On this week's edition of the Macrocast, Tony and Brendan are joined by Brai Odion-Esene, founder of SW4 Insights. The trio first discusses today's jobs report and this week's 0.75% rate hike from the Federal Reserve, pondering what the path ahead is for Chairman Powell and the rest of the FOMC. They then have a lively conversation about the dangers of the debt ceiling. Tune in! SW4 Insights About Page Markets Policy Partners Five Minute Macro Penta Groups October Jobs Day Fact Sheet...
Nov 04, 2022•25 min
This week on What's At Stake, Michael Sonnenshein, CEO of Grayscale, joins Penta’s Bryan DeAngelis to discuss the latest happenings at Grayscale, the world's largest digital currency asset manager, in addition to the cryptocurrency industry more broadly. Bryan and Michael open on Grayscale's inception and the firm's active presence in D.C., including the significant time Grayscale has spent educating Washington about crypto. Michael recounts Grayscale's history with the SEC: the years of success...
Oct 28, 2022•32 min
On this week's Macrocast, Tony, John, and Brendan are joined by John Dick from Civic Science. The group discusses the stronger-than-expected GDP report and price indices and unpacks this week's Economic Sentiment Index, which showed resilient consumer spending and rising economic sentiment. They also dive into poor earnings performance across the tech sector and share what to watch with Europe and Canada's central banks in the coming weeks. Check out this week's Economic Sentiment Index here . L...
Oct 28, 2022•37 min
In this special edition of the Macrocast, Bob Dewey and Brendan Walsh from Markets Policy Partners interview Lyn Alden, an investment research analyst and one of the most interesting up-and-coming voices in finance. During the conversation, Alden discusses why "financial repression" from the Federal Reserve is likely in coming years, the direction of Bitcoin relative to other cryptocurrencies, and the state of energy markets. This episode is perfect for anyone looking to learn more about the com...
Oct 26, 2022•1 hr 1 min
On today's Macrocast, Tony, Brendan, and John focus on the latest in the U.K. following Liz Truss's resignation. The U.K. economy has experienced "six weeks of woe," including dismal retail sales numbers today. Despite the U.K. economy's relatively small size, its performance continues to have an outsized impact on global economic forecasts. Inflation, in the U.K., the U.S., and globally, is also top of mind this week, as well as what the Fed's next move might be to counter it.
Oct 21, 2022•32 min
In this edition of "What's At Stake: A Penta Podcast," John Hume and Chris Mehigan of Dublin-based global communications firm Hume Brophy join Andrea Christianson to break down the political and economic crises facing Europe. Amid a new government in the United Kingdom, a raging conflict in Ukraine, and a looming energy crisis, the political and business environment on the continent is growing increasingly complex. The group starts with the UK, where Prime Minister Liz Truss is off to a rocky st...
Oct 18, 2022•29 min
On this week's Macrocast, host Tony Fratto is joined by Brendan Walsh from Markets Policy Partners and Brai Odion-Esene from SW4 Insights to discuss the unexpected turn of events in the UK and the hotter-than-expected CPI data released this week. The group also dives into the IMF/World Bank Annual Meetings and shares their key takeaways from the week's gatherings, including the strong dollar, the outlook on oil prices, and debt in emerging markets. Read more about SW4 Insights founder Brai Odion...
Oct 14, 2022•41 min
On today's episode of What's At Stake: A Penta Podcast, host Bryan DeAngelis is joined by Penta Strategy Partner Andrea Christianson , Senior Director Stephanie Walstrom , and Director Rustin Finkler to discuss their experiences with paid parental leave at different stages in their careers. The group talks about the importance of parental leave in both their personal and professional lives and shares advice for parents taking leave. As they highlight, paid parental leave is important to both est...
Oct 12, 2022•36 min
On this week's Macrocast, guest host Matt McDonald is joined by John Fagan from Markets Policy Partners to discuss the latest jobs report and how it informs economic predictions for 2023. The pair also discusses the Fed outlook for 2023 and the implications of OPEC+ production cuts. Read more from Markets Policy Partners here and the full jobs day data from the BLS here ....
Oct 07, 2022•27 min
On today's episode of What's At Stake: A Penta Podcast, host Bryan DeAngelis is joined by Senior Partners Alberto Lopez-Valenzuela and Mike Berland, and Strategy Partner Andrea Christianson, for a discussion on the intelligence and advisory insights that Penta offers companies, including in-depth data analysis, news monitoring, and public affairs strategy development and execution. As the group highlights, Penta offers companies the intelligence they need to engage the stakeholders they care abo...
