Podcasts by The Penta Podcast Channel
The Penta Podcast Channel is home to all of Penta's podcasts, including the Macrocast and What's At Stake: A Penta Podcast. The Macrocast, produced by Penta and Markets Policy Partners, features weekly insight and analysis on the latest macroeconomic trends. What's at Stake: a Penta Podcast features in-house experts and often special guests for analysis on the biggest issues shaping business and public policy.
Further podcasts by Hamilton Place Strategies
Podcast on the topic Kunst
All episodes
Insights: Dissecting the State of the Union from 2022-03-02T16:00
In this edition of HPS Insights, Tony Fratto hosts HPS Managing Directors and Hill alums Jonathan Graffeo and Kriston McIntosh for a discussion on President Biden's State of the Union addr...
Listen
Macrocast: Unpacking the Crisis in Ukraine from 2022-02-25T13:00
In today's episode, HPS Managing Director and Russia expert Stratton Kirton joins Bryan, John, and Brendan to discuss Russia's invasion of Ukraine and its economic implications. Stratt...
Listen
HPS Insights: Capitol Chatter Analysis from 2022-02-23T12:00
In this episode of HPS Insights, Meghan interviews HPS's Andrea Christianson, JinAh Kim, Maggie Wang, and Parker St. Jean about their recent project, from 2022-02-04T15:00
On today's Macrocast, Tony, John, and Brendan are joined by HPS' Matt McDonald to discuss January's job numbers and economic growth despite inflation and COVID-19 concerns. Plus, ...
![from 2022-02-04T15:00 On today's Macrocast, Tony, John, and Brendan are joined by HPS' Matt McDonald to discuss January's job numbers and economic growth despite inflation and COVID-19 concerns. Plus, ...](https://hamiltonplacestr...</p>
<a href="/podcast/hps-podcast-channel/hps-insights-capitol-chatter-analysis/" class="btn btn-primary">Listen</a>
<!--<p class="card-text"><small class="text-muted">Last updated 3 mins ago</small></p>-->
</div>
</div>
</div>
</div>
<div class="card mb-3">
<div class="row no-gutters">
<div class="col-md-2">
<img class="card-img" src="https://static.yiuu.de/artwork/V/F/N/W/X/c/VFNWXc_350.jpg" alt="The Penta Podcast Channel">
</div>
<div class="col-md-10">
<div class="card-body">
<h5 class="card-title"><a href="/podcast/hps-podcast-channel/macrocast-era-of-bad-feelings/">Macrocast: Era Of Bad Feelings</a><small> from 2022-02-18T13:00</small></h5>
<p class="card-text"><p>On this week's Macrocast, Tony, John, and Brendan are joined by John Dick to discuss the Economic Sentiment Index's (ESI) record drop and people's "sour" outlook that ex...</p>
<a href="/podcast/hps-podcast-channel/macrocast-era-of-bad-feelings/" class="btn btn-primary">Listen</a>
<!--<p class="card-text"><small class="text-muted">Last updated 3 mins ago</small></p>-->
</div>
</div>
</div>
</div>
<div class="card mb-3">
<div class="row no-gutters">
<div class="col-md-2">
<img class="card-img" src="https://static.yiuu.de/artwork/V/F/N/W/X/c/VFNWXc_350.jpg" alt="The Penta Podcast Channel">
</div>
<div class="col-md-10">
<div class="card-body">
<h5 class="card-title"><a href="/podcast/hps-podcast-channel/insights-crypto-convos-with-will-mcdonough/">Insights: Crypto Convos with Will McDonough</a><small> from 2022-02-17T15:00</small></h5>
<p class="card-text"><p>In this installment of Crypto Convos, Will McDonough, CEO of Corestone Capital and Vice Chairman of Valkyrie Investments, joins HPS Partners Matt McDonald and Bryan DeAngelis and Markets Policy ...</p>
<a href="/podcast/hps-podcast-channel/insights-crypto-convos-with-will-mcdonough/" class="btn btn-primary">Listen</a>
<!--<p class="card-text"><small class="text-muted">Last updated 3 mins ago</small></p>-->
</div>
</div>
</div>
</div>
<div class="card mb-3">
<div class="row no-gutters">
<div class="col-md-2">
<img class="card-img" src="https://static.yiuu.de/artwork/V/F/N/W/X/c/VFNWXc_350.jpg" alt="The Penta Podcast Channel">
</div>
<div class="col-md-10">
<div class="card-body">
<h5 class="card-title"><a href="/podcast/hps-podcast-channel/insights-crypto-convos-with-alex-sternhell/">Insights: Crypto Convos with Alex Sternhell</a><small> from 2022-02-17T15:00</small></h5>
<p class="card-text"><p>Hosted by Elliott Owensby and Bryan DeAngelis, Crypto Convos is a miniseries from HPS, featuring interviews with crypto experts from across the industry to explore their perspectives on new deve...</p>
<a href="/podcast/hps-podcast-channel/insights-crypto-convos-with-alex-sternhell/" class="btn btn-primary">Listen</a>
<!--<p class="card-text"><small class="text-muted">Last updated 3 mins ago</small></p>-->
</div>
</div>
</div>
</div>
<div class="card mb-3">
<div class="row no-gutters">
<div class="col-md-2">
<img class="card-img" src="https://static.yiuu.de/artwork/V/F/N/W/X/c/VFNWXc_350.jpg" alt="The Penta Podcast Channel">
</div>
<div class="col-md-10">
<div class="card-body">
<h5 class="card-title"><a href="/podcast/hps-podcast-channel/insights-crypto-convos-with-amit-sharma/">Insights: Crypto Convos With Amit Sharma</a><small> from 2022-02-15T13:00</small></h5>
<p class="card-text"><p><b>On the inaugural episode of HPS Insight's Crypto Convos miniseries, hosts Bryan DeAngelis and Elliott Owensby are joined by special guest Amit Sharma, CEO and Founder of FinClusive, to d...</p>
<a href="/podcast/hps-podcast-channel/insights-crypto-convos-with-amit-sharma/" class="btn btn-primary">Listen</a>
<!--<p class="card-text"><small class="text-muted">Last updated 3 mins ago</small></p>-->
</div>
</div>
</div>
</div>
<div class="card mb-3">
<div class="row no-gutters">
<div class="col-md-2">
<img class="card-img" src="https://static.yiuu.de/artwork/V/F/N/W/X/c/VFNWXc_350.jpg" alt="The Penta Podcast Channel">
</div>
<div class="col-md-10">
<div class="card-body">
<h5 class="card-title"><a href="/podcast/hps-podcast-channel/january-s-juicy-jobs-report/">January){kind=link}
Insights: Ballast Research's Washington Insights Review Fireside Chat from 2022-02-03T16:00
In this live episode of HPS Insights, HPS Partners Bryan DeAngelis and Matt McDonald are joined by Ballast Research's Mike Gottlieb and Michael Griffin to discuss their new report, Listen
Macrocast: Tightening on the Horizon from 2022-01-28T14:00
The Fed seems set on significant quantitative tightening in 2022, but the latest Core PCE data suggests inflation could begin to stabilize in the coming months. John Dick joins Tony, John, and B...
Listen
Insights: A Conversation with Anna Gifty Opoku-Agyeman, Editor of"The Black Agenda" from 2022-01-28T13:00
In today's book recommendation episode of HPS Insights, Tony interviews his good friend Anna Gifty Opoku-Agyeman about her new book, "The Black Agenda," out today! The two chat ab...
