The Decisive Podcast: Insights and analysis to empower confident decision-making.
by S&P Global Market Intelligence · 300 episodes
Business
Whether you're a business leader, investor, or simply curious about the forces shaping our world, The Decisive podcast is here to provide you with the knowledge you need to stay ahead. Join our team of seasoned Market Intelligence analysts as they explore the ever-changing landscape of maritime, trade and supply chain, economics and country risk.
Latest episodes
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20 min
AI Data Centers: What Gets Built—and Where
AI and cloud computing are fueling a global wave of data center construction. But investment plans alone won't deliver operating capacity. Where can developers secure the power, wa…
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30 min
AI Data Centers: Boom, Bottlenecks and Backlash
Data centers have become one of the most visible symbols of the global AI investment boom. But turning ambitious plans into operational capacity will depend on far more than demand…
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15 min
Emerging Market Perspectives: The Cost of Capital and the Digital Divide
Higher sovereign bond yields are raising the cost of money across the global economy, with significant implications for emerging markets. In this episode of The Decisive, host Kris…
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48 min
Super El Niño: How Weather Shocks Ripple Through the Global Economy
A potential Super El Niño could be far more than a weather event. It could become a global supply-side shock, disrupting food production, energy systems, mining, transport and trad…
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27 min
US Midterm Elections: Scenarios, Stakes and Significance
The 2026 US midterm elections will shape control of Congress, influence policymaking at the federal and state levels, and help set the political landscape ahead of the 2028 preside…
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17 min
PMI in Focus: Strong Output, Weak Confidence
In this episode of The Decisive, host Paul Smith is joined by fellow economists Andrew Harker and Tim Moore to discuss the latest Purchasing Managers' Index data and what it reveal…
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17 min
Frequently Asked Questions: Sovereign Yields, AI Productivity and the US Dollar
In this episode of The Decisive, Kristen Hallam speaks with Ken Wattret, Vice President of Global Economics at S&P Global Market Intelligence, who answers frequently asked question…
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38 min
Can Trucking Keep Up With the Data Center Boom?
Every new gigawatt of data center capacity requires a massive physical build-out: steel, concrete, cooling systems, backup power, transformers, heavy equipment, server racks and su…
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35 min
Global Growth on Uneven Ground: AI Tailwinds and Fiscal Headwinds
In this episode of The Decisive, taken from a July 15 webinar, S&P Global Market Intelligence economists discuss the latest shifts in the global macroeconomic outlook, including th…
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20 min
Maritime Risk: Who Really Owns the World's Ships?
More than 90% of global trade moves by sea, but identifying who actually owns and controls the vessels behind that trade remains one of the maritime sector's biggest compliance cha…
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33 min
Beyond Disruption: The Next Chapter for GCC Economies
In this episode of The Decisive, host Kristen Hallam shares highlights from a July 15 webinar on how Gulf Cooperation Council economies are adapting to trade disruption, infrastruc…
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18 min
PMI in Focus: High Frequency Signals for an Uncertain Business Environment
In this episode of The Decisive, host Paul Smith is joined by senior economists Andrew Harker and Phil Smith to discuss the latest signals from the global Purchasing Managers' Inde…
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22 min
Frequently Asked Questions: Oil Shocks, Economic Resilience and Risks to Growth
In this episode of The Decisive, host Kristen Hallam speaks with Ken Wattret, vice president of global economics at S&P Global Market Intelligence, about frequently asked client qu…
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18 min
The Age of Agility: Midyear Signals for 2026 - Part 2
At midyear 2026, agility is no longer just a strategic advantage — it is a requirement for navigating structural change. In part two of this two-part series, The Decisive host Kris…
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31 min
The Age of Agility: Midyear Signals for 2026
At midyear 2026, volatility is no longer the backdrop — it is the operating environment. In this episode, host Kristen Hallam is joined by S&P Global Market Intelligence experts Ke…
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29 min
Uneven Demand, Tight Supply: Navigating the Next Procurement Challenge
In this episode of The Decisive podcast, host Kristen Hallam shares highlights from a recent S&P Global Market Intelligence client webinar on the forces reshaping procurement strat…
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26 min
DRAMageddon: What AI Demand Means for Gaming Hardware Supply Chains
AI is reshaping more than software — it's putting intense pressure on the global semiconductor supply chain. In this special cross-post from Data & Dimensions, The Decisive brings…
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36 min
From Free Trade to Managed Trade: The Next Phase of USMCA
In this episode of The Decisive Podcast, we examine the future of the US-Mexico-Canada Trade Agreement at a moment of heightened political uncertainty and rising strategic tension…
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19 min
Resilience Tested: What's at Stake for the US Economy
In this episode, taken from our May 19 client webinar, our economists unpack a high-stakes U.S. macro outlook shaped by geopolitical conflict, higher energy prices, sticky inflatio…
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33 min
How AI Investment Is Influencing Labor Dynamics
Artificial intelligence is no longer a future story — it is already shaping how companies invest, how governments respond, and how labor markets evolve. But adoption is unfolding u…