Simply Put – Details, episodes & analysis

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Simply Put

Will Compernolle

News

Business

Frequency: 1 episode/13d. Total Eps: 84

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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Data updated on 18/07/2026

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Score global : 68%

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Teresa Walsh on the Cybersecurity Risks Facing the Financial Sector

Season 1 · Episode 83

Friday, July 10, 2026 • Duration 42:55

Even as Artificial Intelligence enhances productivity, it is also increasing cybersecurity vulnerabilities across the financial industry. New technologies like Anthropic’s Mythos add to bad actors’ abilities to disrupt the financial sector through fraud and Distributed Denial-of-Service attacks. Amid these risks, individuals, institutions, and governments have tools available to limit the significant costs from cyberattacks. In this episode, we talk with Teresa Walsh, CEO and Founder of Integrated Intelligence Solutions, about how AI is empowering nefarious actors, the direct and indirect costs of cyberattacks, and how individuals and institutions can best protect themselves. Simply Put: Expert perspectives on the trends influencing fixed income, banking, and the macro landscape, hosted by FHN Financial’s Macro Strategist, Will Compernolle. Tune in to better understand what’s moving the markets 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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Michelle Bockmann on Shipping Insurance in the Strait of Hormuz

Season 1 · Episode 82

Friday, June 26, 2026 • Duration 23:42

The cost of shipping insurance in the Strait of Hormuz has surged over the last four months. Even after the US and Iran lifted their mutual blockade last week, insurers and ship operators are wary of safety in the narrow passageway and the stability of any agreement. The protracted riskiness will delay energy market normalization and push up the cost of oil transportation. In this episode, we talk with Michelle Bockmann, Senior Maritime Intelligence Analyst with Windward, about how the shipping insurance market prices war risk and how insurers view the fragile US-Iran peace agreement. Simply Put: Expert perspectives on the trends influencing fixed income, banking, and the macro landscape, hosted by FHN Financial’s Macro Strategist, Will Compernolle. Tune in to better understand what’s moving the markets 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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Mike Ashton on How the Market Expresses Inflation Expectations

Season 1 · Episode 81

Friday, June 12, 2026 • Duration 34:36

Investors often use inflation swaps and breakevens — the difference in yields between nominal Treasuries and TIPS — to deduce market participants’ inflation expectations. These measures also change from new TIPS issuance, shifting inflation risk, and a liquidity premium, however, making them imprecise gauges of estimates for future inflation. In this episode, we talk with Mike Ashton, Managing Principal at Enduring Investments, about how TIPS and swaps compensate investors for inflation, how closely they reflect inflation expectations, and what they tell us about expectations for the War in Iran. Simply Put: Expert perspectives on the trends influencing fixed income, banking, and the macro landscape, hosted by FHN Financial’s Macro Strategist, Will Compernolle. Tune in to better understand what’s moving the markets 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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Alexis Maxwell on How Rising Fertilizer Costs Drive Food Inflation

Season 1 · Episode 80

Friday, May 29, 2026 • Duration 28:44

The Strait of Hormuz’s closure has driven up prices for fertilizer and diesel, two inputs essential for agricultural production. Considering how farmers pre-buy fertilizer and crops take months to grow, the higher costs may not be fully passed on to consumers until the spring of 2027. Agricultural production will be a bellwether as the Fed waits to see the second-order effects of higher oil prices on broader consumer inflation. In this episode, we talk with Alexis Maxwell, Senior Analyst for Fertilizer with Bloomberg Intelligence, about how the war in Iran is increasing costs for agricultural production, farmers’ alternatives to conventional fertilizer, and the energy shock’s delayed impact on consumer food prices. Simply Put: Expert perspectives on the trends influencing fixed income, banking, and the macro landscape, hosted by FHN Financial’s Macro Strategist, Will Compernolle. Tune in to better understand what’s moving the markets 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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Emanuel Mönch on the Post-Pandemic Term Premium

Season 1 · Episode 79

Friday, May 15, 2026 • Duration 27:26

The term premium — investors’ compensation for holding longer-term Treasuries instead of T-bills — fluctuates with inflation uncertainty, federal deficit worries, and central banks’ balance sheets. The New York Fed’s Adrian, Crump, and Mönch model estimates the 10-year Treasury term premium is higher than before the pandemic but substantially lower than it was pre- GFC. The post-pandemic term premium will shape the path of longer-term Treasuries as bond investors consider what the new normal looks like. In this episode, we talk with Emanuel Mönch, Professor of Financial and Monetary Economics at the Frankfurt School of Finance and Management, about the models estimating the term premium, what’s driven changes over the last forty years, and how it could shift under a Warsh-led Fed.

