https://www.spglobal.com/en/feeds/spgmi-rss-feed-podcastshttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-7-ep-12-still-spending-for-now-us-consumers-enter-holiday-shopping-seasonU.S. consumers are unhappy about the economy, but they keep spending. With prices rising, savings falling and credit card balances growing, how long can that last? And what will this holiday shopping season tell us about the year ahead?
 
Last year's holiday shopping episode found consumers 31 October 2026 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-4-ep-43-the-future-of-broadcast-betting-on-sports-streaming-and-atcs-3-0NAB Show New York 2026 is in the books. From Oct. 20-22, some 6,700 event attendees in Manhattan were able to catch up on the latest video system and equipment advances. MediaTalk reviews the most important takeaways from the show:

What will shape local TV’s future: live sports, streaming, or both? In this episode of 29 October 2026 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-7-ep-11-ai-data-centers-what-gets-built-and-hereAI and cloud computing are fueling a global wave of data center construction. But investment plans alone won’t deliver operating capacity. Where can developers secure the power, water, permits and community support needed to bring projects online?

Our previous episode explored the AI data center expansion through three lenses: its contribution to US economic growth, the constraints on construction, and Europe’s policy and security risks. This episode takes a deeper dive into construction, moving from that broader investment and risk picture to a closer look at regional building trends, project delivery challenges and developers’ responses.

Host Kristen Hallam welcomes back Jeannine Cataldi, associate director of Global Construction at S&P Global Market Intelligence. Drawing on her team’s new series of reports, Jeannine examines why construction growth is expected to slow—not stop—and how infrastructure constraints are reshaping the global data center footprint.24 October 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-4-ep-42-expansion-disruption-and-the-growing-business-of-the-nbaWhat will define the NBA’s next season—and reshape its media business?

Did the new national rights deal deliver? Yes. Broadcast networks and streaming platforms generated strong viewership, with NBC, ESPN, ABC, Peacock, and Prime Video each playing distinct roles. Prime Video stood out for reaching younger, more affluent audiences, while NBC benefited from high-profile matchups and major-market teams.

What does this mean for the NBA’s media strategy? The league is emphasizing broad distribution across broadcast, cable, and streaming, including expanded coverage of Inside the NBA and continued experimentation with technology and betting-related data.

Could expansion be next? Las Vegas and Seattle are leading candidates in the United States, while NBA Europe could launch as early as 2027, potentially creating a 16-team international competition.

Is the US regional sports network model finished? The collapse of Main Street Sports is accelerating a shift toward free over-the-air broadcasts, direct-to-consumer streaming, and hybrid local-rights agreements.

The episode also explores MSG Sports’ planned separation of the Knicks and Rangers as stocks and features predictions for the NBA Finals.22 October 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-7-ep-10-ai-data-centers-boom-bottlenecks-and-backlashData centers have become one of the most visible symbols of the global AI investment boom. But turning ambitious plans into operational capacity will depend on far more than demand for computing power.

In this episode of The Decisive, host Kristen Hallam speaks with three S&P Global Market Intelligence experts about the economic, construction, policy and security risks shaping the expansion of AI infrastructure. 17 October 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-7-ep-9-emerging-market-perspectives-the-cost-of-capital-and-the-digital-divideHigher sovereign bond yields are raising the cost of money across the global economy, with significant implications for emerging markets. In this episode of The Decisive, host Kristen Hallam speaks with Thea Fourie, Head of Middle East and Africa Insights and Analysis at S&P Global Market Intelligence, about the forces keeping borrowing costs elevated and why some economies are better positioned than others to withstand the pressure.10 October 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-7-ep-8-super-el-nino-how-weather-shocks-ripple-through-the-global-economyA potential Super El Niño could be far more than a weather event. It could become a global supply-side shock, disrupting food production, energy systems, mining, transport and trade while adding to inflation and political instability. In this episode of The Decisive Podcast, adapted from a Sept. 9 S&P Global Market Intelligence client webinar, experts examine how extreme weather could compound existing pressures across Asia-Pacific, Sub-Saharan Africa, Latin America and the wider global economy.

Listen to learn:
Why a Super El Niño could produce a synchronized shock across agriculture, energy and logistics
Why food prices—especially rice, wheat, cocoa, vegetable oil and sugar—are a critical channel into inflation, household spending and policy intervention
Where drought, flooding and water stress pose the greatest risks to hydropower, mining, manufacturing and export infrastructure
Which markets warrant close monitoring
Which indicators companies should monitor over the next 90 days to judge whether risks are stabilizing or escalating03 October 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-4-ep-39-can-hockey-translate-olympic-gold-into-nhl-revenue-growthThe 2026–27 NHL season has become a turning point for hockey in the U.S. In this episode, MediaTalk host Mike Reynolds and S&P Global Market Intelligence Kagan analyst Michael Johnson break down the key moments and business impacts shaping the league’s momentum.

What drove record-breaking viewership and attendance? The U.S. men’s gold medal win and the Carolina Hurricanes’ Stanley Cup fueled a surge in fan engagement, boosting ratings for ESPN and TNT Sports.

Why are media rights negotiations and expansion generating so much buzz? With lucrative rights renewals on the horizon and new expansion markets like Houston, Atlanta, and Phoenix in play, the NHL is poised for growth both nationally and globally. At the same time, innovative streaming partnerships and centralized production models are reshaping fan access and revenue streams.

What’s next for NHL revenue and leadership? With revenue projections reaching $8 billion and new financial products like futures contract trading, the business side of hockey is evolving fast. Tune in for actionable insights on the intersection of sports, media, and business — and discover why this NHL season is one for the record books.01 October 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-4-ep-38-data-center-debates-tax-incentives-emission-increases-and-sustainabilityIn this episode of MediaTalk, S&P Global Market Intelligence reporters Mike Reynolds, Stefan Modrich, and editor Sarah James unpack the critical questions facing the tech and business world: How are leading companies like Microsoft and Amazon balancing massive investments in AI infrastructure with sustainability goals? The discussion highlights the growing scrutiny around clean energy purchases, revealing that sustainability claims often face skepticism regarding their real-world impact.24 September 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/private-markets-360/private-markets-360-episode-52-how-public-private-convergence-is-reshaping-asset-managementIn this episode of Private Markets 360°, we welcome Laura Kirk, Head of Private Investments Capital Formation and Investor Relations at Wellington Management. Laura discusses her career journey from Goldman Sachs to Wellington; the firm’s organically built private markets platform; and its approach to capital formation, fundraising, and client relationships. She also explores the evolving landscape for private markets, including public-private convergence, wealth-channel access, evergreen vehicles, private credit, secondaries, and the role of technology in broadening investor access.24 September 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/private-markets-360/private-markets-360-episode-51-davidson-kempners-approach-to-navigating-dislocation-in-private-marketsIn this episode of Private Markets 360°, we welcome Melanie Levine, Partner and Global Head of Client Partnerships and Business Development at Davidson Kempner. Melanie shares her insights on how Davidson Kempner differentiates itself in the competitive landscape, the impact of current market trends on investor allocations, and what lies ahead for private markets. Melanie also discusses her journey to Davidson Kempner, from being the second hire on the fundraising team to co-managing the client partnerships and business development team today.18 September 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-7-ep-5-frequently-asked-questions-sovereign-yields-ai-productivity-and-the-us-dollarIn this episode of The Decisive, Kristen Hallam speaks with Ken Wattret, Vice President of Global Economics at S&P Global Market Intelligence, who answers frequently asked questions shaping the macroeconomic outlook: why sovereign yields have been rising, whether AI-driven productivity gains could lower inflation and policy rates, and what a weaker US dollar could mean for the global economy. This conversation was recorded in May 2026, and the questions are still top of mind today.
 
In this episode of The Decisive, host Kristen Hallam speaks with Bill Cassidy, Senior Editor, Trucking and Domestic Transportation at the Journal of Commerce by S&P Global, and Paul Bingham, Director, Transportation Consulting, S&P Global Market Intelligence, about why data center construction is a freight capacity story.12 September 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/data-and-dimensions/data-and-dimensions-episode-18-the-data-behind-gamings-eight-quarter-rallyThe video game industry has now delivered eight consecutive quarters of year-over-year growth, a result that stands in contrast to the narrative of stagnation that often dominates headlines. In this episode, Neil Barbour and Eiman Hussain break down second-quarter results from the gaming sector to identify the trends actually driving the market, from surprise hit titles and platform dynamics to the growing importance of PC gaming and direct-to-consumer monetization.09 September 2026 09:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-4-ep-35-how-the-nfl-is-redefining-sports-media-economics-team-valuationsThe 2026-27 NFL season offers a compelling case study in media strategy and valuation growth. The league is accelerating its international footprint, with nine games abroad this season — including its first-ever broadcast from Australia via Netflix — and plans to expand to 10 international games next year. This global push, paired with strong streaming momentum (Amazon's Thursday Night Football viewership is up 16% year-over-year), signals a gradual narrowing of the gap between streaming and traditional broadcast audiences.03 September 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-7-ep-3-global-growth-on-uneven-ground-ai-tailwinds-and-fiscal-headwindsIn this episode of The Decisive, taken from a July 15 webinar, S&P Global Market Intelligence economists discuss the latest shifts in the global macroeconomic outlook, including the resilience of the US economy, China’s growth profile, political and fiscal developments in Latin America, and Europe’s cautious recovery amid persistent energy, trade and consumer-demand headwinds.29 August 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/masters-of-risk/masters-of-risk-season-4-episode-7-beyond-traditional-investing-etfs-ai-themes-and-the-next-market-opportunityIn this episode of Masters of Risk, host Stewart Webster sits down with Matthew Tuttle, CEO and Chief Investment Officer of Tuttle Capital Management, to discuss how investors can navigate an increasingly thematic market shaped by artificial intelligence, geopolitical shifts, and evolving investment risks.27 August 2026 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/capital-markets-connect/capital-markets-conversation-season-1-ep-6-redefining-the-edge-private-equitys-new-playbookFor years, the bond market relied on manual spreadsheets and line-by-line pricing. Today, nearly 12% of all U.S. investment-grade corporate bond volume is executed through portfolio trading. How did we get here, and where is this technology taking the markets next?

In this episode, Carl James and Chris Fenske explore the emergence, implementation, and rapid rise of portfolio trading. They unpack the technological stepping stones from the electronification of markets to advanced evaluated pricing that have made high-velocity, algorithmic execution a reality.27 August 2026 17:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-4-ep-34-kickoff-time-what-this-seasons-college-football-shakeups-mean-for-media-moneyCollege football's 2026-27 season is here — and with it comes a landscape reshaped by realignment, billion-dollar media deals, and mounting legal battles over athlete compensation. In this episode of MediaTalk, S&P Global Market Intelligence Kagan analysts Justin Nielson, Scott Robson and Michael Johnson join host Mike Reynolds to break down what business leaders and media executives need to know heading into the season.27 August 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/data-and-dimensions/data-and-dimensions-episode-17-video-gaming-layoffs-m-and-a-and-the-search-for-capitalIn this episode, S&P Global Market Intelligence Kagan analyst Neil Barbour examines one of the biggest stories in gaming today: the wave of layoffs, restructurings and studio closures reshaping the industry. Drawing on employment, mergers and acquisitions, and fundraising data, Neil explores why gaming employment continues to decline, what has changed since the pandemic-era boom and why many experienced developers may find it difficult to secure new opportunities within the industry.26 August 2026 09:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-7-ep-1-beyond-disruption-the-next-chapter-for-gcc-economiesIn this episode of The Decisive, host Kristen Hallam shares highlights from a July 15 webinar on how Gulf Cooperation Council economies are adapting to trade disruption, infrastructure risk and shifting growth priorities. S&P Global Market Intelligence experts Kevyn Lim, Chris Rogers and Jamil Nayyem join Ralf Wiegert to discuss how the region is moving beyond immediate disruption toward longer-term questions about resilience, trade continuity and economic diversification.15 August 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/private-markets-360/private-markets-360-episode-49-navigating-global-private-markets-and-evergreen-opportunitiesIn this episode of Private Markets 360°, we welcome Peter Aliprantis, Partner and Head of Private Wealth Americas at EQT. Peter discusses EQT’s global growth, its locals with locals investment approach, and the acquisition of Coller Capital to expand its secondaries platform. He also explores the shift from public to private markets, the rise of evergreen structures, and how AI, data centers, and energy infrastructure are shaping long-term opportunities.13 August 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/data-and-dimensions/data-and-dimensions-episode-16-video-the-future-of-gaming-is-higher-prices-and-fewer-discsS&P Global Market Intelligence’s latest forecast sees an opportunity for smart glasses to be the next big story in wearables, but the industry will have to overcome obstacles around battery life, privacy, comfort and reliable input.

This week, we sit down with Thomas Suarez, founder of Raven Resonance, to discuss Raven Prism and how his team has developed novel solutions to these problems that larger tech firms may be overlooking.12 August 2026 09:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-4-ep-31-whats-driving-tv-subscriber-satisfaction-in-2026In an age on ongoing cord-cutting, MediaTalk sits down with S&P Global Market Intelligence Kagan analyst Brian Bacon to break down who is subscribing to what video service and why based on the latest insights from the Kagan Consumer Insights survey.

The numbers tell an interesting story: overall US TV satisfaction jumped from 34% to 39% year-over-year, with virtual providers like YouTube TV and Hulu with Live TV leading the pack. But here's where it gets intriguing — Charter's Seamless Entertainment hybrid model, bundling traditional cable with ad-supported streaming services, is showing promising satisfaction rates among subscribers who use the included SVOD options.06 August 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/street-talk/street-talk-season-2-episode-1-newly-merged-credit-union-sits-on-the-launchpad-of-industry-innovationSeven months into the largest merger of US credit unions on record, First Technology Federal Credit Union President and CEO Shruti Miyashiro is focused on both the short-term intricacies of bringing together two bi-coastal institutions and the longer-term evolution of the business of banking.

The Jan. 1 combination of First Tech, a San Jose-based credit union with a branch network focused on California's Silicon Valley and Oregon's Willamette Valley, with Digital FCU, a Marlborough, Mass.-based institution with a significant presence along Boston's Route 128 technology corridor, unites institutions with many similarities in their member compositions but the logistical and cultural complexities of bringing together entities headquartered some 3,100 miles apart.03 August 2026 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/masters-of-risk/masters-of-risk-season-4-episode-6-private-credit-under-pressure-liquidity-distress-and-opportunity-in-todays-credit-marketsIn this episode of Masters of Risk, host Stewart Webster speaks with Lionel Jolie, Partner and Head of Credit at J.F. Lehman & Company, about the growing tensions beneath today’s private credit markets and the opportunities emerging for disciplined investors.
As private credit assets have expanded rapidly in recent years, liquidity pressures, redemption requests, and shifting market dynamics are reshaping the landscape for business development companies (BDCs), direct lenders, and secondary credit investors. Lionel explains how his team navigates both public and private credit markets, providing liquidity to lenders while evaluating stressed, illiquid, and often misunderstood opportunities.31 July 2026 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-pipeline-ma-and-ipo-insights/the-pipeline-ma-and-ipo-insights-season-4-episode-8-bridging-the-m-and-a-gap-in-the-lower-middle-marketParen Knadjian, a partner with the firm Eisner Advisory Group, recently joined The Pipeline podcast to discuss the state of lower-middle-market M&A. On the episode, Knadjian discusses some of the hurdles that are preventing transactions from taking place, deal structures that can help bridge the gap between buyers and sellers, and the sector that it is recording the most activity. Knadjian also discussed how is firm gets entrepreneurs ready for a sale and why some don't sell to the highest bidder.31 July 2026 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-pipeline-ma-and-ipo-insights/the-pipeline-ma-and-ipo-insights-season-4-episode-7-Its-not-just-space-x-and-ai-fanfare-driving-the-recent-ipo-uptickThe IPO market is not going gangbusters, but the number of deals has increased year over year. Companies from a broad base of sectors are driving the uptick in activity, according to Richard Truesdell, global chair of the capital markets practice at Davis Polk. Richard recently joined The Pipeline podcast to discuss the state of the IPO market. He shared his views on how SpaceX and its aftermarket performance are impacting IPOs. Richard also discussed how SPACs and private equity firms are once again testing the IPO waters. 30 July 2026 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-4-ep-30-what-the-2026-fifa-world-cup-taught-global-media-giants-vying-for-2030The 2026 FIFA World Cup was a resounding commercial triumph, setting a new benchmark for global sporting events. The tournament shattered revenue expectations, with projections climbing from $11 billion to a record $15 billion for the cycle. This success was driven by several factors that worked exceptionally well across geographies.30 July 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/private-markets-360/private-markets-360-episode-48-unpacking-the-state-of-the-marketIn this episode of Private Markets 360°, we welcome David Hedalen, Head of Private Markets Strategy & Research at Aviva Investors. David discusses how his team approaches research across the private markets landscape, using proprietary and third-party data to inform investment decisions, portfolio construction, and regional views, with a focus on European markets. He explores Aviva’s “insurance-backed buy-and-maintain” strategy for private debt, the growing importance of transparency for investors, and key findings from Aviva’s private markets survey of 500 institutional investors. David also examines the rise of evergreen funds for DC investors and how infrastructure is evolving as it increasingly overlaps with real estate.24 July 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-4-ep-29-debt-deals-and-distribution-a-credit-analysts-view-of-medias-ma-waveAs the media industry experiences a whirlwind of M&A activity, S&P Global Ratings' Naveen Sarma sits down with 23 July 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-4-ep-28-how-nctc-helps-small-operators-compete-in-a-consolidating-marketIn this MediaTalk episode, NCTC CEO Lou Borrelli highlights the mounting challenges smaller and independent operators face amidst industry consolidation, slowing broadband growth, and escalating retransmission costs. Borrelli noted that consolidation pressures can impact member morale and reduce organizational scale, as larger members are acquired.

While broadband remains the leading product, NCTC members face fierce competition even in smaller markets. Borrelli discussed how NCTC tries to help by enabling innovative solutions like broadband TV and mobile bundles, and AI solutions.

Borelli notes that for smaller operators, NCTC remains a vital ally, helping members navigate industry shifts, manage costs, and deliver value to local customers.16 July 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/data-and-dimensions/data-and-dimensions-episode-14-how-smartphones-are-outgrowing-casual-gamingMobile games represent a massive $110 billion annual market, but the bulk of that revenue has historically flowed through casual, low-impact experiences. While premium smartphones are capable of immersive visuals, developers have long been constrained by the strict power, thermal, and memory limitations of mobile hardware.

This week, we sit down with Peter Hodges, Director of Developer Ecosystem Strategy at Arm, and Lukáš Medek, Art Director at Sumo Digital, to discuss Neural Dawn. This production-scale mobile game serves as a bleeding-edge testbed for Arm’s new neural technologies, demonstrating console-level dynamic lighting, ray tracing and upscaling within a mobile power envelope. The discussion explores how democratizing high-end PC rendering techniques could permanently shift the platform calculus for developers and players alike.15 July 2026 09:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech/next-in-tech-ep-276-quantum-ceo-series-andy-oryThe popular image of quantum computers is the sparkling chandelier of the superconducting approach, but this next episode in our Quantum CEO series looks neutral atom quantum computers. Quantum analyst Ellie Brown returns to the podcast to join Andy Ory, the CEO of QuEra, to discuss their approach, the benefits of practical fault tolerant qubits and the advantages of quantum hubs that may have a dearth of beer with host Eric Hanselman. Neutral atom systems don’t require the ultra-low operating temperatures used for superconduction. They stabilize the atoms they’re using with lasers that still their motion. That free space setting allows simpler interaction between larger numbers of qubits that improves scaling of quantum computations. Stability reduces error rates and can improve the effectiveness of quantum error correction.14 July 2026 09:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-4-ep-27-from-fortnite-to-smart-frames-gaming-growth-hardware-inflation-and-ar-innovationThe gaming landscape is shifting fast. In this episode of MediaTalk, S&P Global Market Intelligence Kagan analyst Neil Barbour breaks down the sector's biggest stories: Chinese mega-publishers like Tencent and NetEase are crushing it with smart live-service strategies, while Xbox struggles under the weight of $800 console price tags and shrinking margins. Meanwhile, Nintendo's Switch 2 is dominating hardware sales even without a blockbuster Mario or Zelda title.

But it's not all consoles and controllers. Neil explores what PC gaming growth means and why Roblox's safety measures could slow its meteoric increases.

The conversation takes a futuristic turn at the Augmented World Expo, where Neil test-drives the latest smart glasses from Meta, Snap, XReal, and the sleeper hit Raven Prism — revealing which devices might actually make it into our daily lives.09 July 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-4-ep-26-whats-driving-podcastings-future-audience-and-advertising-growthIn this episode of MediaTalk, host Mike Reynolds and S&P Global Market Intelligence Kagan analysts Peter Leitzinger and Jessica Cahill explore why podcasting continues to accelerate — from growing monthly listener numbers to shifting audience segments by age, gender, and genre. They break down what’s driving adoption, including video podcasting — and how platforms like YouTube and Spotify are changing discovery — plus where listeners are tuning in most often. The conversation also turns to monetization: why advertisers value highly engaged, loyal podcast audiences and what that could mean for ad revenue through 2031.02 July 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/private-markets-360/private-markets-360-episode-46-nav-finance-demystified-how-strategic-capital-is-shaping-private-equityIn this episode of Private Markets 360°, we welcome Dane Graham, Partner at 17Capital. With nearly 25 years of finance experience, including senior roles at RBC Capital Markets and Citigroup, he’s followed the NAV market since its early days as it evolved from a niche solution into a core private markets tool. Dane discusses how strategic financing has matured alongside private equity, the misconceptions investors still face, and how flexible, well-aligned capital can support liquidity needs, portfolio optimization, and long-term value creation in a changing landscape.30 June 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-6-ep-12-the-age-of-agility-midyear-signals-for-2026At midyear 2026, volatility is no longer the backdrop — it is the operating environment. In this episode, host Kristen Hallam is joined by S&P Global Market Intelligence experts Ken Wattrett, Laurence Allan and Eric Johnson to revisit the Age of Agility strategic themes: shaky economic foundations, shifting asymmetric power and adapting to trade realities.

The panel examines what has changed for decision-makers heading into the second half of 2026, from the Middle East conflict and oil price shocks to AI-driven investment, resource nationalism, trade disruption and the rewiring of global supply chains.

The experts provide timely signals on where resilience may hold — and where risks are becoming even more interconnected.27 June 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/masters-of-risk/masters-of-risk-season-4-episode-5-beyond-diversification-strategic-risk-insights-for-modern-portfoliosIn this episode of Masters of Risk, host Stewart Webster sits down with Karan Sood, Co-Founder and CEO of Vest, to challenge one of the most widely accepted principles in investing: diversification.

Karan introduces the concept of outcomes-based investing and explains how Vest is leveraging derivatives to engineer defined outcome ETFs—investment strategies that explicitly shape risk and return profiles. By capping upside, buffering downside, and stabilizing income, these products aim to give investors something markets rarely offer: predictability.25 June 2026 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/private-markets-360/private-markets-360-episode-45-understanding-success-in-the-evolving-pe-landscapeIn this episode of Private Markets 360°, we welcome Bob Belke, Managing Partner at Lovell Minnick, whose 26-year career began at TIAA and led him to help grow Lovell Minnick in its early days in 2000. Bob discusses what makes lower middle market buyouts different - especially the value of specialization, early outside institutional involvement, and a disciplined approach to investing - and how private equity has evolved over the past two decades. He also shares insights on today’s market dynamics, the liquidity needs investors face, and why consistent value creation remains essential in a highly competitive environment.22 June 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-6-ep-9-from-free-trade-to-managed-trade-the-next-phase-of-usmcaIn this episode of The Decisive Podcast, we examine the future of the US-Mexico-Canada Trade Agreement at a moment of heightened political uncertainty and rising strategic tension across North America. With trilateral trade reaching roughly $1.8 trillion in the 12 months to August 2025, the stakes are high for governments, investors, and manufacturers alike as the 2026 review process unfolds.

Drawing on insights from S&P Global Market Intelligence’s Country Risk team, the discussion explores why North American supply chains have remained broadly resilient since the USMCA took effect, even through the pandemic and recent tariff shifts. Mexico continues to benefit from regionalization and reshoring trends, while the US is increasingly focused on trade deficits, investment screening, and the role of mainland Chinese firms using North America as a production platform. Canada, meanwhile, faces a more difficult negotiating environment, shaped by tariffs, political friction, and growing divergence with Washington on industrial policy, data rules, and trade alignment.06 June 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/masters-of-risk/masters-of-risk-season-4-episode-4-bias-blind-spots-and-bottom-lines-reframing-ai-risk-in-financial-servicesIn this episode of Masters of Risk, host Stewart Webster sits down with Karim Saleh, Founder and CEO of FairPlay AI, to unpack one of the most critical and underexamined risks in modern finance: algorithmic bias. As artificial intelligence becomes central to everything from lending decisions to fraud detection, Karim explains why the promise of objective algorithms often falls short—and how hidden biases can quietly shape outcomes at scale.

Drawing on his experience across global credit markets, Karim reveals how unfairness enters AI systems—from flawed data to model design to real-world deployment—and why organizations that fail to address it are exposing themselves to financial, regulatory, and reputational risk.
03 June 2026 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/street-talk/episode-150-12-words-for-community-banks-to-live-byIn banking, boring wins, according to veteran bank investor Joe Stieven. The CEO of Stieven Capital Advisors discussed what drives value and how community banks will remain relevant over the next decade at S&P Global Market Intelligence's annual community bankers conference. The investor said his 12-word philosophy has guided decades of capital allocation through COVID, rate cycles, Silicon Valley’s collapse, and now tariffs and geopolitical shock. Stieven says all banks should ask those 12 words - How does this impact our earnings and tangible book value per share, when contemplating any strategy. The investor also discussed why he sees overhead discipline as a way of life, how AI is reshaping the sector, and what the M&A landscape looks like from his chair. 03 June 2026 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-pipeline-ma-and-ipo-insights/the-pipeline-ma-and-ipo-insights-season-4-episode-5-how-hybrid-capital-can-unlock-value-in-a-slow-middle-market-m-and-a-marketIn this episode of The Pipeline podcast, Vinod Chandiramani, head of capital advisory at Solomon Partners, explains why middle-market M&A has remained sluggish, noting higher borrowing costs, margin pressure and valuation gaps between buyers and sellers. He discusses how hybrid capital and structured equity solutions can help companies, founders and sponsors complete transactions or recapitalize while preserving upside. Chandiramani also reflects on his career path, including his experience on the in-house deal team for Bear Stearns during its sale to JPMorgan and how a professor got him into the world of restructuring. 29 May 2026 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-4-ep-21-new-power-players-to-lift-2026-summer-box-office-past-4-billion-dollars-the-sequelHollywood loves a sequel and so do we. As MediaTalk takes a Memorial Day weekend break, we present a reprise of our summer box office outlook. S&P Global's box office experts, Wade Holden and Mac Mathews, point to a slate packed with major franchises and originals — from The Devil Wears Prada 2 to Supergirl, a new Spider-Man entry, and Christopher Nolan’s The Odyssey — as key reasons the market could push past the $4 billion summer threshold.

We'll be back next week with a new episode previewing our upcoming Kagan Media & Telecom Summit, followed the week after with an episode about the FIFA World Cup 2026.28 May 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/data-and-dimensions/data-and-dimensions-episode-11-gamestops-journey-from-retail-to-rogue-trade-and-back-againIn some ways, GameStop is the story of the suburbs, of being an idle teenager, of sifting through the bargain bin, of late night Call of Duty launch parties, of buying your first console and then selling it back a few years later. 27 May 2026 09:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-6-ep-6-pmi-in-focus-stockpiling-and-the-shadow-of-stagflationIn this May 2026 episode of The Decisive Podcast, S&P Global Market Intelligence economists Paul Smith, Eleanor Dennison, and Andrew Harker dissect the latest Purchasing Managers’ Index (PMI) data to reveal how ongoing geopolitical tensions in the Middle East are reshaping the global economic landscape. The team explores the ripple effects of supply chain disruptions, energy price surges, and heightened uncertainty on both manufacturing and service sectors across key regions.

Listeners will gain a comprehensive overview of the J.P. Morgan Global Composite PMI, highlighting modest growth in business activity alongside mounting inflationary pressures. The episode explores the eurozone’s contrasting sector performance, with manufacturing buoyed by precautionary stockpiling and services facing contraction amid record-high uncertainty. Andrew Harker provides granular insights into commodity price movements, supply shortages, and the nuanced pass-through of costs in Asian economies, while Eleanor Dennison offers a deep dive into eurozone trends and the qualitative evidence from PMI panelists.

Tune in for expert analysis on stagflation risks, the challenges of forecasting in volatile times, and the critical role of PMI data in navigating economic turning points. Whether you’re tracking inflation, supply chains, or global business sentiment, this episode delivers timely intelligence for decision-makers.16 May 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-4-ep-19-constellations-and-capital-space-tech-enters-new-orbitIn this episode of MediaTalk, the S&P Global Market Intelligence team brings together reporters from around the globe to unpack the seismic shifts underway in the space technology sector. With SpaceX’s highly anticipated IPO on the horizon, the team explores how this historic event could reshape not just the space industry, but the broader IPO market.

