Moody's Investors Service에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Moody's Investors Service 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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Curated Questions: Conversations Celebrating the Power of Questions!
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Episode Notes [03:47] Seth's Early Understanding of Questions [04:33] The Power of Questions [05:25] Building Relationships Through Questions [06:41] This is Strategy: Focus on Questions [10:21] Gamifying Questions [11:34] Conversations as Infinite Games [15:32] Creating Tension with Questions [20:46] Effective Questioning Techniques [23:21] Empathy and Engagement [34:33] Strategy and Culture [35:22] Microsoft's Transformation [36:00] Global Perspectives on Questions [39:39] Caring in a Challenging World Resources Mentioned The Dip by Seth Godin Linchpin by Seth Godin Purple Cow by Seth Godin Tribes by Seth Godin This Is Marketing by Seth Godin The Carbon Almanac This is Strategy by Seth Godin Seth's Blog What Does it Sound Like When You Change Your Mind? by Seth Godin Value Creation Masterclass by Seth Godin on Udemy The Strategy Deck by Seth Godin Taylor Swift Jimmy Smith Jimmy Smith Curated Questions Episode Supercuts Priya Parker Techstars Satya Nadella Microsoft Steve Ballmer Acumen Jerry Colonna Unleashing the Idea Virus by Seth Godin Tim Ferriss podcast with Seth Godin Seth Godin website Beauty Pill Producer Ben Ford Questions Asked When did you first understand the power of questions? What do you do to get under the layer to really get down to those lower levels? Is it just follow-up questions, mindset, worldview, and how that works for you? How'd you get this job anyway? What are things like around here? What did your boss do before they were your boss? Wow did you end up with this job? Why are questions such a big part of This is Strategy? If you had to charge ten times as much as you charge now, what would you do differently? If it had to be free, what would you do differently? Who's it for, and what's it for? What is the change we seek to make? How did you choose the questions for The Strategy Deck? How big is our circle of us? How many people do I care about? Is the change we're making contagious? Are there other ways to gamify the use of questions? Any other thoughts on how questions might be gamified? How do we play games with other people where we're aware of what it would be for them to win and for us to win? What is it that you're challenged by? What is it that you want to share? What is it that you're afraid of? If there isn't a change, then why are we wasting our time? Can you define tension? What kind of haircut do you want? How long has it been since your last haircut? How might one think about intentionally creating that question? What factors should someone think about as they use questions to create tension? How was school today? What is the kind of interaction I'm hoping for over time? How do I ask a different sort of question that over time will be answered with how was school today? Were there any easy questions on your math homework? Did anything good happen at school today? What tension am I here to create? What wrong questions continue to be asked? What temperature is it outside? When the person you could have been meets the person you are becoming, is it going to be a cause for celebration or heartbreak? What are the questions we're going to ask each other? What was life like at the dinner table when you were growing up? What are we really trying to accomplish? How do you have this cogent two sentence explanation of what you do? How many clicks can we get per visit? What would happen if there was a webpage that was designed to get you to leave? What were the questions that were being asked by people in authority at Yahoo in 1999? How did the stock do today? Is anything broken? What can you do today that will make the stock go up tomorrow? What are risks worth taking? What are we doing that might not work but that supports our mission? What was the last thing you did that didn't work, and what did we learn from it? What have we done to so delight our core customers that they're telling other people? How has your international circle informed your life of questions? What do I believe that other people don't believe? What do I see that other people don't see? What do I take for granted that other people don't take for granted? What would blank do? What would Bob do? What would Jill do? What would Susan do? What happened to them? What system are they in that made them decide that that was the right thing to do? And then how do we change the system? How given the state of the world, do you manage to continue to care as much as you do? Do you walk to school or take your lunch? If you all can only care if things are going well, then what does that mean about caring? Should I have spent the last 50 years curled up in a ball? How do we go to the foundation and create community action?…
Moody's Talks - Emerging Markets Decoded
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Manage series 2944770
Moody's Investors Service에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Moody's Investors Service 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Moody’s experts from around the globe and external guests join hosts Scott Phillips and Vittoria Zoli discuss macro, financial and credit trends shaping the world of emerging markets. Published by Moody’s Investors Service.
