The Economic Effect with John E. Silvia
oleh John E. Silvia
Episode terbaru
Episode 39: The Cost of Optimism: AI, Inflation, and Market Risk
Episode 39: The Cost of Optimism: AI, Inflation, and Market Risk
Tentang podcast ini
If you’re seeking a weekly in-depth breakdown of the current economic climate, then I’m so glad you found The Economic Effect.
In this Podcast I discuss how economic decisions, whether in policy or investment, have far-reaching effects and trigger reactions across various sectors. I also delve into how we can think of these decisions as moves in a chess game, where each action leads to a response from other economic agents, like investors or policymakers. Finally, I touch on the importance of understanding the linkages between fiscal policies and their impact on growth, inflation, interest rates, and foreign exchange, while also considering the cognitive biases that influence decision-makers.
Episode
20 episode terbaru dari 40
- Episode 39: The Cost of Optimism: AI, Inflation, and Market Risk · 6 mnt · Episode 41The economy is still growing, but rising inflation and higher interest rates are beginning to challenge the foundations of financial market performance. In this week's episode of…
- Episode 38: Growth at a Crossroads: Inflation, Interest Rates, and the AI Divide · 6 mnt · Episode 40Economic growth continues, but the forces driving it are becoming increasingly divided. In this week’s episode of The Economic Effect, John Silvia examines how persistent…
- Episode 37: The Delicate Balance: Growth, Inflation, and What Comes Next · 6 mnt · Episode 39The economic outlook is entering a period of delicate balance. In this week’s episode of The Economic Effect, John Silvia examines the key indicators shaping the path ahead for…
- Episode 36: The Signals That Matter: What Investors Should Watch Next · 5 mnt · Episode 38The economic backdrop remains supportive, but the signals beneath the surface deserve close attention. In this week’s episode of The Economic Effect, John Silvia examines the…
- Episode 35: Global Markets in Motion: How Policy Is Reshaping Investment Risks · 6 mnt · Episode 37Markets don't stop at national borders, and neither do the forces that shape them. In this week's episode of The Economic Effect, John Silvia explores how changing economic…
- Episode 34: A New Fed, Persistent Inflation, and the Next Market Shift · 5 mnt · Episode 36In this week's episode of The Economic Effect, John Silvia examines two developments reshaping the economic outlook: a transition in Federal Reserve leadership and evolving…
- Episode 33: Beyond the Headlines: Understanding Today's Economic Strength · 6 mnt · Episode 35Is the U.S. economy becoming recession-proof? In this week's episode of The Economic Effect, John Silvia examines the powerful linkages between economic growth, inflation…
- Episode 32: The Dynamic Economy: Inflation, Investment, and Interest Rates · 1 mnt · Episode 34In this week’s episode of The Economic Effect, John Silvia examines the shifting forces driving economic growth, inflation, interest rates, and global investment flows. While…
- Episode 31: Who’s Buying U.S. Debt? The Forces Driving Treasury Yields Higher · 5 mnt · Episode 33What’s really driving U.S. Treasury yields higher and what does it mean for investors? In this episode of The Economic Effect, John Silvia examines the powerful mix of domestic…
- Episode 30: Slowing Growth, Rising Pressure: Markets at a Turning Point · 6 mnt · Episode 32The economic backdrop is shifting and the data is sending a clear message. In this episode of The Economic Effect, John Silvia breaks down the latest trends across the four key…
- Episode 29: When Oil Spikes: What It Means for Growth, Inflation, and Markets · 6 mnt · Episode 31What happens to the economy when oil prices surge—and why does it matter now? In this episode of The Economic Effect, John Silvia breaks down the far-reaching impact of rising…
- Episode 28: When Oil Rises, Profits Fall: Understanding the Market Connection · 5 mnt · Episode 30When oil prices rise, the conversation in financial markets usually centers on inflation. But that may not be the most important story. In this episode of The Economic Effect…
- Episode 27: New Horizons: Inside Saudi Arabia and Jordan’s Transformation · 6 mnt · Episode 29In this special travel edition of The Economic Effect, John Silvia shares reflections from a recent trip to Saudi Arabia and Jordan—two countries undergoing visible…
- Episode 26: What the Data Is Really Saying: Growth, Inflation, Rates & the Dollar · 6 mnt · Episode 28What signals should investors and policymakers be watching right now? In this episode of The Economic Effect, former Chief Economist John Silvia breaks down the leading…
- Episode 25: Four Fundamentals: Growth, Inflation, Rates, and the Dollar in 2026 · 6 mnt · Episode 27Successful personal and business investment decisions begin with clear expectations for the economy’s core fundamentals: economic growth, inflation, interest rates, and the value…
- Episode 24: Fiscal Spending and the Risks Ahead: A Look at 2026 · 6 mnt · Episode 26In this episode of The Economic Effect, John Silvia examines the growing belief that federal fiscal spending in 2026 will deliver a “free lunch” of stronger economic growth…
- Episode 23: Credit Quality: What Is—and What Should Never Be · 7 mnt · Episode 25In this week’s episode of The Economic Effect, former Chief Economist John Silvia examines the growing concerns over credit quality and what it means for the broader economy…
- Episode 22: Growth Today, Pain Tomorrow: Inside the Fed’s Latest Rate Cut · 7 mnt · Episode 24This week on The Economic Effect, host John Silvia analyzes the Federal Open Market Committee’s recent decision to lower the federal funds rate and adjust its balance sheet…
- Episode 21: Running It Hot: Inflation, Policy, and Market Momentum · 6 mnt · Episode 23Inflation is heating up—and the reasons run deeper than your grocery bill. In this week’s episode of The Economic Effect, John Silvia breaks down how expansionary fiscal and…
- Episode 20: Gold Doesn’t Lie: Inflation Still Burns · 6 mnt · Episode 22In this week’s episode of The Economic Effect, former Chief Economist John Silvia examines what the gold rally reveals about inflation expectations, the U.S. dollar, and investor…
