Episode Appearances
Bloomberg Intelligence · Jul 10, 2026
Bloomberg Money: SK hynix, Federal Reserve Trust, Prenups
“Co-author of essay on U.S. inflation risks citing labor market tightness and monetary policy concerns”
SK Hynix U.S. market debut and ADR listing strategyHigh-bandwidth memory (HBM) market share and AI data center demandFederal Reserve inflation measurement methodology and credibility
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Marketplace · May 14, 2026
Trump & Co. take a trip to China
“Expert guest analyzing Trump-Xi Beijing meeting and U.S.-China economic decoupling strategy”
Retail Sales and Consumer Spending PatternsInflation Impact on Consumer BehaviorU.S.-China Economic Relations and Decoupling
View AnalysisMarketplace · Mar 2, 2026
Overnight, a wartime economy
“President of Peterson Institute; analyzed corporate cost pass-through and inflation timing implications.”
Oil Market Shock and Energy PricingNatural Gas Supply Disruption (Qatar LNG)Strait of Hormuz Chokepoint Risk
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Marketplace All-in-One · Mar 2, 2026
Overnight, a wartime economy
“President of Peterson Institute; analyzed corporate pricing strategies and cost pass-through timelines”
Oil market shocks and energy price volatilityStagflation risk and monetary policy dilemmasGlobal supply chain resilience and diversification
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