A rising star in the field of environmental economics, Anna Russo, a Junior Fellow with the Harvard Society of Fellows, shared her unique perspective on the collaborative environment at Harvard, her research methodology likened to solving puzzles, and the importance of combining diverse data sources to derive meaningful insights in the newest episode of “Environmental Insights: Discussions on Policy and Practice from the Harvard Environmental Economics Program.”

Read a transcript of the podcast: https://www.belfercenter.org/sites/default/files/2025-09/anna-russo-podcast-transcript-september-2025.pdf

Investigating Complex Market Design Questions: A Conversation with Anna Russo

This week on TrendsTalk, Taylor St. Germain shares the latest housing market update. Single-family housing starts are in a slowdown now, but forecasts point to growth in 2026 and 2027. We review current mortgage rates, home prices, and how incomes are expected to outpace inflation. What do the latest trends mean for homebuyers, builders, and the real estate market outlook? Tune in to learn more!

Housing Market Lull Before Growth

Show from 09/05/25

Host Jeremy Schwartz and Professor Siegel discuss the latest job report, which showed weaker-than-expected numbers, particularly in manufacturing and healthcare. The Professor highlights that while the household survey showed a gain, it's too volatile to weigh heavily. He emphasizes that the labor market is softening, which aligns with the bond market's pricing-in of rate cuts at upcoming Fed meetings. Siegel also notes productivity data remains unimpressive despite a recent bounce and reiterates his belief that equity markets remain in a bull phase, supported by anticipated rate cuts and broader AI optimism. (11:51) Jeremy is then joined by Sam Rines and Jeff Weniger, who analyze consumer behavior through companies like Costco and Lululemon, noting that middle- and upper-income consumers remain resilient. They dive into the struggles of traditional staples like Kraft-Heinz and Pepsi, which are facing breakup speculation and activist investor pressure, while also discussing historical examples of value creation through corporate spin-offs. The conversation expands to gold and gold miners, which are benefiting from central bank buying, falling interest rates, and improved operational efficiencies. In the second half of the episode, Blake Heimann and Chris Gannatti join to unpack insights from a tech conference, highlighting AI infrastructure trends, chip supply dynamics, and the rising relevance of companies like NVIDIA, Broadcom, and SoftBank. They also explore pressures in the software sector from private competitors and ongoing leadership transitions. The group discusses how firms are building agentic AI workflows atop specialized datasets, creating opportunities and risks as Big Tech integrates AI across platforms. The show closes with a detailed conversation on AI compute economics, GPU payback cycles, and the sustainability of massive CapEx spending in AI infrastructure.

Blake Heimann on LinkedIn: https://www.linkedin.com/in/blakeheimann/?originalSubdomain=uk

WisdomTree: https://www.wisdomtree.com/investments

Will AI Peak Eventually Rival 2000 Bubble Levels?

Are you a born criminal? Is genocide ever justified? Is meritocracy a ‘garbage’ concept? What are the entitlements that you have by virtue of being a human being? Do rights exist because the State exists, & vice versa? Are rights sometimes anti norms? Do nomadic and sedentary societies think differently of rights? Are rights always a product of struggle? Are you 42 and a communist? Are all rights inter-related? Can the right to dignity be limited? What gets transmitted across generations? Are the normative social structures of the past in our prefrontal cortex today? Does reservation come under the framework of equality? What are a prisoner’s rights? Does it suit us to have certain sections of people stigmatised? Must social, political & economic rights go hand in hand? Can societies be changed without economic incentives? Is West Africa still scarred by slave trade? Can historical recompensation be done forever? Do you have a present bias? When are gender points a good idea? What makes rights effective - is this scale dependent? Why is Geneva Convention not always enforceable? Which rights are non-derogable? &, what are the rights of the next generation today? SynTalk thinks about these & more questions using ideas from economics (Prof. Sujoy Chakravarty, JNU, New Delhi), history (Prof. Ajay Dandekar, Shiv Nadar University, Delhi-NCR) & law (Prof. Arvind Narrain, NLSIU, Bangalore). Listen in...

