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 are pumping millions more barrels of oil each day than the market needs, and storage is running out, Stratton and Bryce explain the short- and long-term economic and policy impacts.
May 05, 2020•22 min•Season 1Ep. 8
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 impact markets, the latest developments with the PPP program, and big tech earnings. Plus, they take a look ahead at next week's jobs numbers.
May 01, 2020•38 min•Season 2Ep. 22
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 implementation of PPP, and the important data and earnings calls coming up next week.
Apr 24, 2020•32 min•Season 2Ep. 21
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 developing nations face confronting the coronavirus, the global nature of the pandemic, and the effect of oil prices on all of this. They also discuss Raj's new book "The Business of Changing the World."
Apr 22, 2020•29 min•Season 1Ep. 7
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 like.
Apr 17, 2020•35 min•Season 2Ep. 20
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 into more weeks of virus-fueled volatility. The crew also discusses the latest updates in oil markets and pricing as talks between Texas producers and regulators continue.
Apr 15, 2020•38 min•Season 2Ep. 19
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 deal, the impacts of growing public and private debt, and additional stimulus on the horizon.
Apr 10, 2020•44 min•Season 2Ep. 18
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. They also look at how crude oil is impacting markets and how to approach data during these uncertain times.
Apr 08, 2020•39 min•Season 2Ep. 17
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 Paycheck Protection Program. The crew also discusses recent swings in oil prices and considers how the economy will fare over the coming quarters.
Apr 03, 2020•38 min•Season 2Ep. 16
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 everything from at-home camera set-up to how to look your best without professional hair and makeup assistance.
Apr 01, 2020•24 min•Season 1Ep. 6
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 repo facilities. The crew also discusses the new small business lending and paycheck protection programs to boost the economy before this week's unemployment claims and jobs numbers are published.
Apr 01, 2020•39 min•Season 2Ep. 15
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 crisis. The crew also talks through unemployment claims, upcoming jobs numbers, and how leaders can help explain these complex situations to everyday Americans.
Mar 27, 2020•42 min•Season 2Ep. 14
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 provisions, to how the Fed will administer and keep up with new fiscal response programs. The crew also discusses the latest details of the newly reached Phase 3 stimulus plan and how American families and companies of all sizes will rebound following the crisis.
Mar 25, 2020•32 min•Season 2Ep. 13
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, and is joined by a special guest to dig into the data behind the headlines on what COVID-19 actually means for businesses.
Mar 20, 2020•37 min•Season 2Ep. 12
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, and how to best manage working from home while still maintaining office and company culture. The crew also discusses the short- and long-term business impacts of remote work and advice for clients on how to best prepare and plan to navigate virtual connection during the coronavirus pandemic.
Mar 19, 2020•33 min•Season 1Ep. 5
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 role. John explains how OPEC negotiations and oil prices have accelerated these issues and the crew discusses how upcoming data might start to show more of the effects of the virus.
Mar 13, 2020•41 min•Season 2Ep. 11
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 Tuesday and Big Tuesday now in the rearview mirror. They take a look into the (near) future with insights on the general election, how the coronavirus is affecting American politics and who might be on the VP shortlist.
Mar 11, 2020•40 min•Season 1Ep. 4
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, changes in the dollar's valuation, the Fed's emergency rate cut, and the economic impacts of the coronavirus on domestic travel and the labor force. The crew also discusses Mark's latest paper on currency manipulation in China.
Mar 06, 2020•49 min•Season 2Ep. 10
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 Institute School of Public Health at George Washington University, to discuss the latest virus updates. The pair discuss the virus' spread, containment strategies in South Korea and Japan, how to keep economies running smoothly during the outbreak, and the best methods to stay safe and healthy in the Uni...
Mar 03, 2020•20 min•Season 2Ep. 9
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 dive into the happenings on the campaign trail leading up to the South Carolina primary and Super Tuesday.
Feb 28, 2020•38 min•Season 2Ep. 8
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 Director Bryan DeAngelis joins to talk about the upcoming Nevada Caucus and how the primary race is shaping up. Plus, they take a look ahead at how upcoming economic data could shed light on the Fed's policy decisions.
Feb 21, 2020•36 min•Season 2Ep. 7
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 tech and big data. The pair discuss the history of privacy legislation with CCPA and GDPR, the future of a federal privacy law, the FTC's role in prosecuting data privacy violations, and the unintended consequences of too much regulation. For more information on the Progressive Policy Institute, visit pro...
Feb 20, 2020•32 min•Season 1Ep. 3
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 it impacting certain sectors of the economy? Is the Fed heading into a newly politicized season, and what can recent testimonies tell us? What does the UnitedHealth stock have to do with the Democratic primary? Tune in to this week's episode of the Macrocast to find out!
Feb 14, 2020•38 min•Season 2Ep. 6
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, and how the Democratic field is shaping up going into the New Hampshire primary.
Feb 07, 2020•34 min•Season 2Ep. 5
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 2020 election. Declan shares insight from his reporting, more information about The Dispatch, and how his work at HPS has helped him as a reporter for the new digital media company. The Dispatch: thedispatch.com & @thedispatch on Twitter Follow Michael Steel on Twitter: @michael_steel...
Feb 05, 2020•15 min•Season 1Ep. 2
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 DeAngelis joins for a look at the upcoming Iowa Caucuses and beyond.
Jan 31, 2020•36 min•Season 2Ep. 4
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 job, to campaign organization, and how campaigns work. The group also discusses post-campaign life, networking, and the valuable career opportunities that stem from campaign experience.
Jan 30, 2020•39 min•Season 1Ep. 1
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, including stakeholder capitalism and President Trump's appearance. They also touch on how investors and market participants are addressing climate change, the impact of the coronavirus on markets and China's economy, and take a look ahead to a big week of Q4 earnings coming up.
Jan 24, 2020•34 min•Season 2Ep. 3
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, and pick apart the "phase one" trade deal between the U.S. and China.
Jan 17, 2020•37 min•Season 2Ep. 2
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 Yellen at the American Economic Association's annual meetings in San Diego. The guys also discuss the global market effects of tensions between the United States and Iran, and look forward to all that's to come in 2020.
Jan 10, 2020•34 min•Season 2Ep. 1