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The Essential Podcast from S&P Global is dedicated to sharing essential intelligence with those working in and affected by financial markets. Host Nathan Hunt focuses on those issues of immediate importance to global financial markets – macroeconomic trends, the credit cycle, climate risk, energy transition, and global trade – in interviews with subject matter experts from around the world.

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  2. Economic Insights: Lessons from the Past with Nathan Stovall

Oct 24, 2025

In this insightful episode of the Look Forward Podcast, Andy Critchlow sits down with Nathan Stovall, Director of FIG Research at S&P Global Market Intelligence and host of the Street Talk Podcast, to discuss the intricate dynamics of today's economy and the lessons learned from past financial crises. They delve into the historical parallels with the 1929 crash, the implications of private lending growth, and the current state of consumer finance.

As they explore the resilience of the U.S. consumer amidst volatility and the potential risks posed by shadow banking, Nathan shares his expert insights on bank balance sheets, the role of the Federal Reserve, and what the future might hold for the financial landscape. Tune in to understand how current trends may shape economic outcomes and what strategies can be employed to manage potential downturns.