Listen
Insights: The Latest on the Tech Antitrust Push in the Senate from 2022-01-25T08:00
What's next for the tech antitrust legislation moving through the Senate? Adam Kovacevich, Founder and CEO of tech advocacy group Chamber of Progress, and HPS Senior Director Elliott Owensb...
Listen
Macrocast: Economics In The Time Of Equity from 2022-01-21T14:00
On this week's edition of the Macrocast, Fanta Traore—CEO and Co-Founder of the Sadie Collective—joins Brendan and John to discuss inflation, Federal Reserve nominations, and the prospect o...
Listen
Macrocast: Supply Chain State of Play from 2022-01-14T13:00
In this week's edition of the Macrocast, Loren Smith from Skyline Policy Risk Group joins Tony, John, and Brendan to discuss all things supply chain, diving into the "subplots" b...
Listen
Macrocast: Don't Get Too Far Over Your Skis from 2022-01-07T12:00
In the first HPS Macrocast of Season Four and of the new year, Tony, John, Brendan, and HPS' Matt McDonald discuss the last jobs report data of 2021, potential actions the Fed will take in ...
Listen
Macrocast: A (Tumultuous) Year in Review from 2021-12-22T09:00
To wrap up Season Three of the HPS Macrocast, Tony, Brendan, and John look back on another tumultuous year in markets, politics, and society. The group assesses the Biden administration's p...
Listen
Macrocast: Central Bankapalooza from 2021-12-17T12:00
On today's Macrocast, guest host @mdpen and @MarketsPolicy discuss central bank developments in response to worsening inflation, the state of Build Back Better, and Democratic politics in t...
Listen
Insights: A Conversation with General Stanley McChrystal and Anna Butrico from 2021-12-16T13:00
Today's leaders must adapt to growing risks when it comes to public health, security, the environment, and more. But even when these risks are known, leaders are often unprepared to face th...
Listen
Macrocast: Build Back Better Drama from 2021-12-10T11:00
On this edition of the HPS Macrocast, Tony, John, and Brendan discuss the latest CPI number and monetary policy responses to inflation in the U.S. and abroad. They also talk about the debt ceili...
Listen
Macrocast: The End of"Transitory"Inflation—At Least For Now from 2021-12-03T13:00
On this Jobs Day edition of the HPS Macrocast, Tony, John, and Brendan are joined by HPS' Stratton Kirton to discuss Jobs Day numbers, Chairman Powell's recent testimony on the potent...
Listen
Macrocast: Is Black Friday Back? from 2021-11-23T12:00
On this Black Friday edition of the HPS Macrocast, Tony, John, and Brendan are joined by John Dick to discuss the holiday shopping season and the expected impact of inflation and supply chain di...
Listen
It's Not The'70s Anymore, Right? from 2021-11-19T11:00
On this week's Macrocast, Tony, John, and Brendan are joined by The Center for Strategic & International Studies' Stephanie Segal to discuss inflation concerns, the recent U.S.-Chi...
Listen
Inflation: How Much of It Is Here to Stay? from 2021-11-12T13:00
On this week's Macrocast, Tony, John, and Brendan take an in-depth look at the latest inflation data and discuss which inflationary trends will persist and which will subside. Plus, the gro...
Listen
Insights: A Conversation With Former Senator Ben Nelson from 2021-11-08T12:00
In this edition of HPS Insights, HPS Managing Director Bryan DeAngelis sits down with former Senator Ben Nelson, the author of the new book “ from 2021-10-29T11:00
On this week's Macrocast, Tony, John, and Brendan discuss the prospects of the infrastructure bill in the House, reconciliation, key factors influencing the Virginia gubernatorial election,...
![from 2021-10-29T11:00 On this week's Macrocast, Tony, John, and Brendan discuss the prospects of the infrastructure bill in the House, reconciliation, key factors influencing the Virginia gubernatorial election,...](https://www.nebraskapress.unl.edu/potomac/97...</p>
<a href="/podcast/hps-podcast-channel/insights-a-conversation-with-former-senator-ben-nelson/" class="btn btn-primary">Listen</a>
<!--<p class="card-text"><small class="text-muted">Last updated 3 mins ago</small></p>-->
</div>
</div>
</div>
</div>
<div class="card mb-3">
<div class="row no-gutters">
<div class="col-md-2">
<img class="card-img" src="https://static.yiuu.de/artwork/V/F/N/W/X/c/VFNWXc_350.jpg" alt="The Penta Podcast Channel">
</div>
<div class="col-md-10">
<div class="card-body">
<h5 class="card-title"><a href="/podcast/hps-podcast-channel/macrocast-a-juicy-newsy-jobs-day/">Macrocast: A Juicy&Newsy Jobs Day</a><small> from 2021-11-05T13:00</small></h5>
<p class="card-text"><p>On today's Macrocast, ?Matt joins Tony, John, and Brendan ?to ?discuss October's job numbers, ?the effects of ?COVID-19 and supply chain disruptions on the economy, ?Chairman Powell&ap...</p>
<a href="/podcast/hps-podcast-channel/macrocast-a-juicy-newsy-jobs-day/" class="btn btn-primary">Listen</a>
<!--<p class="card-text"><small class="text-muted">Last updated 3 mins ago</small></p>-->
</div>
</div>
</div>
</div>
<div class="card mb-3">
<div class="row no-gutters">
<div class="col-md-2">
<img class="card-img" src="https://static.yiuu.de/artwork/V/F/N/W/X/c/VFNWXc_350.jpg" alt="The Penta Podcast Channel">
</div>
<div class="col-md-10">
<div class="card-body">
<h5 class="card-title"><a href="/podcast/hps-podcast-channel/macrocast-infrastructure-it-s-time-to-roll/">Macrocast: Infrastructure: It){kind=link}
Macrocast: The Economic Outlook: Clear as Mud from 2021-10-22T11:00
On today's Macrocast, Tony, John, and Brendan discuss inflation and global supply chain concerns, the potential impact of the infrastructure and reconciliation bills on economic growth, and...
Listen
Macrocast: How Consumers View Inflation from 2021-10-15T11:00
On today's Macrocast, John Dick from CivicScience joins Bryan and Brendan to discuss the public's perspective on inflation. Plus, the gang breaks down the latest HPS Economic Sentiment...
Listen
Macrocast: There's A Lot Of Noise, But Also A Lot Of Hope from 2021-10-08T11:00
On this week's episode of the Macrocast, Tony, John, and Brendan are joined by Matt McDonald to break down the latest jobs numbers, including what they mean for the U.S. economy going forwa...
Listen
Insights: A Conversation with Kelly Wanser of SilverLining from 2021-10-07T08:00
On today's episode of HPS Insights, Michael Steel, Partner at HPS, and Kelly Wanser, Executive Director at SilverLining, discuss the organization's work to drive research and policy on...
Listen
Macrocast: A Crazy, Long Week from 2021-10-01T13:00
On today's Macrocast, Bryan, John, and Brendan discuss a hectic week on the Hill, from the averted government shutdown to the urgency surrounding the debt ceiling, infrastructure vote, and ...
Listen
Macrocast: Evergrande and U.S.-China Relations from 2021-09-24T12:00
On today's Macrocast, Tony, John, and Brendan are joined by former Treasury official Bob Dohner to discuss the consequences of the Evergrande debt crisis, its effects on Chinese domestic po...
Listen
Macrocast: Another Quiet Week in Washington from 2021-09-17T11:00
HPS Partner Stacy Kerr and John and Brendan from Markets Policy Partners talk through the debt ceiling, budget negotiations, and the latest news from China. Plus, the gang discusses takeaways fr...
