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.
On this week's episode of the Macrocast, Tony, John, and Brendan discussed a slew of big economic data releases including the 40-year high inflation number, big bank earnings, and China's sluggish growth. The group ends the conversation with a discussion on the EU and the "operatic drama" coming out of Italian politics this week. Tune in!
Nonprofit organizations are facing mounting calls for greater action in response to societal issues, all while juggling international crises, increasing political partisanship, and other difficult trends to navigate. On today's episode of HPS Insights, HPS Partner Bryan DeAngelis sits down with fellow HPS Partner Stacy Kerr and Stephanie Walstrom , a senior director at HPS, to dig into the evolving dynamics of the nonprofit sector and how executives are striking a balance between responsiveness ...
Microchips are used in everything from computers and phones to cars and smart home appliances. While COVID-related chip shortages have recently shown signs of easing, the supply squeeze has left lasting questions about the resilience of global supply chains, the yearslong shift of leading-edge manufacturing capabilities from the U.S. to East Asia, and what role industrial policy should play in beefing up U.S. production capacity. On today's episode of HPS Insights, Host Bryan DeAngelis sits down...
In this week's Macrocast, guest Ed de Minckwitz, partner at Flint Global, joins the group for a discussion on the shakeup at Downing Street, today's jobs report, and more. Ed, Tony, Bryan, and Brendan break down former Prime Minister Boris Johnson's resignation this week and predict what lies ahead for UK politics. Plus, Bryan walks through the jobs data and finds good signs for a soft landing. Read more about Ed de Minckwitz and Flint Global here . Read HPS' Jobs Day fact sheet here ....
On this episode of HPS Insights, Jason Kander, former Missouri Secretary of State and current President of National Expansion at Veterans Community Project, joins HPS Senior Director Rebecca Buck to discuss his new book, " Invisible Storm: A Soldier's Memoir of Politics and PTSD ." The two talk about Jason's thoughts on and experiences with mental health, politics, and how our nation can better serve veterans. Tune in to hear about Jason's personal and political journey, what led to him seeking ...
On today's Macrocast, Tony and Brendan are joined by guest Matt Dell Orfano , Founder of Telamonius Ventures, as they take a look at inflation measures like CPI and PPI to tell the story behind the numbers. The group looks at trends in housing, supply chain, and trade to parse where we're headed and what these indices show for both consumers and policymakers. Produced by Hamilton Place Strategies and Markets Policy Partners, the HPS Macrocast features insight and analysis on the latest macroecon...
On this week's HPS Insights, we are bringing back a great episode of HPS' "How To Get A Job In DC" podcast series. In this episode, HPS Partner Matt McDonald speaks with Tom Manatos, Vice President of Government Relations at Spotify and the mind behind Tom Manatos Jobs, and Mo Elleithee, Executive Director of Georgetown University’s Institute of Politics and Public Service. Tom and Mo break down the all-important topic of networking and explain how young professionals can find their path forward...
On today's Macrocast, Bryan, John, and Brendan break down the latest economic sentiment index reading and macro data. Are investors planning for a hard landing, or do they expect the Fed to rein in inflation without triggering a recession? There's evidence for both in the data. Plus, the group discusses global growth, gas prices, and more. Read the latest economic sentiment index here . Read Markets Policy Partners' latest Five Minute Macro post here . Produced by Hamilton Place Strategies and M...
On today's episode of HPS Insights, Host Bryan DeAngelis sits down with Stephanie Dodge and Nicole Beckman , members of the HPS crew, to get their thoughts on Coindesk's Consensus 2022 conference. Stephanie and Nicole traveled to Austin, Texas, for the event and shared the headlines in crypto and fintech. Consensus 2022 is one of largest crypto conferences in the United States, with just over 20,000 participants, and covers conversations on crypto regulation, investment, entertainment, and more....
