Simply Put

De: Will Compernolle
  • Resumen

  • A new 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
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Episodios
  • JP Aubry on How Public Pensions Survived (and Thrived in) the Pandemic
    Jul 26 2024
    Almost every state and local government worker in the US participates in a public pension system, creating a strong bond between the fiscal health of states and municipalities and their employees’ retirement systems. These smaller systems have faced the same demographic challenges driving concerns over Social Security’s funding, but they’ve also had to deal with rapid migration flows, fluctuating revenues, and the Fed’s aggressive interest rate hikes during the last four years. In this episode, we talk with JP Aubry, Associate Director of State and Local Research with the Center for Retirement Research at Boston College, about how state and local pensions fit into the national retirement system, their impact on public budgets, and the biggest challenges they face in the coming years.
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    28 m
  • Kristy Hung on the Boom and Bust in the Chinese Real Estate Market
    Jul 12 2024
    China’s booming real estate sector helped propel the country’s tremendous growth over the last few decades. This rapid increase in property valuations contributed to a speculative frenzy that led to overindebted firms, unfinished houses, and a collapse in consumer confidence for homeownership. In this episode, we talk with Kristy Hung, Senior Analyst for China Real Estate with Bloomberg Intelligence, about the fundamental forces driving China’s property sector, what caused recent issues at Evergrande and Country Garden, and global investors’ potential exposure to any systemic contagion.
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    37 m
  • Bryan Chapman on the US Oil Industry’s Transformation to Global Leader
    Jun 28 2024
    Oil prices have remained relatively steady during the last couple of years despite robust global demand and ongoing geopolitical risks from multiple foreign wars. The ability of domestic producers to increase production has played a large part in keeping prices in check, a notable contrast to only 20 years ago when the US was significantly more dependent on buying energy commodities from abroad. In this episode, we talk with Bryan Chapman, Market President for Energy Finance with First Horizon, about the multi-decade transformation of the US oil industry, the most important forces driving the industry today, and how oil companies are planning for the future.
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    37 m

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