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Welcome to The Look Forward Podcast from S&P Global.
In today's rapidly shifting markets, success depends on anticipating what's next. The professionals who excel are those who can spot emerging trends before they fully materialize. The Look Forward Podcast delivers exactly that—insights to help you prepare for tomorrow's opportunities and challenges. We bring you expert perspectives on macroeconomic trends, capital markets, energy transition, and global trade, with a sharp focus on what these developments mean for the decisions that will shape your tomorrow.
This podcast connects you with S&P Global's Look Forward Council, bringing cutting-edge research on long-term trends and transformative market shifts. Together, we're committed to providing the forward-looking intelligence you need to navigate uncertainty with confidence.
In today's rapidly shifting markets, success depends on anticipating what's next. The professionals who excel are those who can spot emerging trends before they fully materialize. The Look Forward Podcast delivers exactly that—insights to help you prepare for tomorrow's opportunities and challenges. We bring you expert perspectives on macroeconomic trends, capital markets, energy transition, and global trade, with a sharp focus on what these developments mean for the decisions that will shape your tomorrow.
This podcast connects you with S&P Global's Look Forward Council, bringing cutting-edge research on long-term trends and transformative market shifts. Together, we're committed to providing the forward-looking intelligence you need to navigate uncertainty with confidence.
132 Episodes
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In this insightful episode of the Look Forward Podcast, Andy Critchlow sits down with Nathan Stovall, Director of FIG Research at S&P Global Market Intelligence and host of the Street Talk Podcast, to discuss the intricate dynamics of today's economy and the lessons learned from past financial crises. They delve into the historical parallels with the 1929 crash, the implications of private lending growth, and the current state of consumer finance. As they explore the resilience of the U.S. consumer amidst volatility and the potential risks posed by shadow banking, Nathan shares his expert insights on bank balance sheets, the role of the Federal Reserve, and what the future might hold for the financial landscape. Tune in to understand how current trends may shape economic outcomes and what strategies can be employed to manage potential downturns.
In this episode of the Look Forward Podcast, host Andy Critchlow welcomes Professor Anoush Eteshami, a leading expert on Iranian affairs, to discuss the complex and evolving landscape of Iran. As the nation grapples with significant internal and external challenges, including economic turmoil and geopolitical tensions, the conversation delves into the implications of these factors on Iran's future. Professor Eteshami offers valuable insights into Iran's historical context, the impact of sanctions, and the potential for reform amidst a young population yearning for change. Join us as we explore the critical crossroads Iran faces and what it means for the broader Middle East.
In this exciting episode of the Look Forward Podcast, host Andy Critchlow welcomes S&P Global's own Srineel Jalagani, who is at the forefront of exploring the burgeoning space economy. Tune in to hear about the potential for human colonization of Mars, the role of private companies like SpaceX, and the future of the space economy, projected to soar from $650 billion to $1.8 trillion by 2035. This episode is a must-listen for anyone curious about the intersection of finance, technology, and space exploration.
In this episode of the Look Forward Podcast, host Andy Critchlow welcomes Charles Chang, the Greater China Country lead at S&P Global Ratings, to discuss the transformative trends in China's global trade and investment strategy. As Chinese firms increasingly pivot towards the Global South, with exports to these emerging markets surpassing those to the US and Western Europe, we explore the implications of this shift. Drawing insights from the recent report "China Inc. Heads to the Global South in the age of tariffs" the conversation delves into the factors driving this change, the competitive landscape of Chinese multinationals, and the evolving nature of trade relationships amid rising tariffs and geopolitical tensions.
In this episode of the Look Forward Podcast, host Andy Critchlow is join by Stephen Smith of the American Academy of Actuaries to explore the intricate relationship between the AAA and the National Association of Insurance Commissioners (NAIC), and the modeling techniques used to assess risk in the actuarial landscape and how the industry is preparing for future challenges. For more content, please register for our upcoming webinar; "Recent NAIC Developments Relating to Insurer Fixed-Income Investments" The NAIC held its Summer National Meeting from August 10-13, and the NAIC Risk-Based Capital Investment Risk and Evaluation (E) Working Group held an interim meeting on September 8 to discuss the RBC treatment of CLOs. Join us for a dialogue with Larry Hamilton of Mayer Brown to discuss the latest news on CLOs and key investment-related developments from the Summer National Meeting.