Will the Fed’s rate hike help keep a recession at bay? On this episode, Tony, John, and Brendan are joined by HPS Partner Matt McDonald and SW4’s Brai Odion-Esene to talk about the Fed's "archaic" blackout period rule, the May CPI index and what impact the Fed’s rate hike might have on preventing a recession. Additionally, the group discusses the recent actions of other central banks including the European Central Bank, the Swiss National Bank, and the Bank of Japan. Follow Brai Odion-Esene on T...
How are young consumers challenging old media business models? Should journalists still use Twitter? In this episode of HPS Insights, Bryan sits down with new HPS Senior Director Rebecca Buck to discuss her journey from journalism to public affairs and the changing media landscape. New platforms, technologies, and consumers are transforming media—for better or for worse. Follow Rebecca on Twitter here .
Description: On this week's episode of the Macrocast, Tony, Brendan, and John break down the newest consumer price index (CPI) numbers, noting that the numbers were high across the board. They also cover how several retail companies have reduced their earnings forecasts due to changes in consumer demand for certain products. Tony, Brendan, and John finish the episode walking through the CPI numbers in Japan, explaining how Japan has been known for secular stagnation. Read more about the CPI ....
On today's episode of HPS Insights, HPS Managing Director Jonathan Graffeo sits down with Mark Calabria, senior advisor at the Cato Institute and former director of the Federal Housing Finance Agency to talk about the current state of the housing market. Mark also previously served as the chief economist for Vice President Mike Pence and as a senior aide to the U.S. Senate Committee on Banking, Housing, and Urban Affairs. The two talk about the current state of the housing market, including how ...
The May jobs report is out, and labor force participation is up–but is the news all positive? HPS Partner Matt McDonald joins Tony, John, and Brendan to discuss the ongoing labor market recovery from the pandemic and its implications for the Fed's efforts to control inflation. Plus, the group breaks down Lael Brainard's latest comments on the likelihood of a September rate hike pause, recession fears, and more. Read MPP's latest Five Minute Macro report here . Read HPS' jobs day fact sheet here ...
On the latest episode of HPS Insights, HPS Partner Tony Fratto and Senior Director Elliott Owensby are joined by Alex Parker, writer, researcher, and Principal at Capitol Counsel. The group discusses the latest in international tax, including delays in progress on a global tax framework, the politics of international tax, and more. See the HPS International Tax Tracker .
Consumers' feelings toward the economy may be sour, but their spending tells a different story. In this edition of the Macrocast, Tony, John, and Brendan are joined by John Dick of CivicScience to discuss the latest ESI report and the strength of the consumer, despite inflation and rising prices. The group also dives into what summer travel demand means for airlines and shares their takes on the stock market—including an optimistic outlook for the second half of the year. Read this week's HPS-Ci...
In this edition of HPS Insights, HPS Partner Tony Fratto and Senior Director Stephanie Dodge host Fanta Traore, Executive Director and Co-Founder of the Sadie Collective, and Young-Chan Lim and Doug Ortiz, members of the working group for the Cross-Policy School White Paper on Anti-Racism, for a conversation on racial equity in graduate public policy programs. Fanta, Young-Chan, and Doug discuss the Sadie Collective's upcoming white paper, which draws on input from students across the country to...
Recession fears abound, and market volatility is up–but will inflation come down enough? In this edition of the Macrocast, Dennis DeBusschere, President and founder of 22V Research, joins guest host and HPS Managing Director Meghan Pennington and John and Brendan from Markets Policy Partners. The group discusses the latest turmoil in equity and crypto markets, where investors are pricing in recession concerns, even as doubt lingers about the Fed's capacity to rein in inflation. Read about 22V Re...
On the latest episode of Crypto Convos, host Bryan DeAngelis is joined by Grayscale's Chief Legal Officer, Craig Salm. The pair discussed Craig's background in law and his interest in crypto, how Grayscale combines crypto with traditional investing, the company's campaign for a Bitcoin spot ETF, and what's next in crypto. Show Notes Grayscale's SEC Comment Letter Submission Page CNBC: Grayscale Tells SEC That Turning Biggest Bitcoin Fund Into ETF Will Unlock $8 Billion For Investors Updated SEC ...