Key insights include the changing dynamics between SpaceX and the US government, with Defense Department contracts now outpacing NASA’s. The team examines how these factors complicate investor visibility and legal protections — especially as SpaceX considers waiving traditional lock-up periods.14 May 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/data-and-dimensions/data-and-dimensions-episode-10-dramageddon-has-gaming-under-attackThe artificial intelligence boom is monopolizing global semiconductor capacity, sparking a severe shortage of dynamic random access memory (DRAM) modules. As data centers gobble up high-bandwidth memory for AI accelerators, consumer electronics are facing skyrocketing costs and supply constraints. In this episode, host Neil Barbour joins Chris Rogers, head of supply chain research at S&P Global Market Intelligence, to unpack the ongoing DRAMageddon and its ripple effects across the gaming hardware market, from rising VR headset prices to delayed next-generation consoles.13 May 2026 09:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-4-ep-18-from-households-to-humans-how-first-party-data-could-reshape-the-upfrontsThe 2026 upfront season has arrived, when media companies showcase their upcoming content and advertisers seize the opportunity to secure prime placement in front of millions of viewers. This strategic period sets the stage for the entire TV season, influencing buying decisions and gauging the health of the advertising ecosystem.

In this episode, Mike Reynolds sits down with Sean Cunningham, President and CEO of the Video Advertising Bureau, to explore how the media landscape is transforming. From streaming giants reshaping consumer expectations to the rise of connected TV, the conversation reveals why premium video content — defined by professional production, emotional engagement, brand safety, and transparency — remains the gold standard for marketers, regardless of platform.07 May 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-4-ep-17-from-second-fiddle-to-first-screen-inside-broadcasts-big-media-comebackAfter decades of playing second fiddle to cable and satellite, the broadcast industry is back in a big way. Station groups are getting bigger, sports rights deals are getting more expensive and the line between broadcast and streaming content is blurring. In this 30 April 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/private-markets-360/private-markets-360-episode-42-discipline-deployment-and-the-rise-of-the-wealth-channel-across-private-marketsIn this episode of Private Markets 360°, we welcome Jeff Diehl, Managing Partner and Head of Investments at Adams Street Partners. With over two decades of experience in the private equity sector, Jeff shares his insights into today’s market trends, macroeconomic impacts, and the rise of retail access to private investments. He discusses the dynamics of hyperscalers in private credit, the discipline required in underwriting, the evolving expectations of LPs, and the rapid rise of the wealth channel.30 April 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/capital-markets-connect/capital-markets-conversation-season-1-ep-5-ai-in-capital-markets-how-ai-is-changing-the-gameAI is reshaping capital markets, but not always in the ways headlines suggest. Hosts Carl James and Chris Fenske unpack why change now feels faster than at any point in the past 40 years, even as they point out this is still an evolution rather than a sudden revolution. Electronic trading, always‑on markets and advances in infrastructure are setting the stage for AI to accelerate long‑running structural shifts.28 April 2026 17:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-6-ep-2-how-supply-constraints-are-defining-electronics-pricingIn this episode of The Decisive Podcast, host Kristen Hallam is joined by S&P Global Market Intelligence economist Yan Hoong for an outlook on the electronics and semiconductor landscape through 2026—taken from a March 12 client webinar. 

Yan explains why memory remains a big source of procurement and pricing anxiety, with tightness persisting in both advanced and conventional memory as suppliers shift capacity toward higher-end products. Yan unpacks how this constraint is already spilling into downstream categories like computers and communications equipment, and why price pressure could linger until new capacity meaningfully comes online in late 2027 to 2028. 18 April 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/data-and-dimensions/data-and-dimensions-episode-8-how-pokemon-go-guides-delivery-robotsVisual positioning technologies are everywhere, quietly powering advancements in disaster response, autonomous vehicles and precision geolocation. And it all started with a Snorlax. In this episode, Neil Barbour talks with Brian McClendon, CTO at Niantic Spatial, about how data collected from Pokémon Go plays a major role in reshaping the way machines and people interact with the real world.15 April 2026 09:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-4-ep-14-must-have-events-vs-hard-to-find-games-the-new-economics-of-live-sportsSports media is entering a period of rapid change: rights costs keep climbing, distribution is splintering, and leagues are rethinking how to reach fans who no longer live in a single bundle. In this MediaTalk episode, S&P Global Market Intelligence’s Kagan team unpacks the globalization of sports rights, the shift of local games from collapsing regional sports networks to broadcast stations, and the accelerating move to direct-to-consumer streaming that promises reach but tests pricing tolerance. The conversation also flags how 2026-era mega-events and the rapid evolution of sports betting and prediction markets are adding new revenue streams — and new complexity — for media companies trying to balance scale, exclusivity, and profitability.09 April 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/data-and-dimensions/data-and-dimensions-episode-7-even-the-pope-plays-video-gamesVideo games are everywhere, with a wide reach across various demographics, industries and modalities. In this episode, Neil Barbour talks with Stan Pierre-Louis, President and CEO of the Entertainment Software Association, about gaming’s often unexpected reach across demographics, industries and modalities. Even Pope Leo XIV recently revealed that he enjoyed playing Wordle with his brother. Our conversation explores how the ESA's new conference, The Interactive Innovation Conference (iicon), embraces gaming's influence on the broader business a media landscape, with a special focus on sports and esports as prime examples.01 April 2026 09:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/masters-of-risk/masters-of-risk-season-4-episode-3-from-compliance-to-catalyst-how-enterprise-risk-management-is-evolving-for-a-volatile-worldIn this episode of Masters of Risk, host Stewart Webster sits down with Chrystina Howard, ERM leader for the Complex Risk Practice at HUB International, to explore how enterprise risk management is transforming in an era defined by volatility, interdependence, and systemic shocks. Chrystina brings decades of experience at the intersection of insurance, strategy, and complex risk, helping organizations navigate everything from geopolitical tensions and climate extremes to cyber escalation and workforce instability.31 March 2026 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-5-ep-12-logistics-finds-a-way-lessons-in-supply-chain-resilienceIn our last episode of Season 5, host Kristen Hallam sits down with Chris Rogers, S&P Global Market Intelligence's head of supply chain research, to analyze the moments when supply chains gets stressed—and the playbooks that keep goods moving anyway.

From ongoing Red Sea security disruptions that forced ocean carriers to reroute around the Cape of Good Hope, reshaping transit times, capacity, and cost, to the more everyday shocks that ripple through transportation networks, this episode explores what resilience looks like when it’s operational—not aspirational.28 March 2026 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-pipeline-ma-and-ipo-insights/the-pipeline-ma-and-ipo-insights-season-4-episode-3-dealing-in-an-uncertain-m-and-a-environment Kevin Desai, PwC's US and Mexico deals leader, joined The Pipeline podcast to discuss how recent market volatility is impacting M&A. The increase in uncertainty can give buyers and sellers pause as they face a more complicated financing picture and lower valuations. Desai said earnouts and stake sales are steps sellers can take to create some liquidity in the near term while putting themselves in a position to benefit from some upside down the road. For buyers, Desai said it can still make sense to pursue transactions that are truly transformational or help them deal with competitiveness in their market.27 March 2026 19:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-5-ep-11-critical-minerals-at-a-crossroads-navigating-supply-demand-and-geopoliticsAs the global transition to clean energy, advanced technology, and artificial intelligence accelerates, the demand for critical minerals—including copper, lithium, and rare earth elements—is reshaping supply chains and intensifying geopolitical competition. In this episode of The Decisive Podcast, host Kristen Hallam leads a discussion with S&P Global Market Intelligence experts to examine the evolving landscape of critical minerals.21 March 2026 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/private-markets-360/private-markets-360-episode-39-redefining-the-placement-agent-modelIn this episode of Private Markets 360°, Warren Hibbert, Co-Founder of Asante Capital, shares insights on today’s challenging fundraising landscape and the rise of spinouts. He discusses the importance of team dynamics and alignment of interests, how Asante is reshaping the placement agent model, and touches on the growing interest in AI-driven strategies within private markets.12 March 2026 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-4-ep-9-genai-foundation-model-funding-records-and-data-center-power-debatesFunding for the generative AI sector has shattered records in just two months of 2026, surpassing all of 2025. OpenAI's staggering $120 billion funding round, alongside Anthropic's $30 billion and X.AI's $20 billion, signals unprecedented confidence in AI's transformative potential.

But the story extends beyond foundation models. As traditional venture capital firms find themselves priced out of mega-rounds, capital is flowing into the application and infrastructure layers, particularly code generation — currently AI's most proven use case. Meanwhile, the SaaS sector faces an existential reckoning as investors question whether AI-native businesses can deliver superior customer value at lower marginal costs.05 March 2026 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/private-markets-360/private-markets-360-episode-38-sarah-samuels-on-navigating-new-frontiers-of-private-marketsIn this episode of Private Markets 360°, we welcome Sarah Samuels, Chief Investment Officer at NEPC. With a diverse background in managing endowments, family offices, and public pensions, Sarah discusses the dynamic nature of capital raising, the importance of due diligence, and innovation. She highlights opportunities in the lower middle market, the convergence of public and private markets, and the impact of economic disruption on investment strategies. Drawing on her experience as Chair of the CFA Society Boston, Sarah shares her passion for education and financial literacy, which inspired her to author a children's book on money and role models.
26 February 2026 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-4-ep-7-wired-vs-wireless-the-convergence-trends-reshaping-telecom-in-2026MediaTalk host Mike Reynolds is joined by three analysts from S&P Global Market Intelligence Kagan to discuss the evolving landscape of mobile and broadband markets across the US and Europe in 2026. The discussion highlighted how connectivity has become the central focus for telecommunications providers, with streaming service aggregation emerging as the new strategic approach for traditional operators seeking to maintain relevance in an increasingly competitive marketplace.19 February 2026 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/private-markets-360/private-markets-360-episode-37-lazards-global-outlookIn this episode of Private Markets 360°, we welcome Adam Cady and Klaus H. Hessberger, Global Co‑Heads of Financial Sponsors at Lazard, who discuss the current state of the global financial sponsor market, the impact of geopolitical trends and rising M&A activity.

12 February 2026 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-5-ep-5-agentic-ai-gives-data-a-voice-in-supply-chain-managementAgentic AI can move supply chains from reactive triage to smarter, faster decision-making. In this episode of The Decisive, S&P Global Market Intelligence's Brendan Neary joins host Kristen Hallam to unpack today’s biggest supply-chain pain points—volatility, complexity, and constant disruption driven by forces like weather, policy shifts, and geopolitics—and why risk mitigation has become a daily mandate for procurement and supply-chain leaders.

You’ll hear how agentic AI—autonomous systems powered by large language models—can help teams connect disparate data, reason through scenarios, and take action with minimal supervision, turning raw information into practical workflows and recommendations.07 February 2026 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/capital-markets-connect/capital-markets-conversation-season-1-ep-4-how-tokenization-is-changing-capital-marketsTokenization is moving from a buzzword to building block in modern market infrastructure. In “How Tokenization is Changing Capital Markets,” Capital Markets Conversation looks at how distributed ledger technology (DLT), blockchain and digital bonds are starting to reshape the way assets are issued, traded and managed.06 February 2026 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-4-ep-5-will-super-bowl-60-set-new-viewership-records-or-fall-shortSuper Bowl 60 is not just the biggest NFL game of the year — it is arguably the single biggest media and advertising event on the sports calendar. MediaTalk host Mike Reynolds is joined by a panel of S&P Global Market Intelligence Kagan analysts to unpack how NBC’s presentation of the big game across NBC, Telemundo and Peacock turns the matchup into a cross-platform showcase designed to maximize reach and ad yield.05 February 2026 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/data-and-dimensions/data-and-dimensions-episode-3-digital-twins-in-the-industrial-metaverseIn this episode, we discuss the emerging industrial metaverse with one of the segment's foremost experts, our very own Ian Hughes. A digital twin can help train employees, allow robots to map out their workspace and give new dimension to operational data.

Ian walks us through highlights from S&P Global Market Intelligence Worldwide Metaverse B2B Survey 2025, including adoption levels, top use cases and the potential return on investment. We also sift through the key challenges and points of friction among key stakeholders.04 February 2026 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-5-ep-4-stablecoin-adoption-the-next-waveStablecoins are designed to keep a steady value—by pegging to a reserve asset like the US dollar—while delivering the speed and lower cost of blockchain-based payments. In this episode of The Decisive, S&P Global Market Intelligence economist Robert Matthee unpacks how stablecoins work, why their market has surged to an estimated $300 billion, and what’s driving forecasts that the space could expand dramatically in the coming years.31 January 2026 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/masters-of-risk/masters-of-risk-season-4-episode-1-system-shock-ai-misinformation-and-the-new-age-of-fragilityKicking off Season 4 of Masters of Risk, host Stewart Webster sits down with risk expert Michelle Sartain, President, Marsh US and Canada, for a deep dive into the volatile U.S. risk landscape They explore the top threats identified by business leaders, including economic uncertainty, declining workforce health, the rapid spread of misinformation, the dual-edged sword of Artificial Intelligence, and systemic supply chain fragility. 

The conversation emphasizes the profound interconnectedness of these modern risks, where vulnerabilities in one area can trigger cascading consequences across social, operational, and political domains. Stewart and Michelle discuss the critical need for organizations to build resilience and adopt cross-functional strategies to anticipate, manage, and mitigate shocks in an unpredictable world. Don't miss this essential guide to navigating the complex fragilities of today's business environment.28 January 2026 19:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-4-ep-3-global-streaming-preview-2026-bundles-ads-and-local-partnershipsMediaTalk host Mike Reynolds is joined by S&P Global Market Intelligence Kagan analysts Seth Shafer and Michail Chandakas to explore the streaming landscape in the US and Europe as we look ahead to 2026. The conversation explores how leading platforms like Netflix, HBO Max, and Paramount+ are evolving amid market saturation, M&A activity and shifting consumer habits.

Seth Shafer highlights the maturation of the US streaming market, where growth is slowing and consolidation is becoming a strategic necessity. He points to the increasing role of bundled offerings and the challenge of sustaining subscriber growth as households juggle multiple services.22 January 2026 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/street-talk/episode-146-strong-fundamentals-increasing-m-and-a-activity-set-the-table-for-small-cap-bank-stocksWhile large bank stocks have significantly outperformed their smaller counterparts over the last few years, the tide could finally be turning, according to Jonah Marcus, partner and portfolio manager at Endeavour Capital Advisors, Inc.

In the episode, Marcus said there are positive tailwinds for the banking sector, including increasing bank M&A activity, net interest margin expansion and deregulation, that will serve as a greater benefit for small and mid-cap banks. The veteran investor also discussed the valuation disparity between large and small banks; his outlook for credit quality and bank M&A activity, and the importance of technology and a bank’s data strategy.21 January 2026 19:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/data-and-dimensions/data-and-dimensions-episode-2-what-went-wrong-in-metas-metaverseMeta recently scaled backs its commitment to the Quest ecosystem after struggling to build a durable, self-sustaining community in virtual reality.

 We spoke with Wagner James Au, author of Making a Metaverse That Matters, to unpack why Meta struggled to grow in VR after a strong start and what those missteps can teach other builders in the space.

 We also contrast Meta’s experience with Roblox’s explosive growth, exploring why user-generated platforms continue to scale while much of the games industry stalls, even while serious concerns remain around safety and security for younger players.21 January 2026 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-4-ep-2-the-new-ai-robots-tvs-and-regulation-changing-consumer-techMediaTalk listeners get an insider's view of the CES 2026 through the eyes of S&P Global Market Intelligence's Neil Barbour and Stefan Modrich. The pair provide an in-depth look at the latest advancements in robotics and AI showcased at the annual consumer tech trade show. The discussion highlights the capabilities and limitations of the newest robots, which can perform tasks like serving coffee, playing ping pong, and even taking Polaroid snapshots. Despite these advancements, the episode questions whether robots are ready to enter our homes, noting they remain slow, clunky, and prone to errors, making them more suited for industrial settings for now.

On the policy front, the episode explores the evolving landscape surrounding AI, touching on federal and state-level debates over regulation. What are the implications of the AI executive order and the federal preemption of state laws? How will policies impact tech giants like Nvidia, especially regarding international trade and semiconductor supply chains? This episode offers a critical look at how policy and technology intersect, shaping the future of AI and robotics in 2026 and beyond.15 January 2026 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-4-ep-1-consolidation-and-competition-2026s-key-shifts-in-sports-cable-and-broadcast-mediaThe first MediaTalk episode from 2026 explores the shifting media landscape expected in the coming year, focusing on the sports, cable and broadcast sectors. Major sports leagues — including the NBA, MLB, and UFC — are reshaping their media rights strategies, with deals that increasingly prioritize streaming platforms alongside traditional broadcasters. These moves aim to broaden audience reach but also introduce new cost considerations for fans, such as higher monthly fees to access comprehensive coverage.08 January 2026 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/data-and-dimensions/data-and-dimensions-episode-1-the-future-of-xr-hardware-at-work-and-playIn the inaugural episode of Data & Dimensions, we discuss the next class of AR/VR headsets entering the market from Samsung and Apple and go in depth with Chris Parkinson, president of enterprise systems at Vuzix, about the future of smart glasses.

XR hardware has evolved from a curiosity among gamers to an increasingly vital component in industrial and enterprise work. And now it may be headed back to consumers as a smart phone peripheral/replacement. Walk through the key use cases and underlying technology pushing forward the next big story in wearable computing.07 January 2026 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-3-ep-50-ai-chips-global-supply-chains-and-tech-policy-getting-ready-for-2026MediaTalk host Mike Reynolds is joined by S&P Global Market Intelligence tech policy reporter Stefan Modrich to explore the complex world of US export controls on NVIDIA and other chipmakers. The conversation covers the latest developments in AI chip exports, including the US government’s evolving stance on allowing NVIDIA’s H200 GPUs to reach select customers in China, while still blocking access to advanced Blackwell chips.

What does this mean for the future of American innovation and global competitiveness? How are these policies shaping the delicate balance between national security and free-market ambitions? 11 December 2025 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-4-ep-18-its-beginning-to-look-a-lot-like-the-economic-outlook-for-us-consumer-spendingIn this episode of The Decisive Podcast, host Kristen Hallam dives into the intricacies of U.S. consumer spending as the holiday season approaches. Joined by Michael Zdinak, Ph.D., a director in S&P Global's U.S. economics team, Kristen explores the current economic landscape following a recent government shutdown and its impact on vital economic data.06 December 2025 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/masters-of-risk/masters-of-risk-season-3-episode-7-what-risks-do-you-face-when-launching-a-businessIn this episode of Masters of Risk, host Stewart Webster engages with Michael Brawer, the CEO of Transparency Analytics. With a wealth of experience in executive positions within the financial services industry, Michael has leveraged his insights to establish his own firm. Stewart explores the motivations behind Michael's entrepreneurial journey, the risks he has faced, and the challenges of raising funds to realize his vision. Don't miss this insightful conversation.05 December 2025 19:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/street-talk/episode-145-bank-stocks-are-divorced-from-fundamentalsBank stocks are trading at their cheapest levels relative to the broader market in a decade, but a confluence of catalysts, including rebounding M&A activity, deregulation and rate cuts by the Federal Reserve could finally unlock value for the sector, according to Mendon Capital’s Anton Schutz Sr. and Anton Schutz Jr. In the episode, the father-son investment team discuss the current state of bank stocks and what lies ahead for the sector. The Schutz team addresses the frustration many long-term bank investors feel— strong fundamental performance hasn't translated to higher stock prices. They downplayed recent concerns over losses related to loans to nondepository financial institutions and expressed confidence in the sector's credit fundamentals, contrasting the conservative lending practices of regulated banks with the riskier positions being taken in private credit markets. They also see several potential drivers for bank stock performance, including renewed M&A activity, regulatory changes favoring deregulation and the potential for interest rate normalization to benefit margins. The investors further discussed how AI and technology could dramatically improve bank cost structures, with particular emphasis on back-office operations rather than revenue generation.28 November 2025 19:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-pipeline-ma-and-ipo-insights/the-pipeline-ma-and-ipo-insights-season-3-episode-6-cross-border-m-and-a-hotspots-emerge-from-a-vortex-of-volatilityTariffs have created operating challenges that have slowed cross-border M&A, but deal activity is starting to increase, according to Paul Aversano, the practice leader for Alvarez & Marsal’s global transaction advisory group. Aversano recently joined The Pipeline podcast to discuss cross-border M&A trends and noted that uncertainty is the biggest obstacle to the deals. He added that regulatory approval of the cross-border transactions has gotten more challenging in recent years, but deals are coming to market. Three areas that are helping produce the transactions are the Middle East, Japan and India.26 November 2025 19:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-4-ep-16-the-age-of-agility-key-themes-for-2026If 2025 was a year of seismic shifts, 2026 will be a year of recalibration to both the aftershocks and the new disruptions we expect to trade patterns, the economy and the geopolitical landscape.

In this episode of the Decisive podcast, we set out our key strategic themes for 2026—adapting to trade realities, shaky economic foundations and shifting asymmetric power in geopolitics. Experts from our multidisciplinary research team unpack the ongoing economic uncertainties, evolving trade policies, and geopolitical dynamics we expect to characterize the year ahead. 22 November 2025 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-4-ep-15-pmi-in-focus-global-business-outlook-and-ai-sentimentHost Paul Smith is joined by senior economists Pollyanna de Lima and Andrew Harker to explore the latest trends in Purchasing Managers' Indices (PMI) and their implications for the global economy.

They discuss the resilience of global economic growth in 2025 in the face of challenges such as low business confidence, tariffs, and trade uncertainties. The team analyzes the mixed performance across Latin America, with notable expansions in Colombia contrasted by contractions in Brazil and Mexico.15 November 2025 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-4-ep-14-frequently-asked-questions-about-the-global-economyIn this episode, our experts answer your most frequently asked questions about the global economy, analyzing key trends as we approach 2026. 

Host Ken Wattret, vice president of global economics at S&P Global Market Intelligence, leads a panel representing the US, Europe, Asia-Pacific and Latin America to provide a glimpse into our expectations for the rest of 2025 and beyond.

From the optimistic outlook for U.S. GDP growth, driven by recent tax cuts and government spending, to the challenges posed by high inflation and tariffs, we unpack the factors shaping the economic landscape. The global economy FAQ discussion also explores the impact of artificial intelligence on productivity and GDP, as well as the economic resilience of the Asia-Pacific region amidst slowing exports.08 November 2025 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-3-ep-45-how-tegna-tailors-sports-rights-deals-across-leagues-markets-for-maximum-reachMediaTalk host Mike Reynolds sits down with Brad Ramsey, senior vice president of media operations at TEGNA, about the increasingly important role that broadcasters are playing in delivering local sports programming to fans. TEGNA has secured local rights deals with 14 NBA, NHL, MLB, and WNBA teams, marking a significant shift in the sports broadcasting landscape. Ramsey emphasizes that the company's varied agreements, which include full season rights and targeted game packages, allow TEGNA to reach a broader audience, offering value to viewers and advertisers alike. 06 November 2025 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-4-ep-13-charting-a-new-course-for-asias-shipbuilding-powerhousesThe shipping industry has faced a seismic shift following the U.S. Trade Representative's finalization of port fees targeting Chinese-built, operated and owned vessels. Such changes in trade and tariff policy are reshaping order books for bulk carriers and specialized cargo vessels and the competitive landscape of Asian shipbuilding.

Ongoing physical disruptions are affecting global shipping routes, and shipowners are balancing the urgent need for fleet renewal with the long-term imperative of adhering to tightening environmental regulations.

To unpack these developments, host Kristen Hallam is joined by Ashima Tyagi and Keyla Goodno from S&P Global Market Intelligence. Listen now for an insightful analysis of the future of shipbuilding and the broader implications for global supply chains.01 November 2025 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-3-ep-44-fiber-vs-cable-vs-fixed-wireless-the-battle-for-broadband-dominance-in-the-americasThe latest episode of MediaTalk delves into the dynamic landscape of mobile and broadband markets in the Americas with Kagan analysts John Fletcher, Lynette Luna, Tomás Sarmiento and Bruno do Amaral. As they explore the mobile markets, intriguing questions arise: How does the mobile penetration rate exceed 100% with a billion phones for 880 million people in the Americas? Why is Peru emerging as the fastest-growing market?30 October 2025 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-4-ep-12-reshoring-potential-indonesia-and-malaysia-in-global-supply-chainsAs we approach the end of 2025, companies are starting to move beyond calculating tariff rates and to think develop long-term strategies for their supply chains. Reshoring — moving some or all of your sourcing from one region or territory to another — has reemerged as a strategic option. 

S&P Global Market Intelligence Head of Supply Chain Research Chris Rogers joins host Kristen Hallam to discuss reshoring, focusing on two key Southeast Asian markets: Indonesia and Malaysia. They explore the current global supply chain positions of both countries, highlighting Indonesia's resource-driven economy and Malaysia's established dominance in electronics manufacturing.25 October 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-3-ep-43-navigating-the-new-nba-and-wnba-media-landscapeAs the NBA kicks off its 2025-2026 season, significant changes in media rights and distribution strategies are reshaping how fans engage with the league. This episode of MediaTalk discusses the implications of the new NBA national rights deals, including the return of NBC Sports and the entry of Amazon Prime Video. How will these shifts impact viewership and fan engagement? Will streaming platforms help the league reach audiences that are either younger or more international in scope?23 October 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/masters-of-risk/masters-of-risk-season-3-episode-6-ai-data-centers-how-energy-keeps-them-running-part-2In this episode of Masters of Risk host Stewart Webster engages in the second part of a compelling conversation with Wish Bakshi, Founder & AI Systems Engineer of AQ Energy. In this two-part episode they have an in-depth conversation about AI data centers, digital infrastructure, the complex energy systems behind them in a world where the demand is high and the risks are increasing. Wish gives us two episodes to unpack all the intricacies from grid stress and financial risk to supply chain pressures. Tune into this insightful discussion.20 October 2025 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-4-ep-11-mapping-political-volatility-elections-unrest-and-instability-in-key-regionsIn this episode of the Decisive Podcast, host Kristen Hallam leads a compelling discussion on the rising political volatility across various regions, including Asia Pacific, Europe, and Latin America. Joined by experts Carla Selman, Bibianna Norek, and Jeffery McElroy, the panel explores the factors driving instability in countries like Japan, Peru, Argentina, France, and the UK.

Listeners will gain insights into the implications of recent leadership changes, the impact of civil unrest, and the role of immigration policies in shaping political landscapes. The experts also discuss the upcoming elections in Latin America and their potential to influence political dynamics, as well as the delicate balance countries must maintain between their relationships with the US and mainland China.

With a focus on key indicators of political stability, the episode provides a comprehensive analysis of how domestic and global pressures are reshaping governance and policy-making. 18 October 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/private-markets-360/private-markets-360-episode-30-adapting-to-change-tax-insights-and-market-dynamicsIn this episode of Private Markets 360°, we welcome Nate Collins, National Transaction Tax Advisory Practice Leader, and Jessica Wadd, Principal and Strategy and Innovation Segment Leader, BDO. They share their expertise in tax structuring and management consulting, offering insights into the current private equity landscape. The discussion highlights the challenges and opportunities in deal structuring, the importance of understanding tax implications, and the need for adaptability in today’s investment environment. 16 October 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-3-ep-42-why-sports-teams-can-be-a-better-investment-than-big-techMediaTalk explores the growing importance of sports investments, which have evolved from vanity purchases to a legitimate asset class. Record-breaking transactions in leagues like the NBA and NFL underscore this transformation.

A key focus is why sports teams are considered a durable asset class that will hold their value and continue to grow not just for the next five or 10 or 20 years, but possibly for the next 100. Unlike other investments, sports teams enjoy inelastic demand—fans remain loyal regardless of team performance, ensuring steady revenue. These unique characteristics make sports teams more attractive than even Big Tech stocks, which may not guarantee the same long-term stability and loyalty.16 October 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/street-talk/episode-143-stablecoins-vs-traditional-banking-who-wins-the-battle-for-depositorsThe world of cryptocurrencies has seen no shortage of upheaval, but regulatory clarity that has arrived with recent legislation is expected to lead to greater adoption of stablecoins. Some market participants and banks are worried the growth could lead to deposit cannibalization.
In the episode, S&P Global Market Intelligence fintech analysts Jordan McKee and Sampath Sharma, and FIG Research Head Nathan Stovall talked about stablecoins, changes in regulation that could spur greater adoption, the potential threat to bank deposits, how traditional financial institutions are responding, and the challenges to further stablecoin growth.15 October 2025 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-3-ep-41-how-tv-radio-broadcasters-are-navigating-advertising-regulatory-shiftsMedia Talk host Mike Reynolds is joined by Justin Nielson, principal analyst at S&P Global Market Intelligence Kagan, to discuss the opportunities and challenges faced by TV and radio broadcasters in 2025.

Radio is experiencing a bifurcation, with traditional ad revenues declining while podcasting and streaming drive growth. Nielson emphasizes that radio remains a local medium, fostering community relationships, but faces pressure from national advertisers shifting budgets towards platforms like Spotify and SiriusXM. While certain sectors, including healthcare and professional services, are thriving, others like retail and automotive are struggling due to economic pressures.09 October 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-4-ep-9-new-pathways-to-economic-growth-in-emerging-marketsIn this insightful episode of The Decisive, host Kristen Hallam leads a comprehensive discussion on the current landscape of emerging markets, exploring the challenges and opportunities that lie ahead as we approach 2026. Joined by a panel of experts from S&P Global Market Intelligence, the conversation probes the economic resilience of developed versus emerging markets, the impact of trade dynamics and tariffs, and the role of technological advancements in shaping growth trajectories.

