Best Fitch Ratings Podcasts (2024)

1
Global Economic Outlook – Monetary Policy Enters an Easing Phase 16:21

8h ago16:21

16:21

Brian Coulton, Chief Economist, and Ed Parker, Sovereigns Managing Director, parse Fitch’s latest Global Economic Outlook report, covering focus points including the gradually slowing US economy, global monetary policy developments and more.By Fitch Ratings

1
43. Stock Market During Election Years: Not Getting Political, But Is The Market? 29:39

8d ago29:39

29:39

How Does The Stock Market Perform During an Election Year? We are not getting political in this episode -- however, we are on a fact finding mission to understand if the stock market is. Let your fin-mom and fin-auntie break it down for you. 😉🔮 Does the U.S. Presidential election affect the stock market? Does the political party of the elected lead…

1
China Mid-Year Credit Update 14:16

11d ago14:16

14:16

Lan Wang, Senior Director in Fitch’s Credit Policy Group, joins for a wide-ranging discussion on China credit developments, including recent rating actions, growth prospects, property and banking sector outlooks, and recent EU tariffs on Chinese EVs. (00:00) - Introduction (00:55) - China Sovereign Rating Action (01:48) - Rating actions in other Ch…

1
42. AI Under Power Grid Pressure: The Price to Energy Ratio Risk 28:20

15d ago28:20

28:20

In this episode we re-visit our AI Portfolio and Investment Thesis that we discussed back in Episode 21, but with a new emerging headwind. According to our very own Jess Inskip, "the real ‘P/E Risk’ isn't overhyped price to earnings. The risk is price to energy." (Get it? That's a P/E Ratio joke 👻) AI Investing Most of us are invested in AI, whethe…

1
Trends and Outlook for European Consumer and Auto Finance 6:54

19d ago6:54

6:54

Join ABS analysts Markus Papenroth, Head of European ABS, and Tom Deacon, Director, for a discussion on the latest trends in consumer and auto finance.By Fitch Ratings

1
Mexico’s New Administration - Key Challenges and Opportunities 11:21

17d ago11:21

11:21

Shelly Shetty, Managing Director, Americas Sovereigns, and Carlos Morales, Lead Mexico Analyst, look at Mexico’s recent elections, including challenges and opportunities for the new administration, and rating drivers moving forward.By Fitch Ratings

1
41. Stock Order Types: Demystifying The Ways to Trade Securities 35:52

22d ago35:52

35:52

There are so many different ways to buy and sell securities in your brokerage account. In this episode, we'll go over many of the different order types you may see in your brokerage account when you go to buy or sell a stock, or any securities. What does Bid and Ask mean? What is Stop and Limit Order? What are market orders? How many different Orde…

1
40. Preparing for Rate Cuts: What are Bond Funds? 28:23

29d ago28:23

28:23

What Is The Bond Market and What Are Bond ETFs? CPI is “cooling off” which means inflation is trending closer to the Fed’s target, which means a rate cut MAY be in our future! What does that mean? Well if the Fed, you know, good ol "Papa Powell" who we keep talking about, well if they actually go through with cutting rates this is what happens. Int…

1
Estimating the Impact of Potential US Tariff Hikes 11:13

1M ago11:13

11:13

With elections in the U.S. approaching, Brian Coulton, Chief Economist, and Alex Muscatelli, Director, Economics, look into the potential impact a renewed trade war sparked by US-led tariff hikes could have on the global economyBy Fitch Ratings

1
Contagion Risks from Rising Commercial Real Estate Delinquencies 20:14

1M ago20:14

20:14

Euan Gatfield, Head of EMEA CMBS, joins Justin Patrie, Head of Fitch Wire, to explore the current CRE environment, delving into rate cycle impacts and other factors such as e-commerce, post-Covid office space utilization and the energy transitionBy Fitch Ratings

1
39. What is a Stock Split? (looking at the Nvidia stock split 👀) 27:44

1M ago27:44

27:44

Happy Fin-Friday! The Nvidia stock is now one of the big 3 in the S&P 500. We've talked about Nvidia earnings and how much the stock price has soared just this year. Now they have announced a stock split and a dividend increase from $0.04 per share to $0.10 per share. Let's demystify stock splitting. 🔮 🍰 What Is A Stock Split? A type of corporate a…

1
Post-Election Economic Outlook for Turkiye 15:21

1M ago15:21

15:21

Paul Gamble, Head of Emerging European Sovereigns, and Erich Arispe, Lead Analyst on Turkiye, discuss the positive rating actions around Turkiye following the country’s 2023 economic policy changes, and the impact of recent local elections.By Fitch Ratings

1
38. What is a Short Squeeze? (Talking About Meme Stocks, Hedge Funds & Market Mechanics) 34:35

