Global Rewire

Join us every week for a recap of the week and a look ahead in markets and monetary policy.

In this episode of the Global Rewire podcast, we are joined once again by Stanford finance professor Matteo Maggiori to examine the evolving landscape of geoeconomics amidst current international conflicts. We explore how his research team uses advanced AI and language models to analyze real-time data on supply chain disruptions and corporate market uncertainty. Focusing on the recent closure of t...

Are we witnessing a standard cyclical shift, or a permanent structural rupture in the global economy? In this episode of Global Rewire, hosts Craig Torres and Fabio Natalucci sit down with Axel Christensen, Chief Investment Strategist for Latin America at BlackRock, to explore how resource-rich "middle powers" are navigating the increasingly fragmented geopolitical landscape between the...

Join us every week for a short recap of the week and a look ahead in markets and monetary policy.

How do you build an economic forecast when the data is completely bifurcated, geopolitics are fluid, and a $2.5 trillion technology boom is altering traditional market cycles? In this episode of the Global Rewire podcast, we sit down with Ken Rosen, Managing Director at Andersen and Chairman of the Fisher Center for Real Estate and Urban Economics at UC Berkeley. With over five decades of institut...

Rhodium Group's Camille Boullenois joins us on Global Rewire to discuss China's doubling down on state sponsored economic outcomes following 2016's Made in China 2025 directive. Read Camille's incredible report on China's Next-Gen Industrial Policy:https://rhg.com/research/chinas-next-generation-industrial-policy/

Europe is at a crossroads. As global security and economic alliances fragment, the continent faces a daunting challenge: how to rebuild its defense industry while sparking a long-overdue innovation boom. In this episode of Global Rewire , we sit down with Jeanna Smialek, Brussels Bureau Chief for The New York Times, to discuss the hard choices facing the EU. From the surge in defense spending and...

In this episode, we sit down with Ulrich Bindseil, one of Europe’s leading voices on monetary infrastructure, to discuss the rapidly evolving landscape of digital finance. In contrast to the United States, the European Union has taken a cautiously proactive stance with the Markets in Crypto-Assets (MiCA) regulation. This framework seeks to provide legal certainty and consumer protection before tec...

In this episode of Global Rewire, we sit down with Spencer Dale, visiting professor at the London School of Economics and former Chief Economist at BP, to break down the seismic shift in global energy markets following the conflict in the Middle East. As oil prices surge past $100 per barrel and the Strait of Hormuz remains under strict control, the global economy faces its most significant supply...

In this episode of Global Rewire, Mark Dowding, Chief Investment Officer at RBC BlueBay Fixed Income, joins hosts Fabio Natalucci and Craig Torres to break down a world defined by "One Shock After Another."As global markets grapple with the fallout of geopolitical conflict and shifting economic regimes, Dowding provides a candid assessment of why traditional portfolios are under fire. Fr...

In this episode, we sit down with Seth Carpenter, Chief Global Economist at Morgan Stanley, to deconstruct the shifting forces of the 2026 economy. Drawing on his 15-year tenure at the Federal Reserve, Seth provides a unique "insider-outsider" perspective on why global growth is settling into a 3.2% crawl and what the Fed’s next move looks like amidst a transitioning leadership.

In this episode of the Global Rewire podcast, we are joined by former Federal Reserve official Steve Kamin, and former Treasury official Mark Sobel to discuss the uncertain future of the world's reserve currency, the US Dollar.#inflation #economics #usd #currency #foreignpolicy #tariffs

Joel Millman, former reporter for the Wall Street Journal and Bloomberg, and current COO of New Neighbors Network, joins us to discuss the economic impacts of immigration. Joel's work highlights unique community-based financial structures that allow immigrants to purchase homes, revitalize neighborhoods, and become tax paying citizens. #immigration #realestate #development #finance #community

Can AI actually help solve humanity's biggest problems? If this is indeed our future, education must adapt from providing answers for standardized tests to asking the right questions. Columbia University's Andrea Prencipe joins us to discuss his research in how the classroom will evolve to prepare students for a new AI assisted reality.#AI #education #economics #technology #compute #socrat...

AI is poised for major disruption across virtually every industry. Will this burgeoning technology free us humans up to spend more time being creative, or will it commodify the arts entirely? Gabrielle Starr, President of Pomona College, joins us for a discussion on AI, education, and the incalculable value of the human experience.

In this episode of the Global Rewire Podcast, Craig Torres and Fabio Natalucci speak with Lupin Raman, a leading expert on sovereign debt and author of  The Sovereign Debt Investor . We explore the latest trends in bond yields across major economies, the impact of geopolitical shifts, the role of US and European markets, and the outlook for emerging markets. Lupin shares deep insights on policy cr...

In this episode of the Global Rewire Podcast, Craig Torres and Fabio Natalucci sit down with Francisco Zalles, an expert on dollarization and financial stability, to explore how Ecuador's radical move to dollarize its economy has shaped its resilience, institutional drift, and economic growth. They discuss the nuances of monetary policy, the role of institutions, and the evolving landscape of glob...

In this episode of the Global Rewire podcast, we examine the complexities of the Federal Reserve System with Kathryn Judge from Columbia University Law School. Discover the historical roots and modern challenges of Fed regionalism, the balance between decentralization and centralization, and the ongoing debate over the Fed's independence and accountability. With insights from Kate's upcoming book,...

In this episode of the Global Rewire podcast, we delve into the intricacies of Data Center Alley in Virginia, a pivotal hub for global data computation. Bill Shobe, a professor emeritus in Public Policy from University of Virginia, sheds light on the economic and environmental impacts of data centers. Discover how Virginia became a leader in data center capacity, the challenges of meeting energy d...

In this episode of the Global Rewire Podcast, we are joined by James Aitken, founder of Aitken Advisors, to discuss the evolving landscape of global finance and investment strategies amidst significant geopolitical and economic changes. James covers the implications of U.S. policies on global trade, the challenges facing the European Union, Japan's economic situation, and the potential risks assoc...

In this episode of the Global Rewire podcast, we take a deep dive into the current state of financial markets, exploring why volatility remains low despite global uncertainties. NYU Stern's Richard Berner and Andersen Institute CEO Fabio Natalucci discuss structural and technical factors influencing market behavior, the role of central banks, and the impact of retail trading.

In this episode of the Global Rewire podcast, Andersen Institute CEO Fabio Natalucci talks with Editor in Chief Craig Torres about the peculiar financing structures forming in support of AI CapEx.

In this episode of Global Rewire, former Deputy Governor of the Reserve Bank of Australia joins Craig and Fabio to discuss stablecoins & cross border payment systems, green energy transitions, and the geoeconomic balance down under.

Craig and Fabio sit down with James Bullard, former President of the St. Louis Fed and current Dean of the Mitch Daniels School of Business at Purdue University. They explore the complexities of global economic shifts, the role of AI in productivity growth, and the challenges of monetary policy in today's volatile market. Bullard shares his unique perspective on the future of central banking and t...

In this edition of Global Rewire, Craig and Fabio sit down with Heath Tarbert, President of Circle. They explore the implications of the GENIUS Act, the role of stablecoins in the global economy, and the future of digital currencies. #crypto #stablecoins #geniusact #defi #economics