firm that studies how narratives and stories shape markets, investing, and social behavior through the lens of information theory, game theory, and unst…

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Tuesday Twist 1:00:49

21d ago1:00:49

1:00:49

Dante joins Mark and Cris for an unusual jobs Tuesday podcast to break down the November employment report. Due to the prolonged government shutdown, the report delivered two months of payroll data, which continues to signal that the labor market is grinding to a halt. With the unemployment rate on the rise, the team discusses their updated recessi…

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From TikTok to Tariffs and Back Again: Annual Retail Predictions Reckoning (Part 1) 45:25

21d ago45:25

45:25

One of the most anticipated episodes of The Remarkable Retail Podcast returns as Steve Dennis reviews and grades his annual retail predictions, offering a candid assessment of how the industry actually performed as 2025 unfolded. Known for balancing optimism with accountability, Dennis evaluates where macro forces, technology shifts, and retailer e…

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Special Episode: Policy, Politics and Progress in 2025 and Beyond 39:00

22d ago39:00

39:00

On this final episode of 2025, NAIOP’s Senior Vice President for Government Affairs Aquiles Suarez joins the podcast to break down a historic year for commercial real estate policy. From the passage of the “One Big Beautiful Bill” – securing permanent tax provisions like 100% bonus depreciation and the 20% pass-through deduction – to emerging prior…

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Building New Financial Products with BlackRock's Stephen Cohen 1:01:19

25d ago1:01:19

1:01:19

Barry speaks with BlackRock’s Chief Product Officer and Head of Global Product Solutions Stephen Cohen. They discuss launching new investment products and the trajectory of ETFs. Stephen also discusses the crossover between public and private markets, cryptocurrency wrappers, and working with portfolio managers to develop new strategies and ideas. …

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10 Doves, 2 Hawks, and a Partridge in a Pear Tree 50:00

25d ago50:00

50:00

The Inside Economics team unpacks the Federal Reserve's latest rate decision and the divergence of views among policymakers as they navigate the final stretch of 2025. Mark, Cris, and Marisa debate whether the FOMC's messaging was hawkish or dovish, assess whether a labor market shedding jobs can avoid recession, and explore what it all means for t…

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Bonus Content: A conversation with Daleep Singh 25:30

26d ago25:30

25:30

Welcome to a bonus episode of Inside Economics. This is a recording that took place between Mark Zandi and our most recent podcast guest, Daleep Singh at the Aspen Ideas Festival a couple of months ago. Questions or Comments, please email us at [email protected]. We would love to hear from you. To stay informed and follow the insights of Moody…

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Year-End Tax Planning Moves 16:54

27d ago16:54

16:54

There is still time to make some smart moves to reduce your 2025 taxes. You have to be proactive to take advantage of the latest changes in the One Big Beautiful Bill Act. But you better hurry – there is less than three weeks less in the year! Bill Artzerounian is Director of Tax Services at Ritholtz Wealth Management, where he focuses on the very …

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The Old Normal with Daleep Singh 54:32

28d ago54:32

54:32

Daleep Singh, Vice Chairman and Global Chief Economist of investment manager PGIM, joins the Inside Economics team to discuss the seismic shifts occurring in the global economy and financial system. The unipolar global economy, which the U.S. dominated for decades after the collapse of the Soviet Union, has given way to the old normal, a world much…

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Parag Khanna, AlphaGeo 37:58

29d ago37:58

37:58

Global strategist and AlphaGeo founder Parag Khanna joins Inside CRE to explore how demographics, geopolitics, climate risk and new infrastructure are reshaping North American real estate. From regionalization and the Great Lakes “New North” to migration trends, climate-adaptation opportunities and the industrial resurgence, Parag shares data-drive…

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How to Think About Alternatives with JPMorgan's Alternative Asset Management CIO Paul Zummo 1:06:59

1M ago1:06:59

1:06:59

Barry sits down with Paul Zummo, Chief Investment Officer of J.P. Morgan Alternative Asset Management. They discuss the state of alternatives and Paul's "30 Pearls of Investment Wisdom." They also discuss the early days of hedge funds, investing in the 90's and building a hedge fund division. See omnystudio.com/listener for privacy information.…

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No Con Job Friday 1:02:57

1M ago1:02:57

1:02:57

The Inside Economics team laments the lack of a November jobs report but dives into the wealth of data released this week about the labor market, income, and consumer spending. The discussion then turns to affordability and whether it’s a con job or whether households are feeling a real financial pinch. A listener question turns the conversation to…

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At The Money: Finding the Hidden Alpha in SEC filings 16:02

1M ago16:02

16:02

Is there Alpha to be found hidden in SEC filings? Management does seem to hide lots of bad news by just barely complying with the law. Recent indicators are this is getting worse. Michelle Leder is a researcher covering Corporate SEC-filings; she founded the research service “Footnoted” focusing on uncovering material information hidden in corporat…