MPP's John and Brendan are joined by HPS Partner Bryan DeAngelis on today's episode of the Macrocast. The group chats about the many news-worthy market updates from this busy week, including what is happening with tech and crypto stocks. Despite the volatility, the group explains why they feel that comparisons between the current financial moment and the 2008 financial crisis are unfounded.
On today's episode of HPS Insights, Bryan DeAngelis and Elliott Owensby interview Niki Christoff, CEO of Christoff & Co. and host of the Tech'ed Up podcast. The group dives into Niki's unique tech-sector and communications background, which she has leveraged to educate key audiences on important topics like decentralized finance (DeFi) and crypto. Niki also speaks to the ongoing digital currency debates in Washington, D.C. Show Notes: Niki Christoff Website Tech'ed Up with Niki Christoff Pod...
In this edition of the Macrocast, HPS Partner Matt McDonald and SW4 Insights Founder Brai Odion-Esene join Tony, John, and Brendan to tackle the April jobs report and May FOMC meeting. Job creation is on "cruise control," with another month of steady growth, but wage growth has fallen behind rising prices. Check out the episode for why this trend might be good news for controlling inflation.
In today's Macrocast, Tony, John, and Brendan are joined by HPS' Meghan Pennington and CivicScience's John Dick to cover all things GDP. The group discusses the politics of the GDP, the messaging challenges and political consequences the Democrats face, and how Q1's GDP number is a bigger reflection of how we calculate GDP, and not the broader economic environment. The group also discusses the gauntlet of technology earnings and this week's ESI report. Show Notes: Find the 2022 Q1 GDP calculatio...
On today's episode of HPS Insights, host Bryan DeAngelis is joined by Stacy Kerr, Partner at HPS and former advisor to Speaker Pelosi, and Jonathan Graffeo, Managing Director at HPS and former Senate staffer, to discuss the political landscape leading into the 2022 midterm elections. The group discussed what might influence the outcome of the election, including inflation, immigration issues, and more. They then dive into predictions about whether or not Democrats will retain control of the Hous...
On today's Macrocast, Tony and Brendan cover the latest market trends, focusing on the global energy market and challenges that arise when a country attempts to switch its energy source. The two also discuss international economic outlooks more broadly, centered on this week's International Monetary Fund and World Bank Spring Meetings and the release of the World Economic Outlook. Plus, they share the highest priority issues emerging from the spring meetings. Shownotes: Read more about the World...
In today's Macrocast, Tony, John, and Brendan tackle the latest inflation data, China's disastrous COVID policies, and Elon Musk's bid to buy Twitter. Most of all, the group discusses whether the U.S. is finally over the worst of core inflation. Supply chain challenges will persist, but could demand for goods cool down soon? Show Notes: -Read the latest Consumer Price Index (CPI) data here . -Read HPS' latest jobs day fact sheet here ....
On this week's HPS Insights, we are bringing back a great conversation with Linda Goler Blount, the President & CEO of the Black Women's Health Imperative (BWHI), on BWHI's work to help protect and advance the health of Black women and women of color. Hosted by HPS Partner Stacy Kerr and Managing Director Kriston McIntosh, the group dives into the impact of COVID-19 on the Black community and the potential for future action to remove discriminatory barriers to accessing quality healthcare....
On today's Macrocast, Tony Fratto and Brendan Walsh are joined by Ben Koltun, Director of Research at Beacon Policy Advisors, LLC, to discuss the state of reconciliation efforts in Congress and how—once again—Sens. Joe Manchin (D-WV) and Kyrsten Sinema (D-AZ) are at the center of it all. The crew also dives into recent news coming out of the Federal Reserve, which is looking to stick the landing between curbing inflation and averting a recession. Show Notes: Sen. Kyrsten Sinema (D-AZ) "throws co...