Listeners will gain valuable insights from this episode, which is taken from our Sept. 10 client webinar. Learn about the performance of key emerging economies, including India, as well as the implications of geopolitical shifts on global supply chains. The panel, featuring Thea Fourie, Hanna Luchnikava-Schorsch, and Shuchita Shukla, also highlights investment opportunities in sectors such as digital infrastructure, green energy, and critical minerals, while addressing the effects of U.S. tariffs and regional reshoring strategies.

As the episode unfolds, the experts discuss the importance of innovation and technology adoption, particularly in the Asia Pacific region, and examine how emerging markets can leverage these trends for sustainable growth. Tune in for a thought-provoking exploration of the evolving economic landscape and what it means for businesses and investors in the coming years.04 October 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-pipeline-ma-and-ipo-insights/the-pipeline-ma-and-ipo-insights-season-3-episode-4-regulatory-environment-offers-some-near-and-long-term-positives-for-the-ipo-marketIn this episode of the Pipeline podcast, Eddie Best, a partner at Willkie Farr & Gallagher LLP and co-chair of the firm's capital markets practice, discusses how the regulatory-friendly business environment is helping to open the IPO window. Best also examines how reducing reporting requirements and tailoring SEC rules to the size of companies can alleviate regulatory burdens for publicly traded companies. He points out that lowering compliance costs could encourage more companies to consider going public. However, while easing regulations might benefit the IPO landscape, Best notes that this must be balanced against investor protection and the need for transparency.30 September 2025 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech/next-in-tech-ep-237-hr-techManaging the capabilities of an organization’s workforce is challenging in the best of times, but the current upheaval created by AI technologies entering the workplace makes it all the more complex. The technologies that have put to work around this problem are many and varied and analyst Ethan Ray joins host Eric Hanselman to look at where we’ve come from and where we could be headed. There’s a rush to determine if new technologies are making workers more productive and what skills are needed to leverage them. Both a recent S&P Global study and the HR Tech conference showed some trends that could be transforming working environments. Workforce intelligence approaches are looking to build a holistic picture of knowledge, skills and ability of employees and then do skills matching and development planning.30 September 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-4-ep-8-evolving-military-strategies-insights-from-the-middle-east-and-ukraineIn this episode of the Decisive Podcast, host Kristen Hallam engages with S&P Global Market Intelligence experts Jack A. Kennedy and Sascha Ostenina to explore the evolving military strategies in the Middle East North Africa (MENA) region and the ongoing Russia-Ukraine conflict.

They discuss the shift from conventional warfare to more interventionist and attritional strategies, the role of technology in modern conflict, and the implications for regional and global security. The conversation highlights the interconnectedness of geopolitical developments, the impact on alliances, and the importance of data-driven analysis in navigating current uncertainties.

Tune in for insights that empower confident decision-making in an increasingly complex world.27 September 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/masters-of-risk/masters-of-risk-season-3-episode-5-ai-data-centers-how-energy-keeps-them-runningIn this episode of Masters of Risk host Stewart Webster engages in a two-part compelling conversation with Wish Bakshi, Founder & AI Systems Engineer of AI Systems in Energy & Power. In this two-part series they have an in-depth conversation about AI data centers, digital infrastructure, the complex energy systems behind them in a world where the demand is high and the risks are increasing. Wish gives us two episodes to unpack all the intricacies from grid stress and financial risk to supply chain pressure. Grab your front row seat to listen to this insightful discussion.16 September 2025 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech/next-in-tech-ep-235-ai-infrastructureTo get to the benefits that AI offers, organizations have to address their technology infrastructure in ways that are much broader than historical approaches. Senior analyst Greg Macatee joins host Eric Hanselman to delve into what’s required and what enterprises are identifying in the recent Voice of the Enterprise AI and Machine Learning study. Enterprises are struggling with raising the success levels of AI projects. Over 60% report moderate to severe challenges in achieving AI success. Bringing together the computational power and the right quality data in the right locations can be complicated in the hybrid environments that more are operating. It’s not just a matter of being more selective with use cases, AI requires a set of organizational skills that have to be honed. Starting small and iterating can reduce risk while building competency. 16 September 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-4-ep-6-pmi-in-focus-economic-signals-in-the-middle-east-and-asiaIn this episode of The Decisive Podcast from S&P Global Market Intelligence, host Andrew Harker, alongside economists David Owen and Usamah Bhatti, parses the latest findings from the Purchasing Managers' Indices (PMIs) across various regions. The discussion highlights a positive trend in global business activity for August 2025, with strong growth in both the services and manufacturing sectors. The panelists also address challenges such as export weaknesses and subdued business confidence, particularly influenced by US tariffs.13 September 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-3-ep-37-superheroes-to-streaming-why-the-summer-box-office-missed-4-billion-markMediaTalk host Mike Reynolds is joined by two in-house movie experts — Wade Holden and Mac Mathews — to explore how the reduced theatrical window has reshaped audience behavior and summer box office outcomes. Traditionally, films enjoyed a 90-day exclusive run in theaters; but post-pandemic, this has been shortened to an average of less than seven weeks. This shift allows studios to capitalize on positive word-of-mouth quickly and reduce advertising costs by transitioning films to streaming platforms sooner. However, it also means that films need to make a significant impact in a shorter timeframe to be deemed successful.11 September 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech/next-in-tech-ep-233-data-integration-for-aiCan you have too much data for an AI application? In the mad dash to collect the raw material for AI applications, it can be tempting to pull in as much as you can. Product manager Emily Jasper returns to the podcast with a set of recommendations for more strategic use of data with host Eric Hanselman. Just as it might not be wise to load up on everything on a buffet, being strategic about using the data that best suits the goals of your project can improve outcomes and help to manage risk. By understanding the data that you’re putting to work, you can bound the universe of outcomes and simplify the process of bringing it into the AI application pipeline. At the same time, the process of data governance becomes clearer when the sources are better understood. 

02 September 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-4-ep-4-zombies-at-sea-and-other-deceptive-shipping-practices-maritime-state-of-playIn this episode of The Decisive podcast, host Kristen Hallam engages with Jeremy Domballe, Product Director of Maritime Intelligence and Risk, to explore the complex world of deceptive shipping practices as highlighted in the latest Maritime State of Play report. The discussion explores the rise of zombie ships—vessels that assume the identities of decommissioned ships—and the technological vulnerabilities that facilitate such deceptions.30 August 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-3-ep-35-playoffs-payouts-and-pre-game-rivalries-the-25-26-college-football-forecastAhead of the upcoming '25/'26 college football season, MediaTalk host Mike Reynolds discusses the changing dynamics of college football media rights with Kagan analysts Justin Nielson, Scott Robson, and Michael Johnson.

As the second season of the expanded College Football Playoff (CFP) begins, the analysts explore the significant changes and potential future playoff scenarios. With the Big Ten and SEC realignments altering the college football landscape, the discussion highlights the challenges and opportunities for top-ranked teams like the Texas Longhorns and Ohio State.

The podcast examines the growing rivalry between 28 August 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-3-ep-34-how-espn-aims-to-change-the-game-with-new-streaming-appThe new ESPN app is here and MediaTalk has a sneak peek at all of the functionalities. MediaTalk host Mike Reynolds sits down with John Lasker, senior vice president of ESPN DTC, to discuss the Aug. 21 launch of the new enhanced app. The app marks a significant milestone for ESPN, aiming to serve sports fans anytime, anywhere, by integrating extensive features and functionalities into a single platform. It also marks a significant moment for the pay-TV industry at large, as live sports have long been viewed as the glue that held the multichannel market together.21 August 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-4-ep-2-wired-together-asean-economies-and-electronicsIn this episode of The Decisive Podcast, guest host Tommy McCartin, Principal Economist on the Pricing and Purchasing team, dives deep into the implications of the modified country-specific tariffs imposed by the U.S. on ASEAN economies. Joined by expert guests Ashima Tyagi, Economics Associate Director in Singapore, and Yan Hoong, Lead Electronics Economist in Kuala Lumpur, the discussion explores how these tariffs are reshaping trade dynamics within the ASEAN region and the global electronics supply chain.16 August 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-3-ep-33-cable-wireless-operators-try-new-tacks-in-battle-for-market-shareMediaTalk host Mike Reynolds sits down with S&P Global Market Intelligence Kagan analyst Lynnette Luna to dive into the US wireless market. At the national level, they focus on the second-quarter performance of the top three operators: AT&T, T-Mobile, and Verizon. T-Mobile continues to lead in subscriber growth and service revenue, showcasing its strong momentum in the market. AT&T is leveraging its convergence strategy, integrating fiber and wireless services to enhance customer retention and drive growth. Meanwhile, Verizon is navigating challenges in retaining postpaid subscribers, yet is stabilizing its performance through prepaid offerings and value-added bundles.14 August 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/capital-markets-connect/capital-markets-conversation-season-1-ep-2-navigating-success-in-modern-marketsWhat does success in today’s capital markets really look like? In this episode, hosts Carl James and Chris Fenske unpack the blend of skills professionals need to thrive as markets become more data-driven and competitive. They discuss why the ability to work with large volumes of unstructured data and familiarity with tools like Python and SQL is now a core part of investment decision-making, not a specialist add-on.08 August 2025 17:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-3-ep-32-radios-outlook-hinges-on-innovation-regulation-and-localismMediaTalk host Mike Reynolds is joined by S&P Global Market Intelligence Kagan Principal Analyst Justin Nielson to discuss the resilience and challenges faced by AM/FM radio in the digital age.

Radio advertising remains predominantly local, with 80% of ad buys coming from local businesses, such as car dealerships and restaurants. Despite softness in the national ad market, local markets with vibrant economies continue to perform well. However, larger metro areas face stiff competition from streaming services and podcasts. To counteract this, companies like iHeart Media and Cumulus are expanding their digital offerings and leaning into live events to boost revenue.07 August 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/street-talk/episode-141-signs-of-stronger-bank-m-and-a-emerge-as-serial-acquirers-large-transactions-returnBank M&A activity is showing signs of life, and a much-awaited rebound in bank deal activity could be in store. 
In this episode, Christopher Olsen, managing partner at Olsen Palmer, shared his view of the bank M&A market and why community banks are selling at this point in the cycle. The veteran deal adviser said shareholder liquidity, and board and management succession remain significant drivers of sales activity. He also said that buyers have greater regulatory support to announce multiple transactions in a relatively short period of time and are seeking scale to compete with both traditional banks and nonbank competitors vying for market share. He also noted that some recently announced large transactions demonstrate increased deal discussions and the promise of greater activity in the future. 29 July 2025 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/street-talk/episode-140-interbank-ceo-ck-lee-talks-keys-to-high-performance-producing-a-3-plus-roaaInterBank President and CEO C.K. Lee runs one of the highest-performing banks in the country. The $4.7 billion, Oklahoma City-based bank has produced a pretax return on average assets of 3.30% or higher in each of the last five quarters and an S-Corp. adjusted ROAA of 2.60% or higher during each of those periods. The latter is more than 2x the ROAA generated by the community bank aggregate during that time frame. In the latest edition of Tales from Top Performers, a series featuring conversations with executives at high-performing banks, Lee discusses the bank's philosophy and how it positioned the institution to thrive through the changing interest rate environment, generate strong performance and recruit top talent. The executive also discussed his prior experience as a regulator and investment banker, and shared his outlook for credit quality and the M&A landscape. 21 July 2025 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-3-ep-29-pmi-in-focus-inflation-insights-and-expectations-for-2026In this episode of The Decisive Podcast, S&P Global Market Intelligence's team of Purchasing Managers' Index economists decodes inflation, highlighting the stark differences between the US and Eurozone. 

Join host Paul Smith and fellow economists Andrew Harker and Phil Smith as they explore the underlying factors driving these trends, including tariffs and exchange rate movements. The team analyzes the latest PMI numbers from Germany and discuss how inflation expectations shape price pressures and client behavior, using Ghana as a compelling case study.19 July 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-pipeline-ma-and-ipo-insights/the-pipeline-ma-and-ipo-insights-season-3-episode-3-m-and-a-outlook-brightens-as-financial-sponsors-prepare-to-ramp-up-activityIn this episode of The Pipeline podcast, Devin Ryan, an equity research analyst with Citizens, provided insights into the current state and future prospects of mergers and acquisitions. Following a record-breaking year in 2021, the M&A landscape faced significant challenges in 2022 and 2023. However, Ryan expressed optimism that 2023 may represent a low point and activity is getting closer to more normal levels. A key factor in the recovery is the role of private equity firms and whether they start deploying more dry powder. 16 July 2025 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech/next-in-tech-ep-226-kagan-media-and-telecom-summitThe annual Kagan Media and Telecom Summit in New York is in the books and it not only covered a lot of market activity, but it was also surrounded by a number of media and sports rights headlines. Justin Nielson, Eric Keith, Scott Robson and Seth Shafer joined host Eric Hanselman to look at what was covered in the expansive event and the time around it. There were big shifts in media rights and a couple of sports team sales that led to lively discussions. Networks are balking at some of the lofty prices for sports media rights in the face of streaming services’ higher demand. The realignment of regional sports coverage is still shaking out, as well.15 July 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech/next-in-tech-ep-225-security-for-mcpThe Model Context Protocol (MCP) specification has helped to accelerate access to a wide range of data sources for AI applications. But there are questions about the security and trust implications around a protocol that is still in its infancy. Scott Crawford and Justin Lam return to the podcast to examine the concerns that have been raised and changes that are underway in the specification with host Eric Hanselman. The previous episode introduced MCP and some of the market forces that are in play. Security considerations didn’t appear to be fully sorted out in the first version of the specification, but more work is being done to move beyond the OAuth-based approach. Automating the data access process can be powerful, but also fraught with the potential for abuse. 

The larger questions in MCP revolve around understanding risk and establishing trust. Data exposure has been a constant concern in AI, but the more complex issues exist in the integrity of the data that’s being used. AI technology is moving forward rapidly and adversaries that are looking to compromise it and moving right along with these advances.08 July 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-3-ep-27-strategic-opportunities-flipping-the-script-on-the-risk-storyHow do you identify which markets present the best opportunity for growth, and which are especially vulnerable to fluctuating trade and tariff policies?

In this episode of The Decisive podcast, host Kristen Hallam uncovers the origin stories behind two tools created to address these key questions: the Strategic Opportunity Index (SOI) and the Trade and Tariff Vulnerability Index (TTV). Joining Kristen for this discussion are expert guests Cassandra Pagan, Justin Valentino, and Natasha McSwiggan. 

The discussion begins with an exploration of the SOI, designed to provide clarity in a complex geopolitical and trade landscape by evaluating market attractiveness through five key pillars: market potential, policy favorability, institutional quality, logistics efficiency, and resource availability. The guests share insights on how momentum scoring within the SOI helps identify expanding market opportunities, emphasizing the importance of understanding market trajectories rather than just current standings.05 July 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-3-ep-27-wimbledon-where-tennis-tradition-meets-technology-encoreAhead of July 4th, MediaTalk is taking a holiday break. Today, we’re encoring a special edition of MediaTalk in celebration of the world’s most prestigious tennis tournament. On the first two days of the tournament upsets abounded. Among the women, No. 2 seed and French Open champion Coco Gauff and fellow American Jessica Pegula, the No. 3 seed were eliminated. The fifth seed Zheng Qinwen and ninth seed Paula Badosa were also ousted in their opening matches. All told, the combined eight top 10 seed losses were the most ever for the first two days.03 July 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-pipeline-ma-and-ipo-insights/the-pipeline-ma-and-ipo-insights-season-3-episode-2-how-tariff-turbulence-is-impacting-the-m-and-a-marketIn this episode of The Pipeline, S&P Global Market Intelligence's Joe Mantone speaks with Carole Streicher, the deal advisory and strategy service group leader for KPMG in the U.S., to discuss the evolving landscape of M&A activity amidst changing economic conditions. They discuss the initial pause in M&A due to tariffs, which introduced significant economic uncertainty, and how companies are now reassessing their supply chains and considering geographic expansion as a strategic response. 30 June 2025 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-3-ep-26-wimbledon-where-tennis-tradition-meets-technologyIn our latest episode of MediaTalk, we dive deep into the world of Wimbledon and its impact on the media landscape. Join host Mike Reynolds as he engages with S&P Global Market Intelligence Kagan analysts JP O'Sullivan and Michael Johnson to explore the evolving dynamics of this iconic tournament.

From the introduction of cutting-edge AI technologies and electronic line calling systems to the strategic shifts in match scheduling, this episode offers invaluable insights for media executives seeking to understand how innovation is reshaping traditional sports events.

Discover how Wimbledon is not only preserving its rich heritage but also adapting to the attention economy by reaching younger audiences through digital platforms. With discussions on media rights valuations, viewership trends, and sponsorship strategies, this episode explores how Wimbledon is preserving traditions while also staying on the top of its game. 26 June 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech/next-in-tech-ep-223-developer-experience-and-automationDeveloper experience is one of the areas where AI applications are showing significant return on investment, but there are significant hurdles to overcome in both changing established development patterns, as well as integrating AI tooling. Analyst Jean Atelsek and AWS vice president for developer experience Deepak Singh join host Eric Hanselman to explore the current state of AI code assistance and look at where it’s headed. Auto-complete, where the next bit of a line of code is filled in for a programmer, has been evolving over a number of years, but the arrival of agents to augment code generation and task automation is being to revolutionize software development.24 June 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-3-ep-25-charters-gambit-to-revive-linear-pay-tv-with-seamless-streaming-strategyMediaTalk host Mike Reynolds sits down with Tom Montemagno, who leads Spectrum’s programming strategy at Charter Communications. With over 35 years of experience, Tom leads negotiations with major media companies, sports leagues and streaming services.

In this episode, Tom shares insights on how Charter is reviving linear pay TV by blending traditional programming with innovative streaming deals. Charter's hybrid carriage deal with Walt Disney was considered a watershed moment for the industry at large. Disney secured affiliate fee gains for its top networks, but Charter dropped Disney's more niche fare. On the streaming side, Disney's ad-supported streaming offerings became part of the broader pay TV bundle. Similar hybrid deals quickly followed with other major programmers, and Charter is now starting to ramp up marketing about its bundled streaming offerings. Tune in to gain insights about the new strategies that are shaping the future of pay TV.19 June 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-3-ep-24-how-digital-platforms-are-shaping-the-future-of-soccer-broadcastingIn the latest episode of MediaTalk, Mike Reynolds and Richard Berndes delve into the exciting summer of soccer in 2025, highlighting key tournaments like the FIFA Club World Cup, Women's Euros, and CONCACAF Gold Cup. The FIFA Club World Cup, featuring 32 teams, aims to enhance FIFA's role in club football and generate substantial revenue. At the same time, it also raises concerns about player performance due to an extended season. The Women's Euros, showcasing the growth of women's soccer, will be broadcast on major networks like BBC and ITV in the UK, and Fox Sports in the US. Meanwhile, the CONCACAF Gold Cup will see significant coverage from Fox and Televisa Univision. As streaming services increasingly dominate sports broadcasting, the episode emphasizes the growing commercial interest and audience engagement in soccer, particularly in women's competition.12 June 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech/next-in-tech-ep-221-datacenter-slowdownA set of questions are being asked about whether the velocity of datacenter build outs is wavering. Analyst Dan Thompson returns to the podcast to explore the realities of the market with host Eric Hanselman. There are some facts that raised the questions, including Microsoft demurring on some datacenter projects, and they have fueled concerns that the heady pace might slacken. The DeepSeek model’s debut with claims of lower training requirements spooked the tech markets in January. There have been layoffs. Are these harbingers of AI doom?10 June 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-3-ep-23-reduced-speed-ahead-outlook-for-the-us-economyIn this episode of The Decisive, we're sharing highlights from our US macroeconomic webinar on May 20, featuring expert commentary from our economics team at S&P Global Market Intelligence.

We dive deep into the forecast for the US economy, which faces a slowdown. Projected growth is expected to average just 0.8% per quarter in 2025, raising questions about the potential for a recession. We explain the anatomy of a recession, walking through recent examples, and share our outlook. 07 June 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-3-ep-23-a-sneak-preview-of-the-kagan-media-and-telecom-summit-2025Join Mike Reynolds, senior reporter at S&P Global Market Intelligence, as he hosts an insightful discussion with industry leaders ahead of the highly anticipated Kagan Media & Telecom Summit 2025 on June 10. This episode features expert insights from Justin Nielson, Seth Shafer, Scott Robson, John Fletcher and Sarah James, covering the dynamic shifts in media and telecom.05 June 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/street-talk/episode-139-balance-sheet-m-and-a-and-capital-raising-strategies-for-a-volatile-environmentBank advisers and market participants at S&P Global Market Intelligence’s annual community bankers conference said bank M&A and IPO activity is in a holding pattern and will pick up once there is greater clarity over the macroeconomic and interest rate environment. They also suggested that banks should avoid trying to position their balance sheets for particular rate moves and instead prepare for a variety of scenarios. The episode highlights balance sheet strategies, the current regulatory environment and the outlook for bank deal activity from experts at Piper Sandler, Darling Consulting, Alston & Bird, Stephens, KSK Investors and Hovde Group.04 June 2025 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/capital-markets-connect/capital-markets-conversation-season-1-ep-1-insights-on-transparency-and-liquidity1Capital markets are constantly evolving, and staying on top of liquidity and transparency is key for traders, issuers and investors. In the first episode of Capital Markets Conversation, hosts from the Primary Markets Group Carl James, Head of Fixed Income and Municipals, and Chris Fenske, Head of Capital Markets Research, set the stage for what this series is all about: practical conversations with market practitioners on the forces shaping today’s capital markets.

This debut episode looks at how participants navigate liquidity across equities and fixed income, and why these markets behave so differently. Carl and Chris discuss why equity markets tend to offer greater price transparency, how differences in trade size and turnover affect liquidity, and why individual bonds often trade far less frequently than stocks. They also examine how Exchange-Traded Funds have opened up the bond market to more investors, improving access and supporting real-time pricing.03 June 2025 17:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-3-ep-22-drilling-down-into-sector-specific-tariffsIn this episode of The Decisive Podcast, host Kristen Hallam explores the complex landscape of tariffs under the current administration, focusing on the implications of Section 232 reviews. Joined by experts Chris Rogers and John Anton, the conversation covers the nuances of industry-specific tariffs that impact a wide range of sectors, from steel and aluminum to electronics and pharmaceuticals.31 May 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/ir-in-focus/ir-in-focus-season-3-episode-3-beauty-and-business-kiley-rawlins-on-ultas-investor-relations-strategyIn this episode of IR in Focus, host Carmen Lilly welcomes Kiley Rawlins, Senior Vice President of Investor Relations at Ulta Beauty. The discussion explores the intersection of investor relations, corporate strategy, and messaging, particularly in the dynamic beauty retail market.30 May 2025 17:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/private-markets-360/ep-25-boring-ai-discovering-hidden-opportunities-in-private-investingJacob Miller, Co-Founder and Chief Solutions Officer at Opto Investments, joins us on Private Markets 360° to share his insights into the current landscape of private markets. Jacob discusses macroeconomic trends, deal flow management, and the transformative role of AI in private equity.29 May 2025 15:32:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-pipeline-ma-and-ipo-insights/the-pipeline-ma-and-ipo-insights-season-3-episode-1-ipos-starting-to-pick-back-upIn this episode of The Pipeline, S&P Global Market Intelligence’s Joe Mantone sits down with Richard Truesdell, a partner and global chair of capital markets at Davis Polk, to discuss the current landscape of the IPO market. They explore the cyclical nature of IPO activity, noting recent increases, particularly in the tech sector, while acknowledging that overall numbers remain low compared to historical standards. The conversation delves into the impact of market volatility, driven by factors such as tariff concerns and Federal Reserve decisions, which have affected IPO momentum. 28 May 2025 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-3-ep-21-whats-at-stake-in-tariff-negotiationsIn this episode of The Decisive podcast, experts from S&P Global Market Intelligence explore the complexities of global trade negotiations and their profound impact on geopolitical relationships. The panel discusses the objectives behind U.S. trade policy, including the implementation of tariffs as negotiation tools and their implications for job markets and elections.24 May 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-3-ep-21-a-box-office-season-of-sequels-side-quests-and-sinnersAhead of Memorial Day, join MediaTalk host Mike Reynolds as he talks to S&P's Wade Holden and Mac Mathews about their expectations for this year's summer box office. Family-friendly hits like Disney's live-action 22 May 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech/next-in-tech-ep-218-ai-and-storageWith all of the drama associated with AI, it’s easy to miss the need to understand the foundations that deliver the data that is the raw element from which AI value is built. Databases and storage infrastructure are critical components that have to work in concert with AI plans and returning guests Henry Baltazar and James Curtis join host Eric Hanselman to discuss what’s been happening and what enterprises need to know about the future. Databases and storage management systems have been intertwined for a long time and AI pressures are tightening that connection. 20 May 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech/next-in-tech-ep-217-technology-at-the-nab-showThe annual NAB Show delivered a more fully digital ecosystem when it convened in Las Vegas this year. While traditional broadcast technologies are still the focus, hyperscale cloud providers, digital media platforms and no shortage of AI were all on display. Returning guests Justin Neilson and Peter Leitzinger join host Eric Hanselman to discuss what they saw at broadcasting’s big event and the impacts of various technologies on the media landscape. The digital television evolution is continuing apace. The ATSC 3.0 NextGen TV standard has been rolling out across the globe, albeit a bit more slowly in the U.S.. The higher resolution, more interactive capability is available to over three quarters of the market.13 May 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-3-ep-19-disneys-upfront-unveiled-navigating-the-future-of-sports-and-streamingAs Walt Disney gears up for its upcoming upfront presentation, MediaTalk host Mike Reynolds sits down with Adam Monaco, executive vice president of sales at Disney Advertising. Monaco highlights the dynamic ad landscape, emphasizing the sustained growth in sports and streaming platforms. He notes the unique value proposition of Disney's live sports, including the NBA, the Super Bowl and women's sports. Monaco shares that Disney is focusing on strategic, multi-year partnerships, and anticipates a positive upfront season. 08 May 2025 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/private-markets-360/ep-24-empowering-change-insights-on-infrastructure-and-energy-transitionPooja Goyal, Partner and Chief Investment Officer of the Infrastructure Group at Carlyle, joins our hosts to share her extensive experience in infrastructure investing and the energy transition.25 April 2025 15:32:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-3-ep-17-how-ai-workloads-are-shining-a-light-on-neocloudsIn the latest episode of MediaTalk, Mike Reynolds and Iuri Struta delve into the burgeoning world of AI neoclouds, a new breed of cloud service providers that have emerged from the remnants of the crypto mining industry. These neoclouds rent out GPU capacity to support AI workloads. This pivot has attracted significant investment, with over $10 billion funneled into the sector in 2024 alone.24 April 2025 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/ir-in-focus/ir-in-focus-season-3-episode-2-navigating-corporate-governance-insights-on-board-effectiveness-and-leadership-diversityIn this episode of IR in Focus, host Carmen Lilly engages in a thought-provoking discussion with Nithya Das, GM of the governance business and chief legal officer at Diligent. Together they explore the evolving relationship between corporate boards and C-suite executives and key themes, including the shifting priorities for boards in 2025, such as focusing on growth opportunities, CEO succession planning, and navigating geopolitical risks. This episode underscores the critical role of effective governance in shaping corporate strategy and fostering inclusive leadership.22 April 2025 17:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech/next-in-tech-ep-214-kubecon-and-cloud-nativeCloud native patterns and open source developments were on display at the KubeCon + CloudNativeCon Europe conference. The biannual gathering was showing how the container ecosystem continues to mature and analysts Jean Atelsek and William Fellows join host Eric Hanselman to explore their insights. The Cloud Native Computing Foundation (CNCF), part of the Linux Foundation, continues to expand the event and advance the maturity of the open source projects that are part of its purview. Day 2 operations have been gaining focus and the pre-conference FinOps X event was an indication of the emphasis on operational controls as it digs into infrastructure cost management. The opening “Day 0” events at KubeCon, which have been the forum for specialized project meetings, have become a key part of the conference, with over 6,000 attendees, almost half of the reported 13,000 total. 

The Kubernetes container management project is now over ten years old and one of the other signs of technology evolution was the integration of the OpenInfra Foundation, which managed the OpenStack project and other infrastructure elements, into the Linux Foundation. Open source projects are gaining wider adoption and one of the messages from projects and vendors at KubeCon, was the hope that it could offer alternatives to enterprise infrastructure stalwart, VMware. The CNCF is expanding its investments in improving security across the projects under its umbrella. There was also continued development of platform engineering initiatives. Bounding the expanding world of open-source projects to create consistent development and operational tool chains for enterprise is one more sign of maturity in the container world.22 April 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-3-ep-16-broadcasters-band-together-over-tech-advancements-deregulationFacing both an uncertain advertising market and regulatory environment, TV and radio station owners gathered in Las Vegas this month for the annual NAB Show. Put on by the National Association of Broadcasters, the event focused on emerging technologies such as AI, advertising advancements, and NextGen TV.16 April 2025 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech/next-in-tech-ep-212-nvidia-gtc-bursts-at-the-seamsIt’s come a long way from its game developer roots and the NVIDIA GPU Technology Conference (GTC) 2025 edition was so well attended, it was straining the capacity of the San Jose Convention Center, its long-term home. John Abbott returns to discuss what debuted and the implications with host Eric Hanselman. NVIDIA has taken a starring role in AI and this year’s GTC had all of the glitz of a Hollywood production – CEO’s of major tech partners delivered a video tribute and Disney-designed robots cavorted on stage with CEO Jensen Huang. The event reinforced the extent to which NVIDIA has become a systems and software company, rather than simply a supplier of high performance silicon.

