Welcome to Leaders, a podcast featuring long-form conversations with senior investors, CEOs, and entrepreneurs on topics that matter most to the investment community. In each episode, Joe Cass, Senior Director at S&P Global Ratings, explores market trends, investment outlooks, and personal stories from industry trailblazers. Listen now on Apple Podcasts, Spotify, YouTube, Amazon Music, and Deezer. This podcast series was formerly known as Fixed Income in 15.
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Monetarypolicy Podcasts
The Economy Matters podcast presents conversations with a variety of Atlanta Fed employees to discuss the work the Bank does and its relevance to people's daily lives. It also offers interviews with experts outside the Atlanta Fed, who discuss topics of interest to those who want to know more about economics and monetary policymaking.
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The American Monetary Association is a non-profit venture funded by The Jason Hartman Foundation that is dedicated to educating people about the practical effects of monetary policy and government actions on inflation, deflation and freedom. Our goal is to help people prosper in the midst of uncertain economic times. The American Monetary Association believes that a new and innovative understanding of wealth, value, business and investment is necessary to thrive in the new reality of big gov ...
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Barclays CEO Venkat on The UK Economy, AI & Cricket
38:05
38:05
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38:05In this episode, Joseph is joined by Venkat, CEO at Barclays, and Saugata Saha, President at S&P Global Market Intelligence. Topics included Venkat's perspective on the future of the UK economy, his view on private markets, how Saugata see's AI being used in finance, Venkat's most important leadership lesson and both guests discuss their love of cr…
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"Homebuilder Sentiment Is Very Low at the Moment": A Discussion of Housing Trends in the Southeast
29:48
29:48
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29:48The once red-hot southeastern housing market has cooled a bit in recent months. What factors are behind the cooling off? An Atlanta Fed housing expert explains.By Atlanta Fed
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497: Asset Inflation Vs. Consumer Price Inflation | Lords of Easy Money: FED Broke the Economy by Christopher Leonard
36:19
36:19
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36:19Sign up for the Jason Hartman University Event this coming September https://www.jasonhartman.com/Phoenix . Also don't forget to register for our FREE Masterclass every second Wednesday of each month at https://jasonhartman.com/Wednesday Jason welcomes Christopher Leonard, a journalist and author, primarily focusing on his book, "The Lords of Easy …
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Richard Attias on Unlocking Prosperity, Global Leadership, and Investment
30:31
30:31
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30:31In this episode of the Leaders Podcast, host Joseph Cass welcomes back Richard Attias, the Chairman of the Executive Committee at the FII Institute. They dive deep into the upcoming FII9 event in Riyadh, exploring the theme of "Unlocking Keys to Prosperity." Richard shares his unique insights into the private conversations of world leaders and glob…
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496: Trump's Big Beautiful Bill: Revolutionizing Real Estate Investing and Saving on Taxes
29:45
29:45
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29:45Jason presents Travis King, CEO of Realm, a real estate investor collective, focusing on the "Big Beautiful Bill" and its positive implications for real estate investors. They discuss specific provisions like accelerated depreciation and the permanent grandfathering of Opportunity Zones, highlighting their role in attracting capital back into the m…
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Robyn Grew on Market Volatility and AI Integration
47:14
47:14
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47:14In this enlightening episode of The Leaders Podcast, host Joe Cass engages in a thought-provoking discussion with Robyn Grew, CEO of Man Group, and Dave Ernsberger, co-President of S&P Global Commodity Insights. Subscribe (Apple Podcasts): https://podcasts.apple.com/us/podcast/leaders-with-joe-cass/id1515429355 Subscribe (Spotify): https://open.spo…
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"We Work to Be Sure We're Touching All of Them": Adding Color to the Beige Book
26:47
26:47
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26:47The Beige Book occupies an important, yet often little understood, role in the monetary policymaking process. This episode of the Economy Matters podcast features Atlanta Fed staff directly involved in preparing material for the Beige Book.By Atlanta Fed
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495: Strong Rental Market Demand, The Age of Bitcoin and the Coming Ai Disruptions with Mark Moss
37:41
37:41
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37:41Jason welcomes Mark Moss, an expert in monetary policy, cryptocurrency, and investments. They primarily center on the transformative impact of artificial intelligence (AI) and technology on the economy and society. Moss argues that while AI offers immense potential for increased efficiency and wealth creation, it also exacerbates the wealth gap due…
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Malin Norberg on Energy, AI & Market Risk
