The Penta Podcast Channel
551 episodes - English - Latest episode: 9 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
January's Juicy Jobs Report
February 04, 2022 20:00 - 35 minutes - 24.2 MBOn today's Macrocast, Tony, John, and Brendan are joined by HPS' Matt McDonald to discuss January's job numbers and economic growth despite inflation and COVID-19 concerns. Plus, the group dives into the latest corporate earnings reports, with some surprising standout performances!
Macrocast: January's Juicy Jobs Report
February 04, 2022 20:00 - 35 minutes - 24.2 MBOn today's Macrocast, Tony, John, and Brendan are joined by HPS' Matt McDonald to discuss January's job numbers and economic growth despite inflation and COVID-19 concerns. Plus, the group dives into the latest corporate earnings reports, with some surprising standout performances!
Insights: Ballast Research's Washington Insights Review Fireside Chat
February 03, 2022 21:00 - 33 minutes - 15.5 MBIn this live episode of HPS Insights, HPS Partners Bryan DeAngelis and Matt McDonald are joined by Ballast Research's Mike Gottlieb and Michael Griffin to discuss their new report, Washington Insights Review, Redefining Corporate Citizenship: Policymaker Perceptions of Corporate Engagement in DC. They discuss emerging new standards for corporate citizenship, the impact of corporate social responsibility initiatives in D.C., and more.
Macrocast: Tightening on the Horizon
January 28, 2022 19:00 - 32 minutes - 22.4 MBThe Fed seems set on significant quantitative tightening in 2022, but the latest Core PCE data suggests inflation could begin to stabilize in the coming months. John Dick joins Tony, John, and Brendan to discuss how much markets are pricing in an expected tightening, and how much work will be left for the Fed to do. Plus, the group breaks down the market impacts of the tensions in Ukraine and considers the trajectory of the Great Resignation.
Insights: A Conversation with Anna Gifty Opoku-Agyeman, Editor of "The Black Agenda"
January 28, 2022 18:00 - 41 minutes - 19.2 MBIn today's book recommendation episode of HPS Insights, Tony interviews his good friend Anna Gifty Opoku-Agyeman about her new book, "The Black Agenda," out today! The two chat about the book, a collection of essays by Black experts on a variety of public policy topics, and discuss why it is so important to include Black voices in public policy debates. In addition to her latest credential as editor of "The Black Agenda," Anna is an award-winning researcher and writer and the co-founder of t...
Insights: The Latest on the Tech Antitrust Push in the Senate
January 25, 2022 13:00 - 18 minutes - 8.54 MBWhat's next for the tech antitrust legislation moving through the Senate? Adam Kovacevich, Founder and CEO of tech advocacy group Chamber of Progress, and HPS Senior Director Elliott Owensby join HPS Partner Bryan DeAngelis for a recap of last Thursday's Senate Judiciary Committee markup of the bill. The group discusses how Senator Klobuchar's proposal to block tech companies from giving preferential treatment to their products might take shape. Follow @AdamKovac and learn more about Chamber...
The Latest on the Tech Antitrust Push in the Senate
January 25, 2022 13:00 - 18 minutes - 8.54 MBWhat's next for the tech antitrust legislation moving through the Senate? Adam Kovacevich, Founder and CEO of tech advocacy group Chamber of Progress, and HPS Senior Director Elliott Owensby join HPS Partner Bryan DeAngelis for a recap of last Thursday's Senate Judiciary Committee markup of the bill. The group discusses how Senator Klobuchar's proposal to block tech companies from giving preferential treatment to their products might take shape. Follow @AdamKovac and learn more about Chamber...
Macrocast: Economics In The Time Of Equity
January 21, 2022 19:00 - 39 minutes - 27 MBOn this week's edition of the Macrocast, Fanta Traore—CEO and Co-Founder of the Sadie Collective—joins Brendan and John to discuss inflation, Federal Reserve nominations, and the prospect of a new digital dollar. In particular, the group focuses on how these topics intersect with equity in society.