The event highlighted not only new GPU’s and rack-scale compute systems, but also countered the concerns around declines in GPU demand raised by the release of the DeepSeek AI models. The shift to reasoning models for AI is expected to drive further demand. The impacts on energy consumption and associated pressure on energy transition plans weren’t mentioned, but are a large part of the larger discussion around AI.08 April 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-3-ep-14-the-economics-of-the-masters-amid-golfs-ongoing-evolutionIn the latest episode of S&P Global's MediaTalk, host Mike Reynolds and S&P Global Market Intelligence Kagan analysts Justin Nielson, Scott Robson and Mike Johnson delve into the upcoming Masters golf tournament, highlighting its unique status in the sports landscape. The Masters, renowned for its rich history and picturesque setting at Augusta National, captivates audiences not just for the competition but also for its distinct broadcasting model — CBS and ESPN air the event without a media rights fee, a rarity in today’s sports media. On top of that, they keep to a very limited advertising slate.

The discussion touches on the financial dynamics of golf, comparing the Masters' revenue streams — including merchandise sales, food pricing and international media rights — to other major tournaments. The analysts explore ongoing changes in the sport, including the potential merger between the PGA and LIV Golf. They also explore innovative formats like the Tomorrow's Golf League (TGL), aimed at attracting younger viewers. As the Masters approaches, predictions are made about the future of golf, both on and off the putting green. 03 April 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/street-talk/episode-137-two-top-community-bank-performers-share-their-special-sauceEach year, S&P Global Market Intelligence ranks top-performing financial institutions in the following categories: community banks $3 billion to $10 billion in assets, community banks with less than $3 billion in assets, credit unions will more than $100 million in assets, and the top largest U.S. public banks by total assets.31 March 2025 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/private-markets-360/private-markets-360-ep-23-navigating-the-evolving-landscape-of-european-direct-lending-with-howard-sharp-managing-director-co-head-of-direct-lending-at-alcentraHoward Sharp, Chairman and Co-Head of Direct Lending at Alcentra, joins our hosts on the latest episode of Private Markets 360° to share his insights on the evolving private credit landscape. 31 March 2025 15:32:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech/next-in-tech-ep-210-satellite-market-perspectivesThe arrival of Low Earth Orbit (LEO) satellite capabilities is changing broadband market dynamics as it increases capacity and improves performance. Mau Rodriguez joins host Eric Hanselman to discuss where displacement is taking place and the potential for new market entrants. The Geosynchronous satellite services that had been the backbone of remote connectivity have capacity, but come along with relatively high latency in data delivery. They’re orbiting at tens of thousands of miles, which is very long signal path, when compared to LEO satellites at around 500 miles. 

The broadband market is dominated by terrestrial technologies, with cable leading the installed base and fiber growing rapidly. The subscriber cost for satellite is far higher, but the deployment cost can be much lower than that required for remote locations. While Starlink dominates this market, AWS aims to compete with its Project Kuiper plans. It just needs to get a lot of satellites launched, first.25 March 2025 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech/next-in-tech-ep-209-datacenters-and-energy-markets-in-europeThe demand for power driven by datacenter expansion is a global challenge and European markets are responding with some interesting aspects. With there has been a strong renewable component to energy supply, the complexity of the energy grid has meant that unified approaches were elusive. At the same time energy markets have faced three crises – demand reduction from the COVID pandemic, strong renewable investment and market disruption from the Russian-Ukraine war. Into this congested environment, Power Purchase Agreements (PPA) offer a way to channel investment in new generation capacity. The EU has just announced guarantees for non-investment grade PPA’s, creating the possibility for expanded markets and extending the ability to treat them as an addition to commodity markets for energy. 

Energy generation projects have become increasingly hybrid, bringing together multiple renewable sources with energy storage. Smoothing out renewable peaks can help it better address base load demand. Nuclear remains an expensive option, with approaches like Small Modular Reactors (SMR) still being a long ways off. There is the potential to have AI improve grid efficiency, by balancing demand and generation, an almost circular relationship, given that it is driving so much of demand. That will require more decentralization of the grid to increase flexibility and the acceptance of cryptographic protections for data sovereignty could allow workload placement near sources of power generation. There is a lot of potential for what has become an urgent issue.18 March 2025 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-3-ep-11-a-deep-dive-into-fintechs-growth-challenges-and-future-trendsIn the latest episode of MediaTalk, host Mike Reynolds dives into all things FinTech with two in-house experts: Sophia Furber and Iuri Struta from S&P Global Market Intelligence. Together, they explore the evolution of FinTech, from its early days as a venture capital darling to its current maturity and challenges, including regulatory hurdles and slower innovation.

Sophia explains the diverse applications of FinTech, highlighting the growing importance of account-to-account (A2A) payments and the potential for local payment methods to thrive in Europe. As fraud becomes increasingly sophisticated, Sophia also underscores the need for innovative solutions, particularly those leveraging AI.

Meanwhile, Iuri provides insights into the current state of FinTech M&A, noting robust demand amid declining valuations and a maturing market segment. 13 March 2025 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/street-talk/episode-136-an-activists-view-of-the-banking-industryActivist investor John Palmer sees plenty of catalysts for bank stocks, including stronger fundamentals, attractive valuations and a resurgence in M&A activity among regional and community banks. 09 March 2025 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech/next-in-tech-ep-207-mobile-world-congress-previewMobile World Congress, the annual gathering of telecom industry players, has expanded to embrace a broad range of technology and this year?s event will bring together a broad range of vendors, telecom operators and industry leaders. The theme of convergence has seen real world impacts and Raul Casta�on, Mohammed Hamza and Lynnette Luna return to discuss what they?re expecting to see with host Eric Hanselman. The rise of network API?s for security and location services looks to open the door to greater application integration. It?s something operators have been hoping for, but there are questions about how they?ll monetize it. 

Many of the technologies that previewed in previous years are gaining traction. Open RAN technologies have matured and the ecosystem supporting them has expanded. There are still questions lingering about deployment timelines, but that seems to be shifting to a matter of when, rather than if. And, of course, AI is playing a role in much of what?s taking place in the exhibition halls.04 March 2025 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-3-ep-9-tvb-chief-shares-how-local-broadcast-is-winning-the-ad-gameMediaTalk host Mike Reynolds welcomes Steve Lanzano, president and CEO of the Television Bureau of Advertising, to discuss how local broadcast television is adapting and thriving in today’s shifting video landscape. Lanzano highlights how broadcasters continue to benefit from the power of live sports programming and local news, making it a trusted platform for both advertisers and viewers.

The episode also explores key advertising categories, including political in 2024 and expectations for automotive in 2025 amid the risk of new tariffs. The conversation also touches on the potential for M&A under the new administration as station groups look to consolidate. This shift could enhance operational efficiencies and expand audience reach, positioning local broadcasters favorably in a competitive video market.27 February 2025 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech/next-in-tech-ep-206-nvidia-quarterly-earningsOf the many companies that are part of the AI wave, NVIDIA has been at the core of AI infrastructure and a darling of the markets. Their performance in the market is driven in part by consistency in their performance and Melissa Otto, head of TMT Research for Visible Alpha, part of S&P Global Market Intelligence, joins host Eric Hanselman to look at the sentiment around the upcoming earnings. The enthusiasm for AI has driven expectations higher and higher and the company has delivered. 

The rampant enthusiasm for AI?s future hasn?t been without some cautious moments. In January, the announcement of the DeepSeek model roiled markets with the prospect of lower compute consumption for model training. The concern was that demand for all things AI, GPU?s included, might wane. It might also have been a reason for a jumpy market to take a step back. If you dust off your economics textbooks, Jevon?s Paradox has been cited by many as an indication that consumption could accelerate. Time will tell!25 February 2025 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-3-ep-8-navigating-sanctions-insights-on-trade-complianceIn this episode of the Decisive Podcast, host Kristen Hallam interviews Byron McKinney, Product Management Director for S&P Global's Trade Compliance Solutions. As they explore the complexities of sanctions and trade compliance, listeners will gain valuable insights into the latest developments affecting international business.22 February 2025 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech/next-in-tech-ep-205-agentic-ai-impactsThe next phase of the AI wave is the arrival of agentic AI ? where agents can take action on a user?s behalf. That?s enough of a big deal, but when the head of a tech giant says agentic is going to replace most SaaS applications, something different might be afoot. Analysts Sheryl Kingstone and Chris Marsh return to the podcast to look at the realities of this suggestion with host Eric Hanselman. Agents could become the new user interface for enterprise data, but there are a set of challenges in making this work. On the one hand, one of the largest issues with autonomous action, accountability for actions taken, is far from settled in both regulatory and legal frameworks. On the other, much of enterprise information is still held in systems where it may be difficult for an agent to reach. 

Agentic AI could provide a gateway to the myriad of systems that run the modern business. Opening access to data and the ability to aggregate across an organization could be tremendously powerful. Capturing the business logic that is often embedded in SaaS systems is difficult, but the shift to decoupling through API?s and the expansion of systems of delivery could open the door to agentic progress. 18 February 2025 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-3-ep-6-broadbands-biggest-questions-in-2025-amazon-starlink-and-beadMediaTalk host Mike Reynolds is joined by S&P Global Market Intelligence Kagan analyst Mau Rodriguez to discuss the current and future state of the US broadband industry. New technologies are changing the ways Americans connect and a new administration is raising questions about a major federal subsidy program. Fiber and fixed wireless were the primary drivers of growth last year, but that could change going forward depending on the competitive landscape of satellite broadband. The episode examines the performance of existing satellite providers, including Elon Musk's Starlink, and the potential impact of new entrants like Amazon's Project Kuiper. Also, the episode looks at the status of BEAD, a $42 billion federal subsidy program established under the Biden administration that aims to build out broadband infrastructure in underserved communities across America.13 February 2025 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech/next-in-tech-ep-204-ethical_ai_dataEthical concerns about the use of AI have to start with training data. Too often, the primary concern is simply generating sufficient data, rather than understanding its nature.11 February 2025 20:08:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-techExplore the latest trends and insights in technology with S&P Global's Next in Tech podcast. Stay informed on tech innovations and market impacts.https://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalkTune in for interviews and brief outlooks for the Technology, Media, and Telecommunications segment.https://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech/next-in-tech-ep-203-nrf-conference-shows-ai-challenges-and-rewardsThe National Retail Federation conference (NRF) launches just as retailers are cleaning up from the holiday shopping season.04 February 2025 20:08:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-3-ep5-elusive-alliances-russia-ukraine-nato-and-trumpFor this discussion, host Kristen Hallam is joined by two experts, Blanka Calnan, Head of European Country Risk, and John Raines, Head of North America Country Risk. They explore President Donald Trump's approach to NATO, particularly in light of the changes that have occurred since the onset of the Ukraine war.01 February 2025 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/ir-in-focus/ir-in-focus-episode-9-insights-into-the-economics-of-labor-for-orporationsIn this episode of IR in Focus, host Carmen Lilly is joined by Ph. D. Economist and Independent Economic Policy Consultant Economist Kathryn Edwards. From emerging trends and themes, to practical tips on managing your workforce, listen in to hear an insightful discussion on the economics of labor and what corporations should prepare for in 2025.

29 January 2025 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech/next-in-tech-ep-201-womens-sports-and-media-rightsSports media are in the middle of a significant transition, as streaming media companies compete with traditional linear broadcasters. The Netflix deal for the U.S. rights to the Women?s World Cup is only the latest and Richard Berndes returns to look at how the shift is shaking out with host Eric Hanselman.23 January 2025 20:08:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/private-markets-360/private-markets-360-episode-21-the-expanding-role-of-growth-equity-brad-bernstein-managing-partner-at-ftv-capitalBrad Bernstein, Managing Partner at FTV Capital, joins our hosts to discuss the importance of growth equity at a time when many companies are choosing to stay private for longer. He also speaks about FTV Capital’s recent successful fundraising rounds, expansion into Europe and his own professional journey.20 January 2025 15:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech/ep-200-tech-futures-in-the-new-yearAs the old Danish proverb goes, it is difficult to make predictions, especially about the future, but we?re going to kick off the New Year with an exploration of where technology is headed a little further out in the future.13 January 2025 20:08:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-3-ep-1-2025-ushers-in-big-expectations-for-sports-streaming-and-media-m-and-aJoin Mike Reynolds and a trio of S&P Global Market Intelligence Kagan analysts in the latest episode of 02 January 2025 15:12:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech-ep-198-ethical-aiEthical AI, In the rush to deliver data to AI projects, it’s all to easy for teams to pull data that’s most easily accessible, without given consideration to its nature and scope. Emily Jasper and Abby Simmons return to discuss ethical concerns about the data that feeds AI projects with host Eric Hanselman.19 December 2024 20:08:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk-season-2-ep-42Shifting sports rights, cable write-downs defined 2024, With 2024 winding to a close, MediaTalk invites three S&P Global Market Intelligence Kagan analysts to talk us through the stories that shaped the media and entertainment market.12 December 2024 15:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/season-2-ep-41MediaTalk host Mike Reynolds and fellow S&P Global Market Intelligence reporter Iuri Struta discuss the future of technology and innovation, exploring key insights from the recent Web Summit held in Lisbon.05 December 2024 15:12:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/ep-26-2024-in-review-geopolitical-reorderingAs we approach 2025, we are reflecting on our key themes for 2024. 30 November 2024 15:21:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech-ep-195-datacenter-marketsThe excitement swirling around AI often obscures the infrastructure that makes it possible. Since long before AI was at the forefront of technology discussions, datacenters have been powering technology and Jonathan Schroth returns to discuss datacenter markets and the complex forces that impact them with host Eric Hanselman.25 November 2024 20:08:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-ep-25-port-a-to-port-b-get-ready-for-the-worlds-biggest-container-shipping-conferenceIn this episode, Peter Tirschwell, founder and chair of TPM, the world's largest container shipping conference, discusses the industry dynamics informing the agenda for the meeting. 23 November 2024 12:41:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk-season-2-ep-40Retail holiday spending outlook remains mildly merry, As the holiday season approaches, consumer spending is set to take center stage in 2024. Insights from the latest MediaTalk podcast highlight a cautiously optimistic outlook, with increased confidence among consumers across all income groups.21 November 2024 15:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-episode-24-pmi-in-focus-global-economic-trends-and-consumer-sentimentJoin economists Paul Smith, Andrew Harker, and Maryam Baluch in this episode of The Decisive podcast as they delve into the latest trends in the global economy.19 November 2024 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech-ep-193-insights-from-money-20-20-usNext in Tech | Ep. 193: Insights from Money 20/20 US, Fresh from the 12th annual Money 20/20 US conference, Jordan McKee and McKayla Wooldridge return to the podcast to discuss all things FinTech with host Eric Hanselman. While the theme of the conference, “human in the machine”, focused on AI, there was less drama, as exhibitors and attendees grappled with a changing investment landscape and regulatory pressures.14 November 2024 19:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk-season-2-ep-39Dive into the dynamic world of sports betting with our latest episode of MediaTalk.14 November 2024 15:06:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/private-markets-360/private-markets-360-episode-54-from-efficiency-to-resilience-navigating-a-new-era-in-private-marketsIn this episode of Private Markets 360°, we welcome Thomas Friedberger, Co-CIO of Tikehau Capital. Thomas discusses the shifting macro environment in private markets and the transition from efficiency to resilience as a new paradigm for value creation. With concerns ranging from long cycles of low growth to the evolving role of capital expenditure, Thomas offers a compelling view on how private markets must adapt to these profound changes. Thomas also shares Tikehau’s low-leverage approach and focus on enablers of resilience, including energy transition, aerospace and defense, as well as opportunities across credit and debt.29 October 2026 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/data-and-dimensions/data-and-dimensions-episode-21-can-esports-break-into-prime-timeIn this episode of Data & Dimensions, host Neil Barbour is joined by fellow S&P Global Market Intelligence Kagan analyst Richard Berndes to explore the evolving esports market and the findings from their latest research.

The discussion examines an industry that now generates roughly $2 billion annually from sponsorships, partnerships, ticketing and merchandise, and is forecast to grow steadily through the end of the decade. While esports has rebounded from its post-pandemic slowdown and continues to attract major brands and global audiences, questions remain about what it will take to unlock the next phase of growth.21 October 2026 09:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/private-markets-360/private-markets-360-episode-53-navigating-real-estate-debt-in-evolving-marketsIn this episode of Private Markets 360°, we welcome Glenn Grimaldi, CEO of Naftali Credit Partners. Glenn discusses his journey from traditional banking to private credit and shares insights into the evolution of real estate debt markets. He explores Naftali Credit’s rational and disciplined investment approach, its focus on sectors such as multifamily in gateway markets, and how the firm identifies value and manages risk. Glenn also discusses institutional investor engagement and the outlook for private credit as the sector continues to mature.15 October 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-4-ep-41-the-growing-role-of-private-capital-in-movies-music-and-aiIn the latest episode of MediaTalk, host Mike Reynolds sits down with Carlos Mendez, Co-Founder and Managing Partner at Crayhill Capital Management, to explore why assets tied to iconic franchises like South Park and top music labels deliver uniquely resilient, long-term cash flows.15 October 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-4-ep-40-broadcast-digital-and-ctv-the-battle-for-political-ad-revenue-in-the-2026-us-midtermsThe 2026 US midterm elections are shaping up to be one of the most consequential cycles in recent history. Americans will head to the polls to vote for House, Senate, gubernatorial, and local candidates, as well as decide on a host of ballot issues. With control of both chambers of Congress at stake and a slate of competitive races across the country, the political advertising landscape is in overdrive. 08 October 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/data-and-dimensions/data-and-dimensions-episode-20-mobile-moves-from-apps-to-agentsQualcomm used Snapdragon Summit 2026 to argue that the smartphone will remain at the center of personal computing, even as AI agents begin acting across glasses, watches, earbuds, PCs, cars and other connected devices. In this episode, Neil Barbour examines Qualcomm’s agentic AI strategy, the new Snapdragon 8 Elite Gen 6 platforms and demonstrations that showed how on-device intelligence could remember context, coordinate apps and take action on a user’s behalf.07 October 2026 09:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-pipeline-ma-and-ipo-insights/the-pipeline-ma-and-ipo-insights-season-4-episode-9-the-big-tech-players-are-spending-on-ai-not-m-and-aBrenon Daly, the financials research director for S&P Global's 451, recently joined The Pipeline podcast to talk about the tech deals that are happening and the ones that are not happening. Daly noted that investment-grade debt issuance is reaching an all-time high thanks to AI hyperscalers financing large-scale capital expenditures. However, the big tech players are not using the funds for M&A, and some high-profile AI IPOs are being pushed back. 30 September 2026 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-7-ep-7-us-midterm-elections-scenarios-stakes-and-significanceThe 2026 US midterm elections will shape control of Congress, influence policymaking at the federal and state levels, and help set the political landscape ahead of the 2028 presidential race.
 
In this episode of The Decisive, host Kristen Hallam speaks with John Raines, Head of North America Country Risk at S&P Global Market Intelligence, about how scenario-based analysis can provide a more useful view of the elections than headline polling alone. They examine the forces affecting key congressional and gubernatorial races, including the cost of living, energy prices, trade policy and growing debate over AI and data centers.26 September 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/data-and-dimensions/data-and-dimensions-episode-19-the-end-of-the-average-gamerThe era of the average gamer may be coming to an end. In this episode, Neil Barbour is joined by Bain & Company partners Anders Christofferson, Yohann Plantec and Tom Rowland to discuss Bain’s latest gaming report, The End of the Average Gamer, and what it says about fragmentation, player spending, personalization and direct-to-consumer monetization in the video game industry.23 September 2026 09:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-7-ep-6-pmi-in-focus-strong-output-weak-confidenceIn this episode of The Decisive, host Paul Smith is joined by fellow economists Andrew Harker and Tim Moore to 

discuss the latest Purchasing Managers’ Index data and what it reveals about the global economy, regional growth trends and construction-sector momentum.

Despite persistent headwinds — including geopolitical uncertainty, inflation concerns, supply chain disruption and unsettled bond markets — global business activity has shown notable resilience. The discussion explores the factors supporting growth across services and manufacturing, while also examining why business confidence remains subdued despite stronger output.19 September 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-4-ep-37-beyond-the-billion-dollar-hits-the-surprising-winners-and-losers-of-the-summer-box-officeThe summer box office delivered a blockbuster performance, generating $4.64 billion domestically, the second-highest total ever. On this episode of MediaTalk, Mike Reynolds is joined by Kagan Senior Research Analyst Wade Holden and Mac Mathews to unpack what powered the surge.

The discussion explores how Spider-Man: Brand New Day and The Odyssey helped push the market past $4 billion, while a record 331 films contributed to the season’s unusually broad release slate. The experts also examine the surprising struggles of several high-profile, mid-range and superhero releases, including Supergirl, Masters of the Universe, Star Wars: The Mandalorian and Grogu and the live-action Moana. Their underperformance contrasted sharply with breakout successes such as Obsession and The Backrooms, highlighting how strong word of mouth and cultural buzz can outweigh a film’s budget or franchise pedigree.17 September 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-4-ep-36-streaming-sports-and-5g-the-deals-reshaping-global-mediaWhat does the future of global media look like as traditional pay TV declines, streaming matures and sports rights become more valuable than ever?

In this episode of MediaTalk, S&P Global Market Intelligence Kagan analysts examine the forces reshaping the technology, media and telecom sectors across the United States and Europe. The discussion covers telcos divesting content businesses, bundling Netflix and other OTT services, mobile and fiber consolidation, the slower adoption of 5G, and the financial benefits of replacing copper networks with fiber.10 September 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/street-talk/street-talk-season-2-episode-2-banks-tackle-cre-maturity-wall-but-rate-risks-loomA sharp rise in commercial real estate originations in the second quarter of 2026, particularly among banks, signals a pivotal moment for the industry. Lenders are proactively addressing a massive wall of maturing loans, but the outlook is clouded by sticky inflation and evidence of an increasingly hawkish Federal Reserve.

In this episode of Street Talk, Michael Fratantoni, chief economist for the Mortgage Bankers Association (MBA), unpacked the drivers behind a 16% year-over-year increase in total production captured by the organization's Quarterly Survey of Commercial/Multifamily Mortgage Bankers Originations. The most striking figure from the survey was a 61% surge in the origination index among depositories.07 September 2026 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-7-ep-4-can-trucking-keep-up-with-the-data-center-boomEvery new gigawatt of data center capacity requires a massive physical build-out: steel, concrete, cooling systems, backup power, transformers, heavy equipment, server racks and supporting infrastructure. By one estimate, each gigawatt of new U.S. data center capacity could require roughly 100,000 truckloads, according to one estimate.
 
In this episode of The Decisive, host Kristen Hallam speaks with Bill Cassidy, Senior Editor, Trucking and Domestic Transportation at the Journal of Commerce by S&P Global, and Paul Bingham, Director, Transportation Consulting, S&P Global Market Intelligence, about why data center construction is a freight capacity story.05 September 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/private-markets-360/private-markets-360-episode-50-redefining-the-edge-private-equitys-new-playbookIn this episode of Private Markets 360°, we welcome Rachel Barton, Global Lead for CEO Advisory and Private Equity at Accenture. Rachel shares insights from advising private equity firms across the full deal lifecycle and explains what’s fundamentally different in private equity today. We discuss how the definition of having an edge has shifted, with firms now relying on advanced analytics, AI, and ecosystem collaboration to stay competitive as traditional sources of value become less reliable.27 August 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-7-ep-2-maritime-risk-who-really-owns-the-worlds-shipsMore than 90% of global trade moves by sea, but identifying who actually owns and controls the vessels behind that trade remains one of the maritime sector’s biggest compliance challenges. In this episode of The Decisive, host Kristen Hallam speaks with Jeremy Domballe, Product Director of Maritime Intelligence and Risk, about the hidden ownership crisis at sea and why beneficial ownership transparency matters for sanctions compliance, illegal fishing, money laundering risk and supply chain integrity.22 August 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-4-ep-33-the-future-of-mobile-satellite-readies-its-challengeSpaceX's Starlink is making bold moves in the direct-to-device (D2D) arena, but can it really challenge traditional carriers like Verizon, AT&T, and T-Mobile?

The latest MediaTalk episode dives deep into SpaceX's ambitious plan to build a hybrid satellite-terrestrial network. While Starlink leads in rural connectivity, experts question whether it can overcome massive technical hurdles in dense urban markets. 

Meanwhile, the Big Three mobile carriers are fighting back with new strategies: T-Mobile pivots to profitability over growth; AT&T leverages fiber bundles with a 42.5% conversion rate; and Verizon posts best subscriber growth in 5 years.

The D2D space is heating up with Amazon's $10 billion Globalstar acquisition and AST SpaceMobile's carrier partnerships. As 6G approaches, will satellite-terrestrial hybrids disrupt traditional mobile, or are physics and economics too challenging?20 August 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-4-ep-32-spectrum-stations-and-servers-three-policy-shifts-reshaping-tmt-in-2026The latest MediaTalk podcast unpacks three regulatory developments transforming the tech, media, and telecom sectors:

Spectrum Auction Returns: The FCC is set to auction 160 megahertz of upper C-band spectrum by July 2027 — the first auction in years. This mid-band spectrum will supercharge 5G and fixed wireless capabilities, with commercial service launching in major markets by 2030.

Broadcast Ownership Cap Eliminated: The FCC repealed the decades-old 39% national ownership cap for TV station ownership. This controversial move could trigger a consolidation wave in local broadcasting, though antitrust scrutiny and legal challenges loom large.

Data Center Backlash: Communities nationwide are pushing back on data center development. From Wisconsin to New York, voters and local governments are implementing moratoriums, citing concerns about electricity costs, grid strain, and resource allocation. 

As midterm elections approach, these issues are moving from regulatory debates to campaign platforms. Will political pressure translate into lasting policy changes?13 August 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/data-and-dimensions/data-and-dimensions-episode-15-smart-glasses-startup-challenges-industry-orthodoxy-on-privacy-and-powerS&P Global Market Intelligence’s latest forecast sees an opportunity for smart glasses to be the next big story in wearables, but the industry will have to overcome obstacles around battery life, privacy, comfort and reliable input.

This week, we sit down with Thomas Suarez, founder of Raven Resonance, to discuss Raven Prism and how his team has developed novel solutions to these problems that larger tech firms may be overlooking.29 July 2026 09:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-6-ep-15-pmi-in-focus-high-frequency-signals-for-an-uncertain-business-environmentIn this episode of The Decisive, host Paul Smith is joined by senior economists Andrew Harker and Phil Smith to discuss the latest signals from the global Purchasing Managers’ Index™ (PMI™) data and what they reveal about the direction of the world economy.

The conversation revisits key themes from the previous PMI episode, including stockpiling, uncertainty, supply chain disruption and inflation risks linked to the tensions in the Middle East and the effective blockade of the Strait of Hormuz. The economists explain how recent PMI data suggest some easing in inflation pressures and uncertainty, although both remain elevated compared with historical norms.18 July 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/private-markets-360/private-markets-360-episode-47-risk-resilience-and-relationships-with-churchills-alona-gornickIn this episode of Private Markets 360°, we welcome Alona Gornick, Managing Director, Senior Investment Strategist at Churchill Asset Management. Alona's journey from investment banking to deal origination at Churchill and now guiding wealth investors through a rapidly changing landscape highlights the importance of adaptability, discipline and transparency in today's market. She discusses Churchill’s differentiated approach, the advantages of its integration with Nuveen’s broader ecosystem, and its commitment to rigorous diligence and investor education. Alona also offers insights on the competitive dynamics of wealth management, the importance of consistency in deal structuring, and the critical questions high net worth investors should be asking in today's market.16 July 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-6-ep-14-frequently-asked-questions-oil-shocks-economic-resilience-and-risks-to-growthIn this episode of The Decisive, host Kristen Hallam speaks with Ken Wattret, vice president of global economics at S&P Global Market Intelligence, about frequently asked client questions on the recent oil shock, the conflict in the Middle East and the possible implications for the global economy.

