Swedish House of Finance Podcast

About Swedish House of Finance Podcast

Join the Swedish House of Finance and guests from academia and finance for conversations about the ideas shaping markets, policy, and financial research. The Swedish House of Finance at the Stockholm School of Economics is Sweden's national research center for financial economics.

Publisher

Swedish House of Finance

Category

business

Language

en

Explicit

No

First episode

8 Jul 2019

Latest episode

1 Nov 2026

Latest episodes

21 episodes in the feed.

1. 

   1 Nov 2026

   Central Questions EP. 6: Who pays the price when we put off a financial decision?

   Economist Tarun Ramadorai argues that inaction is more than a personal finance problem. In markets such as UK mortgages, customers who fail to switch when an introductory rate expires can end up paying more—effectively subsidizing lower rates for those who act promptly. Financial firms can have incentives to profit from these patterns rather than help households avoid them. In this episode of Central Questions, Ramadorai joins former Riksbank Governor Stefan Ingves to discuss how mortgages, pensions and other financial products shape household wellbeing, why longer lifespans and greater individual responsibility make these decisions increasingly important, and how simpler products and a financial “starter kit” could help households navigate saving, borrowing and retirement. Drawing on Ramadorai’s research and recent book with John Campbell, they also discuss why financial education alone is insufficient, how consumer protection connects with financial stability, and whether AI can help people manage their money or deepen existing inequalities. Guest: Tarun Ramadorai, economist and co-author with John Campbell of a recent book on household finance Host: Stefan Ingves, former Governor of the Swedish Central Bank and Senior Fellow at Swedish House of Finance Topics: Tarun Ramadorai, Stefan Ingves, household finance, mortgage refinancing, UK mortgages, retirement planning, pensions, behavioral finance, consumer protection, financial regulation, financial literacy, financial stability, AI financial advice, John Campbell, Swedish House of Finance

2. 

   18 Sept 2026

   Central Questions EP. 5: Credit Booms, Crashes and Why Policymakers Act Too Late

   Are financial crises really impossible to predict? Harvard economist Andrei Shleifer argues that the warning signs are often visible long before a crisis erupts. Rapid credit growth, deteriorating lending standards and unusually narrow credit spreads can all point to growing fragility—yet investors and policymakers repeatedly struggle to act before it is too late. In this live episode of Central Questions, Shleifer joins former Riksbank Governor Stefan Ingves to discuss why credit cycles matter so much for the economy, why sophisticated investors move together during booms, what economic models missed before the 2008 financial crisis, and whether authorities should intervene before they are certain a crisis is coming. They also discuss private credit, behavioral finance, the difficulty of timing markets, and why preventing a crisis can be politically harder than cleaning one up afterwards. Guest: Andrei Shleifer is the John L. Loeb Professor of Economics at Harvard University Host: Stefan Ingves, former Governor of the Riksbank and Senior Fellow at Swedish House of Finance Topics: Andrei Shleifer, Stefan Ingves, financial crisis, financial crises, credit cycle, credit boom, 2008 financial crisis, behavioral finance, financial stability, private credit, economic crisis, banking crisis, credit markets, central banks, systemic risk, Harvard economics, Swedish House of Finance

3. 

   18 Aug 2026

   Central Questions EP. 4: When Does a Boom Become a Crisis? Robin Greenwood on AI, Bubbles and the “Red Zone”

   Is the AI boom a bubble, and should we be worried? Robin Greenwood (Harvard Business School) joins formerRiksbank Governor Stefan Ingves to unpack why bubbles form, why they often start with something genuinely transformative, and what turns a boom into a real economic threat. From dot-com to the 2008 Global Financial Crisis to today's AI buildout, Greenwood argues rising prices alone aren't the danger. It's when booms collide with rapid credit growth and leverage that things turn risky. They dig into why even seasoned investors get swept up, how competition undermines "unstoppable" growth stories, cracks forming in private credit, and whether policymakers can catch trouble in time. Greenwood also breaks down the "red zone," periods when credit growth and asset prices rise together, historically pushing the odds of a financial crisis within three years from about 8% to 40%. They discuss: as AI spending increasingly needs outsidefinancing, could this largely equity-funded boom turn into something riskier? Guest: Robin Greenwood is the George Gund Professor of finance and Banking at Harvard Business School. Host: Stefan Ingves, former Governor of theRiksbank, and Senior Fellow at Swedish House of Finance Topics: Financial bubbles, AI investment, artificial intelligence, data centers, private credit, financial crises, credit booms, leverage, financial stability, behavioral finance, investor psychology, competition, monetary policy, macroprudential policy, asset prices.

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

1 ratings

Spotify

5.0 / 5

5 ratings

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Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

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