Macrocast: Supply Chain State of Play
January 14, 2022 18:00 - 40 minutes - 27.7 MBIn this week's edition of the Macrocast, Loren Smith from Skyline Policy Risk Group joins Tony, John, and Brendan to discuss all things supply chain, diving into the "subplots" behind this ongoing crisis, including China geopolitics, omicron, infrastructure, workforce, and more. Plus, the group breaks down the newest CPI & PPI numbers and inflation's outlook.
Macrocast: Don't Get Too Far Over Your Skis
January 07, 2022 17:00 - 39 minutes - 27 MBIn the first HPS Macrocast of Season Four and of the new year, Tony, John, Brendan, and HPS' Matt McDonald discuss the last jobs report data of 2021, potential actions the Fed will take in 2022, and the likely economic impacts of the omicron variant.
Macrocast: A (Tumultuous) Year in Review
December 22, 2021 14:00 - 1 hour - 43.1 MBTo wrap up Season Three of the HPS Macrocast, Tony, Brendan, and John look back on another tumultuous year in markets, politics, and society. The group assesses the Biden administration's performance in its first year and discusses what 2022 might hold for Build Back Better, U.S.-China relations, the Fed, and the pandemic. Plus, Tony, Brendan, and John share the best books they read in 2021.
Macrocast: Central Bankapalooza
December 17, 2021 17:00 - 37 minutes - 25.6 MBOn today's Macrocast, guest host @mdpen and @MarketsPolicy discuss central bank developments in response to worsening inflation, the state of Build Back Better, and Democratic politics in the Senate.
Insights: A Conversation with General Stanley McChrystal and Anna Butrico
December 16, 2021 18:00 - 39 minutes - 27.2 MBToday's leaders must adapt to growing risks when it comes to public health, security, the environment, and more. But even when these risks are known, leaders are often unprepared to face them. In this edition of HPS Insights, General Stanley McChrystal and Anna Butrico, co-authors of Risk: A User's Guide, join HPS Partners Tony Fratto and Stacy Kerr to discuss how leaders should think about risk in a complex world.
Macrocast: Build Back Better Drama
December 10, 2021 16:00 - 36 minutes - 25.1 MBOn this edition of the HPS Macrocast, Tony, John, and Brendan discuss the latest CPI number and monetary policy responses to inflation in the U.S. and abroad. They also talk about the debt ceiling, the latest Build Back Better bill developments, and the status of the EU post-Merkel.
Macrocast: The End of "Transitory" Inflation—At Least For Now
December 03, 2021 18:00 - 38 minutes - 17.8 MBOn this Jobs Day edition of the HPS Macrocast, Tony, John, and Brendan are joined by HPS' Stratton Kirton to discuss Jobs Day numbers, Chairman Powell's recent testimony on the potential inflation impacts of the Omicron variant, as well as OPEC's recent moves in the oil market.
Macrocast: Is Black Friday Back?
November 23, 2021 17:00 - 34 minutes - 23.6 MBOn this Black Friday edition of the HPS Macrocast, Tony, John, and Brendan are joined by John Dick to discuss the holiday shopping season and the expected impact of inflation and supply chain disruptions on consumer sentiment. The group also discusses Biden's renomination of Fed Chairman Powell, strategic oil reserve news, and the economic data to look for as we head into December.
It's Not The '70s Anymore, Right?
November 19, 2021 16:00 - 38 minutes - 26.4 MBOn this week's Macrocast, Tony, John, and Brendan are joined by The Center for Strategic & International Studies' Stephanie Segal to discuss inflation concerns, the recent U.S.-China Summit, energy prices, and the reemergence of industrial policy.
Macrocast: It's Not The '70s Anymore, Right?
November 19, 2021 16:00 - 38 minutes - 26.4 MBOn this week's Macrocast, Tony, John, and Brendan are joined by The Center for Strategic & International Studies' Stephanie Segal to discuss inflation concerns, the recent U.S.-China Summit, energy prices, and the reemergence of industrial policy.
Inflation: How Much of It Is Here to Stay?
