Look Forward

Rayne Steinberg, CEO and co-founder of digital asset management company Arca, joins the Essential Podcast to talk about the unique governance challenges of a new asset class that is still changing and evolving.

Dan Breznitz, Co-Director of the Innovation Policy Lab and Munk Chair of Innovation Studies at the University of Toronto, joins the Essential Podcast for a wide-ranging discussion on what innovation is and what it isn't, how regions end up chasing the false model of Silicon Valley, and how innovation can be threatened by financialization and intellectual property rights.

Special purpose acquisition companies are having a moment. But who is making the money and what is being lost when a company chooses to ride a SPAC to public markets? Ivana Naumovska of INSEAD joins the Essential Podcast to share her insights on SPACs, reverse mergers, and the dangers of regulatory arbitrage for retail investors and entrepreneurs.

With a profession like economics that is overwhelmingly white and male, how can diverse voices get into the room so that they can bring their experiences to bear and have a voice in policy discussions? Crystal Swann, Senior Policy Fellow for the Progressive Policy Institute and the team lead for the Mosaic Economic Project, joins the Essential Podcast to talk about the lack of diversity in economics and policy circles.

James Pomeroy, Global Economist at HSBC, joins the Essential Podcast to discuss the economic challenges of changing populations, the effectiveness of demographics as a reliable indicator, and the economies enjoying demographic tailwinds.

Yasmine Chinwala, Partner at the London-based think tank New Financial, and Pierre Davis, Chief Legal Officer at S&P Global Platts, explore New Financial's latest research on inclusion of Black individuals in the U.K. professional sector, the absence of Black faces in finance, and what workplaces should do next in the wake of the murder of George Floyd.

Terence Kooyker, founder and CEO of Valent Asset Management, joins the Essential Podcast to talk about the market and uses for everyone's favorite lanthanide: Dysprosium, lucky element #66 on the Periodic Table.

S&P Dow Jones Indices Senior Index Analyst Howard Silverblatt joins the Essential Podcast on the occasion of the Dow Jones Industrial Average's 125th birthday. The conversation covers the changing structure of The Dow over time, the history of the index, and the perceived competition with its so-called younger, hipper sibling: the S&P 500.

As the outlook for the economic recovery from the COVID-19 crisis brightens, market participants are closely watching the shape and speed of the rebound. While many are concerned about the risk of rapidly rising inflation as the Treasury yield curve steepens, commodity prices surge worldwide, and stimulus money fills U.S. consumers' pockets, such fears may be overblown. S&P Global Ratings Global Chief Economist Paul Gruenwald joins the Essential Podcast to discuss the risk of unanchored inflation and benefits of orderly reflation in the wake of the U.S.'s $1.9 trillion fiscal stimulus package and proposed $2 trillion infrastructure package

Thirty years is an eternity in market terms, particularly if the market in question is the commodities market. Fiona Boal, Global Head of Commodities and Real Assets for S&P Dow Jones Indices, joins the Essential Podcast to talk about the 30th anniversary of the GSCI, supercycles, the energy transition, and the idiosyncratic nature of commodities markets in general.