32:28
32:28
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32:28In this enlightening episode of the Leaders podcast, host Joe Cass engages with industry stalwarts Malin Norberg, Chief Investment Officer at NBIM, and Dan Yergin, Vice Chairman at S&P Global. Together, they explore the evolving landscape of global energy, the implications of geopolitical shifts, and the critical role of innovation in driving susta…
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494: The US Economic Ponzi Scheme: Avoiding Collapse and the Path to Stability with Les Rubin
17:56
17:56
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17:56Jason and Les Rubin discuss the critical issues of entitlements, government size, and the tax code in relation to US economic stability. They explore the potential of converting Social Security to private accounts and the challenges of reforming the current entitlement programs, acknowledging the need for public education and a shift in attitude. L…
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493: Halal Investing Unlocked: Smart Strategies for Ethical Wealth Growth
23:43
23:43
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23:43Jason welcomes Dilshod Jumaniyazov as they discuss the concept of halal investing, which aligns with Islamic rules and laws, and its potential appeal to non-Muslims interested in social, responsible, and ethical investing. They also explore the rules and principles of Islamic finance, including the concept of 'halal' or permissible sources of reven…
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Ken Griffin on Building Citadel, AI & Independent Thinking
28:41
28:41
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28:41In this episode, Joe is joined by Ken Griffin, CEO & Founder of Citadel and Martina Cheung, CEO & President of S&P Global. Discussion covered Ken and Martina's early careers, independent thinking in the era of AI, defining market 'edge' in 2025 and the upcoming 2026 Football World Cup hosted in North America.…
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Whoop's Will Ahmed on The Future of Healthcare & Cristiano Ronaldo
24:05
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24:05In this episode, Joe is joined by Will Ahmed, CEO & Founder of Whoop and Arthur Wong, Managing Director at S&P Global Ratings. Discussion covered the evolution of healthcare, the power of wearable technology and Will's experience with top athletes like Cristiano Ronaldo and their health journey.
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492: Fractional Real Estate Investing for Only $250 with Alex Blackwood
38:01
38:01
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38:01Jason and Alex Blackwood discuss the current state of the DC housing market, focusing on the impact of low mortgage rates, the challenges of housing affordability, and the potential for a widening wealth gap between homeowners and renters. They also explored the impact of the pandemic on the real estate market, the potential benefits of Trump's pol…
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491: Trump 2.0, Trade Wars, and the Future of the Dollar with Charles Goyette
37:25
37:25
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37:25Jason and Charles Goyette discuss the current political climate, the implications of tariffs and trade wars, and the potential for significant changes in government spending and taxation. They also explored the impact of technology on the economy, the concept of currency competition, and the potential for a global financial crisis due to increasing…
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Macquarie's Ben Way on Infrastructure, Datacenters & Being Present
39:38
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39:38In this episode, Joe is joined by Ben Way, Group Head of Macquarie Asset Management and Andrea Quirk, Global Head of Credit Ratings at S&P Global Ratings. Discussion covered the explosion in growth of datacenters, how AI is driving demand for digital infrastructure and Ben's view of being present in the moment throughout your career.…
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490: The Humble Alpha/ Finding Your True Identity & Redefining Leadership with Steven Kuhn
27:15
27:15
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27:15This interview delves into Steven Kuhn's "Humble Alpha" concept, focusing on internal strength and authenticity. Kuhn emphasizes discovering one's true identity through self-reflection and external feedback, culminating in a two-word moniker. He champions certainty and "HIT" principles (honesty, integrity, transparency) as foundations for leadershi…
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Invesco CEO Andrew Schlossberg on Asset Management, AI & Football Culture
30:48
30:48
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30:48In this episode, Joe is joined by Andrew Schlossberg, President & CEO at Invesco, and Dan Draper, CEO at S&P Dow Jones Indices. Topics included Andrew's journey from Invesco's corporate training program to CEO, Dan's perspective on the evolution of index-based investing, Andrew's insights on AI integration in asset management, and Dan's view on the…
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"We're Helping Set Them Up for Success as Adults": The Fed and Economic Education
28:00
28:00
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28:00In a rapidly evolving economy, being financially literate arguably matters more than ever. April is Financial Literacy Month, and two Atlanta Fed economic education experts discuss their work reaching students and teachers in this episode of the Economy Matters podcast.By Atlanta Fed