November 12, 2021 18:00 - 39 minutes - 17.9 MBOn this week's Macrocast, Tony, John, and Brendan take an in-depth look at the latest inflation data and discuss which inflationary trends will persist and which will subside. Plus, the group breaks down an often overlooked element of investing: geostrategic risk.
Inflation: How Much of It Is Here to Stay?
November 12, 2021 18:00 - 39 minutes - 17.9 MBOn this week's Macrocast, Tony, John, and Brendan take an in-depth look at the latest inflation data and discuss which inflationary trends will persist and which will subside. Plus, the group breaks down an often overlooked element of investing: geostrategic risk.
Insights: A Conversation With Former Senator Ben Nelson
November 08, 2021 17:00 - 39 minutes - 27 MBIn this edition of HPS Insights, HPS Managing Director Bryan DeAngelis sits down with former Senator Ben Nelson, the author of the new book “Death of the Senate.” Senator Nelson discusses potential solutions for overcoming gridlock in "the world's greatest deliberative body," stories from his tenure, and his unique perspective on Senate norms and the filibuster.
Macrocast: A Juicy & Newsy Jobs Day
November 05, 2021 17:00 - 41 minutes - 18.8 MBOn today's Macrocast, Matt joins Tony, John, and Brendan to discuss October's job numbers, the effects of COVID-19 and supply chain disruptions on the economy, Chairman Powell's Fed announcements, and the potential votes on the infrastructure and reconciliation bills in Congress.
Macrocast: Infrastructure: It's Time to Roll
October 29, 2021 15:00 - 39 minutes - 26.9 MBOn this week's Macrocast, Tony, John, and Brendan discuss the prospects of the infrastructure bill in the House, reconciliation, key factors influencing the Virginia gubernatorial election, and what the Fed can do to ease supply chain woes.
The Economic Outlook: Clear as Mud
October 22, 2021 15:00 - 34 minutes - 23.6 MBOn today's Macrocast, Tony, John, and Brendan discuss inflation and global supply chain concerns, the potential impact of the infrastructure and reconciliation bills on economic growth, and more.
Macrocast: The Economic Outlook: Clear as Mud
October 22, 2021 15:00 - 34 minutes - 23.6 MBOn today's Macrocast, Tony, John, and Brendan discuss inflation and global supply chain concerns, the potential impact of the infrastructure and reconciliation bills on economic growth, and more.
Macrocast: How Consumers View Inflation
October 15, 2021 15:00 - 32 minutes - 22.5 MBOn today's Macrocast, John Dick from CivicScience joins Bryan and Brendan to discuss the public's perspective on inflation. Plus, the gang breaks down the latest HPS Economic Sentiment Index reading, bank earnings, and the outlook for President Biden's nomination for Chair of the Federal Reserve.
Macrocast: There's A Lot Of Noise, But Also A Lot Of Hope
October 08, 2021 15:00 - 42 minutes - 29 MBOn this week's episode of the Macrocast, Tony, John, and Brendan are joined by Matt McDonald to break down the latest jobs numbers, including what they mean for the U.S. economy going forward and how they will influence Fed decision making. They also talk about gas price volatility around the world, the increase in the debt ceiling, infrastructure bill developments, and the upcoming Virginia Governor's race. Tune in!
Insights: A Conversation with Kelly Wanser of SilverLining
October 07, 2021 12:00 - 33 minutes - 15.3 MBOn today's episode of HPS Insights, Michael Steel, Partner at HPS, and Kelly Wanser, Executive Director at SilverLining, discuss the organization's work to drive research and policy on understanding and responding to near-term climate risk.
Macrocast: A Crazy, Long Week
October 01, 2021 17:00 - 41 minutes - 28.4 MBOn today's Macrocast, Bryan, John, and Brendan discuss a hectic week on the Hill, from the averted government shutdown to the urgency surrounding the debt ceiling, infrastructure vote, and reconciliation package. The trio also dug into whether Federal Reserve Chair Powell will be renominated by Biden and how several other Fed governor and regional president seats are likely to be filled in the coming months.