Oct 05, 2022•33 min
On this week's episode of Macrocast, Penta's President Matt McDonald joins John and Brendan to discuss the Bank of England purchasing long-dated government bonds and the extreme volatility of the pound and bond markets. The group also discusses the Fed's continued hawkish stance and the market crises around the world in Germany and China. Read more from Markets Policy Partners here and learn more about Penta here ....
Sep 30, 2022•31 min
In this episode, Bryan DeAngelis introduces our new show: "What's At Stake: A Penta Podcast." The show will tackle the biggest issues shaping business and public policy, covering some of the same topics as HPS Insights. The first episode of "What's At Stake: A Penta Podcast" is out now!
Sep 28, 2022•5 min
Today, Alexander Jutkowitz, the Penta Board Chair, and Beth Comstock, Board Member at Penta, and the former Vice Chair of General Electric, join Penta President Matt McDonald on the inaugural episode of What's At Stake: A Penta Podcast. On the show, the group talks about the rising difficulty businesses, especially at the leadership level, are facing in solving the challenges presented by, and managing the risk of, an increasingly engaged group of stakeholders. Additionally, they discuss how bus...
Sep 28, 2022•31 min
On this week's episode of the Macrocast, Tony, John, and Brendan are joined by John Dick of Civic Science and Mark Sobel of the Official Monetary and Financial Institutions Forum. The group starts by discussing the increasing divergence between market economic fears and positive U.S. consumer sentiment. The quintet then talks about recent bond market volatility and central banks worldwide hiking rates before ending the episode by touching on historic dollar strength, and how global policymakers ...
Sep 23, 2022•42 min
On this week's episode of the Macrocast, Jonathan Graffeo, managing director at HPS, joins Brendan and John of Markets Policy Partners. The group starts by debriefing the latest CPI reading and the impact it might have on the Fed's next interest rate decision. They also address the latest issues and developments impacting the global energy market, including the potential impact winter weather might have on the European energy market. John, Brendan, and Jonathan finish the show by talking about h...
Sep 16, 2022•39 min
Yesterday, Queen Elizabeth II passed and became the second longest-serving monarch in modern history. In this edition of the Macrocast, Tony, John, and Brendan talk about the political and economic changes that occurred during her 70-year reign. To wrap up the show, the trio dives into Chairman Powell's speech at the CATO institute, the Fed's whatever it takes approach to conquer inflation, and their prediction for next week's CPI data.
Sep 09, 2022•42 min
In this edition of the Macrocast, HPS Partner Matt McDonald joins Tony, John, and Brendan to analyze the August jobs report. According to the most recent numbers, unemployment is up, but that's not bad news: As Matt explains, the increase in labor force participation and the addition of over 300,000 jobs bodes well for the economy. Plus the group goes beyond the "quiet quitting" headlines to discuss what the phenomenon really means for workers and their managers. Will workers stagnate without go...
Sep 02, 2022•37 min
In this edition of HPS Insights, HPS senior director Rebecca Buck interviews NBC News Capitol Hill Correspondent and former MSNBC "Road Warrior" Ali Vitali about her new book, "Electable: Why America Hasn't Put a Woman in the White House . . . Yet." Drawing on her experiences covering the 2020 presidential campaign, Ali discusses the unique hurdles women face in running for the highest office in the land. Ali and Rebecca reflect on how more women running for the presidency has changed the nation...
Aug 29, 2022•27 min
On today's Macrocast, HPS' Matt McDonald, John Fagan of Markets Policy Partners, and John Dick of Civic Science recap Fed Chair Jerome Powell's Jackson Hole speech. The group examines Chair Powell's speech from different angles, arguing that a 9 minute speech shows not only that the Fed didn't want to share any new information, but also signals a "grim determination to carry on" with recent policy decisions. Consumer economic sentiment was also a focus of the conversation, as John Dick provided ...
Aug 26, 2022•35 min
On today's Macrocast, Tony, John, and Brendan discuss the divergent central bank strategies around the world and what that means for inflation and consumers. They also briefly preview the Jackson Hole Symposium next week. Later in the program, Hamilton Place Strategies' Maura McDonough and Meredith McCleary join the show to discuss quirky economic indicators, such as the Lipstick and Champagne Indexes.