The conversation was originally recorded on May 12 and considers how the jump in crude prices compares with past oil shocks, why the length of the disruption is critical, which economies appear most exposed, and what indicators can help track the effects on growth, inflation and monetary policy.11 July 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-6-ep-13-the-age-of-agility-midyear-signals-for-2026-part-2At midyear 2026, agility is no longer just a strategic advantage — it is a requirement for navigating structural change. In part two of this two-part series, The Decisive host Kristen Hallam continues the conversation with S&P Global Market Intelligence experts Ken Wattrett, Laurence Allan and Eric Johnson to explore how AI is showing up across the three strategic themes for 2026 outlined in the Age of Agility report. 04 July 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-pipeline-ma-and-ipo-insights/the-pipeline-ma-and-ipo-insights-season-4-episode-6-breaking-down-space-x-historic-public-offering-post-ipo-funding-prioritiesThis episode of The Pipeline features a conversation about SpaceX that took place recently on MediaTalk, an S&P Global Market Intelligence podcast. The discussion breaks down the early trading days following SpaceX’s historic IPO and notes how SpaceX’s valuation metrics differ from the companies that went public during the dotcom era. The guests also discuss what's next in the space race and how 2026 is set to become the year of AI IPO. 
30 June 2026 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-4-ep-25-space-x-funding-priorities-post-ipo-capital-spending-ai-buildout-and-starshipThis MediaTalk episode breaks down the early trading days following SpaceX’s historic IPO on June 12, exploring why the stock surged, why it later cooled, and what investors are really buying into. The conversation connects SpaceX’s valuation metrics to lessons from past IPO booms, including the dotcom era, while also unpacking how today’s AI story is reshaping market appetite across sectors. The guests discuss how retail participation, IPO “bumps,” and subsequent volatility can influence expectations — and they also dig into major developments after going public, including the Cursor acquisition, a bond sale and new computing power arrangements. From space launch demand and satellite supply dynamics, this episode ties big-picture market forces to company-level execution.25 June 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/data-and-dimensions/data-and-dimensions-episode-13-what-xbox-could-learn-from-atariMicrosoft recently said it will respond to an increasingly strained gaming market by maximizing the potential of its core intellectual properties. And they are not the first publisher to have told us that this year.

This week, we resurface a conversation from the Entertainment Software Association’s iicon conference in April with Mark Nash, COO and co-founder of Balor Games, and Wade Rosen, chairman and CEO of Atari. The discussion digs into how these smaller, nimbler publishers are building around their strongest assets, using catalogs, acquisitions, physical distribution, retro communities and bespoke publishing infrastructure to squeeze more value out of IP without overextending.24 June 2026 09:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-6-ep-11-uneven-demand-tight-supply-navigating-the-next-procurement-challengeIn this episode of The Decisive podcast, host Kristen Hallam shares highlights from a recent S&P Global Market Intelligence client webinar on the forces reshaping procurement strategy. The conversation explores how prolonged disruption in the Middle East is moving beyond energy markets and into broader supply chains, affecting shipping, chemicals, metals and industrial inputs.

S&P Global Market Intelligence experts Emily Crowley, Gregory Muller and Maxwell Clarke examine why oil prices may stay higher for longer, why LNG markets are unlikely to repeat the extremes of 2022, and how AI-driven data center expansion is tightening capacity for transformers, electrical equipment, cooling systems and related components.20 June 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-4-ep-24-connected-tv-money-moves-foxs-roku-bet-and-avods-growing-share-of-ad-spendMediaTalk host Mike Reynolds sits down with Kagan’s Justin Nielson and Seth Shafer to break down some of the major themes reshaping media right now, including Fox's purchase of Roku, advertising-based video on demand’s (AVOD's) continued ascent, the migration of sports rights and the maturation of the streaming market.

First, they unpack Fox’s acquisition of Roku, framing it as a strategic advertising and connected TV expansion. With Roku already heavily driven by ad revenue, the deal signals how Fox is chasing ad dollars — and audience scale — without taking on the full burden of streaming subscription competition.18 June 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-6-ep-10-dramageddon-what-ai-demand-means-for-gaming-hardware-supply-chainsAI is reshaping more than software — it’s putting intense pressure on the global semiconductor supply chain. In this special cross-post from Data & Dimensions, The Decisive brings you a timely conversation on how surging demand for AI infrastructure is driving a shortage of DRAM memory, raising costs across consumer technology, and forcing companies to rethink production, pricing, and inventory strategy.

Host Neil Barbour speaks with Chris Rogers, Head of Supply Chain Research at S&P Global Market Intelligence, about the DRAMageddon unfolding across markets — from AI data centers and gaming hardware to smartphones, VR headsets, consoles, tariffs, and global trade.13 June 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-4-ep-23-fifa-world-cup-2026-global-media-rights-ads-vs-sponsors-and-streaming-warsMediaTalk host Mike Reynolds and S&P Global Kagan analysts unpack what’s driving the business of the FIFA 2026 Men’s World Cup — far beyond matches on the pitch. The episode explores how broadcast and streaming rights are shaping FIFA’s revenue, including the scale of global coverage and multi-market deals. From Fox and Telemundo in the US to major commitments in China and India, the discussion highlights how media rights are evolving toward multiplatform distribution.

The episode also breaks down how advertisers and sponsors are positioning around the tournament’s expanded footprint — covering sponsorship tiers, premium ad inventory, and why brand exposure is becoming more tightly managed. Finally, we look at streaming competition and what it could mean for future rights cycles, with global platforms likely to play a larger role.11 June 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/data-and-dimensions/data-and-dimensions-episode-12-spatial-computing-slims-down-for-smart-glassesLast year, we made a call that smart glasses are on track to surpass 20 million units shipped annually by 2029, and current market signals suggest that may have been a conservative forecast. As the category evolves, we thought it prudent to talk to one of its most experienced players.

Ralph Jodice, general manager of North America and global head of partnerships at XREAL walks through what his company has learned selling personal-display-style smart glasses and where the overall market is headed. The big news for XREAL is Project Aura’s leap into spatial computing via Android XR, effectively bringing much of the functionality of a Quest 3 or Apple Vision Pro into a pair of smart glasses.10 June 2026 09:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-4-ep-22-kagan-media-and-telecom-summit-preview-streaming-sports-rights-broadband-m-and-a-outlook-for-2026MediaTalk host Mike Reynolds provides a preview of the Kagan Media & Telecom Summit 2026 on June 9 at The Commons in Midtown Manhattan. The episode spotlights what attendees can expect across the media value chain — streaming’s continued rise, the evolving economics of sports rights, and how broadband infrastructure and advertising technology are shaping what viewers and advertisers can access next.

Along the way, speakers preview multiple sessions: an advertising outlook focused on whether TV can win back advertisers and fuel new growth; a sports media panel that breaks down how deal structure, valuation, monetization, and capital/technology are reshaping the ecosystem; and a broadband discussion on closing adoption gaps through fixed wireless and satellite internet.

The conversation also turns to deal-making, with a merger mania segment exploring why media M&A is heating up and what’s driving changing valuations and financing mechanisms.

What role is foreign money playing in media M&A?
Has the expected wave of deregulation happened?04 June 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-6-ep-8-resilience-tested-whats-at-stake-for-the-us-economyIn this episode, taken from our May 19 client webinar, our economists unpack a high-stakes U.S. macro outlook shaped by geopolitical conflict, higher energy prices, sticky inflation, and change at the helm of the Federal Reserve. 

US GDP growth held up well in 2025, even as businesses and households faced historically high tariffs, volatility in financial markets and elevated uncertainty. This year brings a new source of risk: war in the Middle East. The U.S. economy should remain resilient in 2026, but growth is expected to slow to 1.6% as elevated oil prices and softer consumer spending weigh on activity.30 May 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/private-markets-360/private-markets-360-episode-44-enduring-fundamentals-in-global-private-creditIn this episode of Private Markets 360°, we welcome Matt Harvey, Global Head of Middle Market Direct Lending at PGIM. Matt discusses the dynamic landscape of private credit, explaining PGIM's core philosophy. 28 May 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-6-ep-7-how-ai-investment-is-influencing-labor-dynamicsArtificial intelligence is no longer a future story — it is already shaping how companies invest, how governments respond, and how labor markets evolve. But adoption is unfolding unevenly, with major differences across sectors, firm sizes, and regions.27 May 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-4-ep-20-gen-z-and-nostalgia-new-power-players-to-lift-2026-summer-box-office-past-4bFollowing a spring box office rebound, the latest MediaTalk episode highlights why the industry is entering summer 2026 with real momentum. S&P Global's box office experts, Wade Holden and Mac Mathews, point to a slate packed with major franchises and originals — from The Devil Wears Prada 2 to Supergirl, a new Spider-Man entry, and Christopher Nolan’s The Odyssey — as key reasons the market could push past the $4 billion summer threshold.

The conversation also underscores a meaningful audience shift: Gen Z is increasingly shaping theatrical performance, especially around low-budget horror, event films, and rediscovered catalog IP that gained traction through streaming. At the same time, the success of female-skewing sequels and musical biopics suggests the box office is becoming less dependent on superhero titles alone.

Is the 2026 box office recovery starting to look structural rather than cyclical?

And will wider theatrical windows become the new expectation — even for streaming-native studios?21 May 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/private-markets-360/private-markets-360-episode-43-exploring-the-nuances-of-wealth-vs-institutional-investingIn this episode of Private Markets 360°, we welcome Kurt Nye, CIO and Managing Partner at MAI Capital Management. Having helped grow MAI from a $2 billion boutique to roughly $70 billion in assets under management, Kurt shares his insights into how private market investing is evolving from an institutional-only allocation to a core component of wealth client portfolios. He discusses the importance of education and transparency, setting expectations around the J curve, the role of secondaries in smoothing returns and more.14 May 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/street-talk/episode-149-friedman-sees-old-alliance-as-obsolete-new-bilateral-order-as-us-shifts-from-europe-to-chinaThe post-WWII global order is entering a new era. In the episode recorded live at the S&P Global Market Intelligence’s Annual Community Bankers Conference on May 6, geopolitical strategist and author Dr. George Friedman discusses the conflicts between the U.S. and Iran, and Russia and Ukraine, how America reinvents itself through instability, and the pivotal U.S.-China summit on May 14. Dr. Friedman's core argument: The entire Bretton Woods system—NATO, multilateral trade, the U.S.-European alliance—was built to contain the Soviet Union. The episode explores Russia's invasion of Ukraine, and a bilateral U.S.-China order that could reshape global economics for a generation.

Statements made by persons who are not S&P Global employees represent their own views and not necessarily those of S&P Global.11 May 2026 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-6-ep-5-fake-ids-on-the-high-seas-how-bad-actors-evade-detectionIn this episode of The Decisive, host Kristen Hallam explores the murky world of maritime identity manipulation—a growing threat that’s reshaping global shipping, sanctions enforcement, and international trade. Joined by maritime risk and compliance expert Jeremy Domballe, Kristen unpacks how vessels can alter their digital, physical, and legal identities to operate undetected on the world’s oceans.

From zombie ships reusing the identities of long-scrapped vessels to the physical whitewashing of ship names, Kristen and Jeremy reveal the methods bad actors use to evade sanctions, access restricted markets, and profit from illicit trade. They also examine the risks this deception poses to financial institutions, insurers, ship owners, and governments—highlighting why trust in vessel identity is foundational to the entire maritime ecosystem.09 May 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-6-ep-4-state-of-shock-economic-impacts-of-middle-east-conflictThe global economy is facing its weakest growth outlook since 2009. What happens when geopolitical conflict collides with an already fragile energy market?

In this episode of The Decisive, we examine the cascading macroeconomic impacts of recent global disruptions and the resulting negative supply shocks that have forced economists to revise their forecasts. With global real GDP growth downgraded to just 2.4% and inflation projections rising due to energy and food prices, the economic divide between oil-exporting and oil-importing nations is becoming ever more pronounced.02 May 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-pipeline-ma-and-ipo-insights/the-pipeline-ma-and-ipo-insights-season-4-episode-4-the-challenges-the-sec-and-high-profile-companies-face-with-the-ipo-marketJay Ritter has spent decades studying IPOs, and he has become a go-to source on the topic for policymakers and journalists alike. Ritter joined the Pipeline podcast to discuss his work as the director of the IPO Initiative at the University of Florida, the SEC's efforts to increase IPOs, and some challenges that companies like SpaceX and OpenAI will likely face if they execute their anticipated high-profile IPOs.30 April 2026 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/data-and-dimensions/data-and-dimensions-episode-9-the-10-video-games-that-will-define-2026The games industry hit a record $201.3 billion in software and services revenue in 2025, but the growth rate is a shadow of its pre-pandemic heyday. Publishers are hunting for the next big growth story. In this episode, Neil Barbour joins colleague and fellow gamer Eiman Hussain to list the 10 console and PC games that will shape 2026’s commercial momentum and creative direction, from prestige reboots to platform-defining blockbusters.29 April 2026 09:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-6-ep-3-governance-stress-tests-key-elections-in-2026As pivotal elections approach in the United States, Brazil, and Ethiopia, global businesses are navigating a rapidly evolving landscape of risks and opportunities. In this episode of The Decisive Podcast, host Kristen Hallam is joined by S&P Global Market Intelligence experts John Raines (Head of North America Country Risk), Rafael Amiel (Head of Latin America Economics), and Jordan Anderson (Principal Analyst, Sub-Saharan Africa Country Risk) to examine how political outcomes through 2026 will influence government stability, economic policy, and geopolitical risk well into 2027 and beyond.25 April 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-4-ep-16-betting-on-the-future-how-prediction-markets-are-changing-the-gameMediaTalk host Mike Reynolds and S&P Global Market Intelligence tech policy reporter Stefan Modrich dive into the rapidly evolving world of prediction market platforms like Kalshi and Polymarket. They explore how these platforms, which allow users to wager on everything from political events to sports outcomes, are blurring the lines between traditional betting and financial markets. The conversation covers regulatory challenges, particularly the ongoing debate between state and federal oversight led by the Commodity Futures Trading Commission (CFTC), and highlights the platforms' growing influence in mainstream media and professional sports leagues. The episode also addresses concerns around market manipulation, insider trading, and the ethical boundaries of prediction markets, especially as they intersect with AI and controversial 23 April 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/private-markets-360/private-markets-360-episode-41-building-better-businessesIn this episode of Private Markets 360°, we welcome Cathrin Petty, Managing Partner, Co-Head of North American Private Equity, and Global Head of Healthcare at CVC. With over three decades of experience across science, finance, and global investment, Cathrin shares her journey leading CVC’s €26 billion healthcare portfolio. She offers insights into CVC’s “think globally, act locally” strategy and lessons learned from building resilient healthcare businesses, highlighting the importance of partnership, innovation, and global perspective in today’s market.16 April 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-4-ep-15-swing-states-broadcast-buys-to-drive-record-political-ad-spending-in-2026With the 2026 US midterms shaping up to be a major windfall for political advertising, this MediaTalk episode unpacks how media companies should position for it.

Control of Congress is up for grabs, with a handful of 16 April 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-6-ep-1-risk-on-the-macro-environment-for-moving-metals-pricesIn the first episode of season 6 of The Decisive podcast, S&P Global Market Intelligence's Jason Kaplan unpacks why 2026 is shaping up as a risk-on commodities environment—with steady but subdued global growth, rising volatility, and a deepening flight to safety that’s pushing risk premiums across key markets.

Jason, a senior economist in the Pricing and Purchasing team, connects macroeconomic signals to real-world pricing and trade flows, including how tariffs and regionalization are re-splitting markets after years of prices moving in lockstep. With a year of tariff data now visible, Jason details how Section 232-era aluminum tariffs and downstream copper-product tariffs are showing up in U.S. prices, collapsing imports, and widening regional differentials—with a caveat that the full cost burden for U.S. manufacturers may still be ahead.11 April 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-4-ep-13-masters-traditions-and-new-platforms-scoring-golfs-shifting-media-rightsThe Masters may be a tradition unlike any other, but its media rights strategy is evolving in a very modern way as more coverage migrates to streaming. Starting in 2026, Augusta National adds Amazon Prime Video as a new domestic partner, giving Prime two exclusive hours of live coverage on Thursday and Friday before ESPN’s afternoon coverage begins. CBS remains the weekend broadcast home.

This MediaTalk episode explores whether the streaming expansion will enhance the Masters’ mystique — or dilute the scarcity that makes it so valuable?02 April 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/private-markets-360/private-markets-360-episode-40-resilient-growth-shifting-capital-macro-signals-for-private-markets-in-2026In this episode of Private Markets 360°, we take a deep dive into the macro signals shaping private markets in 2026 with Nicholas Brooks, Head of Economic and Investment Research at ICG. Nicholas brings a thoughtful, data-driven perspective on where global private markets may be headed, sharing insights on resilience, risk, and developments across regions and asset classes. 31 March 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-4-ep-12-as-rsn-models-evolve-who-wins-baseballs-local-media-rights-battleMediaTalk delves into the ins and outs of baseball media rights, distribution disruption, and the business model pressure points shaping MLB’s next decade. The episode unpacks how MLB’s new ABS (Automated Ball-Strike) challenge system adds a layer of on-field strategy without fully replacing human umpires, reflecting a broader theme: incremental tech adoption with high-stakes outcomes.26 March 2026 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-4-ep-11-big-dance-bigger-business-the-new-economics-powering-march-madnessMarch Madness is a case study in how premium sports rights stand to be repackaged and monetized in an increasingly fragmented TV-and-streaming ecosystem. This MediaTalk episode highlights the long-running CBS and TNT Sports partnership as an unusually durable co-rights model — one that blends broadcast reach with cable affiliate economics and modern streaming distribution. With the looming possibility of Paramount Skydance and Warner Bros. Discovery becoming corporate teammates, the episode explores what consolidation could mean for rights strategy, brand architecture and platform rationalization.19 March 2026 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/data-and-dimensions/data-and-dimensions-episode-6-an-investment-insiders-look-at-gaming-in-2026In this episode, we talk with Matthew Ball, CEO of Epyllion, a venture and advisory firm. We discuss why gaming's tide keeps rising but is not necessarily lifting all boats. Key points include.

Video gaming's uphill battle in the attention economy
China's dominant role in the revenue opportunity
Subscriptions in a saturated console gaming market
The opportunity around Valve's most ardent fans
And a tale of two gaming companies18 March 2026 10:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-5-ep-10-pmi-in-focus-turning-timely-economic-signals-into-strategyIn this episode of The Decisive Podcast from S&P Global Market Intelligence, host Paul Smith, Economics Director, is joined by fellow economists Sian Jones and Andrew Harker to unpack the role of Purchasing Managers’ Indices (PMI) in tracking economic trends across more than 40 countries and multiple sectors. They explore how PMI data offers a timely alternative to official statistics, helping organizations monitor conditions in output, prices, inventories, and supply chains when events are moving quickly.14 March 2026 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-4-ep-10-what-drives-most-us-broadband-churn-not-pricing-bundling-or-speedsBroadband is behaving more like a true utility, with churn holding near a remarkably low 1% per month for fixed broadband, comparable only to mobile phone providers. Moves remain the top driver of customer loss, followed by the hunt for lower prices and frustrations with service quality, especially among older households, families with children, and higher-income users who are more intolerant of outages. Speed, while important, ranks further down the list of reasons to switch.12 March 2026 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-5-ep-9-cooling-not-crashing-analyzing-the-us-labor-marketThe US labor market is no longer running hot — but it isn’t freezing up, either. In this episode of The Decisive, S&P Global Market Intelligence economist Juan Turcios unpacks what a “softening” labor market really looks like in late 2025 and into 2026, and why the headline numbers don’t tell the whole story.

We dig into the sharp slowdown in payroll growth since the post-pandemic boom, the steady rise in the unemployment rate from its 2023 cyclical low, and the increasing concentration of job gains in a handful of sectors — especially healthcare. Juan also explores what’s happening beneath the surface: a cooling appetite to hire, fewer workers quitting, and companies trying to get more output from the employees they already have.07 March 2026 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/data-and-dimensions/data-and-dimensions-episode-5-cracking-the-code-on-in-game-advertisingIn this episode, we talk with Nic Hill, co-founder and CEO of Sawhorse and host of the Brands in Play podcast. Nic is at the front lines of connecting brands with interactive experiences. In the past year alone, his agency has brought How to Train Your Dragon to Roblox and Sinners to Fortnite. Join us as we discuss04 March 2026 10:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-5-ep-8-ballots-and-balance-asias-shifting-political-mapA wave of landmark elections across Japan, Thailand, and Bangladesh is reshaping the political map of Asia—and creating new signals for investors, multinationals, and supply-chain decision-makers. In this episode, we break down what the results mean for regional security, economic strategy, and the business operating environment over the next 12–24 months.28 February 2026 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-pipeline-ma-and-ipo-insights/the-pipeline-ma-and-ipo-insights-season-4-episode-2-taking-a-scientific-approach-to-studying-iposChris Fenske, the head of capital markets research in S&P Global Market Intelligence's primary markets group, joined The Pipeline podcast to discuss his unique approach to studying the health of the IPO market. Rather than creating an index, Fenske creates a portfolio of companies, and this allows him to take a granular look at leaders and laggards. Fenske also spoke about what the recent market volatility means for the IPO outlook, why AI hyperscalers can hold off on going public and how his biochemistry degree helps him in the world of financial services.27 February 2026 19:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-4-ep-8-how-brands-are-balancing-human-authenticity-with-ai-efficienciesMediaTalk host Mike Reynolds sits down with Mike Donoghue, CEO and co-founder of Subtext, to discuss how AI is reshaping brand-consumer relationships in today's cluttered digital landscape. Subtext, a short message service marketing platform, recorded remarkable growth last year, notching a more than 100% revenue increase in 2025.26 February 2026 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/masters-of-risk/masters-of-risk-season-4-episode-2-beyond-volatility-inside-the-hidden-risks-and-rewards-of-crypto-marketsIn this episode of Masters of Risk, host Stewart Webster sits down with Ali Hassan, investor, entrepreneur, and founder of Perceptive Capital, to dissect the accelerating institutional movement into digital assets. Ali reflects on the early misconceptions surrounding Bitcoin and crypto and shares how risk frameworks have evolved as the market matures, infrastructure hardens, and regulatory uncertainty fades.25 February 2026 19:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-5-ep-7-resilience-in-the-global-economy-growth-amid-volatilityIn this episode of The Decisive, Ken Wattret, Vice President of Global Economics at S&P Global Market Intelligence, assesses the global macroeconomic landscape, highlighting that the world economy is proving more resilient than markets might suggest, even as volatility remains elevated. 

Ken unpacks how geopolitical flashpoints and trade-policy uncertainty are rippling through financial and commodity markets—often with sharper price action than real-economy fallout so far—while underscoring that further disruptions, higher tariffs, or supply shocks could still dent global growth.21 February 2026 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/data-and-dimensions/data-and-dimensions-episode-4-shopping-through-smart-glassesIn this episode, we discuss the emerging consumer metaverse with Sean Mann, CEO of RP1. He sees the emergence of smart glasses as a key computing paradigm shift, connecting people with their environment with a way that isn't possible with current hardware.

To respond to that changing dynamic, RP1 is building the world's first 3D browser, offering relevant visual data to users as they move through physical space. To achieve that, RP1 links the real world to its digital twin and populates that twin with the data that retailers, restaurants, banks and other points of interest need to serve to patrons. Think about directions to product locations, stocking levels and nutritional information all served in low-friction, heads-up visualizations. 18 February 2026 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-5-ep-6-mapping-geopolitical-volatility-global-impacts-from-venezuela-and-iranIn this episode, taken from a Feb. 4 client webinar, host Kristen Hallam, along with experts John Raines, Jack Kennedy, and Jeffery McElroy, dive into the complexities of geopolitical volatility around the globe.

As tensions rise over Iran's nuclear ambitions and the U.S. military strategy, the discussion explores potential pathways to escalation and their global implications. Discover how military and diplomatic maneuvers could impact critical sectors like energy and infrastructure, with disruptions potentially affecting global oil prices and economic stability.14 February 2026 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/street-talk/episode-147-kbw-ceo-sees-m-and-a-reboot-green-lights-for-regional-bank-valuationsAfter years of trading at the steepest discount in the broader market—dead last among all major sectors—the banking industry is finally positioned to narrow that gap, according to KBW CEO Tom Michaud. 
In the episode, Michaud said that the best fundamental environment in years, historic levels of excess capital, a once in generational change in the regulatory environment and rebounding M&A activity should support stronger valuations for regional banks in 2026. The executive also shared his takeaways from the annual Acquire or Be Acquire conference and his outlook for bank deal activity. He further discussed why scale matters and the impact of shareholder activism in the banking sector. 13 February 2026 19:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-4-ep-6-2026-box-office-outlook-streaming-theatrical-battle-just-heating-upFor better or worse, the domestic box office is changing. While the pre-pandemic film calendar was dominated by super hero movies, the current box office calendar has more room for director auteurs and A-list actors to make their marks.

This episode explores how expectations around theatrical windows are changing — as Zootopia 2 enjoys an especially long and lucrative run in theaters. Meanwhile, Netflix is trying to buy Warner Bros. while simultaneously flip-flopping on a 7 vs. 17 vs. 45-day window for films in theaters. 12 February 2026 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-pipeline-ma-and-ipo-insights/the-pipeline-ma-and-ipo-insights-season-4-episode-1-ipo-window-widening-the-importance-of-equity-researchOn the latest episode of The Pipeline podcast, Mark Lehmann, vice chair of Citizens Financial Group Inc.’s commercial bank, said he expects to see a broader subset of companies pursue initial public offerings in 2026. Lehmann also talked about his company’s equity‑research approach, which involves having analysts dive deep into a narrow portion of growth‑oriented sectors, and how his law degree helps him in the world of financial services.29 January 2026 19:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/private-markets-360/private-markets-360-episode-36-the-human-factor-in-investingIn this episode of Private Markets 360°, we welcome David Fann, Partner, Senior Managing Director and Head of Investor Relations at VSS Capital Partners, to explore the evolution of structured capital, the unique needs of lower middle market businesses, and how VSS is helping entrepreneurs unlock value and scale through flexible creative capital solutions. Drawing on 30 years of experience across private equity, credit, real assets and real estate, David shares his perspective on building resilient companies, adapting to economic and geopolitical challenges, and the future of investor relations.29 January 2026 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-4-ep-4-mapping-nbcs-production-and-profit-plans-for-the-winter-gamesWith the Winter Olympics quickly approaching, expectations are high — both in terms of the potential US medal count and the viewership and revenue opportunities for US rightsholder NBCUniversal. 

MediaTalk host Mike Reynolds is joined by Gary Zenkel, president of NBC Olympics to discuss his outlook for this year's Winter Games. NBC anticipates strong audience interest, robust advertiser participation, and a Peacock experience that converts Olympic demand into sustained streaming usage.29 January 2026 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-5-ep-3-federal-reserve-in-focus-rates-risks-and-the-road-aheadThe US Federal Reserve is always in the spotlight, and that spotlight is brighter than ever in 2026.

In this episode of The Decisive, economist Lawrence Nelson, our resident Fed expert at S&P Global Market Intelligence, breaks down why the central bank is widely expected to keep interest rates steady at its January meeting, and what sticky inflation could mean for the first part of the year.24 January 2026 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-5-ep-2-taking-costs-out-putting-value-in-shipping-strategies-in-focus-at-tpm26As global trade faces unprecedented disruption, shippers must rethink everything from cost containment to risk management. In this episode of the Decisive Podcast, host Kristen Hallam sits down with Peter Tirschwell, Vice President for Maritime & Trade at S&P Global Market Intelligence and TPM Conference founder, to break down the theme of TPM26: Taking Costs Out, Putting Value In.17 January 2026 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/private-markets-360/private-markets-360-episode-35-scaling-businesses-for-long-term-successIn this episode of Private Markets 360°, we welcome Mark Sotir, president of Equity Group Investments, to discuss the firm’s flexible investment approach and how its operational expertise drives long-term value creation. Mark shares insights on EGI’s strategy for scaling businesses into multi-billion-dollar enterprises, the importance of understanding your audience when seeking investment, and why risk management and strong leadership are crucial for sustainable growth in the dynamic world of private markets.15 January 2026 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-5-ep-1-top-fiscal-fragilities-in-the-global-economyIn our final episode of 2025, host Kristen Hallam is joined by S&P Global Market Intelligence economists Ken Wattret, Ben Herzon, Hanna Luchnikava-Schorsch, and Thea Fourie to unveil the top 10 economic insights shaping the outlook for 2026.

Discover how moderating inflation, shifting fiscal policies, and global trade dynamics are creating a delicate balance of tailwinds and headwinds across major economies. From the US avoiding recession and Western Europe’s subdued growth, to China’s pivot to domestic demand and India’s resilience amid tariffs, this episode delivers actionable perspectives on emerging trends, risks, and opportunities.

Understand the potential impact of artificial intelligence, evolving monetary policies, currency shifts, and the state of sovereign debt—essential listening for anyone navigating the year ahead.10 January 2026 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/private-markets-360/private-markets-360-episode-34-regulatory-changes-influencing-investment-strategiesIn this episode of Private Markets 360°, we welcome Adam Kanter, partner in the Investment Management practice group at Mayer Brown. With over 17 years of experience, Adam specializes in regulatory compliance, advising US and non-US investment advisors and firms on a range of issues, including recent SEC marketing rule changes. He discusses the fundamentals of regulatory compliance and how new developments are shaping the investment management industry.29 December 2025 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-3-ep-51-which-teams-streamers-are-winning-the-battle-for-sports-fansUsing proprietary consumer data from S&P Global Market Intelligence Kagan, MediaTalk host Mike Reynolds and Kagan analyst Brian Bacon explore how platforms are navigating the evolving sports media landscape.

Netflix, known for its eclectic selection of sports content, is gradually expanding its portfolio with offerings like the WWE Raw franchise and select MLB games. Yet, it remains a platform where sports are not the primary draw. How does this strategy impact its subscriber base, especially when only a quarter of users cite sports as a crucial factor for subscribing? 18 December 2025 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/data-and-dimensions/welcome-to-data-and-dimensions-trailerData & Dimensions is a podcast dedicated to exploring the transformative evolution of the internet into immersive 3D virtual spaces.

Guided by S&P Global’s coverage of the metaverse, where the tools and tech of video games shape the next phase of the internet into shared 3D virtual spaces, where humans and machines interact with one another and with data, enhancing and augmenting the physical world as much as replacing it.

