Welcome to The Look Forward Podcast from S&P Global. In today's rapidly shifting markets, success depends on anticipating what's next. The professionals who excel are those who can spot emerging trends before they fully materialize. The Look Forward Podcast delivers exactly that—insights to help you prepare for tomorrow's opportunities and challenges. We bring you expert perspectives on macroeconomic trends, capital markets, energy transition, and global trade, with a sharp focus on what these developments mean for the decisions that will shape your tomorrow. This podcast connects you with S&P Global's Look Forward Council, bringing cutting-edge research on lo...
Latest episodes
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31 min
What Private Markets Are Telling Us About the Future of Investing | Look Forward Ep. 40
In this episode, host Aries Poon is joined by Jocelyn Lewis and Chris Sparenberg, hosts of S&P Global's Private Markets 360° podcast to discuss their series namesake, Private Marke…
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41 min
The Resilience Imperative | Look Forward Ep. 39
Host Naki Mendoza talks with Lindsey Hall, Global Head of Thought Leadership at S&P Global Horizons, about why "resilience" has become the organizing idea of sustainability in 2026…
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23 min
China's Industrial Policy Reset: Autonomy and Productivity | Look Forward Ep. 38
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 ch…
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26 min
Pressure Points: Liquidity, Complexity, and the Rise of Private Credit | Look Forward Ep. 37
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 fa…
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23 min
The AI-Energy Paradox: Balancing Innovation with Sustainability | Look Forward Ep. 36
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 P…
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28 min
India Forward: Navigating Global Shocks and Energy Security | Look Forward Ep. 35
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 d…
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31 min
Inflection Points: Is it a New Energy World? | Look Forward Ep. 34
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…
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46 min
Partner Perspectives: Precision in a Shifting Bond Landscape
In this episode of Partner Perspectives, a special miniseries within the Look Forward podcast, host Molly Mintz explores the rapid evolution and enduring resilience of global fixed…
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27 min
Partner Perspectives: Decoding Concentration Risk, Index Design, and the Next Era of Choice
In this episode of Partner Perspectives, a special miniseries within the Look Forward podcast, the conversation explores one of the most foundational yet rapidly evolving forces in…
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38 min
Partner Perspectives: Inside the Forces Driving Resilience and Expansion in Private Markets | Look Forward Ep.…
In this premiere episode of Partner Perspectives, a special miniseries within the Look Forward podcast, host Molly Mintz examines how private markets are reshaping capital formatio…
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23 min
Middle East Tensions: Power, Pressure Points, and Pathways | Look Forward Ep. 30
In this episode of the Look Forward podcast, host Aries Poon is joined by Carlos Pascual, Head of Geopolitics and International Affairs at S&P Global's Energy Division, to examine…
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16 min
Middle East Tensions: Global growth, inflation, and risk | Look Forward Ep. 29
In this episode of Look Forward, host Aries Poon discusses the macroeconomic implications of the Middle East conflict with Paul Gruenwald, Global Chief Economist at S&P Global Rati…
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47 min
Post-CERAWeek: Power, Policy and the Electrotech Age | Look Forward Ep. 28
Energy has moved back to the center of corporate strategy and public policy—and AI is a major reason why. In this episode of the Look Forward Podcast from S&P Global, host Aries Po…
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26 min
Digital Euro: Strategic Autonomy, Bank Deposit Risk, and What a Retail CBDC Really Means | Look Forward Ep. 27
The European Central Bank has entered the preparation phase for a digital euro—and political momentum is building toward a potential launch before 2030. In this episode, host Aries…
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25 min
Power, Data, and Policy: How Technology Is Rewiring Geopolitics in the Age of Agility | Look Forward Podcast E…
In this episode of the Look Forward Podcast from S&P Global, host Aries Poon speaks with Natznet Tesfay, Global Head of Analysis at S&P Global Market Intelligence, about how techno…
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21 min
AI Labor Market Disruption
AI is everywhere in the headlines—but what does it actually mean for jobs? In this episode of the Look Forward Podcast from S&P Global, host Aries Poon is joined by Sophie Malin (P…
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34 min
Credit Risks of The Current AI Data Center Infrastructure Investment Boom
The exponential expansion of global AI investment looks set to continue at scale in 2026, with hyperscalers on track to spend $625 billion in aggregate data center capex by year-en…
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36 min
Oil's 2026 Crosscurrents
In this early-2026 market check-in, host Andy Critchlow (S&P Global Energy) sits down with Jim Burkhard (Head of Crude Oil Analytics and Research) to unpack a turbulent start to th…
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24 min
AI, Energy, and Geopolitics: Insights from Davos 2026
Amid geopolitical friction, economic uncertainty, and rapid technological disruption, the World Economic Forum's Annual Meeting in Davos convenes global leaders around a "spirit of…
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24 min
2025, A Year in Review
As 2025 draws to a close, Andy Critchlow is joined by co-hosts Molly Mintz and Aries Poon to reflect on the Look Forward Podcast's 2025 conversations. From the persistence of infla…