NYAIR Episode 73
Economic Outlook: Recovery in the Midst of Disruption
How will global markets weather inflation, labor shortages, and new geopolitical tension? In this episode, world-renowned economist Dr. Ira Kalish (Chief Global Economist, Deloitte) delivers a masterclass on the economic trends shaping investment strategy in an evolving business landscape. From pandemic recovery to new tech adoption, supply chain turbulence, and labor market reinvention, this podcast is your playbook for resilient, forward-looking decision-making.
Featured Guests
Dr. Ira Kalish
Chief Global and US Economist, Deloitte
Dr. Kalish is one of the world’s leading macroeconomic authorities, steering Deloitte’s clients and executive leadership through a generation of global business change. As Chief Global Economist at Deloitte since 2003, Dr. Kalish is a sought-after advisor for Fortune 1000 boards, governments, and NGOs, noted for his clear-sighted analysis of market trends, consumer behavior, policy, and risk. His forecasting and thought leadership span topics from inflation to digital transformation, supply chain strategy, and the economic impacts of global events. Dr. Kalish holds a PhD in Economics from Johns Hopkins and serves on the OECD Economic Policy Committee, shaping the future of global economic policy.
Alessandra Tocco
President Emeritus, New York Alternative Investment Roundtable
With over 30 years of experience in alternative investments, Alessandra is known for building best-in-class investment platforms and advising leading institutions at J.P. Morgan, Bear Stearns, ABN AMRO, and Good Hill Partners. At NY-ALT, she convenes top financial minds for education and industry-shaping dialogue, ensuring investors stay ahead of change and opportunity.
Key Insights From This Episode
Inflation Driven by Supply Disruption, Not Stimulus
Dr. Kalish argues that today’s inflation is driven largely by supply chain constraints and a dramatic shift in consumer spending, not just monetary or fiscal expansion.
U.S. Labor Market Faces Structural Change
A historic number of retirements, a decline in immigration, and widespread skills mismatches are fueling persistent labor shortages, suppressing participation growth but accelerating investment in automation.
Remote Work is Shaping the Next Economy
Lasting shifts toward remote work and digital commerce are likely to drive long-term changes across energy demand, real estate, and workforce productivity. Business leaders must adapt for a more tech-driven, decentralized future.
Global Market Volatility and Geopolitical Risk Rising
Tensions in Russia-Ukraine, the evolution of US-China relations, and pandemic policies will spike global market volatility—demanding active risk management and scenario planning.
Climate Policy and ESG Are Reshaping Capital Flows
Asset managers and corporations are now actively reallocating capital for climate resiliency and net-zero targets, with massive implications for energy, real estate, and investment allocations.
Access the Full Conversation
Listen to the full NY-AIR episode and download the exclusive insights deck. This practical resource gives financial services professionals the latest intelligence on macroeconomic risks, sector performance, and innovative strategies to drive resilience, growth, and agility in uncertain times.
Soundbites Worth Saving
“Inflation today looks very different from the 1970s—it's not generalized, it's driven by goods and supply chain dynamics, and we expect it to abate as disruptions do.”
— Dr. Ira Kalish
“Remote work and digital transformation will define this decade’s winners—businesses must rethink everything from energy demand to office space to talent strategy.”
— Dr. Ira Kalish
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