Épisodes

  • Lisa Simon on the Labor Market Impacts of AI

    Lisa Simon on the Labor Market Impacts of AI
    Jan 23 2026
    Artificial Intelligence (AI) is poised to disrupt the labor market by replacing certain tasks and enhancing the productivity of others. Although these changes could eventually lead to broader prosperity, they could also cause worker displacement, increase inequality, and decrease entry-level work opportunities. In this episode, we talk with Lisa Simon, Chief Economist of Revelio Labs, about the ways AI has already impacted the labor market, its diverse effects across occupations and industries, and what history can tell us about the longer-term future of work.
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    31 min
  • Jon Cantrell and S.J. Guzzo on the 2026 Banking Sector

    Jon Cantrell and S.J. Guzzo on the 2026 Banking Sector
    Jan 9 2026
    Banks enter 2026 with a positively sloped yield curve, steady deposit growth, and a favorable regulatory environment. The outlook for the economy and Fed policy is highly uncertain, however, posing risks to loan demand, net interest margins, and the appetite for adding duration to balance sheets. In this episode, we talk with FHN Financial’s Jon Cantrell and S.J. Guzzo about bank deposit and loan growth in 2026, the ways banks can position for different shapes of the yield curve, and how regulatory changes will impact banks’ decisions this year.
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    30 min
  • 2025 Year in Review

    2025 Year in Review
    Dec 26 2025
    The US economy entered 2025 in a delicate balance but quickly faced several federal policy shocks. Tariffs, changes to immigration policy, and efforts to trim federal spending dominated headlines and complicated investors’ ability to identify underlying economic momentum. By the end of the year, the unemployment rate had risen to 4.6% but growth was tracking above 2%, inflation was above the Fed’s target but showed few signs of massive tariff pass-through, and the bond market was cautiously steady. In this episode, we talk with FHN Financial’s Chris Low and Sophia Kearney-Lederman about the biggest macroeconomic stories of 2025, what surprised us the most this year, and what we’ll be watching closely in 2026.
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    53 min
  • Tom Moerenhout on How Rare Earths Shape Trade Agreements

    Tom Moerenhout on How Rare Earths Shape Trade Agreements
    Dec 12 2025
    A set of elements called “rare earths” have been at the center of many international trade negotiations this year. Crucial to producing certain industrial and consumer products, rare earths can take more than a decade to discover and are expensive to refine. China’s dominant position in the global supply of rare earths is giving it leverage as US trade policies seek to redefine the international economy. In this episode, we talk with Tom Moerenhout, Professor at Columbia’s School of International and Public Affairs, about the importance of rare earths in the modern economy, their impact on international trade negotiations, and how the US can improve the resilience of our supply chain for rare earths.
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    33 min
  • Sue Spence on US Manufacturing in 2026

    Sue Spence on US Manufacturing in 2026
    Nov 28 2025
    The ISM Manufacturing survey has shown US firms have struggled to plan long-term amid this year’s fluid tariff policy landscape. Economic uncertainty and the lingering risks of policy reversal are limiting manufacturers’ confidence in making big investment or hiring decisions. Meanwhile, AI promises to increase demand for some manufacturing sectors while revolutionizing the production of others. In this episode, we talk with Sue Spence, Chair of the Institute for Supply Management (ISM) Manufacturing Business Survey Committee, about how tariff policies are influencing manufacturers’ long-term planning, AI’s impact on the operations and demands for manufacturing, and what worries manufacturers most heading into 2026.
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    33 min
  • Steve Parente on How the OBBBA Will Impact Rural Hospitals

    Steve Parente on How the OBBBA Will Impact Rural Hospitals
    Nov 14 2025
    Rural hospitals utilize various forms of public support to increase healthcare availability in areas with low population density. The OBBBA pairs spending cuts to these hospitals with incentives designed to increase efficiency and minimize waste. As populations shift and federal funding decreases, state governments will have to decide how to respond. In this episode, we talk with Steve Parente, Professor in the Department of Finance at the University of Minnesota, about the structural challenges facing rural hospitals, how federal policy changes will affect their financial support, and how state governments are positioned to fill any funding shortfall.
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    34 min
  • LIVE with FHN Financial Economics

    LIVE with FHN Financial Economics
    Oct 31 2025
    FHN Financial forecasts the economy will remain resilient next year and inflation will trend towards 2%, allowing the Fed to cut rates by 75bp in 2026. The outlook could nonetheless shift from several structural economic changes. The risk of eventual tariff pass-through to consumer prices will linger in the background, AI-fueled investment has buoyed the 2025 economy without much job growth, and the FOMC may struggle to reach consensus next year as policy normalization continues under a new Fed Chair. This episode is a recording of the economic roundtable at FHN Financial’s 2025 annual seminar in Nashville with Chief Economist Chris Low, Senior Economist Sophia Kearney-Lederman, and Economic Analyst Mark Streiber.
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    52 min
  • Bill Beach on the Challenges Facing Economic Data Collection

    Bill Beach on the Challenges Facing Economic Data Collection
    Oct 17 2025
    Recent revisions have cast doubt on the reliability of the government’s economic statistics. Budget cuts and job vacancies at the Bureau of Labor Statistics (BLS) have exacerbated pre-existing issues from low initial survey response rates and the difficulty of identifying economic inflection points in real-time. Striking the right balance between timeliness and precision is essential for investors and the Fed to make well-informed decisions. In this episode, we talk with Bill Beach, Commissioner of the BLS from 2019-2023, about the process behind BLS data collection, why recent revisions have been so large, and different ways to improve government data.
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    45 min