We delve into the multifaceted implications of this digital frontier for industry, enterprises, consumers and society in general.15 December 2025 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/private-markets-360/private-markets-360-episode-33-capitalizing-on-chaos-canyons-opportunistic-credit-playbookIn this episode of Private Markets 360°, we welcome Chaney Sheffield and Jonathan Barzideh, Co-Heads of Opportunistic Credit at Canyon Partners, a leading global alternative investment manager. With extensive experience across sectors, they discuss the fundamentals of opportunistic credit and how it is creating new avenues for investors. 15 December 2025 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-4-ep-19-top-10-insights-shaping-the-2026-economic-outlookIn our final episode of 2025, host Kristen Hallam is joined by S&P Global Market Intelligence economists Ken Wattret, Ben Herzon, Hanna Luchnikava-Schorsch, and Thea Fourie to unveil the top 10 economic insights shaping the outlook for 2026.

Discover how moderating inflation, shifting fiscal policies, and global trade dynamics are creating a delicate balance of tailwinds and headwinds across major economies. From the US avoiding recession and Western Europe’s subdued growth, to China’s pivot to domestic demand and India’s resilience amid tariffs, this episode delivers actionable perspectives on emerging trends, risks, and opportunities.

Understand the potential impact of artificial intelligence, evolving monetary policies, currency shifts, and the state of sovereign debt—essential listening for anyone navigating the year ahead.13 December 2025 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-3-ep-49-the-future-of-media-in-an-ma-frenzyIn this episode of MediaTalk, host Mike Reynolds and a panel of Kagan research analysts delve into the M&A whirlwind reshaping the media landscape. With major players like Paramount Skydance, Comcast, Netflix, Nexstar, and Sinclair making bold moves, what does the future hold for traditional and streaming media? The discussion highlights the recent bids for Warner Bros. Discovery, the implications of Nexstar's $6.2 billion offer for TEGNA, and Sinclair's unsolicited bid for E.W. Scripps.

As the media industry navigates this transformative phase, the episode explores critical questions: How will these mergers affect content creation and distribution? Will consolidation lead to a more competitive streaming environment or stifle innovation? What challenges might arise in securing regulatory approval for these massive deals?

Join us as we explore the potential outcomes of these landmark transactions and their impact on viewers and industry stakeholders alike. 04 December 2025 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-4-ep-17-optimism-and-uncertainty-the-2026-us-economic-outlookIn this episode of the Decisive Podcast, host Kristen Hallam engages with economists from S&P Global Market Intelligence to unpack the U.S. economic outlook for 2026. The discussion explores key themes influencing growth, including the economic impact of artificial intelligence, evolving labor market dynamics, and the ongoing effects of tariffs on inflation and investment.

Listeners will gain insights into the team's optimistic projections for 2026, driven by reduced policy uncertainty and consumer spending bolstered by recent tax cuts. The economists also address potential headwinds to growth, such as high borrowing costs and the implications of a government shutdown on economic performance.29 November 2025 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-3-ep-48-a-few-of-our-favorite-things-from-2025In this special Thanksgiving edition of MediaTalk, host Mike Reynolds revisits insightful discussions with four prominent executives in the media industry, each sharing their perspectives on topics ranging from evolving distribution deals, sports rights and AI. The episode features Tom Montemagno from Charter Communications, John Lasker from ESPN, Brad Ramsey from TEGNA, and Mark Penn from Stagwell, offering a blend of strategic insights and industry trends.

Tom Montemagno discusses Charter's shift towards a hybrid model that combines traditional linear programming with streaming options. He emphasizes the importance of adapting to customer preferences and the need for transformative deals, particularly highlighting the successful negotiation with Disney/ESPN that allowed for seamless integration of streaming services.27 November 2025 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-3-ep-47-after-fall-box-office-fumbles-winter-blockbusters-seek-to-heat-up-screensThe latest episode of MediaTalk explores the fall and winter box office landscape, including the lukewarm fall season, which narrowly missed the $1 billion mark. Despite strong performances from The Conjuring: Last Rites and Demon Slayer, the fall season struggled due to several underperforming films and postponed releases like the Mortal Kombat sequel.

The episode also explores the impact of streaming strategies on box office performance. Films like KPop Demon Hunters have thrived due to repeat viewings on platforms like Netflix, showcasing the evolving dynamics between theatrical releases and streaming services.20 November 2025 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/data-and-dimensionsA podcast dedicated to exploring the transformative evolution of the internet into immersive 3D virtual spaces. 14 November 2025 17:53:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-3-ep-46-how-ai-tariffs-inflation-will-impact-holiday-spending-in-2025MediaTalk host Mike Reynolds delves into the dynamics of holiday spending for 2025, featuring insights from industry experts Zach Ciampa of 451 Research and Brian Scheid from Market Intelligence. As the holiday season approaches, what trends are emerging in consumer behavior? With an average spending forecast of $890.49 per person in the US, how will inflation and economic uncertainties shape this year’s shopping habits?13 November 2025 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/private-markets-360/private-markets-360-episode-32-the-power-of-nav-financingIn this episode of Private Markets 360°, we welcome Peter Hutton, Head of NAV Financing at Arcmont Asset Management, one of Europe's largest private credit firms with €38 billion in assets under management. With extensive experience in private debt, Peter shares his insights into the fundamentals of NAV financing and how it is reshaping liquidity for sponsors. We explore key trends driving the future of NAV financing and its impact on the investment landscape.13 November 2025 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/private-markets-360/private-markets-360-episode-31-a-conviction-in-industrials-with-american-securitiesIn this episode of Private Markets 360°, we welcome Scott Wolff, President and Managing Director at American Securities. With over two decades at the firm, Scott has played a pivotal role in shaping investment strategies, particularly within the industrial sector. Scott shares invaluable insights into the current deal environment, the innovative application of AI solutions to enhance operational efficiencies, and the importance of developing internal talent within portfolio companies. His extensive experience provides a unique perspective on the complexities and potential of private investments in today’s market.01 November 2025 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/street-talk/episode-144-decoding-banks-third-quarter-earnings-and-rebounding-m-and-a-activityDespite ongoing economic uncertainty and investors’ concerns about potential slippage in credit quality, U.S. banks delivered strong third-quarter results that beat expectations across the board.

In the episode, Chris Nichols, Director of Capital Markets at South State, discusses third-quarter earnings trends, including the continued resilience of consumer spending, the stabilization of credit quality after several quarters of deterioration, and the unexpected strength in fee income. Nichols and Street Talk host Nathan Stovall dissect the controversy around loans to nondepository financial institutions (NDFI) following several high-profile credit losses, debating whether these incidents represent isolated frauds or canaries in the coal mine.

Nichols also highlighted strategic imperatives for banks heading into 2026 and argued that now is the time to rebuild deposit franchises through product innovation and marketing creativity—not rate competition. Nichols and Stovall also explore the reawakening M&A landscape as regulatory headwinds ease and activist investors enter the fray.27 October 2025 19:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/capital-markets-connect/capital-markets-conversation-season-1-ep-3-unlocking-efficiency-in-capital-markets-what-every-issuer-and-banker-needs-to-knowRaising capital efficiently depends on more than a strong mandate. It requires a repeatable process that connects pitching, distribution, performance and wallet share. Hosts Chris Fenske and Carl James, walk through the key steps that issuers and bankers rely on to make deals more effective across debt and equity markets.

The conversation is centered on what Chris describes as a “virtuous circle” of activity: underwriters pitch with the support of league tables and track records, distribute transactions to targeted investors, and then benchmark post-deal performance to inform the next round of engagement. Carl explains how post-deal benchmarking feeds directly back into pitching and winning, as banks use data on investor participation and pricing outcomes to refine their strategy and strengthen relationships with issuers.24 October 2025 17:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-pipeline-ma-and-ipo-insights/the-pipeline-ma-and-ipo-insights-season-3-episode-5-discussing-the-key-drivers-behind-a-big-deal-quarter-for-the-large-banksThe dealmaking downturn that started in 2022 has weighed on investment banking revenue, but the third quarter produced good results in the M&A advisory and capital markets underwriting businesses for the large US investment banks. RBC Capital Markets analyst Gerard Cassidy joined the Pipeline to discuss the results, the risks that could slow dealmaking and the importance of financial sponsors to the investment banks. Cassidy also touched on Wells Fargo's goal of becoming a top-five investment bank, and St. John's goal of returning to the Final Four of the men's college basketball NCAA tournament. 20 October 2025 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/ir-in-focus/ir-in-focus-season-3-episode-6-navigating-investor-activism-strategies-for-corporate-leadersIn this episode of IR in Focus, host Carmen Lilly dives deep into the dynamic world of investor activism with expert John Karageorge, Executive Director at S&P Global who leads our Activist Defense Surveillance Group. Together, they explore the evolving landscape of activist campaigns, discussing trends, strategies for engagement, and the importance of proactive shareholder communication. John shares valuable insights on how companies can prepare for potential activist pressures and the collaborative approaches that are reshaping the activism playbook. Tune in for a comprehensive look at how corporations can navigate the complexities of investor activism in today's market.16 October 2025 17:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-4-ep-10-forecasting-the-us-economy-in-uncertain-timesIn this episode of The Decisive Podcast, host Kristen Hallam engages in an insightful discussion with Ben Herzon, co-head of US Economics at S&P Global Market Intelligence. They explore the complexities of economic forecasting in turbulent times, focusing on how to differentiate between signal and noise in economic data. Ben shares his expertise on the significance of the Purchasing Managers Index (PMI) as a leading indicator for economic trends, particularly its role in predicting industrial production and GDP.11 October 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-3-ep-40-level-up-or-game-over-analyzing-the-health-of-the-video-game-market-after-ea-dealIn the latest episode of MediaTalk, host Mike Reynolds and S&P Global Market Intelligence Kagan analyst Neil Barbour discuss the implications of Electronic Arts' $57 billion going-private deal. Notably, while the multiples on this deal rival those of  Microsoft's purchase of Activision Blizzard in 2021, the industry is in a very different phase of growth. 

The conversation also looks at the current M&A landscape, delving into why the the anticipated wave of consolidation failed to materialize after Microsoft's Activision Blizzard deal. Will regulatory hurdles and a cautious market environment continue to stifle potential deals?02 October 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/private-markets-360/private-markets-360-episode-29-beautifully-inefficient-uncovering-hidden-investment-opportunities-in-private-creditIn this episode of Private Markets 360°, we welcome Ben Radinsky, a Managing Director and a Partner at HighVista Strategies. Ben brings his extensive expertise in specialty private credit to the forefront, sharing his insights into the evolving landscape of alternative investments. He dives deep into the opportunities present in structurally inefficient markets, shedding light on the allure of esoteric assets. Additionally, Ben explores the critical dynamics of beta versus alpha in credit investments, offering valuable perspectives that will help us navigate the future of private markets.25 September 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-3-ep-39-sunday-nights-and-streaming-rights-tuned-in-to-new-sports-dealsMediaTalk host Mike Reynolds and S&P Global Market Intelligence Kagan analyst Michael Johnson recently returned from Front Office Sports' 25 September 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech/next-in-tech-ep-236-data-migrationGetting data to where it’s needed has always been an infrastructure challenge, but the scope and scale of the problem has become much more acute as data volumes rise and AI demands more. Research director Henry Baltazar returns to look at the latest results from the Voice of the Enterprise Data Migration study with host Eric Hanselman and reflect on how organizations are addressing the crunch in data movement. There’s been a significant increase in the number of enterprises reporting that they’ve moved to migrating petabytes of data and they’re now not only shifting to cloud, but moving between clouds, as well. They’re also enlisting the help of service providers more often, an indication that the scale of these activities requires professional support to manage risk.23 September 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-4-ep-7-gear-up-for-price-pressures-in-machinery-and-equipmentIn this episode of The Decisive podcast, host Kristen Hallam introduces senior economist Maxwell Clarke, who explores the world of machinery and equipment pricing amidst the evolving landscape of tariffs and demand fluctuations.

Max takes us into the world of machinery and equipment pricing amid the evolving landscape of tariffs and demand fluctuations. He explores how the recent tariff policies, particularly in the U.S., are creating upward price pressures on machinery and equipment, while also examining the broader implications for global markets.20 September 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/street-talk/episode-142-despite-looming-rate-cuts-strong-deposit-franchises-still-take-the-cakeWhile peak funding costs are in the rear-view mirror, investors and bank acquirers continue to assign higher values to institutions with lower-cost deposit franchises.

In the episode, S&P Global Market Intelligence analysts Nathan Stovall and Zain Tariq discuss which banks have the strongest deposit franchises, what attributes they have and how deposits continue to drive valuation in the banking sector. They also share takeaways from the inaugural Deposit Conference, co-hosted with South State, where experts shared their views on niche strategies and the state of the competitive and regulatory landscape.18 September 2025 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-3-ep-38-broadband-battles-and-ai-agendas-inside-the-latest-media-and-tech-regulatory-trendsMediaTalk host Mike Reynolds is joined by S&P Global Market Intelligence tech policy reporter Stefan Modrich to discuss the evolving regulatory landscape for tech and media companies during the second Trump administration. The episode explores AI regulation, BEAD funding and broadcast mergers.

The discussion highlights the increasing complexity of AI legislation across the United States, with over 1,300 bills introduced at the state level that address AI's role in various sectors, including healthcare and election security. As companies and consumers navigate this regulatory patchwork, concerns about AI-generated content in political campaigns remain a hot topic.18 September 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech/next-in-tech-ep-234-broadcom-vmware-explore-conferenceThe annual gathering on infrastructure virtualization that is the VMware by Broadcom Explore conference has wrapped up and there are important takeaways from both the formal program and informal discussions. Analysts Jean Atelsek, Henry Baltazar and William Fellows join host Eric Hanselman to talk about their takes on the event. The newly integrated VMware Cloud Foundation 9.0 (VCF) suite has shipped and along with it a new approach to the product portfolio. AI-focused capabilities have been added as VMware aims to create a private cloud portfolio to rival the public cloud offerings. Higher level data services are the first service abstractions available, with the promise of more to come.09 September 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-4-ep-5-inflation-dynamics-in-an-uncertain-worldIn this episode of The Decisive Podcast, host Kristen Hallam is joined by Ken Wattret, Vice President of Global Economics at S&P Global Market Intelligence, to explore the pressing issue of inflation in today's economic landscape. As economies worldwide grapple with the aftermath of various shocks—including the COVID-19 pandemic and geopolitical conflicts—rising prices remain a critical concern for consumers, businesses, and policymakers alike.06 September 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-3-ep-36-exploring-the-nfls-game-changing-media-playbook-as-2025-26-season-startsWhile live sports media rights have been moving to streaming platforms for years, the 2025/26 season marks a pivotal shift in how NFL fans can access content. For the first time, every game will be available through one streaming platform or another following the launches of ESPN's enhanced direct-to-consumer app and Fox One. Coupled with existing streaming services like Paramount+, Netflix and Amazon Prime, US football fans will undoubtedly be watching more games on more platforms than ever before. 04 September 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/private-markets-360/private-markets-360-episode-28-strategic-shifts-in-healthcare-investingIn this episode of Private Markets 360°, we welcome Daniel Berglund, Head of US and Co-head of Healthcare at Nordic Capital. Daniel shares his extensive expertise and unique insights into the rapidly evolving healthcare investment landscape. As a key player in shaping and growing investments in this sector, he discusses the recent announcement of Nordic Capital's latest deal with Arcadia, a leading healthcare data platform. Daniel provides valuable insights into disrupting pharmacy benefit managers, which operate as intermediaries between insurers and pharmaceutical companies, and emphasizes the importance of adapting to market dynamics.28 August 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech/next-in-tech-ep-232-the-onug-tech-communityThe typical process of deploying technology has been one of enterprises designing infrastructure around vendor capabilities. The Open Networking Users Group (ONUG) was founded to reverse that equation and define enterprise requirements for technology and work with vendors to achieve them. Co-founder Nick Lippis joins host Eric Hanselman to talk about the approach that ONUG takes, the nature of its community and the work that they’re doing today. While their roots are in the networking world, they’ve expanded to address a wide range of enterprise concerns. The current collaborations include security related work in cloud and security operations automation, WAN connectivity and a reference architecture for AI infrastructure.

The ONUG fall conference takes place in New York on October 22-23.26 August 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/masters-of-risk/masters-of-risk-season-3-episode-4-the-game-changers-for-gamersIn this episode of 'Masters of Risk' host Stewart Webster engages in a compelling conversation with Dr. Jonathan Stringfield from Microsoft, who shares his expertise on the dynamic intersection of gaming and advertising.25 August 2025 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-4-ep-3-searching-for-value-amid-uncertainty-a-sneak-peek-at-inland-25In this episode of The Decisive Podcast, host Kristen Hallam covers the upcoming Inland Distribution Conference, also known as Inland25, scheduled to take place in Chicago starting September 29th. Joined by Eric Johnson, Senior Editor at the Journal of Commerce from S&P Global, they explore the significance of this event for shippers, logistics companies, and other stakeholders in the industry.

The conversation highlights the conference's theme, 25 August 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/ir-in-focus/ir-in-focus-season-3-episode-5-retail-investors-understanding-investment-patterns-and-engagement-strategiesWelcome to another episode of IR in Focus with your host, Carmen Lilly. In this episode we're diving deep into the evolving world of retail investment behavior and engagement strategies. Joining us is Tom Bruni, the Editor in Chief and VP of Community at Stocktwits, the largest social media platform for retail investors.

In this episode, we explore how retail investors have transformed from mere participants during the meme stock craze to a formidable force in the market. Tom shares insights on the impact of platforms like Robinhood, the importance of real-time sentiment analysis, and how investor relations teams can effectively engage with this dynamic audience.19 August 2025 17:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech/next-in-tech-ep-231-black-hat-and-defconThe annual “security summer camp” that is made up of the Black Hat and DefCon conferences is just past and the security analyst team, Scott Crawford, Dan Kennedy, Justin Lam and Mark Ehr, join host Eric Hanselman to examine what they saw and discuss the implications. Despite the heat of a Las Vegas summer, it’s become bigger than the two main conferences, with a number of side events, like B-Sides, there’s a lot going on. AI conversations are evolving and maturing. We’ve mostly moved beyond blaming user foibles for breaches, but AI is expanding the attack surface with new and more complex tactics for user manipulation. AI is lowering the barriers for attackers. The days of script kiddies have morphed into Claude Code-fueled attack development.19 August 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech/next-in-tech-ep-230-fintech-advancesThe FinTech market has seen considerable upheaval in activity and valuations. But spring may be coming to the funding winter that FinTech has seen and Jordan McKee and Sampath Sharma return to examine the green shoots with host Eric Hanselman. Data platforms, payment rails and insurance tech are seeing renewed interest, while riskier areas, like lending, are not seeing the same focus. FinTech companies are looking at addressing infrastructure and process challenges faced by the banking sector as they transition to the world of instant payments. 12 August 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-4-ep-1-a-mid-year-check-in-on-the-global-economyIn this episode of The Decisive Podcast, host Kristen Hallam introduces a team of S&P Global economists to discuss the latest analysis and predictions for the global economy as we move into the latter half of 2025.09 August 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech/next-in-tech-ep-229-the-creator-economyWhile advertising is a fundamental part of business, the creator economy has become a fundamental part of advertising. Analyst Zach Ciampa joins host Eric Hanselman to explore the many facets of which it’s composed and look at the market impacts. Businesses are working to balance the mix of paid, earned and owned content that they’re putting to work to establish, guide and strengthen their brands. The process of influencing buying behavior and brand loyalty and the media mix as part of it continues to evolve. While TikTok may be the view that many have of user generated content (UGC), it’s a much richer palette that businesses can use.05 August 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-3-ep-31-what-to-look-for-as-media-giants-report-earningsWith earnings season in full swing, “MediaTalk” host Mike Reynolds is joined by Melissa Otto, head of Visible Alpha research at S&P Global Market Intelligence. Together, they explore the strategic shifts and content developments among major media conglomerates like Walt Disney, Warner Bros. Discovery, Paramount Global and Fox.

Fox's recent fiscal achievements are underscored by its success with the Super Bowl, showcasing the enduring power of live sports in driving viewer engagement and advertising revenue. Otto emphasizes the transformative impact of free streaming platforms such as Tubi, which are reshaping viewing habits and challenging traditional models by offering diverse content without subscription fees.

Disney is poised for exciting developments with its enhanced ESPN offering, reflecting the company's focus on integrating sports into its streaming strategy. Meanwhile, Warner Bros. Discovery is navigating the evolving media landscape by separating its streaming and studio operations, a move that could redefine its approach to content distribution. The conversation touches on Warner’s strong theatrical lineup, with films like “Superman” and “F1” capturing audience interest through compelling storytelling and star power. However, it also raises questions about rising production budgets.

Throughout the podcast, Otto provides insights into how these media giants are leveraging content to adapt to changing consumer preferences and technological advancements. As the industry continues to evolve, the strategies employed by these companies in content creation, integration, and distribution will be crucial in shaping the future of media.31 July 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech/next-in-tech-ep-228-advertising-and-techAdvertising is fundamental part of business and it’s one that has been buffeted by the impacts of technology in both the path to markets and the management of its delivery. Creating a brand reputation and influencing consumers is the core function and analyst Natalie Colakides and Ian Whittaker, managing director of Liberty Sky Advisors, join host Eric Hanselman to discuss the nuances of advertising and technology’s evolution around it. Shifts in media have had a profound effect - the reach of linear television media has decreased significantly, while digital advertising options have expanded. Businesses are looking to blend linear and streaming advertising, but it can be complex to make an effective distinction.29 July 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-3-ep-30-tech-ipo-market-in-2025-tells-a-new-kind-of-growth-storyMediaTalk host Mike Reynolds is joined by West Riggs, Head of Equity Capital Markets at Truist Securities, to discuss the dynamic landscape of the tech IPO market in 2025. Despite a soft start to the year, tech IPOs are now gaining steam with a robust pipeline of public offerings ahead. Amid continued volatility in the stock market, the discussion highlights the need for companies to be prepared for rapid market shifts and the importance of optimizing pricing strategies.24 July 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/private-markets-360/private-markets-360-episode-27-unlocking-private-credit-potential-in-asiaOn this episode of Private Markets 360°, Chris Botsford, Co-Founder and Chief Investment Officer at ADM Capital, shares his insights on the private credit market in Asia. He explores his extensive experience in investing in underfinanced SMEs, the importance of ESG principles, and the critical role of local relationships in navigating diverse jurisdictions.22 July 2025 15:32:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech/next-in-tech-ep-227-managed-security-servicesEffective security management has never been simple, and the expanded threat landscape enhanced by AI has only widened the gap between defenders and attackers. Scott Crawford and Greg Zwakman return to discuss the managed security services market with host Eric Hanselman. Security services have been an option for enterprises since the earliest days of IT, but the need for more depth and breadth in security operations has changed market dynamics and the enterprise security calculus. Part of this shift is driven by the scope and scale of security operations. Expanded attack surfaces with more devices, more SaaS applications and hybrid infrastructure can be all the more difficult to secure. Integrated security operations patterns, like Managed Detection and Response (MDR) can provide more comprehensive services and ones that are targeted at delivering improved security outcomes, rather than just operational support.22 July 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-3-ep-29-how-long-the-gen-ai-investment-surge-will-lastMediaTalk host Mike Reynolds joins S&P Global Market Intelligence reporter Iuri Struta to talk about generative AI, exploring its profound impact on various sectors and the staggering investment trends driving its growth. Over $78 billion was invested in GenAI companies in just the first half of the year, a figure that is already approaching $100 billion when third-quarter investments are included. Major players like OpenAI and Meta are leading the charge, but a diverse range of startups are also making waves in the application layer, fine-tuning existing models to create innovative solutions.17 July 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/masters-of-risk/masters-of-risk-season-3-episode-3-ncnean-whisky-breaking-the-barriersStewart Webster, host of Masters of Risk, sits down with Annabel Thomas, the founder and CEO of Nc'Nean Whisky Distillery. Annabel's story is unique in how she approached building her company, from its name, to how they make whisky, even down to the design of their sustainable glass bottle. Annabel dives into the distilling process, what risks she took in her journey, how she raised funding to support the business, and her sustainable top to bottom model. It is an incredible story of leaving the world of finance and taking the risk to start this business. Listen to the podcast, it is one that will be extremely inspirational.15 July 2025 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-3-ep-28-takeaways-on-tariffs-following-july-9-developmentsIn this episode of The Decisive Podcast, host Kristen Hallam is joined by S&P Global Market Intelligence experts Chris Rogers and John Raines to unpack the latest developments in U.S. tariffs and trade policy as of July 9.

With the U.S. administration's approach to leveraging tariffs as a negotiation tool, the experts assess recent agreements with countries like Vietnam, the U.K., and China, and the complexities surrounding ongoing negotiations.12 July 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-3-ep-28-stagwell-ceo-mark-penn-talks-the-future-of-marketing-amid-ai-revolutionMediaTalk host Mike Reynolds sits down with Mark Penn, chairman and CEO of Stagwell, to discuss what sets Stagwell apart in the realm of marketing networks. Stagwell is a digital-first global marketing network that thrives on innovation, creativity, and technology. With a presence across 45-plus countries and an impressive workforce of 13,000 employees, Stagwell is redefining the marketing landscape by offering scalable and seamless solutions that merge top-tier creativity with cutting-edge technology.10 July 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech/next-in-tech-ep-224-context-around-mcpLinking generative AI models to the agents that are going to use them now has a standard for queries, the Model Context Protocol (MCP). Suddenly all sorts of things are vying to be your data source of choice. What could go wrong? Analysts Jean Atelsek, James Curtis and Henry Baltazar join host Eric Hanselman to provide an introduction to what MCP is, what all the fuss is about and where this is headed. Since Anthropic released the standard in November of 2024, there has been significant progress in expanding and clarifying it, but it is still very much a work in progress. 01 July 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-3-ep-26-mena-in-focus-potential-for-conflict-and-cooperationIn this episode of The Decisive Podcast, host Kristen Hallam is joined by analysts Jacob Lees Weiss and Kevjn Lim to explore the intricate and rapidly shifting risk landscape in the Middle East and North Africa (MENA) region. 

Recorded before significant military operations in Iran, the discussion explores nuclear negotiations between the US and Iran, the implications of potential sanctions, and the dynamics of Israeli military strategy.28 June 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/private-markets-360/private-markets-360-episode-26-enhancing-data-and-solutions-in-private-markets-with-cambridge-associates-and-mercerRich Carson (Managing Director, Private Investments, Cambridge Associates) and Jerry Smith (Private Markets Product Strategy Lead, Mercer) join our hosts to discuss a new private markets collaboration between their firms and S&P Global. They explain how this initiative will improve the communication between GPs and LPs and support decision-making, by enhancing the sharing of performance data. Rich and Jerry also share their thoughts on the evolution of the private investment industry.26 June 2025 15:32:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/masters-of-risk/masters-of-risk-season-3-episode-2-ai-or-not-how-do-we-know-what-is-real-or-notOn this episode of Masters of Risk, host Stewart Webster engages in a riveting conversation with Anatoly Kvitnitsky, CEO & Founder of AI or Not. Anatoly reveals essential strategies for protecting yourself and your business from the rising threats of fraud, deepfakes, and scams fueled by generative AI. As AI increasingly infiltrates our personal and professional lives, learning to distinguish between what's real and what's not is crucial. Grab your notepads—this is an episode you won't want to miss!23 June 2025 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-3-ep-25-happier-berth-days-why-congestion-at-the-worlds-ports-mattersIn this episode of The Decisive Podcast, host Kristen Hallam is joined by Max Janthur, the product specialist for Port Performance, to delve into the critical issue of congestion at the world's ports. As global trade continues to evolve, understanding the role of ports becomes increasingly vital for economies and supply chains.

Max shares insights from the latest Port Performance report, highlighting the significant risks and impacts of port congestion, including increased operational costs, supply chain disruptions, and environmental concerns. The discussion explores key metrics related to port efficiency, such as vessel turnaround times and berth productivity, and how these factors influence the broader economic landscape.21 June 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech/next-in-tech-ep-222-finops-managing-cloud-and-ai-costsManaging IT costs has always been challenging and the FinOps movement is working to tackle this problem. Analysts Jean Atelsek and Melanie Posey return to the podcast to discuss their research and what they saw at the FinOps X conference with host Eric Hanselman. Cost angst has been exacerbated by the move to cloud. The shift from capital expense to operational expense has been a complicated transition for many. The infrastructure spending growth that being driven by AI initiatives has only just begun, but is already concerning. As cloud costs have become material expenses, more focus has been put on managing them. There are a host of startups that are looking to provide tools and cloud providers all have some form of cost management tooling.17 June 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-3-ep-24-shedding-light-on-the-shadow-fleetIn this episode of the Decisive Podcast, host Kristen Hallam dives deep into the complex world of the maritime shadow fleet, exploring its emergence and evolution since the introduction of the oil price cap on December 5, 2022. Joined by Ines Nastali, Senior Supply Chain Analyst at S&P Global Market Intelligence, the discussion covers how these oil tankers operate outside traditional regulatory frameworks, often evading sanctions imposed by various governments.