A Crazy, Long Week
October 01, 2021 17:00 - 41 minutes - 28.4 MBOn today's Macrocast, Bryan, John, and Brendan discuss a hectic week on the Hill, from the averted government shutdown to the urgency surrounding the debt ceiling, infrastructure vote, and reconciliation package. The trio also dug into whether Federal Reserve Chair Powell will be renominated by Biden and how several other Fed governor and regional president seats are likely to be filled in the coming months.
Evergrande and U.S.-China Relations
September 24, 2021 16:00 - 43 minutes - 19.9 MBOn today's Macrocast, Tony, John, and Brendan are joined by former Treasury official Bob Dohner to discuss the consequences of the Evergrande debt crisis, its effects on Chinese domestic politics, the global economy, and U.S.-China relations. The group also looks ahead to next week's CPI numbers and the upcoming election in Germany.
Macrocast: Evergrande and U.S.-China Relations
September 24, 2021 16:00 - 43 minutes - 19.9 MBOn today's Macrocast, Tony, John, and Brendan are joined by former Treasury official Bob Dohner to discuss the consequences of the Evergrande debt crisis, its effects on Chinese domestic politics, the global economy, and U.S.-China relations. The group also looks ahead to next week's CPI numbers and the upcoming election in Germany.
Macrocast: Another Quiet Week in Washington
September 17, 2021 15:00 - 30 minutes - 21 MBHPS Partner Stacy Kerr and John and Brendan from Markets Policy Partners talk through the debt ceiling, budget negotiations, and the latest news from China. Plus, the gang discusses takeaways from California's recall election.
Macrocast: The President Is Out Of Patience
September 10, 2021 16:00 - 29 minutes - 13.8 MBBryan, John, and Brendan are joined by John Dick of Civic Science to discuss the implications of Biden's new vaccination plan and what that means for job seekers and return to office plans. They also talk about inflation and its impact on consumer spending—including how long spending habits during the pandemic can go on, and the potential of warming relations between the US & China.
Macrocast: A Pretty Big Miss
September 03, 2021 16:00 - 29 minutes - 20.1 MBOn today's Macrocast, Matt McDonald and Market Policy Partners' John Fagan and Brendan Walsh discuss the broader economic implications of the disappointing August jobs data and China's recent heavy-handed anti-private sector activity.
A Pretty Big Miss
September 03, 2021 16:00 - 29 minutes - 20.1 MBOn today's Macrocast, Matt McDonald and Market Policy Partners' John Fagan and Brendan Walsh discuss the broader economic implications of the disappointing August jobs data and China's recent heavy-handed anti-private sector activity.
Macrocast: Time to Take the Foot off the Gas?
August 27, 2021 18:00 - 28 minutes - 19.8 MBOn Today's Macrocast, Tony Fratto and Market Policy Partners' John Fagan and Brendan Walsh discuss regional FOMC Presidents' pushes to rollback quantitative easing measures as the economy recovers from the pandemic and as inflation increases. The group also discusses oil price fluctuations amidst perceived economic uncertainty.
Insights: A Conversation with White House Historical Association President Stewart McLaurin
August 26, 2021 15:00 - 23 minutes - 10.7 MBIn this edition of HPS Insights, HPS Partner Michael Steel sits down with Stewart McLaurin, President of the White House Historical Association and author of "James Hoban: Designer and Builder of the White House." Stewart and Michael discuss the work of the White House Historical Association and shed light on the story of James Hoban, an overlooked figure in American history whose legacy is known around the world.
Macrocast: Dog Days Of August
August 20, 2021 15:00 - 33 minutes - 22.8 MBOn this week's Macrocast, Tony, John, and Brendan share their thoughts on the state of consumer spending, potential Federal Reserve tapering, and recent corporate earnings. They also discuss economic developments in China and oil prices.
Macrocast: China, Compromise, & Climbing Prices
August 13, 2021 15:00 - 33 minutes - 15.4 MBIn this week's Macrocast, Tony, Brendan, and John discuss how the Chinese Communist Party is reacting to the global reach of their private sector companies. They also share their expectations for what's next on the infrastructure bill and upcoming changes in inflation.
