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
Macrocast: A soothing CPI
November 11, 2022 18:00 - 36 minutes - 25.2 MBIn this edition of the Macrocast, Tony bids farewell to the show and tackles a busy week of macroeconomic and political news with John and Brendan from Markets Policy Partners. The group discusses the implications of the midterm elections for financial markets and breaks down the October CPI data, which comes as a relief to inflation-battered investors. Plus, Tony, John, and Brendan predict what's next in the world of crypto following the stunning collapse of FTX. Find the October CPI data ...
2022 Midterms: What Happened?
November 09, 2022 22:00 - 24 minutes - 16.5 MBIn this special midterm edition of What's at Stake, Penta Partner Andrea Christianson discusses Tuesday's election results with Senior Partner and former Senior Advisor to national Republicans, Kevin Madden and Managing Director and former Press Secretary to First Lady Jill Biden, Michael LaRosa. The group kicks off their discussion by analyzing the results of the election, including the absence of a "red wave," split ticket voting in several states, and the way voters thought about their ...
Business in a Disrupted World: Penta at the Fortune CEO Initiative 2022
November 08, 2022 13:00 - 32 minutes - 22.1 MBThis week on What's at Stake, Penta's Bryan DeAngelis sits down with president Matt McDonald and partners Alberto Lopez Valenzuela and Christina Pearson to unpack the group's experience at last week's Fortune CEO Initiative conference in Palm Beach, FL. The group starts by discussing their favorite moments from the conference. They note how businesses have grown comfortable operating in uncertainty, and how ESG remains top-of-mind across sectors. The group also touches on the need to integ...
Macrocast: The debt ceiling debate only gets dumber, not smarter
November 04, 2022 15:00 - 24 minutes - 17.2 MBOn 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
Maintaining U.S. Leadership in Crypto with Grayscale CEO Michael Sonnenshein
October 28, 2022 16:00 - 31 minutes - 21.9 MBThis 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 ...
Macrocast: Spooky (Earnings) Season
October 28, 2022 15:00 - 36 minutes - 25.3 MBOn 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 he...
Macrocast Special Edition: Breaking down markets with Lyn Alden
October 26, 2022 14:00 - 1 hour - 42.2 MBIn 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...
Macrocast: Six Weeks of Woe
October 21, 2022 18:00 - 31 minutes - 21.9 MBOn 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.
What's Going on in Europe? A Conversation with Hume Brophy
October 18, 2022 16:00 - 29 minutes - 20.2 MBIn 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 roc...
Macrocast: You're Sacked
October 14, 2022 15:00 - 40 minutes - 28 MBOn 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...
Balancing Babies and Business: Parental Leave in the Modern Workplace
October 12, 2022 12:00 - 35 minutes - 24.7 MBOn 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...
Macrocast: Start The Long Weekend With A JOLT
October 07, 2022 16:00 - 27 minutes - 18.8 MBOn 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.
What Will Companies' Stakeholders Care About Next?
October 05, 2022 19:00 - 32 minutes - 22.6 MBOn 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 car...
Macrocast: The Wild Week of Markets
September 30, 2022 18:00 - 31 minutes - 21.6 MBOn 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.
Introducing "What's At Stake: A Penta Podcast"
September 28, 2022 16:00 - 5 minutes - 3.74 MBIn 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!
Introducing Penta: The World's First Comprehensive Stakeholder Solutions Firm
September 28, 2022 16:00 - 30 minutes - 21 MBToday, 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 h...
Macrocast: Whatever Markets Are Fearing, Consumers Are Not Seeing
September 23, 2022 16:00 - 42 minutes - 29.3 MBOn 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 policymak...
Macrocast: The Macroeconomy And Midterm Elections
September 16, 2022 21:00 - 39 minutes - 27.2 MBOn 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 abo...
The Macroeconomy And Midterm Elections
September 16, 2022 21:00 - 39 minutes - 27.1 MBOn 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 abo...
Macrocast: Long Live The King
September 09, 2022 17:00 - 41 minutes - 28.6 MBYesterday, 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.
Macrocast: Long Live The King
September 09, 2022 17:00 - 41 minutes - 28.6 MBYesterday, 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.
Macrocast: Payroll Palooza
September 02, 2022 16:00 - 36 minutes - 25.2 MBIn 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 withou...
Insights: Ali Vitali on Why We're Still Waiting for a Woman to Reach the White House
August 29, 2022 18:00 - 26 minutes - 18.5 MBIn 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 ...
