On the first edition of Macrocast Live, Tony, John, and Brendan are joined by three economic policy experts with decades of experience watching markets: Victoria Guida of Politico, Jim Pethokoukis of AEI, and Nathan Sheets of Citi. They discuss inflation dynamics, future Fed actions, and the impact of geopolitical turmoil on the global economy. This is an episode you do not want to miss!

Show Notes:

Jim's Substack: Faster, Please!
Jim's Twitter: @JimPethokoukis
Victoria's Twitter: @vtg2
Victoria's Latest Work From Politico
Guest Biographies
- Victoria Guida: Economics reporter covering the Federal Reserve, Treasury, and broader economy for Politico. Victoria has spent her Washington career writing about bank regulations, monetary policy, and trade negotiations.
- Jim Pethokoukis: The Dewitt Wallace Fellow at the American Enterprise Institute, where he writes and edits the AEIdeas blog, hosts a weekly podcast, "Political Economy with James Pethokoukis," and writes the substack Faster, Please!
- Nathan Sheets: Citi's Global Chief Economist, where he oversees the global economics team and leads research across all areas of economics. During the Obama administration, Sheets served as Undersecretary of the U.S. Treasury for International Affairs.

Macrocast Special Edition: Macrocast Live With Victoria Guida (Politico), Nathan Sheets (Citi), and Jim Pethokoukis (AEI)