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Stan Veuger on the Economic Risks of Population Decline

Season 1 · Episode 78

Friday, May 1, 2026 • Duration 27:28

Changes in foreign migration caused US population growth to slow last year and potentially turn negative in 2026. Federal programs and private debt markets structured around an assumption of growth must now contend with the possibility of a shrinking labor force. Meanwhile, Fed officials have become remarkably sanguine amid near-zero job growth, convinced the labor market remains curiously in balance because of changes in the labor supply. In this episode, we talk with Stan Veuger, Senior Fellow in Economic Policy Studies at the American Enterprise Institute, about the abrupt slowdown in US population growth, what it means for breakeven job growth, and how current trends will impact future interest rates.

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Jeff Lacker on Shrinking the Fed’s Balance Sheet

Season 1 · Episode 77

Friday, April 17, 2026 • Duration 50:47

The Fed’s balance sheet has swelled from $900 billion in 2008 to just under $7 trillion in April 2026. Policymakers bought up securities to support the economy during the global financial crisis and pandemic, but critics allege the enormous balance sheet boosts inflation and distorts financial markets. If Kevin Warsh tries to reduce the Fed’s holdings as Chair, he must contend with the existing regulatory environment and the Fed’s ample reserves regime. In this episode, we talk with Jeff Lacker, the former President of the Richmond Fed from 2004-2017, about the theory behind central bank asset purchases, the costs and benefits of QE, and how a Kevin Warsh-led Fed could shrink the balance sheet.

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SPECIAL PODCAST: Rachel Ziemba on the Strait of Hormuz

Season 1 · Episode 76

Thursday, April 9, 2026 • Duration 40:37

The recently announced two-week ceasefire between the US and Iran is giving investors hope that traffic will normalize soon in the Strait of Hormuz, a narrow waterway that before the war serviced a fifth of global oil supply. As countries search for workarounds to plug the shortfall, a spike in global commodity prices has reinvigorated inflation worries, prompted expectations for central bank tightening, and weighed on global growth sentiment. The path of US inflation this year will depend on the pass-through to consumers and whether the Strait sustainably reopens. In this special edition of Simply Put, we talk with geopolitical analyst Rachel Ziemba about the Strait of Hormuz’s role in global commodity markets, how higher raw material costs affect consumer prices, and what it will take to normalize traffic in the Strait.

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Fabio Natalucci on the Rise and Risks of Private Credit

Season 1 · Episode 75

Friday, April 3, 2026 • Duration 45:00

Private credit has outgrown its original niche of lending to middle-market firms using funds from institutional investors with long time horizons. Rising participation from retail investors and banks has increased the sector’s interconnectedness with the wider financial system, making investors worried that a wave of redemption requests could lead to a cascade of tighter financial conditions and slower economic growth. In this episode, we talk with Fabio Natalucci, Managing Director at the Andersen Institute for Finance and Economics, about the conditions that caused the rise of private credit, what’s behind its recent distress, and the sector’s biggest vulnerabilities.

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Chad Syverson on the Causes and Effects of a Productivity Boom

Season 1 · Episode 74

Friday, March 20, 2026 • Duration 38:27

AI optimism is fueling expectations for a sustained post-pandemic productivity surge that supports robust economic growth and permits easier Fed policy. However, history suggests full technological implementation can take decades and some industries could still struggle to become more productive. As policymakers consider the impacts of profound technological change, they’ll have to confront difficulties measuring productivity in real-time. In this episode, we talk with Chad Syverson, Professor of Economics at the University of Chicago, about the sectors seemingly immune to productivity growth, how quickly innovations can increase productivity, and AI’s potential impacts on inflation and interest rates.

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Simply Put – Details, episodes & analysis

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Simply Put – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

RSS feed quality and score

Publication history

Latest published episodes

Similar podcasts and content

Related Shows Based on Content Similarities

Related Shows Based on Content Similarities

Apple Podcasts

Spotify