The Essential Podcast

Less than two months ago, the S&P 500 and the Dow were riding to record highs after 11 years of unprecedented economic expansion. In the time since, the market has seen steep drops and slightly fewer steep rises. An oil price war and the global coronavirus pandemic have each contributed to historically high levels of volatility. Is a jittery market the new normal, or just a passing phase? In conversation with host Nathan Hunt, Craig Lazzara, Managing Director for Investment Strategy at S&P Dow Jones Indices, discusses record market volatility, the VIX, and Russian literature.

Host Nathan Hunt interviews Paul Gruenwald, Global Chief Economist at S&P Global Ratings, to understand the economic implications of the COVID-19 global health crisis, the effectiveness of fiscal and monetary policy, and the path to a recovery.

On April 26, John Tyson, the Chairman of Tyson Foods, gave a stark warning that meat processing plant closures resulting from the COVID-19 crisis may soon lead to meat shortages in supermarkets across the United States. Meanwhile, restaurant closures have also upended supply chains as food service companies struggle to adapt to a new and radically different distribution model. Host Nathan Hunt interviews S&P Global Market Intelligence reporters Alex Bitter and Michael O’Connor to understand supply chains, the restaurant industry, and the damage wrought by a global pandemic.

Host Nathan Hunt interviews Alexandra Dimitrijevic, Global Head of Research at S&P Global Ratings, to understand how Coronavirus, an Oil Crisis, and record volatility are affecting corporate credit markets by sector and region.