…
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110 에피소드
모두 재생(하지 않음)으로 표시
Manage series 2944770
Moody's Investors Service에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Moody's Investors Service 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Moody’s experts from around the globe and external guests join hosts Scott Phillips and Vittoria Zoli discuss macro, financial and credit trends shaping the world of emerging markets. Published by Moody’s Investors Service.
…
continue reading
110 에피소드
모든 에피소드
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Moody's Talks - Emerging Markets Decoded
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1 Emerging market credit conditions will continue gradual, fragile improvement in 2025 20:52
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Corporate and sovereign default rates are decreasing as GDP growth, slowing inflation and monetary easing aid debt management. But EMs face a number of credit risks including potential US tariffs. Guest : Vittoria Zoli, Analyst, Credit Strategy & Guidance, Moody’s Ratings Host : Colin Ellis, Managing Director, Credit Strategy & Guidance, Moody’s Ratings Related Research : Emerging Markets – Global: 2025 Outlook - Stable but fragile, with looming credit risks…
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Moody's Talks - Emerging Markets Decoded
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1 How the US election could shape global credit conditions 19:58
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In this joint Big Picture-Emerging Markets Decoded episode, our regional analysts highlight the key US policy areas to watch in Europe, Asia-Pacific and Latin America -- and discuss which economies and sectors could be at risk if policies were to dramatically change. Guests : Sarah Carlson, Senior Vice President, Sovereign Risk Group, Moody's Ratings; Gong Cheng, Managing Director, Credit Strategy, Moody's Ratings; Ariane Ortiz-Bollin, Vice President - Senior Credit Officer, Credit Strategy, Moody's Ratings Host : William Foster, Senior Vice President, Sovereign Risk Group, Moody's Ratings…
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Moody's Talks - Emerging Markets Decoded
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1 Positive credit stories emerging in a handful of Sub-Saharan African countries 17:19
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Institutional reforms, policy reversals, debt restructurings and the prospect of new hydrocarbon production are leading to gradual improvement in some sovereigns’ creditworthiness from weak levels. Guest : John Walsh, Analyst, Sovereign Risk Group, Moody's Ratings Host : Vittoria Zoli, Analyst, Credit Strategy & Guidance, Moody's Ratings Related Research : Sovereign – Sub-Saharan Africa: Governance is key to realising credit benefits for new hydrocarbon producers Sovereign – Sub-Saharan Africa: Institutional reforms are supporting creditworthiness for select sovereigns…
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Moody's Talks - Emerging Markets Decoded
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1 Geopolitical risk shapes creditworthiness for host of APAC governments 14:30
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Risk exposure is highest for those directly involved in the region’s three main hotspots. But the knock-on economic effects of the tensions have the potential to hurt, or help, other APAC governments. Guest : Anushka Shah, Vice President - Senior Credit Officer, Sovereign Risk Group, Moody's Ratings Host : Vittoria Zoli, Analyst, Credit Strategy & Guidance, Moody's Ratings Related Research : Sovereigns – Asia-Pacific: Geopolitical risk shapes creditworthiness for a host of governments…
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Moody's Talks - Emerging Markets Decoded
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1 Corporate credit quality in India, Indonesia remains robust despite sectoral differences 14:30
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India's large domestic market shields its companies from external shocks, whereas Indonesia's export-dependent commodity sector prompts government efforts to diversify growth. Guests: Rachel Chua, VP-Senior Analyst; Sweta Patodia, AVP-Analyst Host : Vittoria Zoli, Analyst, Credit Strategy & Guidance, Moody's Ratings Related Research: Nonfinancial Companies – India and Indonesia: Credit quality will remain robust, even as earnings trajectory diverges Nonfinancial Companies – Southeast Asia Dollar bond issuance will regain momentum when US interest rates begin to fall Nonfinancial Companies – India: Offshore funding indispensable despite improving domestic liquidity…