#TEOR (The Effects Of Rights) --- SynTalk

Mike Perry at PerryUndem and David Jordan at United Methodist Health Ministry Fund talk about new research that suggests how residents in Kansas and across the U.S. feel about the current economic situation and what they think should be done about it.

Raising Kansas kids amid economic uncertainty

In this week’s episode, host Margaret Walls talks with Dominic Parker, a professor at the University of Wisconsin–Madison, about the first US government–run environmental management agencies and how they’ve influenced the survival of wildlife in the United States. Parker’s new coauthored journal article discusses the economic, political, and social forces that led to the founding of state wildlife agencies and contributed to their growth over time. Parker explains how wildlife management agencies facilitated the rebound of several well-known species in the United States, including the white-tailed deer, after a period of intense decline. Parker underscores the importance of natural resource management that responds to the needs of both people and the environment, ensuring the continued enjoyment of natural spaces and survival of wildlife in the United States. 

References and recommendations:

“The Creation and Extent of America’s First Environmental Agencies” by Dean Lueck and Dominic Parker; https://www.journals.uchicago.edu/doi/abs/10.1086/734075

“Federal Funding and State Wildlife Conservation” by Dean Lueck and Dominic Parker; https://le.uwpress.org/content/98/3/461

“The Hunter’s Game: Poachers and Conservationists in Twentieth Century America” by Louis S. Warren; https://yalebooks.yale.edu/book/9780300080865/the-hunters-game/

“The Problem of Social Cost” by Ronald Coase; https://en.wikipedia.org/wiki/The_Problem_of_Social_Cost

“Coyote America: A Natural and Supernatural History” by Dan Flores; https://www.hachettebookgroup.com/titles/dan-flores/coyote-america/9780465098538/

“The Age of Deer: Trouble and Kinship with Our Wild Neighbors” by Erika Howsare; https://www.penguinrandomhouse.com/books/731239/the-age-of-deer-by-erika-howsare/

The Role of Government Agencies in Wildlife Abundance, Decimation, and Recovery, with Dominic Parker

Welcome to The Weekly Top 3 - our look at the top 3 things on our mind here at Alaskans for Sustainable Budgets - for the week of September 8, 2025.

This week, our top 3 issues are these: 1) we discuss Sen. Robb Myers recent op-ed in the Alaska Landmine, which explains that the proposal to change the current two-account Permanent Fund system to a one-account system is really about protecing state revenues, not protecting the Permanent Fund (2:24); 2) we dive into the state's new fiscal analysis of the Pikka oil field and what the numbers are telling us about SB 21 (19:21); and 3) we explain how, by not looking at the numbers, Must Read Alaska is missing the big story behind the performance of the Permanent Fund Corporation (39:14).

The Weekly Top 3 (9.8.2025)

A lot has happened in the global economy since 2019, and few people know that better than Gita Gopinath. As the IMF Chief Economist and subsequently the institution’s First Deputy Managing Director, she navigated unprecedented global crises, including the pandemic and the ensuing great lockdown, wars in Ukraine and the Middle East, inflation, and geopolitical fragmentation. Her career as a Professor at Harvard University was put on hold to take on those IMF roles, but now she’s back. How will the 2025 version of Professor Gopinath compare to the 2018 version? In this podcast, Gita Gopinath reflects on her experiences at the Fund and what she’s taking back with her to Harvard. 

Transcript: https://bit.ly/4npTyR5

Grit and Luck: Gita Gopinath Reflects on her Career and Roles at the Fund

Today our Governing Council decided on monetary policy.

Listen to President Christine Lagarde present today’s decisions. The statement also covers: 

•	how the economy is performing  
•	how we expect prices to develop 
•	the risks to the economic outlook  
•	the dynamics behind financial and monetary conditions 

Published and recorded during our press conference on 11 September 2025.