In this episode of the Look Forward Podcast, host Andy Critchlow, head of news at S&P Global Commodity Insights, delves into the dynamic and resilient market of India. As the global geopolitical landscape shifts, India emerges as a pivotal player in the next chapter of global growth. Joined by an expert panel including Gauri Jauhar, Deepa Kumar, and Atul Arya from S&P Global, the discussion unpacks the forthcoming India Forward report, which offers insights into India's outlook for 2025 and beyond.
In this episode of the Look Forward Podcast, host Andy Critchlow is joined by Lindsay Hall, Global Head of Thought Leadership at S&P Global Sustainable1, and Terence Thompson, Chief Science Officer at S&P Global ESG Product. Together, they delve into the urgent challenges posed by climate change, exploring its immediate impacts on global weather systems and the financial risks associated with inaction.
In this episode of the Look Forward Podcast, host Andy Critchlow, head of news at S&P Global Commodity Insights, delves into the pivotal role of cement in shaping the global economy. Joined by industry experts Abdulhamit Akçay, Vice President of the Turkish Cement, and Binny Sabharwal, Senior Price Reporter at S&P Global, the discussion explores the intricate dynamics of cement production and consumption.
In this episode of the Look Forward Podcast, host Andy Critchlow sits down with Joshua Hutchinson, Managing Director of Risk and Intelligence at Ambrey, to explore the pressing issues surrounding maritime security in today's geopolitical climate. They delve into the increasing threats to global trade routes, including attacks on shipping and the evolving tactics employed. Joshua shares insights on the severity of current maritime threats, the role of technology in intelligence gathering, and the importance of risk management for vessel owners. Despite the daunting landscape, Joshua emphasizes the resilience of the maritime industry and the opportunities for collaboration and innovation that arise from these challenges. Tune in for an engaging conversation that sheds light on the complexities of maritime trade and security in an ever-changing world.
Join Andy Critchlow, head of news at S&P Global Commodity Insights, and Zahabia Gupta, head of emerging markets credit research at S&P Global Ratings, as they delve into the complexities of frontier markets. Listen along as the pair explores the distinctions between frontier and emerging markets, and the implications of recent global trends on these economies. Related Research: Frontier Markets Quarterly Highlights: Navigating Vulnerabilities: The Impact Of Global Supply Chains
Join us on the Look Forward Podcast as host Andy Critchlow interviews Carlos Pascual, Senior Vice President for Global Geopolitics and International Affairs at S&P Global Commodity Insights. In this insightful episode, we discuss the current geopolitical landscape marked by increasing protectionism and the implications of recent tariff policies on global trade. Carlos highlights the role of emerging economies in a shifting world order and examines the challenges of energy transition amid rising tensions. Discover how these geopolitical and economic factors affect energy security, inflation, and international relations. Stay informed and prepared for the future with expert insights from the Look Forward Podcast.
Join us in this episode as we speak with Dave Ernsberger, Co-President of S&P Global Commodity Insights, about his insights on market trends and the evolving role of technology in trading. Dave shares his experiences and perspectives on navigating the complexities of today's market landscape, highlighting both the challenges and opportunities that lie ahead. This conversation promises to be enlightening for anyone interested in understanding the future of data analytics in finance.
In this episode of the Look Forward Podcast, host Andy Critchlow welcomes Paul Gruenwald, Global Chief Economist at S&P Global, to delve into the pressing issues shaping the global economy in 2025. The discussion kicks off with a critical examination of central bank independence and its vital role in maintaining macroeconomic stability. As they explore the current state of the US economy, they address the challenges posed by tariffs and political pressures, highlighting the fine line between growth and recession. As the conversation unfolds, Gruenwald emphasizes the enduring strength of the US dollar and its pivotal role in international finance, while also considering the potential implications of emerging market shifts and geopolitical risks. With expert analysis and forward-looking intelligence, this episode equips listeners with the knowledge needed to navigate the uncertainties of today's economic landscape.