Listen
Macrocast: The President Is Out Of Patience from 2021-09-10T12:00
Bryan, John, and Brendan are joined by John Dick of Civic Science to discuss the implications of Biden's new vaccination plan and what that means for job seekers and return to office plans....
Listen
Macrocast: A Pretty Big Miss from 2021-09-03T12:00
On today's Macrocast, ?Matt McDonald and Market Policy Partners' John Fagan and Brendan Walsh discuss? ?the broader economic implications of the disappointing August jobs data ?and ?Ch...
Listen
Macrocast: Time to Take the Foot off the Gas? from 2021-08-27T14:00
On Today's Macrocast, Tony Fratto and Market Policy Partners' John Fagan and Brendan Walsh discuss regional FOMC Presidents' pushes to rollback quantitative easing measures as the...
Listen
Insights: A Conversation with White House Historical Association President Stewart McLaurin from 2021-08-26T11:00
In this edition of HPS Insights, HPS Partner Michael Steel sits down with Stewart McLaurin, President of the White House Historical Association and author of "James Hoban: Designer and Buil...
Listen
Macrocast: Dog Days Of August from 2021-08-20T11:00
On this week's Macrocast, Tony, John, and Brendan share their thoughts on the state of consumer spending, potential Federal Reserve tapering, and recent corporate earnings. They also discus...
Listen
Macrocast: China, Compromise,&Climbing Prices from 2021-08-13T11:00
In this week's Macrocast, Tony, Brendan, and John discuss how the Chinese Communist Party is reacting to the global reach of their private sector companies. They also share their expectatio...
Listen
Macrocast: July's Job Report and Delta Doubts from 2021-08-06T16:00
On today's Macrocast, HPS's Matt McDonald and Market Policy Partners' Brendan Walsh are joined by John Dick of CivicScience to discuss July's job report and economic prospect...
Listen
Insights: Capitol Chatter: What Is Congress Tweeting? from 2021-08-02T13:00
In this edition of HPS Insights, Managing Directors Bryan DeAngelis and Andrea Christianson and Associates Maggie Wang and Koby Gordon discuss HPS' latest quarterly analysis of members of C...
Listen
Macrocast: Building The Infrastructure Bill from 2021-07-30T14:00
In this week's Macrocast, Tony, John, and Brendan discuss new Federal Reserve developments and the tentative bipartisan infrastructure deal. Plus, the group breaks down Beijing's offen...
Listen
Macrocast: The Long Road Ahead from 2021-07-23T15:00
In this week's Macrocast, Bryan, John, and Brendan are joined by CG/LA Infrastructure's Norman Anderson to discuss his new book "VISION: Our Strategic Infrastructure Roadmap Forwa...
Listen
Macrocast: Beyond Inflation from 2021-07-16T11:00
In this week's Macrocast, Tony, John, and Brendan break down the latest retail sales data and look ahead to the uncertain future of the infrastructure negotiations. Plus, the group discusse...
Listen
Macrocast: What Will Outlast The Pandemic? from 2021-07-09T12:00
Tony, John, and Brendan are joined by CivicScience CEO John Dick to break down the new Economic Sentiment Index (ESI). They also discuss concerns about economic growth, COVID-19's implicati...
Listen
Insights: A Tale Of Two Infrastructure Bills from 2021-07-09T08:00
In this edition of HPS Insights, HPS Partner Michael Steel and Managing Directors Bryan DeAngelis and Meghan Pennington tackle the latest on the infrastructure negotiations set to resume as Cong...
Listen
Macrocast: Who's Talking To Ireland? from 2021-07-02T16:00
HPS Managing Director Meghan Pennington joins John and Brendan to discuss the jobs day news, the Fed, and the ongoing infrastructure negotiations. Plus, the gang discusses the international supp...
Listen
Macrocast: The Infrastructure Two-Step from 2021-06-25T14:00
Tony, John, and Brendan discuss the infrastructure deal and the two-step approach to an infrastructure package with the bipartisan agreement and reconciliation. The crew also talks through Fede...
Listen
Macrocast: Juneteenth&The Importance Of Diversity In Economics from 2021-06-18T08:00
Tony, John, and Brendan are joined by Diamondnia Mack of the Sadie Collective for a special Juneteenth edition of the Macrocast to discuss the pipeline problem in economics and how to get more B...
Listen
Macrocast: No One's Ever Wrong in Washington from 2021-06-11T14:00
Tony, John, and Brendan discuss Thursday's inflation report and break down the latest developments in Washington. The group analyzes President Biden's first trip to Europe for the G7 S...
Listen
Macrocast: The Return Of The Meme Stocks from 2021-06-04T13:00
Tony, John, and Brendan are joined by Stratton Kirton, Managing Director at HPS, to break down the solid May jobs numbers. The group discusses the historically low labor participation rate and w...
Listen
Macrocast: What Satellites Tell Us About Markets from 2021-05-28T11:00
Tony, John, and Brendan are joined by special guest Ana Murgai of SpaceKnow to discuss the shifting information landscape for economic data. In particular, they dive into how the democratization...
Listen
Insights: How To Get A Job In DC - Succeeding In Your First Job from 2021-05-26T09:00
In the final episode of a new HPS Insights special series on recent college graduates getting a job in DC, HPS Partner Matt McDonald sits down with three HPS associates Cole Kline, Matisse Roger...
Listen
Insights: How to Get A Job In DC - The Insider's Take On How To Network In DC from 2021-05-26T09:00
In this installment of HPS' series on landing jobs in DC, HPS Partner Matt McDonald speaks with Tom Manatos, Vice President of Government Relations at Spotify and the mind behind Tom Manato...
Listen
Insights: How To Get A Job In DC - Preparing The Perfect Resume from 2021-05-26T08:00
In the second installment of the new HPS Insight series, "How To Get A Job In DC," which demystifies the process of getting a first job in D.C., HPS Partner Matt McDonald speaks with C...
Listen
Insights: How To Get A Job In DC - Preparing For The Working World At School from 2021-05-26T07:00
In the first episode of a special HPS Insights series on how recent college graduates can land jobs in DC, HPS Partner Matt McDonald sits down with Sadie Polen, Program Lead at the Institute of ...
Listen
Macrocast: Reserving The Right To Surprise from 2021-05-21T14:00
Tony, John, and Brendan discuss FOMC minutes, the Federal Reserve's messaging on economic recovery and inflation, and how other central banks are approaching easing. The crew also talks thr...
Listen
Insights: Understanding Healthcare Barriers For Muslims, A Conversation With Dr. Sana Syed from 2021-05-18T09:00
In this installment of the new HPS Insights special series on health disparities and minority health, in partnership with the Rare Disease Diversity Coalition (RDDC), HPS Partner Stacy Kerr and ...
Listen
Macrocast: Everyone Is An Expert On Inflation...Right? from 2021-05-14T12:00
Tony, John, and Brendan are joined by John Dick this week to discuss recent data showing a spike in consumer inflation concerns: 90% of consumers are now very or somewhat concerned about inflati...
Listen
Insights: A Conversation With Mike Hayes On"Never Enough" from 2021-05-10T14:00
Stacy Kerr and Bryan DeAngelis speak with Mike Hayes, the former Commanding Officer of SEAL Team TWO, a White House Fellow, and former Director of Defense Policy Strategy at the National Securit...
Listen
Macrocast: Well That Number Was Unexpected from 2021-05-07T14:00
Tony, John, and Brendan are joined by Stratton Kirton, Managing Director at HPS, to break down the surprising April jobs numbers. The gang discusses why predictions may have missed the mark and ...