1M ago34:35

34:35

Finally, short squeeze and gamma squeeze make sense! (Did you know gamma squeeze was a thing?) Also, Roaring Kitty is out of hiding, remember that whole GameStop stonks thing that happened? Well apparently it's happening again with another memestock (super high risk, y'all). We also learn about hedge funds, meme stocks, market makers and the roles …

1
Structured Finance Markets in Non-China APAC 14:38

2M ago14:38

14:38

Explore Structured Finance markets in Asia Pacific outside China, and potential evidence of deteriorating metrics, with APAC SF Senior Directors Natasha Vojvodic and Atsushi Kuroda, and Head of APAC Structured Finance Ben McCarthy.By Fitch Ratings

1
China’s Changing Role in Global Commodity Market 12:08

2M ago12:08

12:08

Henry Hao, Principal Economist at CRU, discusses structural shifts of China’s role in the global commodity market.By Fitch Ratings

1
37. Finding AI Stock Investing Ideas with Jacey Saige 33:26

2M ago33:26

33:26

This week we are joined by Jacey Saige, a Gen Z financial literacy advocate who wants to discuss how to find AI opportunities and stock market impacts. Jacey is filling in for our beloved Jessie DeNuit - do not fret she will be back next week! AI is an important narrative to sustain this bull market. The S&P 500 is about 30% driven by technology. 5…

1
36. Refresher: We are Paying Attention to Bonds Again 28:20

2M ago28:20

28:20

The bond market has always been relevant, but it hasn't mattered as much since the Great Financial Crisis (GFC) - that's when the housing market collapsed in 2008. When we have a financial crisis, there is a fiscal policy response and monetary policy response to stimulate the economy. Right now we are in restrictive fed territory, they have raised …

1
35. What Is CPI, PPI & PCE Price Index (Indices) in Fed Speak - Decoded 32:33

2M ago32:33

32:33

Come with us as we leap through the gallows and levitate down WallStreet. 🔮 Today we're discussing the most recent FOMC Press Conference led by the Hawkish Fed Chairman, Jerome Powell, and what it all means when he talks about the CPI & PCE Price Index. There's also a quick SMU (stock market update). New Vocabulary Word: Tapering Tapering is a mone…

1
Risk Headquarters 2Q24 11:00

2M ago11:00

11:00

Richard Hunter, Chief Credit Officer, and Justin Patrie, Head of Fitch Wire, dive into the latest Risk Headquarters report, outlining the main risks to global credit this quarter including real estate, geopolitics, China macroeconomics, and more.By Fitch Ratings

1
Factors Influencing Subprime Auto ABS Performance 7:59

2M ago7:59

7:59

Join ABS analysts Todd Swanson, Director, and Nicholas Eklund, Associate Director, for a look into performance trends in the subprime auto ABS space, including some unique post-pandemic drivers and how they may impact performance going forward.By Fitch Ratings

1
34. Investing Jargon, Demystified 🔮✨ The Top 20 Terms You Need to Know - In Order 26:24

3M ago26:24

26:24

There's a loooot of jargon in the financial world. And it can seem overwhelming or like it's a language that was intentionally made to keep you in the dark, but Jess has been shining light on all this lingo since the beginning, and we've realized the jargon is actually pretty easy to grasp once it's explained to you in a logical, compounding way. C…

1
China’s Coal Mining Industry 9:20

3M ago9:20

9:20

Wei Yu, Director of Fitch Ratings, discusses key credit trends of China’s coal mining industry. (00:00) - Introduction (00:34) - View on coal prices (02:00) - Debt reduction (03:21) - Financial burden and structural challenges (06:10) - Financing conditions (07:23) - Energy transition risksBy Fitch Ratings

1
Credit Views on Pakistan Post-Election 9:01

3M ago9:01

9:01

Thomas Rookmaaker, Head of APAC Sovereigns, and Krisjanis Krustins, Primary Analyst on Pakistan discuss the results of Pakistan’s recent elections, their implications for IMF talks, and the country’s reform potential and funding prospects.By Fitch Ratings

1
33. Current State of the Stock Market + Q&A (Pt. 2) 29:32

3M ago29:32

29:32

Questions on questions: Y'all submitted sooo many questions we had to make this Q&A a two-parter. Be sure to follow us and subscribe to our email newsletter (all links at the bottom) to keep up with all the stock market happenings! But First, A Quick SMU! We also get a quick Stock Market Update from Jess Inskip. This investing rollercoaster we're o…

1
32. Q&A: Answering All YOUR Questions (keep 'em coming) 24:03

3M ago24:03

24:03

We're back, we had to take a week off because, if you didn't know, Jess is the sun and Jessie is the moon - we had to eclipse. 🌚🌞 First, a quick market update for April 11, 2024 about CPI and PPI! Then we get to allllll your questions, yes, even questions from our very early episodes (told ya we'd get to them eventually 😅). Questions we answer in t…