Listeners will gain insights into the size and characteristics of the shadow fleet, which includes an estimated 940 tankers, many of which are older vessels that may not meet modern safety standards. Ines shares key statistics, including the significant increase in shadow fleet activity and the sophisticated tactics employed by these vessels to circumvent sanctions, such as turning off AIS signals and engaging in ship-to-ship transfers.14 June 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/ir-in-focus/ir-in-focus-season-3-episode-4-empowering-investor-relations-lessons-from-jennifer-como-at-visaWelcome to this insightful exploration of Investor Relations through the lens of Jennifer Como, the head of IR at Visa. In this engaging discussion, we delve into the multifaceted world of IR, where finance, communication, and strategy converge to shape corporate narratives and foster investor engagement. Jennifer shares her unique career journey, the challenges and rewards of leading IR at a globally recognized company, and the pivotal role that effective communication plays in navigating the dynamic landscape of global commerce. Join us as we uncover the essential skills and strategies that define successful Investor Relations.05 June 2025 17:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech/next-in-tech-ep-220-personal-dataIn the rush to build out AI applications, a full understanding of the dynamics of personal data management can be difficult to achieve. As we kick off Pride Month, the complexities of personal data handling deserve more attention and Emily Jasper and Alan Moore join host Eric Hanselman to discuss the concerns and approaches to address privacy issues. Enterprises accumulate both operational and self-reported personal data, some with regulatory requirements for collection and reporting and some in support of employee development. Is that data the new oil that can fuel their efforts, the new water that can leak or the new plutonium that can be powerful, but also dangerous? 03 June 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-3-ep-22-gaming-outlook-complicated-by-gta-delay-metaverse-momentumMediaTalk host Mike Reynolds and S&P Global Market Intelligence Kagan analyst Neil Barbour explore the latest trends in video games, connected devices and streaming operating systems.

One major topic is the delay of Grand Theft Auto VI, which has shifted expectations for console shipments and an overall market recovery to 2026. Neil discusses how this delay, coupled with ongoing tariff impacts, is reshaping investment strategies in the gaming sector.

The episode also covers the trends driving gaming M&A, especially overseas, and the notable year-over-year increase in metaverse funding seen in the first quarter. Looking ahead, Neil provides a forecast for streaming operating system platforms, predicting substantial growth driven by advertising and subscription revenue.29 May 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech/next-in-tech-ep-219-risk-to-resilienceAround the globe, municipalities are facing a set of challenges managing the impacts of more extreme weather, while addressing aging infrastructure and more chronic issues, such as rising heat and sea levels. There are a set of technologies that can help them to both be aware of the risks and improve planning to work on mitigating them. The Internet of Things (IoT) can play a role in sensing and advances in digital twins can aid in simulating climate-driven events. It’s a set of tools that, when applied well, can help to better build resilience.27 May 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-3-ep-20-pmi-in-focus-tariff-impact-in-asia-uk-labor-market-trendsIn this episode of The Decisive Podcast, S&P Global Market Intelligence's Paul Smith is joined by fellow economists Andrew Harker and Annabel Fiddes to explore the latest findings from the Purchasing Managers' Index (PMI) data. The discussion focuses on the significant impact of recent tariff announcements on the global economy, with a particular emphasis on Asia.17 May 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-3-ep-20-an-illinois-lawmakers-plant-to-block-global-chip-smugglingAhead of expected bipartisan legislation, Rep. Bill Foster of Illinois discussed the pressing issue of AI chip smuggling. Following news about DeepSeek, reports have emerged of advanced AI chips being smuggled outside of the US in violation of existing export controls. To address this, Foster is reaching across the aisle with new legislation that would require chip manufacturers to incorporate location verification mechanisms within their products. This would allow datacenters to verify the presence of chips via cryptographic challenges, leveraging existing technology in chips to prevent unauthorized movements. 

Foster, Congress’ only PhD physicist, highlighted the impact of government funding freezes on scientific research, particularly at Argonne National Laboratory. He also advocated for the Keep STEM Talent Act, designed to retain top tech talent by granting permanent residency to advanced degree holders.

Finally, the discussion also touched on deepfakes and the need for secure digital identities with digital driver's licenses. Foster called for a proactive approach to safeguarding technological advancements amid evolving challenges.15 May 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-3-ep-19-how-ai-is-influencing-shipping-and-supply-chainsIn this episode of The Decisive Podcast, host Kristen Hallam dives into the transformative impact of artificial intelligence (AI) on the shipping and logistics industry.

Joined by industry experts Eric Oak and Eric Johnson, the discussion covers the distinctions between AI and automation, the current applications of AI in shipping, and the challenges companies face in leveraging this technology. 

The conversation also touches on future trends, the evolving workforce landscape, and the potential for AI to reshape traditional roles within the industry.

Tune in to gain insights on how AI is a tool as well as a catalyst for change in logistics, enhancing efficiency and decision-making in a rapidly digitizing world. 10 May 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech/next-in-tech-ep-216-rugby-season-and-media-rightsThe game of Rugby is having a moment on the global stage. It’s attracting investment and growing its fan base and audiences. The Six Nations competition has just finished, with France triumphing over Scotland and the Women’s World Cup is on the horizon. With dedicated fans and upmarket advertisers, the media rights are garnering significant interest. An old saying contrasted soccer (football to most of the world) with rugby by saying that football was a gentleman’s game played by hooligans, while rugby was a hooligan’s game played by gentlemen. And today, both the women’s and men’s games are gaining prominence.06 May 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-3-ep-18-domestic-discontent-election-aftermath-and-upcoming-pollsJoin host Kristen Hallam and a panel of experts as they discuss the growing concerns of domestic instability impacting countries around the globe. With a focus on the repercussions of the 2024 election cycle, the conversation explores how economic inequality, technological disruptions, and political polarization are reshaping social contracts between governments and citizens.03 May 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-3-ep-18-nbcu-ad-exec-previews-the-greatest-collection-of-content-assembled-by-one-media-companyProgrammers and advertisers are preparing for the most exciting time of year: the upfronts, when media companies showcase their upcoming content and advertisers seize the opportunity to secure prime placement in front of millions of viewers. This strategic period sets the stage for the entire TV season, influencing buying decisions and gauging the health of the advertising ecosystem.01 May 2025 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/street-talk/episode-138-assessing-the-impact-of-tariffs-on-us-banksThe emergence of tariffs led to a broad selloff of US banks amid fears of slower economic growth or even a possible recession. Banks’ first-quarter earnings season showed strong performance before the onset of tariffs, but ultimately might have left investors with more questions than answers. In the episode, senior reporter Harry Terris shared the key takeaways from large banks’ first-quarter results and highlighted commentary from JPMorgan, Bank of America, Capital One, First Citizens and others.28 April 2025 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech/next-in-tech-ep-215-rsa-conference-previewThe annual RSA Conference on information security is coming up and it arrives during a very active security market. Analysts Garrett Bekker, Dan Kennedy and research director Scott Crawford return to the podcast to discuss what they expect to see in San Franscisco with host Eric Hanselman. The largest transaction ever in the information security world, Google’s acquisition of cloud security unicorn Wiz, has been echoing across capital and technology markets. It’s reinforced the importance of cloud security and its nature as a distinct technology segment. Enterprises have become fully hybrid in their infrastructure mix and they’re struggling to mitigate cloud risks.28 April 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-3-ep-17-tariff-impact-trade-relations-supply-chains-prices-and-economiesIn this insightful episode of The Decisive, host Kristen Hallam moderates a discussion on the potential impacts of the April 2 tariff announcements and their implications for global trade. Featuring expert analyses from S&P Global Market Intelligence's Ken Wattret, Aries Poon, Eric Oak, and Thomas McCartin, the episode explores how tariffs are reshaping supply chains, affecting domestic industries, and influencing economic forecasts.

Listeners will gain a comprehensive understanding of the current state of tariffs, including section 301 duties and section 232 tariffs on steel and aluminum, and how these changes are impacting various sectors such as automotive and electronics. 

Whether you're a business leader, policy maker, or simply interested in the dynamics of global trade, this episode offers essential perspectives to stay informed and prepared for the evolving landscape.26 April 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-3-ep-16-piers-review-anchoring-decisions-in-trade-dataIn this episode of The Decisive podcast, host Kristen Hallam dives deep into the intricacies of PIERS, the Port Import-Export Reporting System, with Brendan Neary, Product Manager in S&P Global's trade portfolio.

Together, they explore the evolution of PIERS data, its historical significance, and its vital role in understanding global trade flows. Brendan explains how the dataset has adapted to modern challenges, including the impact of tariffs and supply chain disruptions. Listeners will gain an understanding of how various industries leverage PIERS data for procurement, compliance, and market analysis, as well as the challenges users face in interpreting this complex dataset.

The conversation also touches on the upcoming Breakbulk conference, highlighting key topics that industry professionals are grappling with today. Tune in to discover how data-driven insights can inform strategic decision-making in an ever-evolving trade landscape.19 April 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech/next-in-tech-ep-213-ai-and-privacyThe many impacts of AI extend across business and consumer interests and issues around privacy are some of the broadest. Analyst Paige Bartley returns to the podcast to discuss the results of two recent studies on enterprise and consumer perspectives on AI and privacy with host Eric Hanselman. Enterprise privacy concerns are shifting from regulatory to operational and reputational, as the awareness of the importance of data privacy grows. The landmark UK GDPR legislation was announced in 2016 and most early efforts focused on compliance. That’s shifted to building privacy functionality into the foundations of the way businesses operate.

PrivacyOps approaches are growing rapidly as organizations come to realize that customer trust has to both be established and maintained in ways that are meaningful to customers. The opportunity for businesses is to move from treating privacy as overhead to making part of supporting business interests. It comes full circle by helping to enable better data use for AI.15 April 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-3-ep-15-trade-tensions-how-the-eu-could-respond-to-us-tariffsIn this episode of The Decisive podcast, host Kristen Hallam engages in an insightful discussion with S&P Global Market Intelligence experts Shuchita Shukla and Dijedon Imeri about the implications of potential U.S. tariffs on the European Union's economy. 

Recorded shortly after significant tariff announcements by the US government, the episode delves into how these measures could reshape trade dynamics, impact growth forecasts, and influence the EU's decision-making process. The conversation also explores historical context, comparing current challenges to past trade disputes during President Donald Trump's first administration, and highlights the varying vulnerabilities of EU member states. 

Listeners will gain an understanding of the potential retaliatory strategies the EU might employ, the broader economic ramifications of heightened trade tensions, and the future of European integration in light of these developments. Tune in for a rich analysis of the intersection between global trade and the European economy.12 April 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-3-ep-15-how-sports-media-rights-are-changing-the-game-for-fans-and-networksOnce a year, S&P Global Market Intelligence Kagan analysts issue their major Sports Report, delving into the business of sports media. In tandem with that report, the analysts hold an hour-long webinar to answer a wide range of questions, including why sports rights remain critical for TV networks, pay-tv operators and streamers, and what the future of the local sports rights business will look like.

In this week's MediaTalk, join Mike Reynolds and a panel of experts as they delve into the intricacies of the sports media landscape in the wake of S&P Global's recent webinar, 10 April 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-3-ep-14-global-macroeconomic-themes-navigating-policy-changes-in-a-dynamic-worldThe episode of The Decisive, taken from a March 20 webinar, features insights from experts including Ken Wattret, Ben Herzon, Arlene Kish, Nicolas Suarez, Timo Klein, and Hanna Luchnikava-Schorsch. The panel of economists discusses evolving economic and trade policies and their implications across various regions.

Listeners gain a comprehensive understanding of the current economic policies in the U.S., Canada, Mexico, Germany, the European Union, China and India, particularly the impact of tariffs on GDP growth, inflation and monetary policy.

Our experts explore the interconnectedness of global economies, the risks posed by trade uncertainties, and the strategic responses from various nations, making it an essential listen for anyone interested in understanding the current macroeconomic environment.05 April 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech/next-in-tech-ep-211-m-and-a-in-2025The M&A markets are in a tough situation. Transactions are harder to get done and exits just not happening. To sort out where this is all going, Scott Denne and Brenon Daly return to the podcast with host Eric Hanselman. Investors across technology have portfolios that are getting long in the tooth. They need exits to return value to their funds, but there are limited options. The IPO market is tentative, at best. 

At the same time, strategic investors are stepping back as they spend on AI. Capital expenditures continue to grow, with hyperscalers shelling out billions to expand their own infrastructure, as well as investing in AI startups. Google’s acquisition of Wiz is a massive transaction, but it is dwarfed by the ongoing internal investments. How far does this go and what will be the return on these investments?
01 April 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-3-ep-13-hot-topics-in-shipping-and-supply-chains-tariffs-taxes-and-moreIn this episode of The Decisive Podcast, host Kristen Hallam discusses the hot topics from the recent Transpacific Maritime, or TPM, conference with Mark Szakonyi, executive editor of The Journal of Commerce, and Chris Rogers, head of supply chain research at S&P Global Market Intelligence. 

Mark and Chris provide insights on the effects of proposals by the US government such as tariffs, the innovative Gemini shipping model, and what to expect at the upcoming Breakbulk conference, which like TPM is organized by The Journal of Commerce.

Learn more about the critical issues shaping global supply chains and gain valuable perspectives to help you navigate this evolving landscape. 29 March 2025 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-3-ep-13-major-league-baseball-starts-season-with-new-distribution-playbookAs the Major League Baseball season kicks off, the way fans access their favorite teams is undergoing a seismic shift. In the latest episode of MediaTalk, we discuss the changing distribution strategies that teams are implementing as many move away from traditional regional sports networks (RSNs) to embrace a mix of broadcast and streaming options. Outside the RSN market, the conclusion of MLB's longstanding relationship with ESPN after this season opens the door for new players like Amazon, Apple and others to potentially enter the market. Taken all together, these changes are creating an exciting and competitive environment for sports broadcasting. The episode explores the implications of these shifts on fan engagement, revenue generation, and the overall landscape of local sports media.27 March 2025 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-3-ep-12-pmi-in-focus-navigating-uncertainty-in-trade-and-tariffsIn this episode of the Decisive Podcast, host Paul Smith, alongside economists Andrew Harker and Joe Hayes, reveals the latest trends and insights from the Purchasing Managers' Index (PMI) data, with a particular focus on the impact of tariffs on global manufacturing.

The economists highlight the contrasting performance of the U.S., Canadian, and Mexican manufacturing sectors, exploring how tariffs have influenced export orders, input prices, and overall business sentiment.

With timely analysis and unique qualitative insights from PMI survey responses, this episode offers valuable perspectives for anyone interested in the dynamics of global trade and manufacturing. 
22 March 2025 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/masters-of-risk/masters-of-risk-season-three-episode-one-trends-in-the-market-a-deep-dive-with-cameron-dayneIn this episode, Stewart Webster, our new Host of Masters of Risk, sits down with Cameron Dayne, EVP & Managing Director, West Region Sales Team Lead at Zions Capital Markets. With all the volatility in the market, they take a deep dive into how it impacts your business.20 March 2025 19:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-3-ep-12-march-madness-evolution-from-loss-generator-to-advertising-slam-dunkFrom buzzer beaters to brackets, MediaTalk is once again diving into the intersection of sports and business that is March Madness. Discover how the unique partnership between CBS Sports and TNT Sports, now in its 14th year, has transformed the landscape for media giants Paramount Global and Warner Bros. Discovery. Now, March Madness generates over $1 billion in ad sales, underscoring the vital role of live sports in the linear TV ad market. This episode highlights why marquee sporting events like this are indispensable for networks, especially as other ad markets face challenges. Learn about the significant boost in retransmission consent rates for CBS, licensing fees for TBS, TNT and TruTV, and subscriber growth for the networks' related streaming platforms. Plus, discover the rising financial stakes in women's sports, highlighted by a recent ESPN deal that reflects the growing value and excitement surrounding the women's college basketball tournament. 20 March 2025 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-3-ep-11-global-security-hotspots-impacts-on-marine-cargoIn this episode of the Decisive Podcast, host Kristen Hallam leads a discussion of 
In this episode, host Kristen Hallam dives into the complexities of global security hotspots and their profound effects on marine cargo with expert insights from Columb Strack, Head of Global Cargo Risk at S&P Global Market Intelligence.

Kristen and Columb explore the repercussions of geopolitical conflicts, including the Russia-Ukraine war and its impact on Black Sea trade dynamics, as well as the challenges posed by Middle East conflicts and Houthi threats to maritime security.

Discover how these tensions influence marine war insurance and the broader shipping industry. Gain valuable foresight into future forecasts for cargo risk and key developments in international shipping and trade. Whether you're an industry professional or simply curious about global trade dynamics, this episode provides perspective on the current maritime landscape. Listen now.15 March 2025 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech/next-in-tech-ep-208-smart-spacesSo much of the world around us is sensing and controlling with data, but it?s not often coordinated. Smart spaces technologies put that data to work and integrate capabilities and Zoe Roth returns to the podcast to dig into the potential of these systems with host Eric Hanselman. Smart spaces have grown out of the sensing roots in technologies like the Internet of Things (IoT) and shares a key element ? the need to link operational technology (OT) with information technology (IT). Things like building environmental systems have historically been separated from the technology stack supporting the people that work in the building. Integration of these systems has the potential for a wide range of benefits, including improving working conditions, enhancing physical and logical security and reducing energy use. Stadiums and public venues are putting smart spaces technology to work to improve fan experience and improve safety.

Extending to the macro scale, when smart spaces integrate at a city level, there?s greater efficiency and effectiveness across transportation systems, electric grids and governmental systems. Making this all work requires extending across information and functional silos. It?s a similar set of challenges that exist in digitization efforts in areas like retail, manufacturing and energy. As capabilities like digital twins and expanded support in edge computing mature, they hold promise to make smart spaces even more capable.11 March 2025 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/masters-of-risk/masters-of-risk-episode-16-nita-kohli-kohli-advisorsIn this episode, Yashi Yadav, Host of Masters of Risk, talks to Nita Kohli, 
CEO & Founder, Kohli Advisors, and author of Operational Resilience: Beyond the Check Lists. They take a dive deep into resiliency and risks within the financial industry with a pivot into career risks.10 March 2025 19:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-3-ep-10-takeaways-from-tpm25-tariffs-trade-and-geopolitical-risks-for-shippers-and-carriersIn this episode of the Decisive Podcast, host Kristen Hallam leads a discussion of key takeaways from TPM25, the world's largest container shipping conference, which recently took place in Long Beach, Calif.

Kristen interviews S&P Global Market Intelligence's Natznet Tesfay, Vice President and Head of Insights and Analysis, and Jack A. Kennedy, Head of Middle East North Africa Country Risk, who each spoke at the conference this year. Natznet shares highlights of her interview with former UN Ambassador and National Security Adviser John Bolton. Jack walks through our outlook on the Red Sea and geopolitical risks in the region. 

Listen now to learn more about the geopolitical risks facing international supply chains. 08 March 2025 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-3-ep-10-network-owners-navigate-m-and-a-and-margins-in-medias-new-era06 March 2025 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-3-ep-9-economic-angst-canadas-faceoff-on-tradeIn this episode of the Decisive Podcast, host Kristen Hallam interviews Economics Director Arlene Kish about the outlook for the Canadian economy and the potential impact of US tariffs and reciprocal Canadian tariffs.

Should you stock up on maple syrup? Which industries could be most impacted? How is domestic political uncertainty affecting business investment and other aspects of the economy? 01 March 2025 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/private-markets-360/private-markets360-ep22-strategies-for-success-in-the-middle-marketLiz Campbell, Chief Investment Officer of Portfolio Advisors, joins our hosts to discuss strategies for success in middle market investing. She emphasizes the importance of fundraising discipline and the evolving landscape of real estate investments, highlighting niche areas that are gaining traction.27 February 2025 15:32:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-3-ep-8-how-ai-is-reshaping-gaming-and-consumer-techIn this episode of MediaTalk, host Mike Reynolds is joined by Neil Barbour, a Kagan analyst at S&P Global Market Intelligence, to explore the dynamic landscape of the gaming and tech industries. They discuss the resurgence of smart devices through AI integration, which is breathing new life into products like smart glasses and smartphones. Barbour emphasizes that AI is not just a trend but a transformative force, enabling consumers to interact with devices using natural language, potentially unlocking greater value.