Listen
Macrocast: The First 100 Days from 2021-04-30T12:00
Tony, John, and Brendan are joined by Bryan DeAngelis to discuss President Biden's first 100 days in office, his infrastructure plan, and his speech to Congress. They also dive into the la...
Listen
Macrocast: A Wave Of Inflation from 2021-04-28T09:00
Matt and Brendan are joined by Matt Dell Orfano for a special edition of the Macrocast to dive into what's happening on the inflation front, what the implications are for consumers and comp...
Listen
Insights: Foot On The Gas, A Conversation On Infrastructure With Brett Garson from 2021-04-27T11:00
HPS Managing Director Bryan DeAngelis is joined by Brett Garson, Managing Director and Chief Counsel for Smith, Dawson & Andrews, a government affairs company in Washington, DC. With over a ...
Listen
Macrocast: When To Take Away The Punch Bowl from 2021-04-23T15:00
Tony, John, and Brendan are joined by Megan Greene, Senior Fellow at the Harvard Kennedy School and accomplished economist. The team breaks down the debate between "old school" economi...
Listen
Insights: Improving Hispanic Health Outcomes, A Conversation With Dr. Elena Rios from 2021-04-22T12:00
In the first episode of a new HPS Insights special series on health disparities and minority health, in partnership with the Rare Disease Diversity Coalition (RDDC), HPS Partner, Stacy Kerr, is ...
Listen
Macrocast: When Optimism&Pessimism Butt Heads from 2021-04-16T11:00
Tony, John, and Brendan are joined by John Dick to discuss the state of the economy and how consumers are navigating the slow return to "normal." While optimism and pessimism seem to b...
Listen
Insights: DistilledDC: Bears, Banks, and the Great Outdoors from 2021-04-13T10:00
In this edition of DistilledDC, HPS Managing Director Andrea Christianson sits down with Marneé Banks, Chief Communications Officer at the Theodore Roosevelt Conservation Partnership and former ...
Listen
Macrocast: Inflation: Seeing Is Believing from 2021-04-09T14:00
Tony, John and Brendan talk through the highly-anticipated producer price index (PPI) report, the vaccine rollout in the U.S. and internationally, and the signs of inflation. They discuss the ce...
Listen
Insights: Distilled DC: Leading With The Leaders from 2021-04-06T09:00
In the latest edition of Distilled DC, a miniseries focusing on how communicators distill complexity, HPS Managing Director Andrea Christianson speaks with Rayna Farrell, Chief of Staff, Public ...
Listen
Macrocast: Emerging From The Pandemic Hibernation from 2021-04-02T12:00
Matt, John, and Brendan unpack the strong jobs report, discuss the Biden infrastructure package, and talk through how increasing vaccination numbers will help the economy rebound. They also cha...
Listen
Macrocast: Inflation Sensation from 2021-03-26T14:00
On this week's Macrocast, HPS Managing Director Bryan DeAngelis sits down with the gang from Markets Policy Partners to tackle the latest news on inflation, energy, and emerging markets. P...
Listen
Insights: House Brew: A Special Edition of DistilledDC with the Women of HPS from 2021-03-26T09:00
In this special episode of Distilled DC, a new miniseries focusing on how communicators distill complexity HPS Managing Director, Andrea Christianson sits down with other women leading HPS. The ...
Listen
Macrocast: Consumers Are Looking Up from 2021-03-19T15:00
Tony, John, and Brendan are joined by John Dick this week to discuss recent data showing economic sentiment hit its highest level since before the pandemic declaration. The gang discusses what t...
Listen
Macrocast: Checking In On Europe: Draghi To The Rescue? from 2021-03-12T16:00
This week, Tony, John, and Brendan reflect on the one-year anniversary of COVID-19 in the US. The gang breaks down the diverging monetary and fiscal approaches to economic recovery in the US and...
Listen
Insights: Distilled DC: The Juggling Act from 2021-03-12T10:00
In the latest edition of Distilled DC, a new miniseries focusing on how communicators distill complexity, HPS Managing Director Stratton Kirton sits down with Natasha Dabrowski, Communications D...
Listen
Insights: Distilled DC: Fighting For Democracy from 2021-03-08T16:00
In the latest edition of Distilled DC, a new miniseries focusing on how communicators distill complexity, HPS Managing Director, Andrea Christianson sits down with Meaghan Leister, Chief of Nati...
Listen
Macrocast: The Immaculate Correction from 2021-03-05T11:00
On this week’s Macrocast, Tony, Matt, John, and Brendan discuss a source of optimism: February’s robust job numbers. The team unpacks how good news for recovery and the economy has spelled so...
Listen
Macrocast: Taperless Tantrum from 2021-02-26T13:00
Tony, John, and Brendan discuss Powell's Humphrey-Hawkins testimony, how inflation will play out post-pandemic, and the status of the $1.9T stimulus package. They also dive into the minimum...
Listen
Insights: Distilled DC: Wine Not? from 2021-02-24T16:00
Distilled DC, a new miniseries hosted by HPS Managing Director, Andrea Christianson, focuses on how communicators distill complexity. In this inaugural episode, Andrea sits down with Sarah Pompe...
Listen
Macrocast: Steady As She Goes from 2021-02-19T12:00
On this week's Macrocast, Tony, John, and Brendan are joined by John Dick from CivicScience to discuss how the markets and consumers are handling this odd holding pattern of economic activi...
Listen
Insights: A Conversation On Healthcare Disparities With Linda Goler Blount of The Black Women's Health Imperative from 2021-02-17T09:00
HPS Partner Stacy Kerr and Managing Director Kriston McIntosh are joined by Linda Goler Blount, the President & CEO of the Black Women's Health Imperative (BWHI). Linda discusses the wo...
Listen
Macrocast: Too Little Or Too Much from 2021-02-12T12:00
Tony, John, and Brendan discuss the economic debate on the stimulus package prompted by Larry Summers' op-ed. The group discusses the Fed's approach to inflation and how optimism on va...
Listen
Macrocast: Larry Runs The Numbers from 2021-02-05T11:00
Tony, Matt, John, and Brendan unpack the complicated jobs report, discuss the Biden stimulus package and its critics, and take a moment to review the Trump economy — including discussing how the...
Listen
Macrocast: You Can’t Outlaw Stupid from 2021-01-29T13:00
Tony, John, and Brendan talk about short squeezes - from Piggly Wiggly to Reddit campaigns, the Federal Reserve’s attempts to talk markets down, and next week’s jobs numbers. The crew relucta...
Listen
Macrocast:"Now Is Not The Time To Cut Out Alcohol" from 2021-01-22T12:00
Tony, Brendan, & John are joined by John Dick from CivicScience to discuss the outlook for consumers and investors after President Biden's inauguration and first executive actions. The ...
Listen
Insights: A Peek Into The 50-50 Senate’s Future With Former Senator Chris Dodd from 2021-01-19T11:00
HPS Managing Director Bryan DeAngelis speaks with former Senator Chris Dodd (D-CT) about Joe Biden’s inauguration and how he will accomplish the enormous tasks he faces upon assuming office. ...
Listen
Macrocast: The $1.9 Trillion Dollar Question from 2021-01-15T12:00
Tony, John, and Brendan assess President-Elect Biden's stimulus plan, how markets are reacting, and the implications of going big with the initial package. The crew talks through Federal Re...
Listen
Macrocast: Turning The Page from 2021-01-08T11:00
In the first Marcoast episode of Season 3, guest host Matt McDonald, John and Brendan from Markets Policy Partners, and Bryan DeAngelis, discuss the fast-moving start to 2021 — from the Georg...