1
UK Mortgage Market Update 2024 8:32

3M ago8:32

8:32

By Fitch Ratings

1
The Growing World of Private Credit 10:00

3M ago10:00

10:00

Justin Patrie, Head of Fitch Wire, and Meghan Neenan, Head of North America NBFI, dive into the rapidly expanding private credit sector, covering the origins of the space, its growing profile following the 2008 financial crisis and more.By Fitch Ratings

1
China-ASEAN Trade Trends 26:39

4M ago26:39

26:39

Dr. Deborah Elms, Head of Trade Policy at the Hinrich Foundation, discusses China-ASEAN trade ties focusing on key policy issues, supply chain diversification trends, and the outlook for the trade relationship amid rising geopolitical risks. (00:00) - Introduction (04:43) - China-ASEAN Trade Trends (07:02) - Impact of RCEP (09:34) - Trade Policy Ou…

1
Economic Reforms In Argentina Under Milei - The First 100 Days 13:29

4M ago13:29

13:29

Join Shelly Shetty, Head of Sovereign Ratings for Asia & the Americas, and Todd Martinez, Primary Argentina Analyst & Americas Co-Head, as they discuss the potential economic impacts and rating implications for Argentina under President Milei.By Fitch Ratings

1
31. Edu-action: How To Build a Brokerage CD Ladder 36:01

4M ago36:01

36:01

In the last episode (Ep. 30) of the Market MakeHer Podcast, we discussed how “The Fed” projects to cut interest rates 3 times by end of year. Hopefully, this means lower inflation, but it also means lower interest rates on your High Yield Savings Accounts as well. Where can we stash our cash with higher interest rates for longer? Brokerage CDs! One…

1
30. FOMC Meeting, Interest Rate Cuts & Inflation (aka Jess Watched The Fed Press Conference So You Don't Have To) 35:20

4M ago35:20

35:20

The FOMC (aka "The Fed" aka The Federal Reserve) had a press conference on March 20, 2024 where they talked about federal reserve rates remaining unchanged, but there's 3 projected interest rate cuts by end of year. What does this mean for our High Yield Savings Accounts interest rates, mortgages, credit cards, loans, and the economy? What's going …

1
China’s Big Four National Asset Management Companies 20:36

4M ago20:36

20:36

Katie Chen, Senior Director of Fitch Ratings, discusses key credit trends of China’s Big Four national asset management companies. (00:00) - Introduction (01:30) - National AMCs' evolving risks (04:35) - 2024 sector credit outlook (06:49) - Government support stance (10:08) - Differentiation in government export (11:37) - National AMCs' policy role…

1
Outlook for Chinese Credit - What to Expect in 2024 12:01

4M ago12:01

12:01

Justin Patrie, Senior Director and Head of Fitch Wire, is joined by fellow Credit Policy Senior Director Lan Wang to discuss the outlook for China’s economy, covering policy support, fiscal rebalancing and the property sector, among other topics.By Fitch Ratings

1
29. Investment Risk Tolerance, HYSA Interest Rates and Fed Balancing Act 33:49

4M ago33:49

33:49

What's your investment risk tolerance? (check out the risk pyramid below) How are you diversifying your investments in your portfolio? Are the interest rates on our high yield savings account coming down? What should we do with our cash to make sure it's out-pacing inflation? Figure Out Your Risk Tolerance There are lots of quizzes you can do at yo…

1
28. $AAPL Stock Impacts & Tools to Compare ETFs ($VOO vs $VTI) 28:52

4M ago28:52

28:52

Let's talk about what's going on with the $AAPL stock and also learn how to compare ETFs, like $VTI vs $VOO, with a tool! You'll want to watch the video about 10 minutes in, but if you can't watch it, we do describe everything we're analyzing. $AAPL Stock Is Down, But The Market Is Up? We know that Apple is one of the biggest stocks or companies in…

1
Geopolitical Tensions and Economic Risks in the Middle East and North Africa 8:24

4M ago8:24

8:24

Toby Iles, Head of MEA Sovereigns, joins Head of EMEA Sovereigns Jan Friederich to break down the economic and rating implications of geopolitical risks in the Middle East and North Africa.By Fitch Ratings

1
27. Q&A Quickie: Investing at 40, Social Security and Money Mindset 7:57

5M ago7:57

7:57

We have a Market MakeHer short and sweet Q&A for you today regarding investing a little bit later. Question from listener @spacey on TikTok: Should I be worried if I haven't started investing yet and I'm approaching 40? Short Answer: No, but get started ASAP! Like we've said in previous episodes, time in the market is your best strategy. Cut down e…

1
A Challenging Environment for U.S. Commercial Real Estate 11:07

5M ago11:07

11:07

Justin Patrie, Senior Director and Head of Fitch Wire, and Melissa Che, Senior Director, North America CMBS, explore the challenges facing U.S. commercial real estate in 2024, including refinancing issues, weakened fundamentals and more.By Fitch Ratings

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