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Simply Put

Will Compernolle

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

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  1. Stijn Van Nieuwerburgh on the AI Buildout’s Hidden Leverage 44:20
  2. Doug Elmendorf on the (un)Sustainability of Rising Federal Debt 33:42
  3. Jonathan Wallen on How Hedge Funds Seized the Treasury Market 34:10
  4. Robin Wigglesworth on How AI Investment Echoes the 1800s Railroad Boom 43:52
  5. Katherine Loughead on the State of State Tax Policy 38:45
  6. SPECIAL PODCAST: Brad Setser on the Efficacy of Recent Treasury Interventions 29:24
  7. John Graham on How CFOs are (and are not) Implementing AI 33:58
  8. Narayana Kocherlakota on Optimal Fed Communication 39:08
  9. The Lifetime Model of Inflation Expectations according to Ulrike Malmendier and Stefan Nagel 36:03
  10. Teresa Walsh on the Cybersecurity Risks Facing the Financial Sector 42:55
  11. Michelle Bockmann on Shipping Insurance in the Strait of Hormuz 23:42
  12. Mike Ashton on How the Market Expresses Inflation Expectations 34:36
  13. Alexis Maxwell on How Rising Fertilizer Costs Drive Food Inflation 28:44
  14. Emanuel Mönch on the Post-Pandemic Term Premium 27:26
  15. Stan Veuger on the Economic Risks of Population Decline 27:28
  16. Jeff Lacker on Shrinking the Fed’s Balance Sheet 50:47
  17. SPECIAL PODCAST: Rachel Ziemba on the Strait of Hormuz 40:37
  18. Fabio Natalucci on the Rise and Risks of Private Credit 45:00
  19. Chad Syverson on the Causes and Effects of a Productivity Boom 38:27
  20. Joe Kane on the Infrastructure Demands of AI Data Centers 41:49
  21. Bill Nelson on the Withering Fed Funds Market 43:13
  22. George Pearkes on Kevin Warsh as Fed Chair 39:15
  23. Lisa Simon on the Labor Market Impacts of AI 31:23
  24. Jon Cantrell and S.J. Guzzo on the 2026 Banking Sector 30:14
  25. 2025 Year in Review 52:42
  26. Tom Moerenhout on How Rare Earths Shape Trade Agreements 33:02
  27. Sue Spence on US Manufacturing in 2026 32:44
  28. Steve Parente on How the OBBBA Will Impact Rural Hospitals 33:37
  29. LIVE with FHN Financial Economics 52:16
  30. Bill Beach on the Challenges Facing Economic Data Collection 45:19
  31. Nell Minow on Ending Quarterly Earnings Disclosures 17:22
  32. Walt Schmidt on the Possibility of Another Refinance Boom 27:58
  33. Chris Low on the Elusive Quest for r* 35:18
  34. Jim Cunha on the Prospect of a US Central Bank Digital Currency 30:48
  35. Kate Judge on How the Fed Helps Prevent Liquidity Crises 30:50
  36. Joanne Hsu on How Today’s Pessimism is Different 34:24
  37. David Jesse on the Fiscal Cliff Coming for Higher Education 34:45
  38. Carola Binder on the Value of Central Bank Independence 20:13
  39. Rachel Snyderman on the Deficit Impacts of the OBBBA 44:39
  40. Ilya Somin on the Legal Basis for Tariffs 25:42
  41. Robert Dietz on Why There’s a Housing Shortage 36:12
  42. Joseph Wang on Whether SLR Reform can Strengthen the Treasury Market 32:29
  43. Benn Steil on Dollarization and a Potential “Mar-a-Lago Accord” 36:53
  44. Jonathan Smoke on How Tariffs are Impacting the US Auto Industry 34:58
  45. Guy Berger on the Post-Tariff Labor Market 34:31
  46. Amit Khandelwal on the Economic Impacts of Tariffs 34:10
  47. Emily Brock on the Muni Tax Exemption 35:05
  48. Walt Schmidt on GSE Reform in the Mortgage Market 38:26
  49. Matt Klein on Promoting US Economic Potential and Balanced Global Trade 53:37
  50. Matt Palazola on the Insurance Industry Impacts of the California Wildfires 27:40