Macrocast: July's Job Report and Delta Doubts
August 06, 2021 20:00 - 27 minutes - 18.8 MBOn today's Macrocast, HPS's Matt McDonald and Market Policy Partners' Brendan Walsh are joined by John Dick of CivicScience to discuss July's job report and economic prospects amidst uncertainty over the Delta variant.
July's Job Report and Delta Doubts
August 06, 2021 20:00 - 27 minutes - 18.8 MBOn today's Macrocast, HPS's Matt McDonald and Market Policy Partners' Brendan Walsh are joined by John Dick of CivicScience to discuss July's job report and economic prospects amidst uncertainty over the Delta variant.
Insights: Capitol Chatter: What Is Congress Tweeting?
August 02, 2021 17:00 - 24 minutes - 11 MBIn this edition of HPS Insights, Managing Directors Bryan DeAngelis and Andrea Christianson and Associates Maggie Wang and Koby Gordon discuss HPS' latest quarterly analysis of members of Congress' tweets. They touch on declining mentions of COVID-19, rising mentions of infrastructure, and who holds the title of most prolific congressional tweeter.
Macrocast: Building The Infrastructure Bill
July 30, 2021 18:00 - 38 minutes - 26.4 MBIn this week's Macrocast, Tony, John, and Brendan discuss new Federal Reserve developments and the tentative bipartisan infrastructure deal. Plus, the group breaks down Beijing's offensive against Chinese private sector businesses and the frosty state of U.S.-China relations.
Macrocast: The Long Road Ahead
July 23, 2021 19:00 - 35 minutes - 24.5 MBIn this week's Macrocast, Bryan, John, and Brendan are joined by CG/LA Infrastructure's Norman Anderson to discuss his new book "VISION: Our Strategic Infrastructure Roadmap Forward", which has been lauded by many as a roadmap for President Biden's infrastructure plan. You can purchase a copy of Norman's book here: https://amzn.to/2UGImYw. Plus, the group forecasts the Federal Reserve's next steps as the Delta variant continues to rage and policymakers look ahead to return to work and schoo...
The Long Road Ahead
July 23, 2021 19:00 - 35 minutes - 24.5 MBIn this week's Macrocast, Bryan, John, and Brendan are joined by CG/LA Infrastructure's Norman Anderson to discuss his new book "VISION: Our Strategic Infrastructure Roadmap Forward", which has been lauded by many as a roadmap for President Biden's infrastructure plan. You can purchase a copy of Norman's book here: https://amzn.to/2UGImYw. Plus, the group forecasts the Federal Reserve's next steps as the Delta variant continues to rage and policymakers look ahead to return to work and schoo...
Macrocast: Beyond Inflation
July 16, 2021 15:00 - 40 minutes - 18.5 MBIn this week's Macrocast, Tony, John, and Brendan break down the latest retail sales data and look ahead to the uncertain future of the infrastructure negotiations. Plus, the group discusses the political and economic implications of the new child tax credit payments.
Macrocast: What Will Outlast The Pandemic?
July 09, 2021 16:00 - 37 minutes - 25.6 MBTony, John, and Brendan are joined by CivicScience CEO John Dick to break down the new Economic Sentiment Index (ESI). They also discuss concerns about economic growth, COVID-19's implications on the future of work, and why more people than ever before are paying others to mow their lawns.
Insights: A Tale Of Two Infrastructure Bills
July 09, 2021 12:00 - 24 minutes - 11.5 MBIn this edition of HPS Insights, HPS Partner Michael Steel and Managing Directors Bryan DeAngelis and Meghan Pennington tackle the latest on the infrastructure negotiations set to resume as Congress returns from recess. With progressives, moderate Democrats, and Republicans at odds over the two major infrastructure bills, the group discusses which legislation—if any—will pass.
Macrocast: Who's Talking To Ireland?
July 02, 2021 20:00 - 36 minutes - 25.3 MBHPS Managing Director Meghan Pennington joins John and Brendan to discuss the jobs day news, the Fed, and the ongoing infrastructure negotiations. Plus, the gang discusses the international support for a global minimum tax and what it might take to get holdouts like Ireland on board.