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-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 GMT