The conversation also examines the current M&A environment in gaming following a downturn in 2024 due to regulatory challenges and economic factors. Despite these hurdles, investment in the metaverse is experiencing a significant rebound, with funding up 42.9% in 2024, driven by innovations in AI and immersive experiences. As the episode wraps up, Reynolds and Barbour speculate on the future of AR/VR technologies, stressing the importance of compelling software to ignite consumer interest and engagement. 20 February 2025 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-3-ep7-trumps-first-100-days-outlook-and-potential-impactWhat key priorities will the new administration and a Republican-majority Congress emphasize as President Donald Trump embarks on his first 100 days in office? How will these initiatives shape the US economic landscape and influence the operational environment? 
Our experts will offer insights on tariffs, trade, the US economy, metals markets, immigration and foreign relations among other issues that are front-of-mind since Trump began his second term. Listen now. 15 February 2025 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/ir-in-focus/ir-in-focus-season-3-episode-1-ai-landscape-for-ir-professionals-in-2025AI is evolving, how is your corporation preparing? In this episode of IR in Focus, host Carmen Lilly is joined by Eric Hanselman, ?Chief Analyst, Data and Research for S&P Global Market Intelligence. Tune in to discover emerging themes in AI and recommendations for corporations to navigate this rapidly evolving landscape.
12 February 2025 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/masters-of-riskRisk evolves fast, especially in the current markets, keeping it top of mind for business leaders today.https://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-3-ep6-under-construction-industry-outlook-and-themes-for-2025In this episode of our podcast, taken from our January 2025 webinar, we dive into the latest trends and insights from the global construction industry.
Our experts share their perspectives on the current state of the market and the outlook for the coming year. They discuss how our economic forecasts inform our views of the industry and highlight key themes to watch within each region. Listen now. 08 February 2025 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/street-talk/episode-135-takeaway-from-aoba-heavy-dose-of-optimism-as-the-deal-window-is-openThe bank advisory community is optimistic that bank M&A activity will rebound in 2025 and they should be, according to Mercer Capital Managing Director Jeff Davis.06 February 2025 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-3-ep-6-can-the-nfls-biggest-game-get-even-biggerAhead of this year's Super Bowl on Feb. 9, MediaTalk host Mike Reynolds is joined by three S&P Global Market Intelligence Kagan analysts to talk about the upcoming clash between the Kansas City Chiefs and the Philadelphia Eagles. As the Chiefs aim to score a historic three-peat, analysts Justin Nielson, Scott Robson, and Michael Johnson discuss whether this year's game can set a new audience record despite a slight decline in NFL viewership during the regular season. Meanwhile, rights-holder Fox is anticipating record-breaking ad revenues, with some 30-second spots having sold for as much as $8 million. Whether you're tuning in for the touchdowns or the commercials, Super Bowl 2025 promises to be a game-changer in the media landscape. 06 February 2025 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcastsExplore S&P Global Market Intelligence podcasts for expert insights on market trends, economic forecasts, and industry analysis to stay informed and ahead.https://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech/next-in-tech-ep-202-consumer-electronics-at-cesThe annual technology fest that kicks off of the year, the CES conference (formerly known as the Consumer Electronics Show), showcased the latest consumer technology, from smart glasses to smart homes.29 January 2025 20:08:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-3-ep4-global-macroeconomic-insights-the-us-and-mainland-chinaIn this episode of the The Decisive podcast, taken from our Jan. 21 client webinar, Ken Wattrett, Vice President of Global Economics at S&P Global Market Intelligence, leads an insightful discussion of the macroeconomic landscape for 2025. 25 January 2025 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/season-3-ep-4-the-human-art-of-direct-messaging-in-the-age-of-aiIn this episode of MediaTalk, host Mike Reynolds delves into the changing ways that brands ? including news publishers, podcasters, enterprises and retailers ? are connecting with consumers amidst the chaos of information overload, much of which is influenced by AI.23 January 2025 15:12:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk-season-3-ep-biggest-takeaways-from-ces2025S&P Global Market Intelligence was on the ground for CES 2025 in Las Vegas, the Consumer Technology Association?s annual trade show. S&P Global Market Intelligence Kagan analyst Neil Barbour, who focuses on consumer tech, and MI tech policy reporter Stefan Modrich join MediaTalk host Mike Reynolds to share their experiences and discoveries from the biggest tech industry event of the year.20 January 2025 15:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/listen-the-decisive-season-3-ep-3-buyers-beware-of-potential-tariff-troublesIn this episode of The Decisive, Emily Crowley, head of the Pricing and Purchasing team at S&P Global Market Intelligence, analyzes the potential impacts of proposed changes in tariffs and immigration policy in President Donald Trump's second term. This is an excerpt from a Dec. 11, 2024, webinar. 18 January 2025 15:21:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-3-ep-2-trade-and-immigration-in-trumps-second-eraIn this episode of the Decisive Podcast, we delve into the pivotal trade and immigration policies of President-elect Donald Trump as he prepares for his inauguration on January 20th.11 January 2025 15:21:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/season-3-ep-2-new-strategies-in-play-in-2025-amid-broadband-streaming-saturationThe new year promises to bring further changes to the streaming, broadband and wireless markets as incumbent operators and new entrants turn to next-generation technologies to compete for subscribers.09 January 2025 15:12:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/season-3-ep-1-top-10-economic-insights-for-2025Economic angst is one of our four key themes for 2025. 04 January 2025 15:21:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech-ep-199-drones-verywhereNext in Tech | Ep. 199: Drones Everywhere, Mysterious lights are seen in the sky above New Jersey, throwing many into a panic. Is this the current concern about drones or the War of the Worlds radio broadcast 86 years ago?31 December 2024 20:08:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/ep-29-power-plays-themes-for-2025The interplay of geopolitical rivalries, economic shifts and evolving trade dynamics will define a conflicted global landscape over 2025.21 December 2024 15:21:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk/mediatalk-season-2-ep-43-maturity-vs-convergence-connecting-streaming-cable-broadband-wirelessStreaming, broadband and wireless used to be three distinct subsectors within media and communications. But increasingly, they are interconnected. In 2024, cable operators, led by Charter, began bundling direct-to-consumer streaming offerings into their video and broadband services.20 December 2024 15:12:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/masters-of-risk/masters-of-risk-episode-15-a-year-in-reviewIn this episode, Yashi Yadav, Host of Masters of Risk and Alisha Rappaport, Producer and Editor of Masters of Risk sit down to recap all the conversations they had throughout 2024. They discuss some of the key topics and thoughts our guests discussed on the show. This video podcast is a reflection of what was top of mind for these business leaders today. We also share some of our thoughts as we head into 2025.17 December 2024 19:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/street-talk/street-talk-episode-134-kbw-ceo-says-bank-stocks-still-have-room-to-runInvestors have flocked back to the bank group over the last five months as the fundamental environment has improved and the election results in November added legs to the rally, according to KBW CEO Tom Michaud. In the episode, Michaud discussed improving investor sentiment toward the U.S. bank space, his firm’s expectation for banks’ earnings and credit quality in 2025 and 2026, and the outlook for capital raising and bank M&A activity.17 December 2024 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/private-markets-360/episode-20oel Holsinger, Partner, Portfolio Manager and Co-Head of Alternative Credit at Ares Management, joins our hosts to share insights into the dynamic field of alternative credit, where he has been investing for over 27 years. In addition to his professional journey, he also discusses his commitment to charitable contributions within the global health and education sector.
16 December 2024 15:32:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/ep-28-2024-in-review-supply-chain-resilience-resource-security-and-logistics-rewiredAs we approach 2025, we are reflecting on our key themes for 2024.14 December 2024 15:21:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech-ep-197-data-pipelines-for-aiNext in Tech | Ep. 197: Data pipelines for AI, Enterprises are wrestling with delivering data to fuel their AI efforts, hitting roadblocks around data security and privacy concerns and sifting through use cases and models to put it to work.11 December 2024 20:08:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/street-talk/street-talk-episode-133The bank M&A pipeline has improved significantly over the past month, and capital is available for institutions looking to grow amid the surge in investor interest in the banking sector, according to Bill Burgess, co-head of financial services investment banking at Piper Sandler. In the episode, Burgess said there are six factors contributing to renewed interest in bank deals, particularly following the recent U.S. elections. 11 December 2024 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/ep-27-2024-in-review-economic-fault-linesAs we approach 2025, we are reflecting on our key themes for 2024.
In this episode, we’re revisiting some key moments and insights from our previous episodes on the theme of economic fault lines. 07 December 2024 15:21:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/private-markets-360/episode-19Brett Hillard, Chief Investment Officer at GLASfunds, joins our hosts to explore the impact of democratizing private markets via the registered investment advisor (RIA) universe in the latest episode of our Private Markets 360� podcast.05 December 2024 15:32:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech-ep-196-managing-third-party-riskMuch of business success depends on successfully managing risk, but that includes not only those aspects under direct control, but also the risks in relationships with third parties. It’s a task that can be daunting for any business and Luke Nordlie joins host Eric Hanselman to discuss the challenges and technology-based approaches to risk assessment, monitoring and compliance.03 December 2024 13:07:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/ir-in-focus/ir-in-focus-episode-8-best-practices-for-managing-investor-communication-feedback-cycle-and-engagementIn this episode of IR in Focus, host Carmen Lilly and special guest Michaella Gallina explore best practices and approaches to investor communication. 26 November 2024 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech-ep-194-the-big-picture-reportsNext in Tech | Ep. 194: The Big Picture Reports, The annual Big Picture Reports are out and they span the breadth and depth of our research areas, including capital markets, commodities, commercial real estate, emerging technology, M&A and supply chain. Analysts Melissa Incera and Iuri Struta join host Eric Hanselman to talk about what they reveal and the strong interconnections across them all. A core driver is the rapid adoption of AI.18 November 2024 19:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk-season-2-ep-38MediaTalk host Mike Reynolds chats with S&P Global Market Intelligence Kagan Principal Analyst Justin Nielson about the evolving landscape of the US TV and radio broadcast industry.12 November 2024 22:10:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-episode-23-the-global-economy-region-by-regionIn this episode, our global economist, Ken Wattret, leads a discussion with economists from S&P Global Market Intelligence about the economic landscape. They cover key themes, including moderating inflation, easing monetary policy, and the likelihood of a soft landing in the US. 08 November 2024 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/masters-of-risk-episode-14-catherine-kemnitzIn this episode, Yashi Yadav, Host of Masters of Risk, sits down with Catherine Kemnitz, Chief Strategy and Development Officer at Axiom. They dive deep into what Axiom has done for businesses in terms of acquiring legal talent.06 November 2024 19:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech-ep-192-technology-demand-indicatorhere is continuing positive sentiment among technology buyers, a trend that’s continued for a fourth quarter. Sheryl Kingstone and Liam Eagle return to discuss the latest Tech Demand Indicator (TDI) study results with host Eric Hanselman.05 November 2024 19:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-episode-22-supply-chains-for-the-energy-transitionExplore the critical intersection of energy transition and supply chains. Our experts discuss how supply chains are essential for transporting vital resources like critical minerals while also managing their own emissions.01 November 2024 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/street-talk-episode-132The U.S. election could change the legislative, supervisory and regulatory framework for the banking industry. 31 October 2024 18:07:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/private-markets-360-episode-18Neil Odom-Haslett, Head of Private Credit and Commercial Real Estate Lending at abrdn, joins our hosts to explore the realm of investment grade private credit, including both corporate credit and commercial real estate debt. 31 October 2024 14:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk-season-2-ep-37MediaTalk dives into the hotly contested 2024 US elections.30 October 2024 21:10:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech-ep-191-sports-mediaAs the seasons shift gears, there?s activity happening off the playing fields with sports media deals that are getting teams on their feet. Analysts Scott Robson and Michael Johnson join host Eric Hanselman to look at deals in women?s and men?s sports in the NFL, NBA, WNBA, NWSL and NHL. 29 October 2024 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-episode-21-2024-holiday-sales-trick-or-treatIn this spirited episode of The Decisive podcast, host Kristen Hallam dives into the fascinating world of Halloween sales and their implications for supply chains and the US economy. 25 October 2024 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk-season-2-ep-35The US wireless industry has largely reached the point of saturation, making continued growth difficult. 23 October 2024 18:23:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech-ep-190-payments-and-securityAs the payment industry works to address security and fraud, they’re moving beyond being consumers of security technology and becoming acquirers.21 October 2024 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive-episode-20-the-eu-s-corporate-sustainability-due-diligence-directiveIn this episode of The Decisive podcast, host Kristen Hallam is joined by analysts Dijedon Imeri and Louise Alestam to explore the European Union's Corporate Sustainability Due Diligence Directive.19 October 2024 13:53:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive-episode-26-2024-in-review-geopolitical-reorderingIn this episode of The Decisive podcast, host Kristen Hallam is joined by analysts Dijedon Imeri and Louise Alestam to explore the European Union's Corporate Sustainability Due Diligence Directive.19 October 2024 13:53:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech-ep-189-human-resources-technologyHuman Resources Technology | If your view of the technology that drives the human resources end of business is mostly hiring, firing and time off management, your head would have been spinning at the HR Tech conference that just wrapped up.16 October 2024 19:45:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive-episode-19-labors-long-roadAs commodity prices undergo rapid corrections, the labor market is experiencing a slower recovery. While conditions are improving for employers, wage growth remains sluggish due to high interest rates and reduced hiring optimism.16 October 2024 13:53:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/masters-of-risk-episode-13In this episode, Yashi Yadav, Host of Masters of Risk, sits down with Matthew Reilly, Managing Director, Head of Insurance Solutions at Conning. Yashi and Matt dive deep into the world of investment management for insurance companies. They discuss the increased risk appetite in this industry and find the balance of how much risk to take. Matt shares what is top of mind for business leaders today in this industry.14 October 2024 03:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk-s2-ep-34On this episode of MediaTalk, host Mike Reynolds sits down with Fubo co-founder and CEO David Gandler to discuss the ever-evolving sports media landscape and the company's progress in its effort to secure a more equitable playing field for distributors.10 October 2024 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk-season2-ep-35-nba-tips-off-amid-shifting-media-rightsWith the NBA season tipping off Oct. 22, MediaTalk host Mike Reynolds is stepping up to the three-point line with S&P Global Market Intelligence Kagan Principal Analyst Scott Robson, who tracks US TV networks and sports; Kagan Research Analyst Michael Johnson; and Lee Burke, principal of consultancy LHB Sports, Entertainment and Media.10 October 2024 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk-s2-ep-06Though the video game market is eagerly looking ahead toward the holiday sales market, it is facing myriad headwinds. Console shipments are struggling both as the market waits for a new Nintendo Switch and consumers digest the price tag of the new PlayStation 5 Pro.09 October 2024 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/street-talk-episode-131-bank-boards-capitulating-pushing-for-scale-to-combat-challengesThe operating environment remains challenging for many banks but experts at Raymond James’ annual whole loan conference in September 2024 noted there is a growing acceptance and willingness to pursue deals to counter headwinds facing the group. 08 October 2024 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech-episode-188As cloud-based infrastructure becomes a larger part of enterprise portfolios, there’s greater focus on securing it effectively.07 October 2024 19:45:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive-ep-18-made-in-europeIn this episode of the Decisive podcast, host Kristen Hallam is joined by David Vagenknecht and Shuchita Shukla from S&P Global Market Intelligence to explore the constraints facing the European Union's industrial sector and the potential for an industrial upcycle.05 October 2024 13:53:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech-episode-187The energy impacts of technology have been a concern for some time, but the rapid growth of AI has added additional pressure and speculation about the short and long term needs of the datacenter industry.30 September 2024 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/ir-in-focus-season-2-ep-7-managing-broker-relationships-and-fine-tuning-investor-messagingIn this episode of IR in Focus, host Carmen Lilly sits down with Melissa Otto, Head of TMT research at Visible Alpha, to discuss the evolving landscape of broker relationships, managing investor communications, and maintaining consistent messaging in the world of investor relations.
29 September 2024 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-episode-17-the-g20-in-a-disjointed-worldIn this episode of The Decisive Podcast, we dive into the upcoming G20 Summit, set to take place in November during a year filled with significant geopolitical shifts and key elections among member nations.27 September 2024 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk-s2-ep-32Will fixed wireless continue to gain share? What markets are seeing the most fixed wireless growth? And what do fixed wireless customers have to say about their experience with the service? Mike and John dial into these questions and more.27 September 2024 17:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/private-markets-360-episode-17Christophe Rust, Co-head of European Credit Opportunities at Ninety One, joins our hosts to discuss his perspective on the development of the credit market and growth of private credit in Europe.26 September 2024 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech-episode-183The annual VMware Explore conference kicked off in Las Vegas in a new situation with the company now being part of Broadcom, after its acquisition. 451 Research analysts Jean Atelsek, Melaney Posey, Henry Baltazar and Liam Eagle were there with host Eric Hanselman and this special episode captures their insights about what was happening at the conference and how things have changed is critical to that planning process.24 September 2024 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech-episode-186We?re all familiar with consumer payments technology in its various forms, but business transactions have a different set of requirements and a very different set of technologies and market participan24 September 2024 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-episode-15-pmi-in-focus-trade-trends-and-political-uncertaintyIn this episode of The Decisive Podcast, host Paul Smith is joined by senior economists Andrew Harker and Tim Moore to explore the latest trends in global trade and the impact of recent geopolitical events.19 September 2024 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/media-talk-s2-ep-31In this episode, MediaTalk Host Mike Reynolds speaks to S&P Global Market Intelligence Kagan Senior Research Analyst Wade Holden, who specializes in the movie business, and Mac Mathews, associate dire19 September 2024 12:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk-s2-ep-31In this episode, MediaTalk Host Mike Reynolds speaks to S&P Global Market Intelligence Kagan Senior Research Analyst Wade Holden, who specializes in the movie business, and Mac Mathews, associate director of editorial, design and publishing at S&P Global and film aficionado. Wade and Mac discuss the performance of the summer box office, touching on the films that most resonated with moviegoers and films where viewers opted to wait until the streaming release. Spoiler alert: while franchise films and long-awaited sequels did well, a number of originals failed to find their audiences -- at least in theaters. Looking forward, they also talk about the biggest films coming out this fall. Grab some popcorn, sit back and enjoy! 19 September 2024 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-episode-14-indias-demographic-dividendAs the world's most populous country, India faces unique opportunities and challenges in maximizing its labor potential for economic growth. This episode covers key topics such as employment prospects post-elections, government initiatives for upskilling, and the critical role of female labor participation.18 September 2024 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-episode-14-indias-demographic-dividendAs the world's most populous country, India faces unique opportunities and challenges in maximizing its labor potential for economic growth. This episode covers key topics such as employment prospects post-elections, government initiatives for upskilling, and the critical role of female labor participation.18 September 2024 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech-episode-185Consumer Tech Evolution | The primary exposure to advances in technology for most is in the consumer world. Phones, video and gaming are driven by the latest innovations, but have been experiencing a 17 September 2024 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk-s2-ep-30Policy Outlook for AI, Online Privacy, Antitrust Regulation | With lawmakers back from the August recess and the US presidential election heating up, MediaTalk host Mike Reynolds sits down with S&P Gl12 September 2024 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/street-talk-episode-130Rate hikes by the Federal Reserve and changes in post-pandemic behavior have put pressure on commercial real estate (CRE) borrowers needing to refinance loans coming due. 12 September 2024 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech-episode-184The flagship event for Salesforce, its Dreamforce conference, returns to San Francisco and some of the 451 Research analyst team who will be there join host Eric Hanselman to talk 10 September 2024 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-episode-13-how-us-monetary-policy-worksHost Kristen Hallam explores the intricacies of U.S. monetary policy with senior economist Lawrence Nelson. 06 September 2024 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk-s2-ep-29While the NFL thrives on broadcast, it increases its streaming presence with games on Amazon Prime, NBC games on Peacock, CBS games on Paramount+06 September 2024 12:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-pipeline-ma-and-ipo-insights-season-2-episode-6In Season 2, Episode 5 of The Pipeline podcast, investment banker Michael Mufson, of Mufson Howe Hunter, discusses the anticipated revival of private equity activity after two years of reluctance.04 September 2024 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-episode-12-supply-chains-get-schooled Our experts explore projected growth in back-to-school retail trends and sales, the implications for supply chains, and what it tells us about the broader economy. 30 August 2024 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/private-markets-360-episode-16Anthony Maniscalco, Managing Partner and Head of Strategic Capital Group at Investcorp.30 August 2024 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk-s2-ep-28MediaTalk host Mike Reynolds joins three S&P Global Market Intelligence Kagan analysts to talk about the 2024/25 college football season, which has a number of major changes, including conference real29 August 2024 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/ir-in-focus-season-2-ep-6-keys-to-successful-virtual-and-hybrid-investor-eventsIn this episode, host Carmen Lilly is joined by the CMO of GlobalMeet, Trent Waterhouse, to dive into the evolving landscape of virtual events in investor relations.28 August 2024 16:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech-episode-182To predicate a business decision on the risk and potential reward, it?s important to understand the size of the reward. Correctly estimating the Total Available Market (TAM) and the smaller Serviceabl27 August 2024 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-episode-11-remodeling-the-home-improvement-marketIn this episode of the Decisive Podcast, host Kristen Hallam sits down with Scott Hazelton, Consulting Director at S&P Global Market Intelligence, to explore the dynamic landscape of the home improvement market.23 August 2024 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk-s2-ep-27S&P Global Market Intelligence Kagan analysts to talk about the 2024/25 college football season's upcoming major changes, including conference realignments and a 12-team College Football Playoff.22 August 2024 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-episode-10-spilling-the-tea-on-the-coffee-tradeTea or coffee?
Our experts tell the fascinating story of the trade in two beloved beverages: tea and coffee. Featuring insights from Anna Rybicka and Agnieszka Maciejewska, this episode explores the global trade, market trends, and the impact of weather on these commodities.
The economists also delve into reshoring and how supply chain realignments have been influenced by factors like the pandemic, geopolitics, and domestic policies.21 August 2024 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech-episode-181Connectivity had been having a moment through the pandemic, but the urgent need for high-performance interconnection has rolled back a bit and fiber optic networks and the markets around them are show20 August 2024 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk-s2-ep-26Considered by many soccer/football fans to be the best of all leagues around the world, the Premier League is the NFL of the UK — by far its most popular sport. 15 August 2024 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-pipeline-ma-and-ipo-insights-season-2-episode-5In Season 2, Episode 5 of The Pipeline podcast, investment banker Michael Mufson, of Mufson Howe Hunter, discusses the anticipated revival of private equity activity after two years of reluctance.12 August 2024 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-episode-9-global-macroeconomic-themesAs markets settle, we offer you this excerpt from our July 11th webcast, in which our global economist, Ken Wattret, reflects on key macroeconomic themes. We hope you find this commentary valuable in navigating the period ahead.09 August 2024 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk-s2-ep-25For the first time in years, the Kagan Media & Telecom Summit was back as an in-person event in New York.08 August 2024 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-episode-8-container-port-performanceWhat are the top ranked ports in the world? Turloch Mooney, head of the port intelligence and analytics business at S&P Global Market Intelligence, discusses the latest Container Port Performance Index (CPPI) and what the results mean for businesses.07 August 2024 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech-episode-179For the first time since the pandemic, the Kagan Media and Telecom Summit was back in person in New York, with a packed agenda looking at topics ranging from sports media rights to broadband.06 August 2024 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk-s2-ep-24This MediaTalk episode explores the effects of these two events and how spending on cloud security, both in terms of enterprise IT budgets and potential M&A, should increase in the coming months.01 August 2024 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/ir-in-focus-season-2-ep-5-economic-forecasts-and-investor-signalsIn this episode, host Carmen Lilly is joined by Chris Williamson, Chief Business Economist at S&P Global Market Intelligence for a discussion on macroeconomic conditions and outlook, with insights on how the Investment Manager Index measures and forecasts investor sentiment and what these signals mean for businesses and corporations.30 July 2024 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech-episode-178With larger portions of IT budgets being consumed by cloud, there?s a greater imperative to understand the nature of price, value and availability of cloud services. 30 July 2024 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-episode-7-election-impact-uk-parliamentJan Gerhard, Raj Badiani, and Chris Rogers from S&P Global Market Intelligence join host Kristen Hallam to discuss the new UK government and its implications on the economy, trade, industry, and EU relations.26 July 2024 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-episode-6-election-impact-france-and-the-olympicsBibianna Norek and Diego Iscaro discuss the French election and its potential impacts on policymaking and the economy. In the absence of an absolute majority for any political group and the resulting hung parliament, the experts explore scenarios for government formation.25 July 2024 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/private-markets-360-episode-15Jeff Collins, Managing Partner at Cloverlay, joins our hosts to discuss the concept of adjacent private markets and the unique investment strategy at Cloverlay.25 July 2024 12:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk-s2-ep-23This MediaTalk episode looks at the rise of women's sports among fans, advertisers, network owners and investors. 25 July 2024 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/street-talk-episode-129Bank stocks and regional bank stocks in particular have rallied over the last month and there is further room to run, according to Joe Fenech, Chief Investment Officer at GenOpp Capital Management.23 July 2024 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech-episode-177Generative AI is having far reaching impacts on datacenters and new data shedding light on the nature and extent of the impacts.23 July 2024 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-episode-5-pmi-in-focus-midyear-pulse-checkEconomists Paul Smith and Andrew Harker use data from our Purchasing Managers Index surveys to provide insights and analysis on the performance of the global economy at the midpoint of 2024 and the outlook for the coming months. They discuss the impact of factors such as investment in new technologies and inflation trends on economic growth.

The economists also delve into reshoring and how supply chain realignments have been influenced by factors like the pandemic, geopolitics, and domestic policies.19 July 2024 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk-s2-ep-22 MediaTalk host Mike Reynolds chats with Scott Young, group senior vice president of content, production and business operations at Warner Bros. Discovery Sports Europe. 18 July 2024 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-episode-4-metal-mayhem-in-the-supply-chainSteel expert John Anton and Amanda Eglinton, lead analyst analyze the current trends and challenges in the metal market, discussing factors such as regional divergence, supply disruptions, and demand dynamics. Whether you're a producer, buyer, or investor, this episode offers valuable information to navigate the ever-changing metal market.17 July 2024 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech-episode-176There?s substantial cybersecurity risk in critical infrastructure and addressing it is a complex problem that involves regulatory and private sector efforts. 16 July 2024 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk-s2-ep-21The Summer Games are almost upon us, with the Opening Ceremony set for July 26. Gary Zenkel, president of NBC Olympics, joins MediaTalk to discuss all the work that has gone into preparing...11 July 2024 12:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech-episode-175Rumors of the demise of the metaverse have circulated widely, but the latest revenue numbers and market activity are showing that it?s recovering from post-pandemic pull-backs. 09 July 2024 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-episode-3-election-impact-european-parliamentDijedon Imeri, principal analyst for Europe and CIS country risk at S&P Global Market Intelligence, joins host Kristen Hallam to discuss the European Union parliamentary elections and their potential impact on the business landscape. 07 July 2024 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/masters-of-risk-episode-12In this episode, Yashi Yadav, Host of Masters of Risk, sits down with Katrina Dudely, Senior Vice President, Public Market Investments, Franklin Templeton, Rachana Kothare, Principal, Corporate & Busi03 July 2024 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech-episode-174Dr. Thomas Di Giacomo, Chief Technical and Product Officer at SUSE and Cloud Native Computing Foundation board member, joins host Eric Hanselman at the SUSECON conference to talk about some of the dyn02 July 2024 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-episode-2-insights-from-the-us-macroeconomic-outlook-q2-2024Join host Kristen Hallam as she discusses the US macroeconomic outlook with Ben Herzon, Executive Director and Co-Head of U.S. Economics at S&P Global Market Intelligence.28 June 2024 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/private-markets-360-episode-14Robert Stark, CEO of Nomura Capital Management, joins our hosts to talk about how banks are generating revenue from their private credit relationships.27 June 2024 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk-s2-ep-20Capital expenditures are going down while subscriber totals continue to climb. On the other, the industry is also seeing increased competition from cable operators and their MVNO offerings.27 June 2024 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech-episode-173The speed of that evolution is outpacing the ability of users to detect the latest instances of phishing attacks and the advances are not slowing down.25 June 2024 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-episode-1-election-impact-south-africaIn this episode, we dive into the recent election in South Africa and its potential impact on the country's business landscape. Joining host Kristen Hallam for this insightful discussion is Lange Malimela, senior Africa analyst on the Country Risk team at S&P Global Market Intelligence.21 June 2024 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk-s2-ep-19Worldwide annual video game console shipments are set to fall by almost 50% between 2023 and 2028, according to the most recent outlook from S&P Global Market Intelligence Kagan.20 June 2024 13:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk-s2-ep-18Mike Reynolds of New York and S&P Global Market Intelligence Kagan Research Analyst John Paul O'Sullivan from London share their thoughts about a couple of major international soccer tournaments.14 June 2024 12:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk-s2-ep-17After months of negotiating, Paramount Global started this week looking as though it was on the cusp of a deal. Paramount Global Chair Shari Redstone ended talks to sell her controlling stake.13 June 2024 12:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech-episode-171Recent study results are identifying where AI is being put to work and how customers and end users are reacting to its use. 11 June 2024 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk-s2-ep-16Listen in to learn how streaming services are seeking to balance lower-cost ad-supported offerings with higher-cost ad-free subscription services. 06 June 2024 12:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech-episode-170Sentiment analysis is a common use case for large language models in generative AI and we?re kicking off Pride Month with a discussion of a recent study that examined the way firms are talking about L04 June 2024 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/street-talk-episode-127Deposits and liquidity remain at the forefront for most bankers and the intense competition for core funding will eventually lead to a resurgence in M&A activity. That was the message delivered31 May 2024 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech-episode-169The power required to fuel the wave of generative AI use could be massive, but there are many factors that will determine when the crest of that demand will arrive.28 May 2024 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk-s2-ep-14The metaverse means different things to different people. But to 451 Research analyst Ian Hughes, the metaverse is the long-term vision for the next phase of the internet.23 May 2024 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech-episode-168As organizations push to realize the benefits of AI, they are increasingly challenged to deliver the necessary data to fuel their initiatives.21 May 2024 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech-bonus-episodeAs organizations push to realize the benefits of AI, they are increasingly challenged to deliver the necessary data to fuel their initiatives.20 May 2024 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk-s2-ep-13The metaverse means different things to different people. But to 451 Research analyst Ian Hughes, the metaverse is the long-term vision for the next phase of the internet.16 May 2024 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/street-talk-episode-128Tales from Top Performers features conversations with executives at high-performing banks about their view of current issues, and the greatest challenges and opportunities they see ahead. This episode16 May 2024 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk-s2-ep-12John shares his outlook on how the broadband industry is set to grow in both the near and distant future. 09 May 2024 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/masters-of-risk-episode-11Our latest guest is Michelle Vincent, CEO of MoFilm discusses her journey through the tech space and what risks she took to get to her current role as CEO.03 May 2024 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk-s2-ep-11Cord-cutting is sending viewers back over the air, and sports teams are experimenting with new broadcast packages as the RSN model stumbles. 02 May 2024 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/ir-in-focus-season-2-ep-4-exploring-the-sustainability-evolutionJoin host Carmen Lilly in an insightful discussion on sustainability regulatory developments and industry initiatives with Michael Taschner, Executive Director at S&P Global Market Intelligence. Tune in to hear expert opinions on best practices and sustainability strategies that will play outsized roles in shaping the future of financing and investment.29 April 2024 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk-s2-ep-10Which broadband providers - cable, telco, satellite or fixed wireless - still have room for growth in an age where broadband has very much become a utility.25 April 2024 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech-episode-164Semiconductors are back in the spotlight with the shortage of GPU?s in the generative AI explosion. But the supply chain that produces them is complex and is not a simple thing to accelerate or scale 23 April 2024 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/masters-of-risk-episode-10Join Yashi Yadav, Host of Masters of Risk, as she speaks to Nancy Davis the Managing Partner and Chief Investment Officer of Quadratic Capital Management, an investment advisory firm focused on convex15 April 2024 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech-episode-162While getting to a cloud native development pattern is a goal for most organizations, it can be a significant journey to transform both infrastructure and processes. 11 April 2024 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech-episode-161The integration of payment technologies in the automotive realm offers interesting potential, but it has to be done with care to ensure customer experience meets expectations. 03 April 2024 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-pipeline-ma-and-ipo-insights-episode-9About six to nine months ago companies were preparing to stay private longer, but now management teams are gaining confidence that they can execute a successful IPO, said Dave Stadinski, Piper Sandler01 April 2024 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/ir-in-focus-s2-ep-03we explore the impact of investor activism on corporations and strategies for navigating this increasingly prevalent phenomenon.31 March 2024 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech-episode-160While there is no end of generative AI discussion, it’s not often clear how it’s being used. Nick Patience and Alex Johnston return to explore the results of a recent study that digs into AI use cases26 March 2024 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/private-markets-360-episode-13Greg Turk, CIO of NG4 Capital, joins the podcast to discuss asset allocation and ways to navigate market volatility, drawing on his experience of 20 years with the Teachers’ Retirement System26 March 2024 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech-episode-159The spring edition of the Cloud Native Computing Foundation’s KubeCon/CloudNativeCon is about to get underway and Jean Atelsek and William Fellows return to discuss what will be playing out in the ses20 March 2024 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk-s2-ep-05We discuss the ongoing popularity of March Madness, both among viewers and advertisers, and the successful partnership between Warner Bros.20 March 2024 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/private-markets-360-episode-12Ron Kahn, Managing Director at Lincoln international, joins our hosts to delve into the genesis of the Lincoln Private Markets Index and Private Markets Perspectives Quarterly Report, offering valuabl20 March 2024 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-pipeline-ma-and-ipo-insights-episode-8Bill Curtin, global head of the M&A practice at the law firm Hogan Lovells, joined The Pipeline podcast and spoke about how dealmakers are executing transactions in the current environment. 14 March 2024 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk-s2-ep-04Mike and Peter go through projections for seven swing states, including those where races in 2020 were decided by a single percentage point or less.13 March 2024 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech-episode-158The curtain has come down on Mobile World Congress for 2024, but the repercussions are just beginning to settle out.13 March 2024 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech-episode-157The world of gen AI is complex, but the web of investments in both cash and infrastructure that are supporting the many AI companies is wildly intertwined. 12 March 2024 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk-s2-ep-03MediaTalk Host Mike Reynolds speaks to S&P Global Market Intelligence Kagan Analyst Scott Robson, who specializes in TV networks. 06 March 2024 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/maritime-and-trade-talk-episode-26One of our key themes for 2024 is logistics rewired. At the world's largest ocean container shipping event, TPM, shippers and their transportation providers will have plenty to talk about. 03 March 2024 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/ir-in-focus-s2-ep-02Carmen Lilly sits down with, Christopher Stroh, Executive Director at S&P Global and head of the Situational Analytics team, to take a closer look at the dynamic nature of capital allocation decisions29 February 2024 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk-s2-ep-02MediaTalk Host Mike Reynolds speaks to S&P Global Market Intelligence Kagan Senior Research Analyst Wade Holden, who specializes in the movie business. 28 February 2024 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech-episode-156Digital customer interactions are critical to business success. The effect on customer satisfaction can be dramatic, but the technology behind those interactions is often hidden.26 February 2024 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/mediatalk-s2-ep-01In this episode, MediaTalk Host Mike Reynolds speaks to S&P Global Market Intelligence Kagan Principal Analyst Justin Nielson about his outlook for the broadcast industry in 2024.21 February 2024 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/street-talk-episode-125Tales from Top Performers is a new series under the Street Talk banner that will feature conversations with executives at high-performing banks about their bank and experience in the sector; 21 February 2024 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/private-markets-360-episode-11Ray Carey, Head of NextLevel Operations at Level Equity, joins our hosts to discuss the strategies needed to drive value creation for portfolio companies across the companies? life cycles.21 February 2024 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech-episode-155What has been the premier telecom conference has expanded to be a technology showcase for everything from IoT to AR/VR. Lynnette Luna, Julber Osio and Mohammed Hamza19 February 2024 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/listen-mediatalk-season-2-back-in-2024As MediaTalk kicks off, we're going to provide our outlook for the broadcast, streaming, TV network, movie, and gaming spaces, as well as the presidential election cycle. 18 February 2024 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/street-talk-episode-123Regulatory scrutiny has intensified in the aftermath of the liquidity crunch that erupted in 2023 and could play an even larger role in bank M&A activity in 2024 by motivating more banks to consider17 February 2024 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/street-talk-episode-124The banks that failed in the spring of 2023 were outliers that violated some of the golden rules of banking, but many investors continue to unfairly paint the bank group with a broad brush, according 17 February 2024 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech-episode-154Many thought that supply chain woes faded with pandemic concerns, but they’re back and with new dimensions.15 February 2024 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/masters-of-risk-episode-9Masters of Risk is kicking off 2024 with Katrina Dudley, Senior Vice President, Investment Strategist, and Portfolio Manager at Franklin Templeton and Co-Author of Undiversified.15 February 2024 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/maritime-and-trade-talk-episode-252023 was a year of recovery, giving the air of a return to normal. Unfortunately, normal for supply chains means guiding operations through the middle of a storm of potential disruptions.13 February 2024 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech-episode-153While visions of smart cities might conjure up flying cars and robot delivery, the reality is that many are leveraging digitization today with significant impacts on a smaller scale.07 February 2024 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-pipeline-ma-and-ipo-insights-episode-7JMP Securities analyst Devin Ryan expects that 2023 will mark a trough year for M&A and 2024 can put investment banks on a path to acceleration in their advisory fee business.31 January 2024 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech-episode-152The intersection of technology and financial markets in security is creating interesting dynamics. Analysts Thomas Mason, Dan Kennedy and Scott Crawford join host Eric Hanselman30 January 2024 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/ir-in-focus-s2-ep-01Host Carmen Lilly sits down with colleague, Daniel J. Sandberg, a thought-leader at the intersection of data science, finance, and mathematics for an engaging, fresh take on Artificial Intelligence.28 January 2024 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/street-talk-episode-122U.S. banks’ fourth-quarter 2023 earnings demonstrated continued pressure on funding costs and minimal slippage in credit quality.26 January 2024 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/private-markets-360-episode-10Ken Onorio, Senior Principal, Chief Financial and Chief Operating Officer of Eaglepoint Credit Management, joins Jocelyn and Chris on this episode.24 January 2024 13:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech-episode-150Technology’s impacts are felt in many areas, including podcasts!22 January 2024 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech-episode-151Security in cloud-based infrastructure has different possibilities, but enterprises don’t always leverage cloud’s potential to improve security footing, particularly in networking.22 January 2024 18:30:00 GMT