Moody’s Talks – The Big Picture
by William Foster, Gabriel Agostini, Paloma San Valentin
Latest episode
How Blended Finance is Key to Mobilizing Private Capital
How Blended Finance is Key to Mobilizing Private Capital
About this podcast
On Moody’s Talks – The Big Picture, hosts William Foster, Paloma San Valentin and Gabriel Agostini bring you insights from Moody’s analysts around the world on hot topics across fixed-income markets. Each episode will illuminate Moody’s thinking on the latest credit and economic developments, ranging from technological disruption, political shifts, to climate change. Please join us as we explore what’s on the horizon for the global credit landscape.
Episodes
The newest 20 of 86 episodes
- How Blended Finance is Key to Mobilizing Private Capital · 19 min · Season 2 Episode 74Emerging markets need trillions of dollars to fund infrastructure and economic development, but those needs exceed the capacity of governments, institutions and philanthropies…
- Is the Credit Cycle Turning? The LevFin, CLO Markets Hold Clues · 21 min · Season 2 Episode 73Late-cycle credit pressures are building, as are questions about what’s next for US leveraged finance and CLOs, or collateralized loan obligations. CLOs raise money from…
- The Risks of Relying on Others for Critical Minerals · 23 min · Season 2 Episode 72Critical minerals are back in the spotlight as the global push for access to those supply chains grows – along with the risks for credit and areas like national security. These…
- How China’s Global Bet is Raising the Stakes · 17 min · Season 2 Episode 71Faced with slowing domestic growth and rising geopolitical tensions, China is changing its export strategy and selling different things, to different customers, in different…
- Emerging Markets and Global Shocks: Why Credit Outcomes Are Uneven · 29 min · Season 2 Episode 70Emerging markets have weathered a string of global shocks since 2019 with more resilience than in past cycles, supported by stronger policy frameworks, deeper local markets and…
- Why Private Credit’s Volatility Won’t Stop Growth · 34 min · Season 2 Episode 68The private credit market has morphed into a powerhouse, deriving its allure from low volatility, stable and high predictable returns. But less than a year after the so-called…
- Why Netflix is Still a Winner After Bidding War with Paramount · 12 min · Season 2 Episode 66Streaming giant Netflix withdrew its bid for Warner Brothers Discovery on the eve of this year’s Oscars, but it doesn’t mean Paramount has won the battle for dominance over the…
- Introducing: Credit Currents, a new Moody's Ratings video podcast · 1 min · Season 2 Episode 67Streaming giant Netflix withdrew its bid for Warner Brothers Discovery on the eve of this year’s Oscars, but it doesn’t mean Paramount has won the battle for dominance over the…
- US Tariffs Under IEEPA Struck Down: What’s Next for Credit · 16 min · Season 2 Episode 65The US Supreme Court's rejection of the raft of US tariffs imposed in 2025 under the International Emergency Economic Powers Act (IEEPA) offers near-term relief for some…
- AI, the Future of Work, and the Risks for Governments · 16 min · Season 1 Episode 13What happens when technology starts automating and augmenting the cognitive tasks that form the backbone of many professions? The stakes are high: companies are reorganizing…
- Outlooks 2026: How Costly Natural Disasters Reshape Credit Risk · 15 min · Season 2 Episode 64Climate-driven shocks are rippling across sectors, from rising insurance premiums to lower property prices and tax revenue. With the costs of severe weather rising, Moody’s…
- Outlooks 2026: How New Digital Systems Will Transform Credit Markets · 22 min · Season 2 Episode 63New and emerging digital technologies are connecting previously siloed areas of finance. The convergence of traditional finance with digital assets, the rapid evolution of…
- Outlooks 2026: How AI and Digital Disruption is Affecting Credit · 21 min · Season 2 Episode 62AI is fueling a boom in data centers, and the world’s biggest hyperscalers are pouring billions into building up their capacity. But risks of an AI bubble and circular deals…
- Outlooks 2026: Political Polarization Strains Global Credit · 13 min · Season 2 Episode 61Differing views on politics and the economy are making it harder for lawmakers to agree on issues like trade, immigration, regulation and fiscal policy. In this episode, Moody’s…
- COP30: How to Finance for Resilience · 18 min · Season 2 Episode 60Extreme weather is intensifying, and funding for adaptation measures remains a challenge. Emerging markets face growing economic and credit risks given limited resilience and…
- How AI, New Tech Will Change Geopolitics · 15 min · Season 2 Episode 59As artificial intelligence reshapes workplaces and business strategies, firms increasingly depend on AI providers, making AI a tool of geopolitical influence. We'll discuss the…
- How Africa Is Financing Its Future · 16 min · Season 2 Episode 58Sub-Saharan Africa needs a lot of investment to support its development, but high funding costs are a constraint. We’ll explore the drivers of these costs and steps three of the…
- APAC Data Center Boom Faces Risks · 14 min · Season 2 Episode 57Fueled by AI, cloud migration, streaming and gaming, Asia-Pacific's data center capacity will more than double by 2030. Moody’s analysts unpack regional trends, financing…
- The Private Credit Surge: What’s Next? · 14 min · Season 2 Episode 56What started as a niche alternative could become a nearly $3 trillion juggernaut by 2028. In this conversation, we explore where the money is coming from, how borrowers and…
- What’s Driving India’s Growth and Resilience · 14 min · Season 2 Episode 55In this episode, our analysts explain exposure to trade uncertainty for debt issuers across emerging markets -- and why many in India are more insulated than their peers.
