The Penta Podcast Channel

On 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 Marke...

On 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 ove...

Will 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 includi...

How 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 Tw...

Description: 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 number...

On 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, Ho...

The 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 fe...

On 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 .

Consumers' feelings toward the economy may be sour, but their spending tells a different story. In this edition of the Macrocast, Tony, John, and Brendan are joined by John Dick of CivicScience to discuss the latest ESI report and the strength of the consumer, despite inflation and rising prices. The group also dives into what summer travel demand means for airlines and shares their takes on the s...

In this edition of HPS Insights, HPS Partner Tony Fratto and Senior Director Stephanie Dodge host Fanta Traore, Executive Director and Co-Founder of the Sadie Collective, and Young-Chan Lim and Doug Ortiz, members of the working group for the Cross-Policy School White Paper on Anti-Racism, for a conversation on racial equity in graduate public policy programs. Fanta, Young-Chan, and Doug discuss t...

Recession fears abound, and market volatility is up–but will inflation come down enough? In this edition of the Macrocast, Dennis DeBusschere, President and founder of 22V Research, joins guest host and HPS Managing Director Meghan Pennington and John and Brendan from Markets Policy Partners. The group discusses the latest turmoil in equity and crypto markets, where investors are pricing in recess...

On the latest episode of Crypto Convos, host Bryan DeAngelis is joined by Grayscale's Chief Legal Officer, Craig Salm. The pair discussed Craig's background in law and his interest in crypto, how Grayscale combines crypto with traditional investing, the company's campaign for a Bitcoin spot ETF, and what's next in crypto. Show Notes Grayscale's SEC Comment Letter Submission Page CNBC: Grayscale Te...

MPP's John and Brendan are joined by HPS Partner Bryan DeAngelis on today's episode of the Macrocast. The group chats about the many news-worthy market updates from this busy week, including what is happening with tech and crypto stocks. Despite the volatility, the group explains why they feel that comparisons between the current financial moment and the 2008 financial crisis are unfounded. ...

On today's episode of HPS Insights, Bryan DeAngelis and Elliott Owensby interview Niki Christoff, CEO of Christoff & Co. and host of the Tech'ed Up podcast. The group dives into Niki's unique tech-sector and communications background, which she has leveraged to educate key audiences on important topics like decentralized finance (DeFi) and crypto. Niki also speaks to the ongoing digital curren...

  In this edition of the Macrocast, HPS Partner Matt McDonald and SW4 Insights Founder Brai Odion-Esene join Tony, John, and Brendan to tackle the April jobs report and May FOMC meeting. Job creation is on "cruise control," with another month of steady growth, but wage growth has fallen behind rising prices. Check out the episode for why this trend might be good news for controlling inflation...

In today's Macrocast, Tony, John, and Brendan are joined by HPS' Meghan Pennington and CivicScience's John Dick to cover all things GDP. The group discusses the politics of the GDP,  the messaging challenges and political consequences the Democrats face, and how Q1's GDP number is a bigger reflection of how we calculate GDP, and not the broader economic environment. The group also discusses t...

On today's episode of HPS Insights, host Bryan DeAngelis is joined by Stacy Kerr, Partner at HPS and former advisor to Speaker Pelosi, and Jonathan Graffeo, Managing Director at HPS and former Senate staffer, to discuss the political landscape leading into the 2022 midterm elections. The group discussed what might influence the outcome of the election, including inflation, immigration issues, and...

On today's Macrocast, Tony and Brendan cover the latest market trends, focusing on the global energy market and challenges that arise when a country attempts to switch its energy source. The two also discuss international economic outlooks more broadly, centered on this week's International Monetary Fund and World Bank Spring Meetings and the release of the World Economic Outlook.  Plus, they...

In today's Macrocast, Tony, John, and Brendan tackle the latest inflation data, China's disastrous COVID policies, and Elon Musk's bid to buy Twitter. Most of all, the group discusses whether the U.S. is finally over the worst of core inflation. Supply chain challenges will persist, but could demand for goods cool down soon? Show Notes: -Read the latest Consumer Price Index (CPI) data here . -Read...

On this week's HPS Insights, we are bringing back a great conversation with Linda Goler Blount, the President & CEO of the Black Women's Health Imperative (BWHI), on BWHI's work to help protect and advance the health of Black women and women of color. Hosted by HPS Partner Stacy Kerr and Managing Director Kriston McIntosh, the group dives into the impact of COVID-19 on the Black community and...

On today's Macrocast, Tony Fratto and Brendan Walsh are joined by Ben Koltun, Director of Research at Beacon Policy Advisors, LLC, to discuss the state of reconciliation efforts in Congress and how—once again—Sens. Joe Manchin (D-WV) and Kyrsten Sinema (D-AZ) are at the center of it all. The crew also dives into recent news coming out of the Federal Reserve, which is looking to stick the landing b...

In this edition of the Macrocast, HPS Partner Matt McDonald and CivicScience's John Dick join Tony, John, and Brendan to discuss a series of new data releases this week. Friday's strong jobs report clashes with another poor Economic Sentiment Index reading, as inflation looms large in consumers' minds. Will the Fed hike interest rates by 50 basis points? And do investors trust them to do so withou...

In this episode of HPS Insights, Mark Slaga, Global Practice Lead for Digital Workplace Services at Kyndryl, joins host Bryan DeAngelis to reflect on how the way we work has changed since the onset of the pandemic two years ago. Mark, who has led Kyndryl's work guiding Fortune 500 companies through the transition to remote and hybrid work, shares his insights into which COVID-induced changes are h...