The Penta Podcast Channel
542 episodes - English - Latest episode: 11 days ago - ★★★★★ - 37 ratingsThe 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.
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Episodes
"Anything Could Happen"
October 04, 2019 15:00 - 36 minutes - 24.8 MBOn 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 impact, upcoming Fed activity, and the current political chaos' effect on the markets.
Macrocast: Does Impeachment Matter For Markets?
September 27, 2019 17:00 - 32 minutes - 22.3 MBOn 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 at next week's full slate of economic data, including U.S. jobs day. Listen to Clover's Healthy Aging podcast here on Apple podcasts: https://apple.co/2kMyOcv, and here on Google: https://bit.ly/2lYo1Mp Check out HPS' job opening for a Mid-Level Public Affairs Professional: https://jobs.lever.co/ha...
Does Impeachment Matter For Markets?
September 27, 2019 17:00 - 32 minutes - 22.3 MBOn 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 at next week's full slate of economic data, including U.S. jobs day. Listen to Clover's Healthy Aging podcast here on Apple podcasts: https://apple.co/2kMyOcv, and here on Google: https://bit.ly/2lYo1Mp Check out HPS' job opening for a Mid-Level Public Affairs Professional: https://jobs.lever.co/ha...
Does Impeachment Matter for Markets?
September 27, 2019 17:00 - 32 minutes - 22.3 MBOn 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 at next week's full slate of economic data, including U.S. jobs day. Listen to Clover's Healthy Aging podcast here on Apple podcasts: https://apple.co/2kMyOcv, and here on Google: https://bit.ly/2lYo1Mp Check out HPS' job opening for a Mid-Level Public Affairs Professional: https://jobs.lever.co/ha...
Macrocast: Does Impeachment Matter For Markets?
September 27, 2019 17:00 - 32 minutes - 22.3 MBOn 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 at next week's full slate of economic data, including U.S. jobs day. Listen to Clover's Healthy Aging podcast here on Apple podcasts: https://apple.co/2kMyOcv, and here on Google: https://bit.ly/2lYo1Mp Check out HPS' job opening for a Mid-Level Public Affairs Professional: https://jobs.lever.co/ha...
Macrocast: "All I Got Was $65 A Barrel!"
September 20, 2019 15:00 - 28 minutes - 19.7 MBThis 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 companies are navigating global trade uncertainty.
"All I Got Was $65 A Barrel!"
September 20, 2019 15:00 - 28 minutes - 19.7 MBThis 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 companies are navigating global trade uncertainty.
"All I Got Was $65 a Barrel!"
September 20, 2019 15:00 - 28 minutes - 19.7 MBThis 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 companies are navigating global trade uncertainty.
The Tom Brady Of Central Bank Governors
September 13, 2019 16:00 - 31 minutes - 21.8 MBOn 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 markets, and a look ahead at next week's FOMC meeting. Plus, Tony talks Hamilton Place Strategies' upcoming 10 year anniversary celebration and how the company came to be.
The Tom Brady of Central Bank Governors
September 13, 2019 16:00 - 31 minutes - 21.8 MBOn 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 markets, and a look ahead at next week's FOMC meeting. Plus, Tony talks Hamilton Place Strategies' upcoming 10 year anniversary celebration and how the company came to be.
Macrocast: The Tom Brady Of Central Bank Governors
September 13, 2019 16:00 - 31 minutes - 21.8 MBOn 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 markets, and a look ahead at next week's FOMC meeting. Plus, Tony talks Hamilton Place Strategies' upcoming 10 year anniversary celebration and how the company came to be.
A Series Of Fortunate Events
September 06, 2019 15:00 - 35 minutes - 24.4 MBOn 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" -- the Hong Kong extradition bill withdrawal, Brexit repudiations, and more -- that have alleviated some market fears, before taking a look ahead to upcoming ECB policy decisions and consumer sentiment data.
Macrocast: A Series Of Fortunate Events
September 06, 2019 15:00 - 35 minutes - 24.4 MBOn 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" -- the Hong Kong extradition bill withdrawal, Brexit repudiations, and more -- that have alleviated some market fears, before taking a look ahead to upcoming ECB policy decisions and consumer sentiment data.
BoJo's Big Week
August 30, 2019 18:00 - 32 minutes - 22.4 MBTony, 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 Parliament ahead of the Brexit deadline; and they analyze some recent interpretations of the Federal Reserve's mandate and independence. Plus, a look ahead to manufacturing, monetary, and jobs updates in the week ahead.
Macrocast: BoJo's Big Week
August 30, 2019 18:00 - 32 minutes - 22.4 MBTony, 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 Parliament ahead of the Brexit deadline; and they analyze some recent interpretations of the Federal Reserve's mandate and independence. Plus, a look ahead to manufacturing, monetary, and jobs updates in the week ahead.
Macrocast: Jerome Powell's History Lesson
August 23, 2019 19:00 - 27 minutes - 19.1 MBWith 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 standoff and how politics play a role; and a look ahead at European data.