Aug 19, 2022•37 min
In this week's episode of HPS Insights, Alberto Lopez Valenzuela, Founder and CEO of the reputation intelligence, analysis, and media monitoring company alva, joins HPS Partners Bryan DeAngelis and Matt McDonald for a conversation on alva's technology, the importance of business leaders having access to quality data, and reputation management more broadly. The group chats about how the markets and the current political landscape increasingly require companies to consider the factors that impact ...
Aug 16, 2022•30 min
On the latest episode of HPS Insights, HPS Partner Christina Pearson, Senior Director Jesse Coster, and Director Julia Decerega join HPS Partner Bryan DeAngelis, to discuss all things environmental, social and governance (ESG). Bryan, Christina, Jesse and Julia break down the meaning of ESG and explore its evolution from corporate social responsibility (CSR). The group chats about how global events, including the impacts of the climate crisis, the pandemic, and social unrest in 2020, have increa...
Aug 12, 2022•36 min
On today's Macrocast, John and Brendan are joined by Matt Dell Orfano, founder of Telamonius Ventures, to discuss the latest CPI and PPI numbers and what they mean for the macroeconomic outlook for the rest of the year. The group closes with a discussion of corporate earnings in the face of an increasing number of economic headwinds.
Aug 12, 2022•38 min
In this episode of HPS Insights, Meghan Pennington interviews HPS' JinAh Kim , Lizzie Johnson , and Jack Martin about the latest iteration of their Capital Chatter: A Quarterly Analysis of Congressional Tweets project. In the second quarter of 2022 , Congressional Twitter accounts posted 131,311 tweets—a 3% decrease from the first quarter. With the November elections fast approaching, the economy is top of mind for everyone, including members of Congress. In today's episode, supply chain shortag...
Aug 10, 2022•29 min
Starting your first job out of college is a stressful and often daunting experience, one made even more so by COVID-related remote work. On this episode of HPS Insights, guest host and HPS associate Jack Eichner sits down with fellow associates Matisse Rogers and Will Newell to talk about how the workforce's newest generation is handling office life, adjusting to new roles, and building relationships in the workplace. The group discusses how they navigated the steep learning curve of your first ...
Aug 08, 2022•32 min
On this episode of the Macrocast, Tony, John, and Brendan are joined by HPS Partner Matt McDonald to discuss the fallout of a bombshell jobs report, which found the U.S. added 528,000 jobs in July. The quartet also shared their thoughts on the myriad of tax provisions in the Inflation Reduction Act before concluding the episode by talking about Speaker Pelosi's historic trip to Taiwan. Show Notes: HPS Jobs Day Fact Sheet July 2022...
Aug 05, 2022•39 min
On today's Macrocast, Tony, John, and Brendan welcome Howard Schneider, Federal Reserve reporter at Thomson Reuters, to the show. As an expert on all things Fed and monetary policy, Howard breaks down the Fed's latest rate hike and inflation's impact on food consumption. Plus, the group analyzes the concerning PCE and GDP data released this week. Read Howard Schneider's recent piece on food prices and rising hunger here . Find more of Howard's work here . Read HPS' Q2 GDP Fact Sheet here ....
Jul 29, 2022•27 min
On the latest episode of Crypto Convos, Nicole Valentine, FinTech Director of the Center for Financial Markets at the Milken Institute, joins HPS' Bryan DeAngelis and Jonathan Graffeo to discuss the recent crypto meltdown, its impact on legislative and regulatory efforts, and how despite this hit to the industry, "DeFi may be down, but its not out." The group concludes with their projections on what the midterm elections could mean for the fate of crypto legislation. Give it a listen and check o...
Jul 28, 2022•29 min
In this special edition of the Macrocast, Tony and John welcome Megan Greene, Harvard Kennedy School Senior Fellow and Kroll Institute Global Chief Economist, to the show. Megan expands on her recent column in the Financial Times, where she makes an important point few pundits have acknowledged: There's not much policymakers outside the Federal Reserve can do about inflation. The group walks through various policy responses to inflation and the supply- and demand-driven forces behind rising pric...
Jul 26, 2022•39 min
Consumers' sentiment about the economy increased for a fourth week in a row, with all five ESI indicators increasing in one session for the first time this year. In this edition of the Macrocast, Tony, John, and Brendan are joined by John Dick of CivicScience to discuss the latest ESI report, which signaled consumers are feeling that rock bottom is behind them despite Fed-policy-driven future uncertainty and pessimistic headlines. The group also dives into credit card debt and how stable it has ...
Jul 22, 2022•43 min