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489: Immigration and Trump Policies- Securing America's Future with Richard Duncan
1:16:44
1:16:44
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1:16:44Richard Duncan @RichardDuncanEconomics explores the potential benefits of a U.S. Sovereign Wealth Fund, advocating for increased government investment in key industries like AI and biotechnology. Duncan argues this strategy could significantly boost economic growth, enhance national security by countering China's technological dominance, and genera…
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Ep55: CalPERs CEO Marcie Frost on Private Markets & Building Her Career
43:43
43:43
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43:43In this episode, Joe is joined by Marcie Frost, CEO of CalPERS and Martina Cheung, CEO & President of S&P Global. Topics included Marcie's current view of the role of private assets in CalPERS portfolio, Martina's initiative and growth areas for 2025, Marcie's progression from typist to CEO and Martina's memories of breaking the gavel at the New Yo…
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"We're Going to See Affordability Remain a Challenge": Discussing the State of the Housing Market
31:55
31:55
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31:55A pandemic, inflation, interest rate swings—the housing sector has seen a lot of tumult in recent years. What does the residential real estate market look like today? An Atlanta Fed housing expert attempts to explain in this episode of the Economy Matters podcast.By Atlanta Fed
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Ep54: Apollo's John Zito on Private Credit, His Career Path & Leadership
27:43
27:43
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27:43In this episode, Joe is joined by John Zito, Co-President of Apollo Asset Management and Alex Birry, Global Head of Credit Research at S&P Global Ratings. Topics included views on private credit and the evolution of private markets, John's career trajectory to Apollo, Alex on global mega trends and John's advice for managing high performing teams.…
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488: You Won't Believe How Trump's Policy Affects Your Wallet with Prof. David Collum
49:26
49:26
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49:26Is Trump's America First policy the solution to the rising inflation in the US? Today, we dive into the details of Trump's economic approach and examine whether his America First policy is effective in combating inflation. From tariffs on foreign goods to tax cuts, we analyze the impact of Trump's policies on the US economy and explore whether they…
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"There's Still a Lot of Uncertainty": Atlanta Fed President Bostic Looks Back on 2024
34:23
34:23
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34:23From bringing inflation under control to maintaining a strong labor market, the eventful year that was 2024 gave Atlanta Fed president Raphael Bostic much to do as a monetary policymaker. Bostic joins the Economy Matters podcast to discuss the past year and how he approached his work.By Atlanta Fed
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487: Why Debt is my Favorite 4 Letter Word- Mortgage Matters with Housing Expert Josh Mettle
45:30
45:30
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45:30Jason welcomes Josh Mettle, an expert in mortgages markets. According to Josh, the recent decline in mortgage purchase applications, despite rising home prices, is not indicative of a looming housing crash. This is because the current demographic trends favor homeownership, with millennials and Gen Z representing a large cohort of potential buyers.…
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"We Need to Directly Engage Folks": The Atlanta Fed and Public Outreach
24:16
24:16
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24:16Two years ago, Mike Chriszt, the Atlanta Fed's regional outreach officer, began an initiative to engage the public and explain the bank's role in the economy. He joins the podcast to discuss his experiences.By Atlanta Fed
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486: The Next Crash is Upon Us|Harry Dent Warns of the Coming Economic Collapse
52:01
52:01
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52:01Jason welcomes Harry Dent, a renowned economic forecaster, discussed the prolonged economic bubble. He emphasized that the current bubble, driven by massive government stimulus and money printing, is unprecedented in its longevity—three times longer than historical bubbles. Dent believes the bubble, which should have burst by 2021, has been artific…
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Ep53: Ares' Michael Arougheti on Private Markets, Founding Ares & the Baltimore Orioles
36:18
36:18
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36:18In this episode, Joe is joined by Michael Arougheti, CEO & Co-Founder of Ares and Lynn Maxwell, Global Chief Commercial Officer at S&P Global Ratings. Topics included Mike's memories of co-founding Ares, the rise in popularity of private markets and how Mike was offered co-ownership of the Baltimore Orioles.…
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'The Atlanta Fed Is Truly Present in Our Communities': A Conversation about Collecting Economic Intelligence
18:23
18:23
