Simply Put Podcast Por Will Compernolle arte de portada

Simply Put

Simply Put

De: Will Compernolle
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A podcast from FHN Financial looking at the most important things driving fixed income markets and the macroeconomy. Every episode features experts who give unique insights on topics like the regional banking landscape, commercial real estate, or how to translate Federal Reserve policy into market strategies. Tune in to better understand what’s been moving markets lately, and what to keep an eye on in the weeks and months ahead. Listen and subscribe wherever you get your podcasts Economía Finanzas Personales Política y Gobierno
Episodios
  • Fabio Natalucci on the Rise and Risks of Private Credit

    Fabio Natalucci on the Rise and Risks of Private Credit
    Apr 3 2026
    Private credit has outgrown its original niche of lending to middle-market firms using funds from institutional investors with long time horizons. Rising participation from retail investors and banks has increased the sector’s interconnectedness with the wider financial system, making investors worried that a wave of redemption requests could lead to a cascade of tighter financial conditions and slower economic growth. In this episode, we talk with Fabio Natalucci, Managing Director at the Andersen Institute for Finance and Economics, about the conditions that caused the rise of private credit, what’s behind its recent distress, and the sector’s biggest vulnerabilities.
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    45 m
  • Chad Syverson on the Causes and Effects of a Productivity Boom

    Chad Syverson on the Causes and Effects of a Productivity Boom
    Mar 20 2026
    AI optimism is fueling expectations for a sustained post-pandemic productivity surge that supports robust economic growth and permits easier Fed policy. However, history suggests full technological implementation can take decades and some industries could still struggle to become more productive. As policymakers consider the impacts of profound technological change, they’ll have to confront difficulties measuring productivity in real-time. In this episode, we talk with Chad Syverson, Professor of Economics at the University of Chicago, about the sectors seemingly immune to productivity growth, how quickly innovations can increase productivity, and AI’s potential impacts on inflation and interest rates.
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    38 m
  • Joe Kane on the Infrastructure Demands of AI Data Centers

    Joe Kane on the Infrastructure Demands of AI Data Centers
    Mar 6 2026
    As investment into Artificial Intelligence continues to grow, construction of AI data centers is significantly increasing the demand for electricity, water, and land use across the country. These centers can require the same amount of water as a fifty-thousand-person town and could represent 12% of overall US electricity consumption in the coming years. Inflexible supply creates the risk of rapid price increases while private and public sector leaders work to meet the growing demand. In this episode, we talk with Joe Kane, Fellow at the Brookings Institution, about why these AI data centers are so resource-intensive, their impact on local infrastructure, and the bottlenecks limiting quicker supply adjustments.
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    42 m
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