Listen
Macrocast: The Decade That Was 2020 from 2020-12-22T09:00
In the final Macrocast episode of 2020, Tony, John, and Brendan discuss the wild and unpredictable year — from the COVID-19 pandemic to its economic impacts and the government's fiscal and ...
Listen
Macrocast:"Bad Economics Is Never Good Politics" from 2020-12-18T10:00
On this week's Macrocast, Tony, John, and Brendan discuss the last-minute stimulus drama, what to expect in the bill, and the impact this will have on the economy. The gang also discusses t...
Listen
Macrocast: Christmas In Washington? from 2020-12-11T09:00
John Dick, Founder and CEO of Civic Science, joins Tony, John, and Brendan to talk through the emerging bipartisan and White House stimulus plans and how the market is reacting to the soon-to-ru...
Listen
Insights: The Road to Recovery With Former Obama Official Steve Adamske from 2020-12-10T09:00
Bryan DeAngelis and Tony Fratto are joined by Steve Adamske, the Vice President and Head of Communications and Public Affairs for FIA, and former Director of Public Affairs to four CFTC chairmen...
Listen
Macrocast: Welcome To The End Of The V from 2020-12-04T12:00
Matt, John, and Brendan talk through the disappointing jobs report, the market reaction, and a vaccine and potential stimulus on the horizon. The crew also breaks down the Biden administration&a...
Listen
Insights: Developing The COVID-19 Vaccine With Pfizer's Jon Selib from 2020-12-03T11:00
HPS partners Stacy Kerr and Michael Steel host Jon Selib, Senior Vice President for Global Policy at Pfizer, to discuss the COVID-19 vaccine development and approval process, from the early stag...
Listen
Macrocast: Is Black Friday Still A Thing? from 2020-11-24T10:00
On this Black Friday edition of the HPS Macrocast, Tony, John, and Brendan are joined by John Dick to discuss the holiday shopping season and how consumers are responding to the latest surge of ...
Listen
Insights: Polling, Conspiracy Theories, And Polarization, Oh My! from 2020-11-23T08:00
HPS Managing Director Bryan DeAngelis hosts Dan Cox, a research fellow in polling and public opinion at the American Enterprise Institute (AEI) and director of the Survey Center on American Life...
Listen
Macrocast: A Public Spat Into The Dark Winter from 2020-11-20T12:00
Senior Director Meghan Pennington joins John and Brendan to discuss the unprecedented argument between the Fed and the Treasury Department over unused CARES Act funds and what it means for the p...
Listen
Macrocast:"COVID Is Back In The Driver's Seat" from 2020-11-13T13:00
On this week's show, Bryan DeAngelis fills in for Tony and is joined by John and Brendan to discuss the rollercoaster week for markets and how the surge in COVID cases, news of a potential ...
Listen
Insights: Raising The Steaks: A Conversation On Cell-Based Meat Products With Memphis Meats'Eric Schulze from 2020-11-09T11:00
HPS Partner Tucker Warren hosts Eric Schulze, VP of Product and Regulation at Memphis Meats, for a conversation about cell-based meat products, the rise in companies developing these innovative ...
Listen
Macrocast: The Strangest Lame Duck Ever from 2020-11-06T14:00
On this Jobs Day Friday and Election Day +3, Matt joins Tony, John, and Brendan to discuss strong jobs numbers, the shape of the recovery, and the state of the election as well as the future of ...
Listen
Macrocast: What's Spooking Markets? from 2020-10-30T11:00
On this week's Macrocast, HPS partners Stacy Kerr and Michael Steel join Tony, John, and Brendan to discuss the state of the Presidential and Congressional races and what different election...
Listen
Macrocast: A Function Of Hope And Fear from 2020-10-23T12:00
John Dick, CEO of CivicScience, joins Tony, John, and Brendan to discuss how a delayed stimulus package, pre-Election Day polling, and the prolonged pandemic are affecting consumer sentiment. Th...
Listen
Insights On 2020: The Final Presidential Debate from 2020-10-23T11:00
On the last episode in our series on the Presidential and Vice Presidential Debates, Senior Director Meghan Pennington is joined by Partners Michael Steel and Stacy Kerr to talk through the unus...
Listen
Macrocast: Stimulus Trick Or Stimulus Treat? from 2020-10-16T12:00
A new cast of characters joins this episode of the Macrocast. HPS Partner Matt McDonald is joined by HPS Partner Michael Steel and Senior Director Meghan Pennington, as well as Brendan Walsh fro...
Listen
Insights: The History And Future Of Freight Rail Regulation from 2020-10-15T07:00
HPS Partner Tucker Warren is joined by Ian Jefferies, President & CEO of the Association of American Railroads to discuss the 40-year anniversary of the Staggers Act and the dynamic and comp...
Listen
Macrocast: Between Sleepy And Maniacal from 2020-10-09T12:00
HPS Partner Stacy Kerr joins Tony, John, and Brendan for a recap of the Fed's asset purchases announcement, Brexit's October 15th deadline, and the need for a stimulus bill before or a...
Listen
Insights on 2020: The VP Debate from 2020-10-08T11:00
HPS Managing Director speaks with HPS Partners Michael Steel and Tucker Warren about the vice presidential debate, discussing the candidates' performance, the significance of vice president...
Listen
Macrocast: A Big Fat Pitch Down The Middle Of The Plate from 2020-10-02T11:00
On this Jobs Day Friday, Matt joins Tony, John, and Brendan to discuss disappointing September jobs numbers, news of the House's passage of a $2.2 trillion stimulus bill, and how the remain...
Listen
Insights On 2020: The First Presidential Debate from 2020-09-30T16:00
HPS Managing Director Bryan DeAngelis speaks with HPS Partners Michael Steel and Stacy Kerr about the first presidential debate, if it mattered for voters, and if there will be another debate. W...
Listen
Macrocast: Still Need To Get To The Other Side from 2020-09-25T15:00
Tony Fratto and Markets Policy Partners reflect on Ruth Bader Ginsburg's legacy and what the Supreme Court vacancy means for the markets and the likelihood of another stimulus package. The ...
Listen
Macrocast: Latched To The Mast Like Ulysses from 2020-09-18T12:00
Matt McDonald and Stacy Kerr join John and Brendan to discuss the latest from the Federal Reserve, including inflation targets, calls for fiscal stimulus, and muted market reactions to recent an...
Listen
Insights On 2020: A Conversation With Uber On Get Out The Vote Efforts from 2020-09-17T09:00
As part of our continuing look at the 2020 elections, HPS partner Michael Steel speaks with Danielle Burr, Uber's head of federal affairs, about Uber's get out the vote efforts this ye...
Listen
Macrocast: A Day To Never Forget from 2020-09-11T12:00
Tony, John, and Brendan take some time this week to reflect on the impact and legacy of 9/11 and how both it, and COVID-19, have redefined national security. The gang also makes sense of current...
Listen
Insights: The History And Future Of The Middle Class Economy from 2020-09-04T12:00
Michael Steel and Bryan DeAngelis sit down with Jim Tankersley, New York Times tax and economics reporter, to discuss changes in the middle class economy from the 1950s through today and talk ab...
Listen
Macrocast: The Potential End Of Unprecedented Fiscal Support from 2020-09-04T12:00
Matt joins Tony, John, and Brendan to discuss new Jobs Day figures, what jobs are coming back, and what jobs are not. The team also discusses the market selloff, whether the pandemic-driven tech...
Listen
Macrocast: Norm-Busting from 2020-08-28T12:00
On this week's episode of the Macrocast, Tony and John are joined by guests Michael Steel and Bryan DeAngelis to break down the RNC convention and discuss the current state of politics. The...