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18:23Michelle Dennard, regional executive at the Atlanta Fed's Jacksonville Branch, joins the podcast to discuss how she gathers the regional economic intelligence that goes into the formulation of monetary policy.By Atlanta Fed
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Ep52: Blackstone's Jon Gray on Private Markets, Career Advice & Jogging on LinkedIn
32:19
32:19
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32:19In this episode of FI15, Joe is joined by Jon Gray, President & Chief Operating Officer at Blackstone and Doug Peterson, CEO & President of S&P Global. Discussion covered Doug's upcoming retirement, Jon on the future of private markets and infrastructure, Doug on GenAI and Jon on his viral jogging videos on Linkedin. This episode was recorded and p…
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485: Transitioning from Communism to Privatization: A Client Case Study with Elena Clark
32:03
32:03
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32:03Jason welcomes Elena Clark as they discuss Elena's experiences during the privatization phase in Russia, including her role as an attorney in Samara City and Moscow, and the economic transition from the Soviet Union to a free market economy. They also explored the land use system in Soviet times, the privatization of land, and the process of exchan…
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"It's a Vital Part of the Social Welfare Program": Talking About Social Security Disability Insurance
29:37
29:37
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29:37Atlanta Fed economist David Wiczer joins the Economy Matters podcast to discuss his recent research into the Social Security Disability Insurance program.By Atlanta Fed
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Ep51: Richard Attias On FII8 & Networking With Super VIPs
34:36
34:36
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34:36In this episode of FI15, Joe is joined by Richard Attias, CEO & Founder of Richard Attias & Associates and CEO of the FII Institute. Topics included the upcoming FII Institute event in Riyadh, Richard's relationship with H.E Yasir Al-Rumayyan, how to successfully build senior relationships and Richard's networking tips to progress your career.…
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484: Let's Talk Money: Real-World Financial Advice with Megan Gorman, Author of All the Presidents' Money: How the Men Who Governed America Governed Their Money
56:47
56:47
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56:47Megan Gorman, author of "All the President's Money," explores the financial habits of US presidents throughout history. Gorman, a financial advisor, tax attorney, and wealth manager, discusses the presidents' varying approaches to money management, from frugal to extravagant. She also explores the historical context of each president's financial de…
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Ep50: Mohamed El-Erian on how AI is changing investing
43:13
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43:13In this episode of FI15, Joe is joined by Mohamed El-Erian, President of Queens' College, University of Cambridge and Sudeep Kesh, Chief Innovation Officer at S&P Global Ratings. Topics discussed included the potential impact of AI on investing and portfolio management, how Mohamed incorporates data into his views, Sudeep on AI in movies and music …
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483: Navigating the Housing Market: Rising Interest Rates, Refinancing, Emerging Markets and Institutional Investors with Robert Helms
25:51
25:51
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25:51Jason and Robert Helms discuss the recent increase in mortgage refinancing activity and the ongoing housing shortage, its impact on the real estate market, and potential solutions for affordable housing. They also explore emerging real estate opportunities, such as investing in high-demand, low-supply markets and the potential of parking lots as an…
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Ep49: SKKY Partners Jay Sammons on Private Equity & Working With Kim Kardashian
25:31
25:31
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25:31In this episode of FI15, Joe is joined by Jay Sammons, Co-Founder of SKKY Partners and Raam Ratnam, Managing Director at S&P Global Ratings. Topics included SKKY Partners investment process, Jay's experience founding the company with Kim Kardashian, staying on top of consumer culture and Raam's takeaways from his career as an accountant.…
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482: Leadership and Real Estate: Creating a Successful Business and Life with Trey Taylor
23:20
23:20
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23:20Real estate investor Trey Taylor advocates for single-family homes as a stable, long-term investment. He emphasizes financial prudence, focusing on properties generating rental income that exceeds expenses. While acknowledging economic challenges like rising interest rates, Taylor remains optimistic about the housing market's resilience. His leader…
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481: The Collapse of the Dollar's Empire and @MilkshakesPod with Brent Johnson
25:19
25:19
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25:19The Dollar Milkshake Theory, proposed by Brent Johnson of Santiago Capital, predicts a surge in the US dollar's value compared to other currencies. This is due to the US's strong financial system, deep markets, and the dominance of the dollar in global transactions, like oil purchases. When a global debt crisis strikes, countries will scramble for …