In this inaugural episode of Look Forward, Andy Critchlow sits down with Evan Gunter and Andrew O'Neill, authors from the 10th edition of S&P Global's Look Forward Journal, "Look Forward: Future of Capital Markets," to discuss the groundbreaking developments in the world of finance and investment with a focus on tokenized private credit funds. Discover the potential tipping point for the financial landscape as we discuss the future of blockchain technology in lending, where the entire transaction process from borrower to lender could occur on-chain. We'll also examine the increasing demand for tokenized borrowing, driven by the rise of digital currencies such as stablecoins and central bank digital currencies.
In this episode episode we are joined by Mohsen Bonakdarpour from S&P Global Market Intelligence and Madeline Jowdy from S&P Global Commodity Insights to discuss the findings from part one of S&P Global's recent U.S. LNG Impact Study. More S&P Global Content: Read Part One of S&P Global's U.S. LNG Impact Study The Daily Update S&P Global Look Forward Report Credits: Host/Author: Nathan Hunt Producer/Editor: Patrick Moroney Published With Assistance From: Kyle May, Kurt Burger, Camille McManus www.spglobal.com
With 2024 rapidly coming to a close, we at The Essential Podcast decided to reflect on our favorite lessons of the year. Listen along as we walk down memory lane, reliving pieces of our most insightful conversations this year. Referenced Episodes: Better Faster Farther: Maggie Mertens and the Evolution of Women's Sports Making Sense of Chaos – An Interview with J. Doyne Farmer Overcoming AI Skepticism With Sudeep Kesh Making Sense of Oil Markets with Andy Critchlow Coronation And Collapse, The Story Of The Bond King With Mary Childs The Price of Energy Transition with Brett Christophers More S&P Global Content: The Daily Update S&P Global Look Forward Report Credits: Host/Author: Nathan Hunt Producer/Editor: Patrick Moroney Published With Assistance From: Kyle May, Kurt Burger, Camille McManus www.spglobal.com
This week, Nathan is joined by Brigid Schulte, author of "Overwork: Transforming the Daily Grind in the Quest for a Better Life." Together, the duo discusses the challenges of modern work life and explore innovative solutions to combat overwork. Brigid Schulte: Book: Over Work: Transforming the Daily Grind in the Quest for a Better Life More S&P Global Content: The Daily Update S&P Global Look Forward Report Credits: Host/Author: Nathan Hunt Producer/Editor: Patrick Moroney Published With Assistance From: Kyle May, Kurt Burger, Camille McManus www.spglobal.com
Nathan sits down with Emeritus Professor of Statistics at the University of Cambridge Sir David Spiegelhalter to discuss his new book "The Art of Uncertainty: How to Navigate Chance, Ignorance, Risk and Luck." Together, the pair covers nuances of probability, risk, and luck; as well as examine the way we understand the data surronding our everyday lives. David Spiegelhalter: Book: "The Art of Uncertainty: How to Navigate Chance, Ignorance, Risk and Luck" More S&P Global Content: The Daily Update S&P Global Look Forward Report Credits: Host/Author: Nathan Hunt Producer/Editor: Patrick Moroney Published With Assistance From: Kyle May, Kurt Burger, Camille McManus www.spglobal.com
Nathan Hunt sits down with historian and author Richard Overy to discuss his latest book, "Why War." Together, the pair explores the nature of conflict and it's persistent presence in human life, examining its potential roots through a variety of lenses. Rchard Overy: Book: "Why War" (Publisher W.W. Norton & Company) More S&P Global Content: The Daily Update S&P Global Look Forward Report Credits: Host/Author: Nathan Hunt Producer/Editor: Patrick Moroney Published With Assistance From: Kyle May, Kurt Burger, Camille McManus www.spglobal.com
Nathan Hunt is joined Andrew O'Neill and Evan Gunter from S&P Global Ratings to discuss the rapidly expanding realm of private credit markets. Together, they explore the challenges facing private debt, including liquidity, transparency, and discuss how tokenization could transform this landscape. More from Evan and Andrew: Tokenized Private Credit: A New Digital Frontier for Real World Assets More S&P Global Content: More S&P Global Podcasts The Daily Update S&P Global Look Forward Report Credits: Host/Author: Nathan Hunt Producer/Editor: Patrick Moroney Published With Assistance From: Kyle May, Kurt Burger, Camille McManus www.spglobal.com
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