Listen
Macrocast: Unconventional Convention from 2020-08-21T13:00
Tony, John, and Brendan are joined by Stacy Kerr and Michael Steel to discuss Fed minutes, unemployment claims, and phase four pandemic package negotiations. The crew also talks about the presid...
Listen
Macrocast: Yield For A Vaccine from 2020-08-14T13:00
Tony, John, and Brendan discuss the steepening yield curve, Treasury and muni markets, and how the Fed can tweak lending facilities to meet the moment. The crew also talks through the likelihood...
Listen
Macrocast: Trying To Read Tea Leaves from 2020-08-07T12:00
Matt joins Tony, John, and Brendan to discuss new Jobs Day figures, the impacts of the pandemic on individual sectors' jobs numbers, and market reactions to the latest interactions between ...
Listen
Macrocast:"Check Your Grandparents'Stock Portfolios" from 2020-07-31T10:00
Tony, John, and Brendan discuss Big Tech's antitrust hearing & Q2 earnings, national security issues in the pharmaceutical supply chain, and this week's FOMC meeting. They also tal...
Listen
Macrocast: This Is The Alamo from 2020-07-24T11:00
John Dick, Founder and CEO of Civic Science, joins Tony, John, and Brendan to discuss the latest economic sentiment index readings—from price sensitivity and savings, to the end of unemployment ...
Listen
Insights: How Can We Create A More Inclusive Economy? from 2020-07-17T13:00
Sonal Shah, the Founding Executive Director of the Beeck Center for Social Impact + Innovation at Georgetown and former Deputy Assistant to President Obama, joins Stacy Kerr and Tony Fratto to d...
Listen
Macrocast: A Tale Of Two Economies from 2020-07-17T13:00
To cap off a relatively "normal" week, Tony, John, and Brendan talk through what we've learned so far from Q2 earnings and how they represent the divergence in how companies have ...
Listen
Insights: Higher Ed Episode Four: Duke's Matt Perault from 2020-07-15T08:00
In a new episode of HPS Insights' special series on higher education we talk to Matt Perault, Director of the Center on Science & Technology Policy and former Head of Global Policy Deve...
Listen
Macrocast: The End Of The Beginning from 2020-07-10T11:00
Matt, John, and Brendan discuss the state of play with initial government-run pandemic relief programs wrapping up and take a look at how the "real" economy in America is doing at this...
Listen
Macrocast:"A Tale Of Two Jobs Reports" from 2020-07-02T12:00
Tony, John, and Brendan break down another interesting jobs report and try to make sense of what it means for the state of the economy. The gang also plays a game of "known knowns and known...
Listen
Insights: An Education On The Hard Realities Facing Higher Ed: Episode Three ft. Texas Lutheran University's Dr. Debbie Cottrell from 2020-07-01T14:00
On the third episode of HPS Insights' special series on higher education, Stacy, Matt, and Elliott host Dr. Debbie Cottrell, President of Texas Lutheran University in Seguin, Texas. Dr. Cot...
Listen
Insights: An Education On The Hard Realities Facing Higher Ed: Episode Two ft. Princeton University's Brent Colburn from 2020-07-01T13:00
The second episode of HPS Insights' special series on higher education features Brent Colburn, Vice President for Communications and Public Affairs at Princeton University. Brent joins Stac...
Listen
Insights: An Education On The Hard Realities Facing Higher Ed: Episode One from 2020-07-01T12:00
On the first episode of HPS Insights' special series on higher education, Stacy Kerr hosts Matt McDonald and Elliott Owensby to discuss their new analysis on the higher education landscape....
Listen
Macrocast: A Rebound Is Not A Recovery from 2020-06-26T10:00
CivicScience CEO John Dick joins Tony, Brendan, and John to discuss the tricky side effects of reopening during the pandemic and how consumer sentiment impacts the economy. The guys break down t...
Listen
Macrocast: Who Are The Suspects In The Selloff? from 2020-06-12T11:00
Tony, John, and Brendan talk through the return of the selloff after the rally and the growing gap between Main Street and Wall Street. They discuss how reopening and a resurgence in cases plays...
Listen
Macrocast: Well That Was A Surprise from 2020-06-05T17:00
Matt joins Tony, John, and Brendan to address the importance of this current moment. The gang also analyzes May's surprising jobs report and what this illuminates about PPP, markets, and No...
Listen
Macrocast:"Does Summer Look Like A False Dawn?" from 2020-05-29T12:00
Tony, John, and Brendan discuss the constantly-evolving U.S-Chinese relationship and how it may impact American politics in the future. The gang also breaks down what has changed in the stock ma...
Listen
Insights: A Conversation With Kate Andersen Brower On"Team Of Five" from 2020-05-27T13:00
HPS Partners Stacy Kerr and Michael Steel are joined by New York Times bestselling author Kate Andersen Brower to discuss her newest book, "Team of Five: The Presidents Club in the Age of T...
Listen
Macrocast: Mnuchin-Powell: The Buddy Movie from 2020-05-22T13:00
Tony, John, and Brendan discuss Chair Powell and Secretary Mnuchin's joint hearing this week and give an inside look on how the Treasury might have decided to revive the 20-year bond. The ...
Listen
Macrocast: We've Seen This Movie Before from 2020-05-17T10:00
Matt joins John and Brendan to discuss this week's comments from Fed Chair Jay Powell, Fed fund futures, US-China relations, and how policymakers use the stock market as a barometer for eco...
Listen
Macrocast: A Historic Jobs Day from 2020-05-08T11:00
On this Jobs Day episode of the HPS Macrocast, Tony, Matt, John, and Brendan unpack the historic jobs numbers, discuss near-term stabilization in oil markets, and dive into what to expect in upc...
Listen
Insights: Oil’s New Refrain:"Don’t Drill Baby, Drill" from 2020-05-05T18:00
HPS Managing Director Stratton Kirton and Associate Bryce Campanelli join Managing Director Bryan DeAngelis to discuss their recent analysis on global and domestic oil markets. As oil producers ...
Listen
Macrocast: April: In Like A Lion, Out Like A Lamb from 2020-05-01T11:00
Tony, John, and Brendan discuss the first virtual press conference from the Federal Reserve and stimulus measures from the Fed and the ECB. The crew also breaks down how state reopenings might i...
Listen
Macrocast: Have We Reached The Bottom Yet? from 2020-04-24T13:00
Matt McDonald steps in for Tony this week bringing with him a fun game of "bottom or not" for different markets. The gang also discusses the most recent stimulus package, the implement...
Listen
Insights: Viruses Know No Borders: COVID-19&The Developing World from 2020-04-22T19:00
HPS Partner Tony Fratto hosts President & Editor-in-Chief of Devex Raj Kumar to discuss the impact of the coronavirus on the developing world. The two cover the unique challenges that develo...
Listen
Macrocast: We're Gonna Need A Trillion Dollars from 2020-04-17T15:00
Tony, John, and Brendan discuss the Paycheck Protection Program, bank earnings, and jobs numbers. The crew also talks about lessons from remote work and what reopening the economy might look lik...
Listen
Macrocast: It Was Supposed To Be Tax Day from 2020-04-15T12:00
On this week's bonus episode, Tony, John, and Brendan discuss corporate earnings for banks and the healthcare industry, along with expectations for recovery and market sentiment heading int...
Listen
Macrocast: Tossing Around Trillions from 2020-04-10T13:00
Tony, John, and Brendan break down the Federal Reserve's broad efforts to help the economy, including new lending programs and supporting riskier debt. They also discuss the latest OPEC dea...
