『Simply Put』のカバーアート

Simply Put

Simply Put

著者： Will Compernolle
無料で聴く

今ならプレミアムプランが3カ月 月額99円

2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

概要

 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 個人ファイナンス 政治・政府 経済学
エピソード
  • Jeff Lacker on Shrinking the Fed’s Balance Sheet

    Jeff Lacker on Shrinking the Fed’s Balance Sheet
    2026/04/17
    The Fed’s balance sheet has swelled from $900 billion in 2008 to just under $7 trillion in April 2026. Policymakers bought up securities to support the economy during the global financial crisis and pandemic, but critics allege the enormous balance sheet boosts inflation and distorts financial markets. If Kevin Warsh tries to reduce the Fed’s holdings as Chair, he must contend with the existing regulatory environment and the Fed’s ample reserves regime. In this episode, we talk with Jeff Lacker, the former President of the Richmond Fed from 2004-2017, about the theory behind central bank asset purchases, the costs and benefits of QE, and how a Kevin Warsh-led Fed could shrink the balance sheet.
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    51 分
  • SPECIAL PODCAST: Rachel Ziemba on the Strait of Hormuz

    SPECIAL PODCAST: Rachel Ziemba on the Strait of Hormuz
    2026/04/09
    The recently announced two-week ceasefire between the US and Iran is giving investors hope that traffic will normalize soon in the Strait of Hormuz, a narrow waterway that before the war serviced a fifth of global oil supply. As countries search for workarounds to plug the shortfall, a spike in global commodity prices has reinvigorated inflation worries, prompted expectations for central bank tightening, and weighed on global growth sentiment. The path of US inflation this year will depend on the pass-through to consumers and whether the Strait sustainably reopens. In this special edition of Simply Put, we talk with geopolitical analyst Rachel Ziemba about the Strait of Hormuz’s role in global commodity markets, how higher raw material costs affect consumer prices, and what it will take to normalize traffic in the Strait.
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    41 分
  • Fabio Natalucci on the Rise and Risks of Private Credit

    Fabio Natalucci on the Rise and Risks of Private Credit
    2026/04/03
    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 分
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