Our monetary policy statement at a glance, 11 September 2025
https://www.ecb.europa.eu/press/press_conference/visual-mps/2025/html/mopo_statement_explained_september.en.html

Christine Lagarde, Luis de Guindos: Monetary policy statement, 11 September 2025 
https://www.ecb.europa.eu/press/press_conference/monetary-policy-statement/2025/html/ecb.is250911~a13675b834.en.html

Monetary policy decisions, 11 September 2025 
https://www.ecb.europa.eu/press/pr/date/2025/html/ecb.mp250911~6afb7a9490.en.html

Combined monetary policy decisions and statement, 11 September 2025 
https://www.ecb.europa.eu/press/press_conference/monetary-policy-statement/shared/pdf/ecb.ds250911~df624f06ba.en.pdf

Macroeconomic projections, 11 September 2025
https://www.ecb.europa.eu/press/projections/html/ecb.projections202509_ecbstaff~c0da697d54.en.html

European Central Bank  
https://www.ecb.europa.eu/home/html/index.en.html

President Lagarde presents the latest monetary policy decisions – 11 September 2025

This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on. In addition to reducing the frequency (perhaps a three-month rolling average) should we instead focus on per-capita rather than headline and perhaps GNI instead of GDP? Would kill importation of cheap labour.   I appreciate that markets look 12-18 months ahead but how much of these rises are based on genuine optimism for the world economy in the short term or are we seeing an unsustainable bubble, in your opinion? When you say burning 3.1 GW of gas, is the the output in electricity?


Notayesmanspodcast345

Hosts Jeremy Schwartz, Global CIO at WisdomTree and Wharton finance Professor Jeremy Siegel, author of Stocks for the Long Run, discuss the how and why of market performance with leading economists and market strategists to inform you what’s ahead for the economy and your portfolio.

 

Jeremy Schwartz has served as WisdomTree’s Global Chief Investment Officer since November 2021 and leads the investment strategy team in the construction of WisdomTree’s equity indexes, quantitative active strategies and multi-asset model portfolios. Mr. Schwartz joined WisdomTree in May 2005 as a Senior Analyst, adding to his responsibilities in February 2007 as Deputy Director of Research and thereafter, from October 2008 to October 2018, as Director of Research and from November 2018 to November 2021 as Global Head of Research. Prior to joining WisdomTree, he was head research assistant for Professor Jeremy Siegel and in 2022 became his co-author on the 6th edition of the book Stocks for the Long Run. Mr. Schwartz also is co-author of the Financial Analysts Journal paper, What Happened to the Original Stocks in the S&P 500? He received his B.S. in Economics from The Wharton School of the University of Pennsylvania and hosts the Wharton Business Radio program Behind the Markets on SiriusXM 132. Mr. Schwartz is a member of the CFA Society of Philadelphia.

Environmental Insights: Conversations on policy and practice from the Harvard Environmental Economics Program.  

PHOTO: by Gustavo Quepón on Unsplash

Listen to IMF economists and other experts discuss key economic and financial issues of the day.

This is my series of podcasts explaining how economics works in the credit crunch era.

Resources Radio is a weekly podcast by Resources for the Future. Each week we talk to leading experts about climate change, electricity, ecosystems, and more, making the latest research accessible to everyone.

Our mission: We provide the best economic intelligence to reduce risk and drive practical and profitable business decisions.

The European Central Bank Podcast – bringing you insights into the world of economics and central banking. 

Our hosts Paul Gordon and Stefania Secola talk to experts about the topics and trends that matter to the eurozone economy today.

The views expressed are those of the speakers and not necessarily those of the European Central Bank.

The Kansas Reflector Podcast, hosted by senior reporter Tim Carpenter, presents voices from the people and politics of Kansas.

f(q) = Is soil a definitive sign of life? (#TCAFG)

SynTalk is a freewheeling interdisciplinary talk show with a philosophical approach to understanding the world from a long term perspective.

New tracks tagged #Economics