The Penta Podcast Channel

To wrap up Season Three of the HPS Macrocast, Tony, Brendan, and John look back on another tumultuous year in markets, politics, and society. The group assesses the Biden administration's performance in its first year and discusses what 2022 might hold for Build Back Better, U.S.-China relations, the Fed, and the pandemic. Plus, Tony, Brendan, and John share the best books they read in 2021.

On today's Macrocast, guest host @mdpen and @MarketsPolicy discuss central bank developments in response to worsening inflation, the state of Build Back Better, and Democratic politics in the Senate.

Today's leaders must adapt to growing risks when it comes to public health, security, the environment, and more. But even when these risks are known, leaders are often unprepared to face them. In this edition of HPS Insights, General Stanley McChrystal and Anna Butrico, co-authors of Risk: A User's Guide, join HPS Partners Tony Fratto and Stacy Kerr to discuss how leaders should think about risk in a complex world.

On this edition of the HPS Macrocast, Tony, John, and Brendan discuss the latest CPI number and monetary policy responses to inflation in the U.S. and abroad. They also talk about the debt ceiling, the latest Build Back Better bill developments, and the status of the EU post-Merkel.

 On this Jobs Day edition of the HPS Macrocast, Tony, John, and Brendan are joined by HPS' Stratton Kirton to discuss Jobs Day numbers, Chairman Powell's recent testimony on the potential inflation impacts of the Omicron variant, as well as OPEC's recent moves in the oil market. 

On this Black Friday edition of the HPS Macrocast, Tony, John, and Brendan are joined by John Dick to discuss the holiday shopping season and the expected impact of inflation and supply chain disruptions on consumer sentiment. The group also discusses Biden's renomination of Fed Chairman Powell, strategic oil reserve news, and the economic data to look for as we head into December.

On this week's Macrocast, Tony, John, and Brendan are joined by The Center for Strategic & International Studies' Stephanie Segal to discuss inflation concerns, the recent U.S.-China Summit, energy prices, and the reemergence of industrial policy.

On this week's Macrocast, Tony, John, and Brendan take an in-depth look at the latest inflation data and discuss which inflationary trends will persist and which will subside. Plus, the group breaks down an often overlooked element of investing: geostrategic risk.

In this edition of HPS Insights, HPS Managing Director Bryan DeAngelis sits down with former Senator Ben Nelson, the author of the new book “Death of the Senate.” Senator Nelson discusses potential solutions for overcoming gridlock in "the world's greatest deliberative body," stories from his tenure, and his unique perspective on Senate norms and the filibuster. 

On today's Macrocast, ​Matt joins Tony, John, and Brendan ​to ​discuss October's job numbers, ​the effects of ​COVID-19 and supply chain disruptions on the economy, ​Chairman Powell's Fed announcements, and the potential votes on the infrastructure and reconciliation bills ​in Congress.