The Penta Podcast Channel

On this week's episode of the Macrocast, Tony and John are joined by guests Michael Steel and Bryan DeAngelis to break down the RNC convention and discuss the current state of politics. The gang also discusses the Fed's new approach to inflation and what this means both in practice and for markets.

Tony, John, and Brendan are joined by Stacy Kerr and Michael Steel to discuss Fed minutes, unemployment claims, and phase four pandemic package negotiations. The crew also talks about the presidential race, discusses the DNC, and looks ahead to the RNC. 

Tony, John, and Brendan discuss the steepening yield curve, Treasury and muni markets, and how the Fed can tweak lending facilities to meet the moment. The crew also talks through the likelihood of another federal stimulus package. Plus, they discuss housing data, increased fees on mortgages, and what this all means for the housing market.

Matt joins Tony, John, and Brendan to discuss new Jobs Day figures, the impacts of the pandemic on individual sectors' jobs numbers, and market reactions to the latest interactions between the U.S. and China. The team also discusses ongoing negotiations over the next stimulus package and a possible executive order, the performative aspects of congressional dealmaking, and what's behind the smoke a...

Tony, John, and Brendan discuss Big Tech's antitrust hearing & Q2 earnings, national security issues in the pharmaceutical supply chain, and this week's FOMC meeting. They also talk about where negotiations stand on a phase four coronavirus relief bill.

John Dick, Founder and CEO of Civic Science, joins Tony, John, and Brendan to discuss the latest economic sentiment index readings—from price sensitivity and savings, to the end of unemployment insurance payments. The guys also discuss the market's response to increasing COVID cases across the country, the pitfalls of the Main Street Lending Program, and the latest on European stimulus. Finally, t...

Sonal Shah, the Founding Executive Director of the Beeck Center for Social Impact + Innovation at Georgetown and former Deputy Assistant to President Obama, joins Stacy Kerr and Tony Fratto to discuss inclusive finance and the economic landscape. Sonal shares insights on her experience working on the Biden-Sanders Unity Taskforce, what COVID is exposing in our economy, how to bring new economic vo...

To cap off a relatively "normal" week, Tony, John, and Brendan talk through what we've learned so far from Q2 earnings and how they represent the divergence in how companies have fared during the pandemic. The gang also takes a global look at the European economy, ECB fiscal stimulus, and how U.S.-China tensions have evolved from trade disputes to cultural confrontation. Plus, they take a look ahe...

In a new episode of HPS Insights' special series on higher education we talk to Matt Perault, Director of the Center on Science & Technology Policy and former Head of Global Policy Development at Facebook. Matt joins Stacy and Elliott to discuss synergies between the technology and education worlds and innovation in higher education in the time of COVID-19. They dive into the contributions tha...

Matt, John, and Brendan discuss the state of play with initial government-run pandemic relief programs wrapping up and take a look at how the "real" economy in America is doing at this moment in time. The guys also talk about the 2020 presidential race and preview upcoming Q2 earnings.

Tony, John, and Brendan break down another interesting jobs report and try to make sense of what it means for the state of the economy. The gang also plays a game of "known knowns and known unknowns" to try to figure out what we can expect in the weeks and months ahead for schools, fiscal support, the economic recovery, and even politics.

On the third episode of HPS Insights' special series on higher education, Stacy, Matt, and Elliott host Dr. Debbie Cottrell, President of Texas Lutheran University in Seguin, Texas. Dr. Cottrell joins the podcast to discuss her role as the head administrator at a small, private university and the behind-the-scenes planning of students' eventual return to campus after the COVID-19 pandemic. The tea...

The second episode of HPS Insights' special series on higher education features Brent Colburn, Vice President for Communications and Public Affairs at Princeton University. Brent joins Stacy, Matt, and Elliott to discuss COVID-19's effect on the university environment and how colleges are coping with unpredictable changes for attendance, athletic events, conferences, and more. They also discuss ho...

On the first episode of HPS Insights' special series on higher education, Stacy Kerr hosts Matt McDonald and Elliott Owensby to discuss their new analysis on the higher education landscape. They preview their conversations with investment officers, university presidents, and public affairs officers in the higher education sector and break down the results of their research findings on endowments,...

CivicScience CEO John Dick joins Tony, Brendan, and John to discuss the tricky side effects of reopening during the pandemic and how consumer sentiment impacts the economy. The guys break down the three themes that have the largest impact on economic recovery and discuss some possible and surprising permanent shifts in consumer behavior that could last long past the pandemic's end. 

Tony, John, and Brendan talk through the return of the selloff after the rally and the growing gap between Main Street and Wall Street. They discuss how reopening and a resurgence in cases plays a role, and how the Federal Reserve can use its fiscal programs to respond. Plus, the crew takes a second look at the jobs report and how it stacks up to weekly claims data.

Matt joins Tony, John, and Brendan to address the importance of this current moment. The gang also analyzes May's surprising jobs report and what this illuminates about PPP, markets, and November's election.

Tony, John, and Brendan discuss the constantly-evolving U.S-Chinese relationship and how it may impact American politics in the future. The gang also breaks down what has changed in the stock market, the impact of reopening, the new European Commission recovery plan, and what's happening on Twitter.

HPS Partners Stacy Kerr and Michael Steel are joined by New York Times bestselling author Kate Andersen Brower to discuss her newest book, "Team of Five: The Presidents Club in the Age of Trump." They discuss the collegial relationships and norms for presidents and how the former presidents view their roles during the Trump administration. Plus, Kate offers a behind-the-scenes look into the privat...

 Tony, John, and Brendan discuss Chair Powell and Secretary Mnuchin's joint hearing this week and give an inside look on how the Treasury might have decided to revive the 20-year bond. The crew also talks through what economic recovery could look like,  the latest buzz on U.S.-China tensions, and the EU's plan for economic relief.   

Matt joins John and Brendan to discuss this week's comments from Fed Chair Jay Powell, Fed fund futures, US-China relations, and how policymakers use the stock market as a barometer for economic health. The crew also plays a game of "Hail Mary," predicting the most likely and least likely scenarios in the coronavirus pandemic, 2020 election, and the eventual return of sports leagues, all before lo...

On this Jobs Day episode of the HPS Macrocast, Tony, Matt, John, and Brendan unpack the historic jobs numbers, discuss near-term stabilization in oil markets, and dive into what to expect in upcoming relief package negotiations in Washington. They also discuss potential long-term effects of COVID-19 on remote work policies and the future of the leisure and hospitality industry.

HPS Managing Director Stratton Kirton and Associate Bryce Campanelli join Managing Director Bryan DeAngelis to discuss their recent analysis on global and domestic oil markets. As oil producers are pumping millions more barrels of oil each day than the market needs, and storage is running out, Stratton and Bryce explain the short- and long-term economic and policy impacts.

Tony, John, and Brendan discuss the first virtual press conference from the Federal Reserve and stimulus measures from the Fed and the ECB. The crew also breaks down how state reopenings might impact markets, the latest developments with the PPP program, and big tech earnings. Plus, they take a look ahead at next week's jobs numbers. 

Matt McDonald steps in for Tony this week bringing with him a fun game of "bottom or not" for different markets. The gang also discusses the most recent stimulus package, the implementation of PPP, and the important data and earnings calls coming up next week.