The Penta Podcast Channel

On this week's HPS Insights, we are bringing back a great episode of HPS' "How To Get A Job In DC" podcast series. In this episode, HPS Partner Matt McDonald speaks with Tom Manatos, Vice President of Government Relations at Spotify and the mind behind Tom Manatos Jobs, and Mo Elleithee, Executive Director of Georgetown University’s Institute of Politics and Public Service. Tom and Mo break down the all-important topic of networking and explain how young professionals can find their path forward in the murky world of DC careers.

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 Markets Policy Partners' latest Five Minute Macro post here. Produced by Hamilton Place Strategies and Markets Policy Partners, the Macrocast features insight and analysis on the latest macroeconomic trends. Subscribe on Apple Music or Spotify.

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 over 20,000 participants, and covers conversations on crypto regulation, investment, entertainment, and more. The group discusses their expectations for an in-person conference, as well as their key takeaways from the weekend - from forum topics to surprise guest speakers. They examine the role that Consensus 2022 plays in navigating the larger global conversation on fintech, as well as the role that the media has in shaping this discussion. The group also analyzes the current state of the crypto industry, relative reception of new market trends, and speculations on the next phase of the crypto world.  "The way I've been describing [Consensus] is like a bank conference, a hacker convention, and an EDM festival all in one thing." - Stephanie Dodge.   Read more about Consensus 2022. 

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 including the European Central Bank, the Swiss National Bank, and the Bank of Japan. Follow Brai Odion-Esene on Twitter.

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 Twitter here.

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 numbers in Japan, explaining how Japan has been known for secular stagnation.    Read more about the CPI.

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, Housing, and Urban Affairs.  The two talk about the current state of the housing market, including how it compares to the housing market in 2008. They examine how factors related to COVID-19, such as increased disposable income and movement out of cities, impacted the housing market, leading to a gap between supply and demand. The impact of international affairs on housing also sparked discussion, as did the Federal reserve and upcoming midterm elections. Lastly, Jonathan and Mark chat about Mark's upcoming book, which will feature insights on the housing market from Mark's time at the Federal Housing Finance Agency. Read Mark's full biography. Read more about the Federal Housing Finance Agency.

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 fears, and more. Read MPP's latest Five Minute Macro report here. Read HPS' jobs day fact sheet here.

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 stock market—including an optimistic outlook for the second half of the year. Read this week's HPS-CivicScience Economic Sentiment Index here.