Jerome Powell's History Lesson
August 23, 2019 19:00 - 27 minutes - 19.1 MBWith 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 standoff and how politics play a role; and a look ahead at European data.
Macrocast: The Crazy Inverted Yield Curve Show
August 16, 2019 15:00 - 42 minutes - 29 MB"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. consumers staying strong; U.S.-China trade issues; and a look ahead at the Jackson Hole Economic Symposium next week.
The Crazy Inverted Yield Curve Show
August 16, 2019 15:00 - 42 minutes - 29 MB"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. consumers staying strong; U.S.-China trade issues; and a look ahead at the Jackson Hole Economic Symposium next week.
Just the Right Amount of Wrong
August 09, 2019 16:00 - 36 minutes - 24.8 MBTony, 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 markets.
Macrocast: Just the Right Amount of Wrong
August 09, 2019 16:00 - 36 minutes - 24.8 MBTony, 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 markets.
The Summer Economic Cliffhanger
August 02, 2019 17:00 - 38 minutes - 26.3 MBWith 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 discuss global and domestic manufacturing performance. In the second segment, Tony, John, and Matt give their reaction to the Fed's decision to cut rates and President Trump's threat of new tariffs on China.
Macrocast: The Summer Economic Cliffhanger
August 02, 2019 17:00 - 38 minutes - 26.3 MBWith 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 discuss global and domestic manufacturing performance. In the second segment, Tony, John, and Matt give their reaction to the Fed's decision to cut rates and President Trump's threat of new tariffs on China.
Neither Going Big Nor Going Home
July 26, 2019 15:00 - 39 minutes - 27.2 MBIn 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.
Macrocast: Neither Going Big Nor Going Home
July 26, 2019 15:00 - 39 minutes - 27.2 MBIn 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.
A Strong Dollar Policy No More?
July 19, 2019 18:00 - 28 minutes - 19.8 MBIn 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 season thus far.
Macrocast: A Strong Dollar Policy No More?
July 19, 2019 18:00 - 28 minutes - 19.8 MBIn 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 season thus far.
Waving The Red Cape In Front Of The Treasury Market Bull
July 12, 2019 17:00 - 33 minutes - 22.9 MBThis 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.
Macrocast: Waving The Red Cape In Front Of The Treasury Market Bull
July 12, 2019 17:00 - 33 minutes - 22.9 MBThis 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.
Macrocast: Waving The Red Cape In Front Of The Treasury Market Bull
July 12, 2019 17:00 - 33 minutes - 22.9 MBThis 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.
Macrocast: Happy Birthday, America! A July Fifth Jobs Day Report
July 05, 2019 14:00 - 21 minutes - 14.9 MBThe 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, we look ahead to the latest news on leadership of the ECB, and next week’s testimony from Jerome Powell.
Happy Birthday, America! A July Fifth Jobs Day Report
July 05, 2019 14:00 - 21 minutes - 14.9 MBThe 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, we look ahead to the latest news on leadership of the ECB, and next week’s testimony from Jerome Powell.
Macrocast: Happy Birthday, America! A July Fifth Jobs Day Report
July 05, 2019 14:00 - 21 minutes - 14.9 MBThe 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, we look ahead to the latest news on leadership of the ECB, and next week’s testimony from Jerome Powell.
Macrocast: Politicians: TV Stars With Opinions
June 28, 2019 15:00 - 31 minutes - 21.6 MBIn 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 trade talks between President Trump and China's Xi Jinping. They then turn to politics, recapping the Democratic debate doubleheader and examining whether and how markets are baking in political risk.
Politicians: TV Stars With Opinions
June 28, 2019 15:00 - 31 minutes - 21.6 MBIn 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 trade talks between President Trump and China's Xi Jinping. They then turn to politics, recapping the Democratic debate doubleheader and examining whether and how markets are baking in political risk.
Politicians: TV Stars with Opinions
June 28, 2019 15:00 - 31 minutes - 21.6 MBIn 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 trade talks between President Trump and China's Xi Jinping. They then turn to politics, recapping the Democratic debate doubleheader and examining whether and how markets are baking in political risk.
Macrocast: A Doveish Outlook From Europe
June 21, 2019 16:00 - 34 minutes - 23.7 MBIn 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 war, the Italian lira, and Facebook's new Libra.
A Doveish Outlook From Europe
June 21, 2019 16:00 - 34 minutes - 23.7 MBIn 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 war, the Italian lira, and Facebook's new Libra.
"Rate Cuts Are Like Potato Chips - You Can't Have Just One"
June 14, 2019 15:00 - 29 minutes - 20.3 MBThis 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.
Macrocast: "Rate Cuts Are Like Potato Chips - You Can't Have Just One"
June 14, 2019 15:00 - 29 minutes - 20.3 MBThis 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.
Dark Cloud/Silver Lining
June 07, 2019 15:00 - 30 minutes - 13.9 MBThis 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 upcoming G20 summit?
Macrocast: Dark Cloud/Silver Lining
June 07, 2019 15:00 - 30 minutes - 13.9 MBThis 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 upcoming G20 summit?