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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.

Aug 27, 2026

In this episode of the Look Forward podcast, host Naki Mendoza turns the tables on regular co-host Aries Poon, one of the lead authors of the research, to unpack what's actually changed in Beijing's industrial playbook — and why it matters for global supply chains, competitors, and policymakers.

The Look Forward...

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Aug 17, 2026

Private credit has grown from a post-financial-crisis gap-filler into a roughly $2 trillion market — and with investor redemptions and AI disruption fears making headlines, it's facing fresh scrutiny. Host Molly Mintz is joined by S&P Global Ratings' Matthew Mitchell, Managing Director for Structured Finance, and Evan...

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Jul 31, 2026

Artificial intelligence is accelerating demand for data center power at a pace that is reshaping the global energy agenda. In this episode of the Look Forward podcast, host Aries Poon speaks with Tony Lenoir, data center expert at S&P Global, about whether AI growth can coexist with decarbonization goals — and how...

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Jul 16, 2026

In this episode of the Look Forward podcast, S&P Global experts Deepa Kumar and Gauri Jauhar examine how the Middle East conflict is stress-testing India’s economy through energy dependence, trade exposure, remittances, currency pressure, inflation, and geopolitical balancing. They discuss why this shock is more...

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Jul 2, 2026

In this episode of the Look Forward podcast, host Naki Mendoza speaks with Daniel Yergin, vice chair of S&P Global Energy, founder and chair of CERAWeek, and Pulitzer Prize-winning author of The Prize, The Quest, and The New Map. Together, they examine a volatile moment for global energy, shaped by conflict in the...

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