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Moody's Talks - Emerging Markets Decoded
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1 Latin American national oil companies face hurdles in reducing greenhouse gas emissions 14:39
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Challenges include the region’s reliance on fossil fuels to meet energy demand amid population growth, the companies’ weak financials and governments’ reliance on revenue from oil and gas producers. Guests : Roxana Munoz and Carolina Chimenti, both Vice President - Senior Analysts, Corporate Finance Group, Moody's Ratings Host : Vittoria Zoli, Analyst, Credit Strategy & Guidance, Moody's Ratings Related research : Oil & Gas – Latin America & Caribbean: National oil companies struggle to reconcile governments' emission-reduction goals…
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Moody's Talks - Emerging Markets Decoded
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1 Central bank push to tame inflation boosts credit quality of Turkish sovereign, companies 14:24
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Rate hikes in Turkiye have slowed inflation, and confidence in the country’s currency is increasing. The sovereign’s creditworthiness is improving as a result, along with that of Turkish companies. Guests : Kathrin Muehlbronner, Senior Vice President, Sovereign Risk Group, Moody’s Ratings; Iker Ballestero Barrutia, Analyst, Corporate Finance Group, Moody's Ratings Host : Vittoria Zoli, Analyst, Credit Strategy & Guidance, Moody's Ratings Related Research : Moody's Ratings takes rating actions on eight Turkish corporates following upgrade of Turkiye sovereign rating Government of Turkiye – B1 positive: Update following upgrade to B1, outlook remains positive Government of Turkiye: Macro-financial monitor: CBRT tightening shows first results, but more is needed to moderate inflation Moody's Ratings upgrades Turkiye's ratings to B1, maintains positive outlook Government of Turkiye: Announced policy shift is credit positive but implementation comes with challenges…
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Moody's Talks - Emerging Markets Decoded
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1 Kenya protests highlight transmission of social risk to sovereign creditworthiness 13:50
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The opposition to proposed tax hikes impedes the government’s ability to increase revenue and reduce debt. Similar risks exist for other emerging market sovereigns too. Guest : David Rogovic, Vice President - Senior Credit Officer, Sovereign Risk Group, Moody’s Ratings Host : Scott Phillips, Head of Emerging Markets, Credit Strategy and Research, Moody’s Ratings Related Research : Moody's Ratings downgrades Kenya's ratings to Caa1; maintains negative outlook Government of Kenya: Protests against Finance Bill's tax measures challenge government's fiscal consolidation strategy Government of Kenya: Kenya's IMF agreement bolsters short-term liquidity; fiscal consolidation is key to improving credit quality Sovereigns – Sub-Saharan Africa: 2024 Outlook - Negative on large debt maturities amid tight funding conditions…
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Moody's Talks - Emerging Markets Decoded
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1 Steady GDP growth continues for emerging markets, with wide variation by country 19:57
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We have revised our aggregate EM forecast up slightly to 3.9% for 2024-25 to reflect faster-than-expected growth in some of the largest EMs so far this year. Disinflation continues but is slowing. Speaker : Madhavi Bokil, Senior Vice President, Credit Strategy at Moody's Ratings Host : Vittoria Zoli, Analyst, Emerging Markets at Moody’s Ratings Related Research : Emerging Markets – Global: GDP growth stays solid; disinflation slows Global Macro Outlook 2024-25 (May 2024 update): G-20 momentum persists in 2024 with disinflation and cooler growth ahead…
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Moody's Talks - Emerging Markets Decoded
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1 South Africa’s creditworthiness with a new coalition government 12:30