Listen
Macrocast:"I Was Supposed To Be On Spring Break" from 2020-04-08T11:00
On this week's bonus episode, Tony and the Markets Policy gang discuss the COVID-19 outbreak's impact on markets, small business relief, and the Eurozone's response to the crisis....
Listen
Macrocast: If You're Not At The Table, You're On The Menu from 2020-04-03T17:00
On this Jobs Day episode of the HPS Macrocast, Tony, Matt, John, and Brendan are joined by special guest Adrian Stewart to discuss the latest jobs numbers, small business lending, and the Payche...
Listen
Insights: Dust Off The Bookcase: Tips And Tricks For Remote Television Appearances During A Global Pandemic from 2020-04-01T18:00
HPS Partner Michael Steel hosts HPS Director Molly Mitchell for a discussion on how COVID-19 has changed the media landscape and how to master remote television appearances. They discuss everyth...
Listen
Macrocast: No Time For April Fools'Jokes from 2020-04-01T14:00
On this bonus episode of the HPS Macrocast, John and Brendan join Tony to discuss the Fed's expanded currency swap lines, the global increased demand for the dollar, and the importance of r...
Listen
Macrocast: The Lifeline Across Really Troubled Waters from 2020-03-27T12:00
On this episode of the Macrocast, Tony, John, and Brendan discuss how the federal government will execute the stimulus package and compare it to the economic relief following the 2008 financial ...
Listen
Macrocast: $2 Trillion Is A Nice Down Payment from 2020-03-25T11:00
On this week's bonus episode of the HPS Macrocast, Tony, John, and Brendan discuss the Federal Reserve's latest interventions, from small business lending programs and liquidity provis...
Listen
Macrocast: All Hands On Deck from 2020-03-20T13:00
On this week's Macrocast, Tony, John, and Brendan break down the fast-changing economic news of the week. The gang tackles the proposed $1T stimulus, the actions of global central banks, an...
Listen
Insights: Live From The Home Office: A Conversation On Coronavirus And Its Impact On Business from 2020-03-19T19:00
HPS' Bryan DeAngelis hosts Partner Matt McDonald and Managing Director Christina Pearson to discuss HPS' decision making process for remote work, keeping employees safe and healthy, an...
Listen
Macrocast: March Sadness from 2020-03-13T11:00
On a Friday the 13th episode of the HPS Macrocast, Tony, John, and Brendan recap the market's reaction to coronavirus, the latest fiscal response, and how the government plays an important ...
Listen
Insights: Super TWOsday -- What Does It All Mean? from 2020-03-11T15:00
On this episode of HPS Insights, HPS Partner Stacy Kerr and Senior Director Meghan Pennington join Managing Director Bryan DeAngelis to discuss the state of the Democratic primary with Super Tue...
Listen
Macrocast: The Best Jobs Report That Nobody Will Care About from 2020-03-06T13:00
Special guest Mark Sobel, US Chairman of the Official Monetary and Financial Institutions Forum (OMFIF), joins Tony, John, and HPS Partner Matt McDonald to talk the latest Jobs Day numbers, chan...
Listen
Macrocast: Special: A Conversation On Coronavirus from 2020-03-03T16:00
On a special episode of the HPS Macrocast, John sits down with Dr. Chris Mores, a virologist and Program Director for the Global Health Epidemiology and Disease Control MPH program at the Milken...
Listen
Macrocast: Financial Contagion from 2020-02-28T11:00
On this episode of the Macrocast, Tony, John, and Brendan discuss the market correction, the economic impact of the coronavirus, and what steps the Fed may take in the coming months. They also d...
Listen
Macrocast: Royal Rumble from 2020-02-21T12:00
On this episode of the Macrocast, Tony, John, and Brendan discuss how coronavirus is impacting markets, the dollar, and the yen. On the heels of the latest Democratic debate, HPS Managing Direct...
Listen
Insights: Privacy In The Era Of Big Data from 2020-02-20T17:00
On this episode of HPS Insights, Alec Stapp, Director of Technology Policy at the Progressive Policy Institute (PPI), joins HPS Senior Director Lloyd Miller to discuss privacy in the age of big ...
Listen
Macrocast: I Wish Love Was The Only Thing In The Air… from 2020-02-14T13:00
On today's Valentine's Day episode of the Macrocast, Tony, John, and Brendan discuss all things markets. Why are markets rising despite the spread of the novel coronavirus and how is i...
Listen
Macrocast: Splurging On A Steak Dinner from 2020-02-07T13:00
On this Jobs Day episode of the HPS Macrocast, HPS Partner Matt McDonald joins John and Brendan to discuss the latest Jobs Day numbers, a look back at the State of the Union and Iowa Caucuses, a...
Listen
Insights: State Of The Union 2020 from 2020-02-05T13:00
In this episode of Insights, HPS partner Michael Steel is joined by Declan Garvey, a reporter for The Dispatch and HPS alum, to recap the State of the Union address and how it plays into the 202...
Listen
Macrocast: Cover Your Mouth, Wash Your Hands from 2020-01-31T12:00
Tony, John, and Brendan analyze the "known unknowns" of the coronavirus and its economic impacts, then turn to recent liquidity measures by the Fed. Plus, HPS Managing Director Bryan D...
Listen
Insights: So You Want To Work On A Campaign? from 2020-01-30T11:00
On this episode of HPS Insights, HPS Partner Matt McDonald and HPS alum Jess Pavel join Managing Director Andrea Christianson to discuss their political campaign experience, from how to get a jo...
Listen
Macrocast: Davos Or DavOS? from 2020-01-24T11:00
On this episode of the Macrocast, Tony joins live from Davos, where he updates John and Brendan in the HPS studio on what international leaders have been discussing at the World Economic Forum, ...
Listen
Macrocast: Dunking On The Deal from 2020-01-17T12:00
Ahead of Tony's trip to the World Economic Forum in Davos, he joins John and Brendan to discuss the new lockup protocols at the Bureau of Labor Statistics, analyze corporate earnings trends...
Listen
Macrocast: Jobs Day From The Quiet Car from 2020-01-10T11:00
On the first episode of season two, HPS partner Matt McDonald joins Tony and John in D.C. to discuss new Jobs Day numbers and comments from former Federal Reserve chairs Ben Bernanke and Janet Y...
Listen
Macrocast: How Did We Get Here? from 2019-12-27T08:00
On a bonus episode of the Macrocast, Tony, John, and Brendan discuss their career paths, how they ended up together, and why they set out to do the Macrocast. The gang also gives tips on where t...
Listen
Macrocast: All Is Calm, All Is Bright from 2019-12-20T15:00
On the last Macrocast episode of 2019, Tony joins John and Brendan from New York City to discuss the year's biggest stories, including the crazy inverted yield curve and the Fed's seri...
Listen
Macrocast: Buy The Rumor, Sell The News from 2019-12-13T11:00
On this week's episode of the HPS Macrocast, Tony joins John and Brendan in D.C. to discuss the new U.S.-China trade deal and USMCA trade agreement. The gang also discusses the latest on Br...
Listen
Macrocast: How The Grinch Stole Jobs Day from 2019-12-06T13:00
On this week's episode of the HPS Macrocast, Matt McDonald joins John Fagan and Brendan Walsh to make sense of new jobs numbers and what they mean for the broader U.S. economy. After talkin...
Listen
Macrocast: Doorbusters Or Bust from 2019-11-29T09:00
On a Black Friday edition of the Macrocast, Tony, John, and Brendan talk with special guest Matt Dell Orfano about Black Friday and Cyber Monday's impact on the economy, what retailers are ...