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Jason Buechel, Whole Foods CEO/Worldwide Head, Amazon Grocery, Plus Kohl's CEO Shake-up, eCommerce's Rewiring, and Sears' Last Christmas 50:49

1M ago50:49

50:49

The latest edition of the retail industry's leading podcast features an in-depth conversation with Jason Buechel, CEO of Whole Foods Market and Vice President of Amazon Worldwide Grocery Stores, who shares Amazon’s rapidly expanding grocery ambitions. Already surpassing $100 billion in gross sales, Amazon is leaning into grocery as a strategic cate…

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Lange & Sohne CEO Wilhelm Schmid's Take on the Watch Market and Luxury Timepiece Design 32:32

1M ago32:32

32:32

Barry sits down with A. Lange & Sohne CEO Wilhelm Schmid at the Audrain Newport Concours & Motor Week for a special edition of Masters in Business. Barry and Wilhelm compare watch and car design. They also discuss A. Lange & Sohne's philosophy on watchmaking. In addition, they cover innovations in watch mechanics and watch collecting. A. Lange & So…

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At The Money: How to Use Narrative Information 14:56

1M ago14:56

14:56

Do fundamentals or narratives drive market valuations? That is the question so many are wrestling with in today’s 24/7 algo-based platforms and AI-driven mediascape. Ben Hunt is founder of Perscient, a firm that studies how narratives and stories shape markets, investing, and social behavior through the lens of information theory, game theory, and …

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A Downer Podcast 58:31

1M ago58:31

58:31

Scott Hoyt joins the podcast to provide a look into the holiday retail season and to discuss the state of the U.S. consumer more broadly. The team reviews the downbeat data on consumer confidence, the labor market, inflation and housing, and contemplates the implications for consumer spending this Christmas. The team remembers to take a listener qu…

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Retail's Flight to Value, Target Stumbles, Plus Sephora NA's President & CEO Artemis Patrick (E) 51:35

1M ago51:35

51:35

Steve and Michael open this week’s episode with a deep dive into the retail news of the week, marked by sharp contrasts in performance across the retail landscape. Walmart continues to separate itself from the pack, delivering another standout quarter, as omni-channel rival Target delivers another challenging quarter. The news segment analyses stro…

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The Art of Spending Money with Bestselling Author Morgan Housel 1:17:38

2M ago1:17:38

1:17:38

Barry sits down with New York Times Bestselling author of The Psychology of Money, The Art of Spending Money, and Same As Ever. They discussed different sections of market cycles and the psychology of money. Morgan also discussed the role of innovation and financial growth in history. See omnystudio.com/listener for privacy information.…

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Alan Blinder’s Wile E. Coyote Moment 1:02:37

2M ago1:02:37

1:02:37

The Inside Economics crew welcomes Alan Blinder back to the podcast. The Princeton University economics professor and former Vice Chair of the Fed offers his perspective on the outlook for artificial intelligence, the risk of a bubble in equity markets, and the potential implications of current threats to Fed independence. The team also breaks down…

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Special Edition: Nobel Prize Winner Richard Thaler Live from the Economic Club of New York 1:00:31

2M ago1:00:31

1:00:31

On this special edition of Masters in Business, Barry speaks with Nobel Prize winning economist Richard Thaler, along with Alex Imas, Professor of Behavioral Science, Economics, and Applied AI at the University of Chicago Booth School of Business about their book, "The Winner's Curse: Behavioral Economics Anomalies, Then and Now". Recorded live on …

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Retail Sales Defy Gravity, A Big Change at Walmart, and Daydream CEO Julie Bornstein on the Next Wave in AI Shopping 57:17

2M ago57:17

57:17

Season 11, Episode 12 opens with a whirlwind week in retail news. Steve and Michael begin with the long-awaited end of the historic 43-day U.S. government shutdown, exploring what it means for holiday spending, federal workers, SNAP benefits, and travel recovery. While uncertainty lingers—particularly around health-care subsidies—the hosts note tha…

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Ryan Severino, BGO 37:33

2M ago37:33

37:33

In this episode, Marc sits down with Ryan Severino, chief economist and head of research at BGO, for a deep dive into the forces shaping commercial real estate across North America. Fresh off his keynote at the CRE.Converge conference, Ryan shares his data-driven outlook on the economy, interest rate cycles, and what today’s uncertainty means for d…

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Going Bananas over Affordability 1:06:16

2M ago1:06:16

1:06:16

The Inside Economics team records a rare Saturday podcast. They consider the fallout from the just-ended government shutdown on the broader economy and the economic data. It’s not good, but it ended just before it did serious damage. The team also takes up the Trump administration’s pivot to addressing affordability, including scaling back tariffs,…

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Getting Earnings Right with Deutsche Bank's Binky Chadha 1:18:16

2M ago1:18:16

1:18:16

Barry speaks with Binky Chadha, Chief US Equity & Global Strategist at Deutsche Bank Securities. They discuss Binky's time with the IMF and his role at Deutsche Bank as an equity strategist. They also discussed making asset allocations and market cycles. See omnystudio.com/listener for privacy information.…