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"That Has Strong Long-Term Implications": A Conversation about the Housing Market
26:30
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26:30In this episode of the Economy Matters podcast, an Atlanta Fed housing expert discusses factors at work in residential real estate including interest rates, housing supply, and regional trends in affordability.By Atlanta Fed
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480: American Fascism, Corporatism & Elite Oppression- on a Global Scale @IvorCumminsScience @wef
49:01
49:01
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49:01Jason welcomes Ivor Cummins, author of "Eat Rich, Live Long!", who transitioned from corporate problem-solving to investigating food supply corruption. He shared a conference stage with Jason Hartman, discussing elite class agendas. Cummins, a biochemical engineer, criticized the handling of COVID-19, comparing it to a severe flu. He believes media…
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Ep48: T Rowe Price CIO Sebastien Page on Mega Trends, Leadership & Building a Linkedin Following
38:20
38:20
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38:20In this episode of FI15, Joe is joined by Sebastien Page, Chief Investment Officer at T Rowe Price and Alexandra Dimitrijevic, Global Head of Analytical Research & Development at S&P Global Ratings. Topics included both guests views on global mega trends, the future glide path of interest rates and inflation, Sebastien's experience building a 40,00…
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479: Sound Money Revolution: Protecting Wealth in Unstable Times with Lynette Zang
34:28
34:28
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34:28Jason welcomes back Lynette Zang from Zang Enterprises, highlighting her expertise in the economy, sound money, and precious metals. They discuss the recent surge in gold prices, attributed to global central banks' increased gold purchases, despite market manipulation efforts to suppress it. Zang explains that rising gold prices indicate failing cu…
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478: Digital Currencies & Gov't Control: Navigating Privacy in a Cashless World & Building Resilient Financial Strategies with Catherine Austin Fitts
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49:09
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49:09Jason welcomes Catherine Austin Fitts, of the Solari Report back to his show after nearly eight years. Catherine, served as Assistant Secretary of Housing under George H.W. Bush. They discuss the disappearance of trillions of dollars from federal budgets, starting in the mid-90s and escalating over the years. By 2001, $4 trillion was unaccounted fo…
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477: Market Dynamics: Inventory, Interest Rates, and Buyer Behavior with Sean O'Toole of Property Radar
40:50
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40:50Jason and Sean O'Toole of PropertyRadar.com discuss the current state of the real estate market, focusing on inventory trends, the impact of high interest rates, and the value of real estate over price. They also explore the potential for price drops, the influence of technological advancements on prices, and the challenges of rising housing costs.…
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476: Navigating the Dollar Hegemony: Understanding Global Finance Today with with Saleha Mohsin
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26:50
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26:50Jason introduces Sahala Moshsin and her book "Paper Soldiers: How the Weaponization of the Dollar Changed the World Order" and discusses the impact of economic sanctions, particularly those imposed on Russia. They also explore the challenges faced by countries trying to work around the US dollar's global dominance, the mounting debt and its implica…
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Ep47: BlackRock's James Keenan on Navigating the Private Markets Landscape
28:43
28:43
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28:43In this episode of FI15, Joe is joined by Blackrock's Global Head of Private Debt James Keenan and Ruth Yang, Global Head of Thought Leadership at S&P Global Ratings. Topics included the rise in popularity of private markets, how both Blackrock and S&P Global Ratings approach the space, Jim's unpopular investment opinion and people inside and outsi…
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475: Behind the Numbers: Insights from Institutional Players on Real Estate Trends with Lance Lambert Part 2
23:20
23:20
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23:20Jason and Lance Lambert finish their discussion as they explore the "lock-in effect" caused by historically low mortgage rates. They highlight the significant impact on home sales and turnover rates in the real estate market, with a 57% reduction in home sales due to fixed-rate mortgage holders unwilling to give up their low-interest loans. They al…
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474: Navigating the Tight Resale Market: Lance Lambert's Expert Analysis on Housing Supply Dynamics Part 1
27:16
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27:16Lance Lambert, co-founder of Resi Club, discusses the real estate market's nuances with host Jason Hartman. Lambert highlights the tight resale market, down 30-35% from pre-pandemic levels in 2019, noting that despite this, 2019 wasn't a buyer's market. Affordability strains persist, especially in areas like Connecticut, impacted by the "donut effe…
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