Macrocast: Chairman Powell's "Grim Determination to Carry On"
August 26, 2022 17:00 - 35 minutes - 24.4 MBOn 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 provi...
Macrocast: Central Banks and the Lipstick Index with Maura McDonough and Meredith McCleary
August 19, 2022 15:00 - 36 minutes - 25.3 MBOn 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.
HPS Insights: Arming Leaders With The Intelligence They Need, A Conversation With alva's Alberto Lopez Valenzuela
August 16, 2022 17:00 - 29 minutes - 20.5 MBIn 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 imp...
HPS Insights: Exploring ESG with Christina Pearson, Jesse Coster, and Julia Decerega
August 12, 2022 19:00 - 35 minutes - 24.7 MBOn 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 ...
Macrocast: Price-apolooza With Matt Dell Orfano
August 12, 2022 14:00 - 38 minutes - 26.4 MBOn 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.
HPS Insights: Q2 Capitol Chatter Analysis
August 10, 2022 13:00 - 28 minutes - 19.7 MBIn 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 shorta...
HPS Insights: HPS Associates' Guide to Post-Grad Life
August 08, 2022 14:00 - 32 minutes - 22.4 MBStarting 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...
Macrocast: A Whopper Of A Report: Unpacking The Latest Jobs Numbers, The Inflation Reduction Act, And Speaker Pelosi's Taiwan Trip
August 05, 2022 15:00 - 38 minutes - 26.8 MBOn 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
Macrocast: Breaking Down The Fed's Big Week With Howard Schneider
July 29, 2022 16:00 - 26 minutes - 18.5 MBOn 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.
Insights: Crypto Convos with Nicole Valentine
July 28, 2022 12:00 - 29 minutes - 20 MBOn 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 ch...
Macrocast Special: A Conversation With Megan Greene On The Anti-Inflation Toolkit
July 26, 2022 13:00 - 39 minutes - 27.1 MBIn 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 ...
Macrocast: Rock Bottom Could Be Behind Us In The Consumer Psyche
July 22, 2022 16:00 - 42 minutes - 29.6 MBConsumers' 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 i...
Macrocast: Rock Bottom Could Be Behind Us In The Consumer Psyche
July 22, 2022 16:00 - 42 minutes - 29.6 MBConsumers' 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 i...
Macrocast: Hot Summer: Sizzling June CPI
July 15, 2022 15:00 - 35 minutes - 24.4 MBOn 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!
HPS Insights: Navigating Rules of Engagement for Nonprofits, with Stephanie Walstrom and Stacy Kerr
July 15, 2022 14:00 - 35 minutes - 24.2 MBNonprofit 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 responsiven...
HPS Insights: Unpacking The Global Chip Shortage With HPS' Oliver Edelmann and Kushal Modi
July 11, 2022 14:00 - 26 minutes - 18.5 MBMicrochips 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 sit...
Macrocast: Downing Street Drama
July 08, 2022 15:00 - 30 minutes - 20.7 MBIn 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.
Insights: A Conversation With Jason Kander On Veteran's Mental Health And His New Book, "Invisible Storm: A Soldier's Memoir of Politics and PTSD"
July 05, 2022 14:00 - 46 minutes - 31.7 MBOn 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 seek...
Inflation Data: America's National Treasure
July 01, 2022 17:00 - 38 minutes - 26.3 MBOn 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 macr...
Macrocast: An Economic Rorschach Test
June 24, 2022 15:00 - 32 minutes - 22.3 MBOn 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 ...
Insights: HPS Covers Consensus
June 21, 2022 18:00 - 20 minutes - 14 MBOn 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 ...
Macrocast: Are Fed Communications Stuck In The Stone Age?
June 17, 2022 15:00 - 36 minutes - 25.4 MBWill 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-Ese...
Insights: The Media's Past, Present, And Future With Rebecca Buck
June 14, 2022 19:00 - 27 minutes - 18.6 MBHow 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.
Macrocast: The Poster Child For Secular Stagnation
June 10, 2022 15:00 - 40 minutes - 28.2 MBDescription: 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 ...
HPS Insights: Real Estate Run Down with Mark Calabria
June 07, 2022 03:00 - 29 minutes - 20.2 MBOn 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, includin...
Macrocast: Pandemic Healing?
June 03, 2022 16:00 - 35 minutes - 24.2 MBThe 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 ...
Insights: Tony Talks Tax With Alex Parker
May 31, 2022 18:00 - 49 minutes - 34 MBOn 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.