Listen
Macrocast: Trade, Fed, And The Economy: What To Expect from 2019-11-22T13:00
On this week's episode, Tony joins John and Brendan in D.C. to discuss expectations for ongoing trade negotiations. The gang also tries to make sense of Fed Chairman Powell's meeting w...
Listen
Macrocast: Recession Risk In The Rearview Mirror? from 2019-11-15T11:00
This week our favorite special guest, Matt McDonald, fills in for Tony and joins Brendan and John to talk about the growing optimism in markets and the expected impacts of the forthcoming "...
Listen
Macrocast: He Said, Xi Said feat. Ross DeVol from 2019-11-08T12:00
This week, Tony, John, and Brendan were joined by special guest Ross DeVol, President & CEO of Heartland Forward, a new "think and do" tank focused on economic renewal in the Ameri...
Listen
Macrocast: Tricks and Treats in the Labor Market from 2019-11-01T16:00
In the wake of a windy Halloween, Matt McDonald joins Tony, Brendan, and John for a deep dive into supernaturally good jobs figures, the hauntingly low prospects of US-China tariff rollbacks, an...
Listen
Macrocast: Politics and Markets ft. Catherine Lucey from 2019-10-25T10:00
This week John, Brendan, and Tony are joined by special guest, Wall Street Journal White House Reporter Catherine Lucey, to discuss recent policy movement, impeachment, the 2020 election, and th...
Listen
Macrocast: The Trade War in Asia ft. Ahmed Saeed from 2019-10-18T13:00
With the World Bank and IMF Annual Meetings ongoing, Ahmed Saeed, Vice President of Operations at the Asian Development Bank, joined the Macrocast this week to discuss how the US-China trade war...
Listen
Macrocast: Where Do China And The US Go From Here? from 2019-10-11T16:00
On this week's episode of the Macrocast, Tony, John, and Brendan dive into some of the most pressing geopolitical issues. From trade negotiations, to the NBA, to how companies are coping wi...
Listen
Insights: On The Impeachment Inquiry from 2019-10-07T10:00
As impeachment dominates news coverage and conversations in Washington, DC and across the country, HPS Partners Stacy Kerr and Michael Steel joined Managing Director Bryan DeAngelis for a specia...
Listen
Macrocast:"Anything Could Happen" from 2019-10-04T11:00
On this week's Macrocast, John and Brendan are joined by special guest Matt McDonald to make sense of this week's jumbled economic data, including the new jobs report, the IPO market i...
Listen
Macrocast: Does Impeachment Matter For Markets? from 2019-09-27T13:00
On the heels of a busy week, Tony, John, and Brendan discuss new economic data and fiscal policy discussions, the ins and outs of impeachment, and how it might impact markets. Plus, a look ahead...
Listen
Macrocast:"All I Got Was $65 A Barrel!" from 2019-09-20T11:00
This week, John and Brendan are joined by HPS Partner Michael Steel for a lively discussion of monetary and fiscal policy, oil prices in the wake of attacks on Saudi infrastructure, and how comp...
Listen
Macrocast: The Tom Brady Of Central Bank Governors from 2019-09-13T12:00
On the first-ever Friday the 13th episode of the Macrocast, Tony, John, and Brendan discuss Mario Draghi's recent quantitative easing move and his legacy at the ECB, equity rotation, oil ma...
Listen
Macrocast: A Series Of Fortunate Events from 2019-09-06T11:00
On this week's Macrocast, Tony, John, and Brendan react to Friday's jobs numbers and how the markets are consuming them. They then dive into a "series of fortunate events" --...
Listen
Macrocast: BoJo's Big Week from 2019-08-30T14:00
Tony, John, and Brendan lead with a discussion of sovereign debt pricing that spans four continents; they discuss how markets priced in UK Prime Minister Boris Johnson's suspension of Parli...
Listen
Macrocast: Jerome Powell's History Lesson from 2019-08-23T15:00
With John out of town, HPS partner Matt McDonald joins Tony and Brendan as they discuss Chairman Powell's speech from Jackson Hole and what it means for markets; the U.S.-China trade stando...
Listen
Macrocast: The Crazy Inverted Yield Curve Show from 2019-08-16T11:00
"Slow August" has not been the case so far this month. Tony, John, and Brendan discuss the inverted yield curve and the difficult job of the Treasury debt management team; U.S. consume...
Listen
Macrocast: Just the Right Amount of Wrong from 2019-08-09T12:00
Tony, John, and Brendan discuss the ongoing trade dispute between China and the United States; domestic and international growth and monetary policy; and the impact of recent earnings reports on...
Listen
Macrocast: The Summer Economic Cliffhanger from 2019-08-02T13:00
With Brendan away, HPS' Matt McDonald joins Tony and John on this week's HPS Macrocast. In the first segment, the guys deep-dive on Jobs Day numbers, take a look at wage growth, and di...
Listen
Macrocast: Neither Going Big Nor Going Home from 2019-07-26T11:00
In a jam-packed show, Tony, John, and Brendan discuss the global economy, the Fed’s focus on the yield curve, equity markets, and competition in the tech sector.
Listen
Macrocast: A Strong Dollar Policy No More? from 2019-07-19T14:00
In this week's episode, Tony, John, and Brendan discuss dovish interest rate outlooks across the globe, how the U.S.' strong dollar days might be over, and the big winners of earnings ...
Listen
Macrocast: Waving The Red Cape In Front Of The Treasury Market Bull from 2019-07-12T13:00
This week Tony, John, and Brendan discuss Fed Chair Jerome Powell's day on Capitol Hill, 2nd quarter earnings, and if the Treasury will intervene in the foreign exchange market.
Listen
Macrocast: Happy Birthday, America! A July Fifth Jobs Day Report from 2019-07-05T10:00
The Macrocast celebrates the Independence Day weekend with an analysis of the BLS jobs report for June. Tony, Matt, and Brendan discuss how demographics are driving economic performance. Plus, w...
Listen
Macrocast: Politicians: TV Stars With Opinions from 2019-06-28T11:00
In this episode, guest host and HPS partner Matt McDonald joins John and Brendan to preview this weekend's G20 Summit and discuss what market analysts (and the Fed) will be watching for in ...
Listen
Macrocast: A Doveish Outlook From Europe from 2019-06-21T12:00
In this special episode of Macrocast, Tony joins from Brussels with John and Brendan in Washington, DC. This episode covers several international topics, including the possibility of a currency ...
Listen
Macrocast:"Rate Cuts Are Like Potato Chips - You Can't Have Just One" from 2019-06-14T11:00
This week, Tony, John and Brendan discuss how inflation and oil prices are affecting market activity -- with a special preview to next week's episode live from Europe.
Listen
Macrocast: Dark Cloud/Silver Lining from 2019-06-07T11:00
This week, Tony, John and Brendan discuss the newest jobs day report and how markets are reacting to the impending tariffs on Mexico. Plus, how will trade negotiations play a role at the upcomin...
Listen
Macrocast: Dark Cloud/Silver Lining from 2019-06-07T11:00
This week, Tony, John and Brendan discuss the newest jobs day report and how markets are reacting to the impending tariffs on Mexico. Plus, how will trade negotiations play a role at the upcomin...
Listen
Macrocast: Dark Cloud/Silver Lining from 2019-06-07T11:00
This week, Tony, John and Brendan discuss the newest jobs day report and how markets are reacting to the impending tariffs on Mexico. Plus, how will trade negotiations play a role at the upcomin...
Listen