The Penta Podcast Channel

In this edition of HPS Insights, Tony Fratto hosts HPS Managing Directors and Hill alums Jonathan Graffeo and Kriston McIntosh for a discussion on President Biden's  State of the Union address. The group evaluates the President's efforts to build unity around Ukraine, the pandemic, the remnants of BBB, and more.Read the full transcript of the State of the Union address here.Find Jonathan Graffeo's bio here.Find Kriston McIntosh's bio here.

In today's episode, HPS Managing Director and Russia expert Stratton Kirton joins Bryan, John, and Brendan to discuss Russia's invasion of Ukraine and its economic implications. Stratton breaks down the latest sanctions on Russia and how they'll impact Putin's strategic calculus and global markets. The group also looks ahead to how central banks may respond to the crisis, with the next Fed meeting set for early March.

In this episode of HPS Insights, Meghan interviews HPS's Andrea Christianson, JinAh Kim, Maggie Wang, and Parker St. Jean about their recent project, Capitol Chatter: A Quarterly Analysis of Congressional Tweets. The team chats about how Twitter mentions of certain issues can differ from mainstream media coverage. They also discuss emerging trends in elected officials' approach to Tweeting, contrasting recent posts about inflation from Democratic and Republican Members of Congress as an example. This week's guests also explain how the analysis has changed over time and give a preview on changes we'll likely see in future quarters.

On this week's Macrocast, Tony, John, and Brendan are joined by John Dick to discuss the Economic Sentiment Index's (ESI) record drop and people's "sour" outlook that extends past just the economy. The group also dives into the uncertainties present in the Ukraine-Russia situation, the Fed's tough job ahead, and what to expect next week—from PMIs to the Iran Nuclear Deal talks and more.

Hosted by Elliott Owensby and Bryan DeAngelis, Crypto Convos is a miniseries from HPS, featuring interviews with crypto experts from across the industry to explore their perspectives on new developments in the crypto space.In this episode, Bryan and Elliott host Alex Sternhell, Principal at the Sternhell Group and top Washington strategist in the financial services public policy space. Bryan, Elliott, and Alex discuss the current status of cryptocurrency on the Hill, including potential legislation and regulation on the horizon, as well as the current level of familiarity Hill folks have with crypto issues. 

In this installment of Crypto Convos, Will McDonough, CEO of Corestone Capital and Vice Chairman of Valkyrie Investments, joins HPS Partners Matt McDonald and Bryan DeAngelis and Markets Policy Partners' Brendan Walsh to discuss the maturing regulatory landscape around crypto assets. McDonough shares his experience navigating the SEC approval process for Valkyrie's groundbreaking, crypto-based ETFs and offers insights into some of the fundamental questions about the nature of crypto and its regulatory future.You can read more about Valkyrie here.

On the inaugural episode of HPS Insight's Crypto Convos miniseries, hosts Bryan DeAngelis and Elliott Owensby are joined by special guest Amit Sharma, CEO and Founder of FinClusive, to discuss FinClusive's role in expanding digital financial access across the globe, the tension between counter-terrorist financing and financial inclusion, as well as the importance of financial inclusion to U.S. national security.

On today's Macrocast, Tony and Brendan are joined by the Founder of SW4 Insights, Brai Odion-Esene, to discuss this week's inflation and earnings figures. The group dives into why the conventional wisdom of what is driving higher prices—and expectations of what the Federal Reserve can do to address them—is often misguided.

On today's Macrocast, Tony, John, and Brendan are joined by HPS' Matt McDonald to discuss January's job numbers and economic growth despite inflation and COVID-19 concerns. Plus, the group dives into the latest corporate earnings reports, with some surprising standout performances!

In this live episode of HPS Insights, HPS Partners Bryan DeAngelis and Matt McDonald are joined by Ballast Research's Mike Gottlieb and Michael Griffin to discuss their new report, Washington Insights Review, Redefining Corporate Citizenship: Policymaker Perceptions of Corporate Engagement in DC. They discuss emerging new standards for corporate citizenship, the impact of corporate social responsibility initiatives in D.C., and more.