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The creation of a coalition government following 29 May elections will likely support broad policy continuity and reforms, but the risk of government instability and ineffectiveness is significant. Guest : Aurelien Mali, Vice President-Senior Credit Officer, Sovereign Risk Group, Moody's Ratings Host : Scott Phillips, Associate Managing Director, Credit Strategy & Research, Moody's Ratings Related research : Government of South Africa: National unity government will likely support broad policy continuity and the pursuit of economic reforms…
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Moody's Talks - Emerging Markets Decoded
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1 Views from Moody’s Global Emerging Markets 2024 virtual event 14:32
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Moody’s Ratings experts discuss the fragile recovery and new threats in EMs, including macro conditions, default trends, credit risks for sovereigns and corporates, and bright spots. Host : Scott Phillips, Associate Managing Director, Moody’s Ratings Related Research : Fragile recovery in EM credit conditions will continue Emerging Markets – Global: Local currency bond markets are growing fast, a credit-positive trend for debt issuers Sovereigns – Emerging Markets: Favorable financing conditions will not solve structural credit challenges Government-Related Issuers – Emerging Markets: GRIs’ standalone credit strength and government support vary widely across EMs Banks – Emerging Markets: Asset-quality risk is receding but remains high in several countries To learn more, visit the Emerging Markets topic page .…
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Moody's Talks - Emerging Markets Decoded
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Join Scott Phillips, head of EM at Moody’s Ratings, and Maciej Woznica, portfolio manager at asset management firm Coeli, for a tour of the least-developed emerging markets. Guest : Maciej Woznica, Portfolio Manager, Coeli Host : Scott Phillips, Associate Managing Director, Moody’s Ratings Related Research: Gradual recovery in emerging market credit conditions will continue (infographic)…
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Moody's Talks - Emerging Markets Decoded
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1 Speculative-grade default rate for emerging market companies improves with macro conditions 13:56
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The default rate will decline to 3.3% by the end of Q1 2025, far below the peak of nearly 15% at the end of 2022 which was driven by the Russia-Ukraine war and China’s property market woes. Guest : Yang Liu, Vice President - Senior Analyst, Moody's Ratings Host : Scott Phillips, Associate Managing Director, Moody’s Ratings Related Research : Corporates – Emerging Markets: EM corporate default rate will fall further in 2024 and approach advanced economy rate Default Trends – Global: Annual default study: Corporate default rate to moderate in 2024 but remain near its long-term average…
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Moody's Talks - Emerging Markets Decoded
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1 Middle East: from geopolitical tensions to Islamic finance 15:59
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Moody’s analysts discuss the increased risk for sovereigns from escalation of the Israel-Iran conflict, and then shift to the growing demand for Islamic finance. Guests : Christian Fang, Vice President – Senior Analyst, Sovereign Risk Group, Moody’s Ratings; Badis Shubailat, Assistant Vice President – Analyst, Financial Institutions Group, Moody’s Ratings Host : Vittoria Zoli, Analyst, Emerging Markets, Moody’s Ratings Related research : Tail risks from Israel-Iran conflict pose a major threat to sovereigns regionally and globally Islamic finance sector will retain strong momentum in 2024 Sukuk issuance to decline again in 2024 before stabilizing in 2025 Strong US dollar sukuk issuance is positive for companies' capital raising efforts Islamic finance's adoption of blockchain could be beneficial, but faces crucial barriers…
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Moody's Talks - Emerging Markets Decoded
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1 EM macro conditions are improving unevenly as GDP growth stabilizes and inflation slows 11:11
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Growth will slow in 2024 then stabilize in 2025 in most emerging markets. We have raised our forecasts for Asia, Central-Eastern Europe, the Middle East and Africa but lowered them for Latin America. Host : Scott Phillips, Head of Emerging Markets, Moody's Ratings Speaker : Vittoria Zoli, Analyst - Emerging Markets, Moody's Ratings…
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