The Penta Podcast Channel

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 without triggering a recession?Show NotesRead the latest Economic Sentiment Index from HPS and CivicScience here.Read HPS' jobs fact sheet for March 2022 here. 

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 here to stay and which will fade.  Above all, businesses will need to give all employees, regardless of where they work, equal opportunity to excel at work and participate in company culture.Read more about Mark Slaga here.Learn about Kyndryl's Digital Workplace Services practice here.

In today's episode, veteran U.S. Treasury official Mark Sobel joins Tony, John, and Brendan to unpack the growing concerns around dollar dominance. The group discussed why dollar dominance is here to stay, sanctions' impact on its power, why other currencies like China's RMB don't pose a threat to the dollar's global role, as well as behind the scenes insights on why the Fed won't be making any statements on the dollar anytime soon.Show Notes:Mark Sobel is U.S. Chairman at the Official Monetary And Financial Institutions Forum (OMFIF). A veteran U.S. Treasury official, Mark has been at the forefront of international financial diplomacy for two decades, serving as the Treasury Deputy Assistant Secretary for international monetary and financial policy and representing the US. on the International Monetary Fund executive board. Check out his bio and Twitter.OMFIF is an independent think tank for central banking, economic policy and public investment, providing a neutral platform for public and private sector engagement worldwide.  OMFIF: Website and TwitterMark Sobel's Article: Russia sanctions, the renminbi and the dollar’s future: The Red Herring Returns

On this episode of HPS Insights, Managing Director and in-house Russia expert Stratton Kirton is joined by fellow Managing Director and former Senate Appropriations Committee staffer Jonathan Graffeo to discuss the various impacts of Russia's invasion of Ukraine. They touch on energy market volatility, congressional Ukraine aid in the recent Omnibus bill, the impact of sanctions, and more. Tune in!Show Notes:Historic Context And Economic Background Of Russia's War On Ukraine, Stratton Kirton and Jessica Soforenko, Hamilton Place StrategiesSenate Passes $1.5 Trillion Spending Bill That Includes Aid for Ukraine, Siobhan Hughes and Teresa Mettela, The Wall Street JournalWhat’s the historic connection between high oil prices and recession?, Samantha Fields, MarketplaceGuest Biographies:Stratton Kirton, Managing Director, Hamilton Place StrategiesJonathan Graffeo, Managing Director, Hamilton Place Strategies

In today's episode of the Macrocast, Tony, John, and Brendan are joined by special guest Brai Odion-Esene, HPS alum and founder of SW4 Insights, a D.C.-based advisory firm providing intelligence and strategic counsel. The group chats about recent Federal Open Market Committee developments and some of the relevant stakeholders and factors that impact Fed decision making. In the second half of the episode, the conversation shifts towards recent market impacts resulting from sanctions on Russia; particularly in the nickel and wheat markets.   Show notes:Brai Odion-Esene's biographyAnalyses from SW4 Insights London Metal Exchange

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: @JimPethokoukisVictoria's Twitter: @vtg2Victoria's Latest Work From PoliticoGuest BiographiesVictoria 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. 

On the newest episode of HPS' Crypto Convos, HPS Partner and series host Bryan DeAngelis is joined by Aaron Klein, senior fellow in Economic Studies at the Brookings Institution, focused on financial technology, financial regulation, and more.Bryan and Aaron unpack President Biden's new executive order on digital assets and discuss the importance of crypto and digital financial assets to cross-border remittances. The pair also look ahead to the future of commercial and central bank digital currencies (CBDCs) and how crypto is changing the nature of war, as evidenced by its role in the Ukraine conflict.Show Notes:FACT SHEET: President Biden to Sign Executive Order on Ensuring Responsible Development of Digital AssetsPresident's Working Group Report on StablecoinsFederal Reserve of Boston's Project Hamilton

On today's Macrocast, John Dick from CivicScience joins Tony and John Fagan to discuss the latest economic sentiment reading. The conflict in Ukraine is threatening to drag the consumer outlook to a new low, eclipsing the pandemic as consumers' primary concern. Plus, the group contrasts how the U.S. and Europe are weathering the dual crises of inflation and Ukraine.Read the latest economic sentiment index update here.Read more insights from CivicScience here.

In today's episode of HPS Insights, Bryan DeAngelis interviews his good friend and Director of Engagement & Special Projects for Delaware Governor John Carney, Emily David Hershman. Bryan and Emily dive deep into how states like Delaware have managed the pandemic over the past two years, coordinated with other states and the federal government, and worked to develop lasting trust in statewide institutions. Follow Emily on Twitter (@emdave3)and check out more details in the show notes below!Show Notes:VisitDelaware.comDelaware COVID-19 DashboardFirst COVID-19 case in Delaware on March 11, 2020Only 50% of Delawareans ages 18-35 were vaccinated by June 2021Delaware engaged in door-knocking to spread COVID vaccine informationCalifornia SMARTER coronavirus planJohn Gallagher Jr. COVID-19 VideoElena Delle Donne COVID-19 Video

On this week's episode of the Macrocast, Tony and Brendan are joined by HPS Partner Matt McDonald to discuss the strong February jobs report. They also debate the impact of Russia's invasion of Ukraine on inflation dynamics, supply chains, U.S.-China relations, and Europe. Tune in for a recap of a busy week around the world.Show Notes:February Jobs Report Fact Sheet (From Hamilton Place Strategies)February's Jobs Report (From the Bureau of Labor Statistics)