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The Penta Podcast Channel

Latest episodes

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Dec 3, 2021 • 39min

Macrocast: The End of "Transitory" Inflation—At Least For Now

 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. 
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Nov 23, 2021 • 34min

Macrocast: Is Black Friday Back?

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.
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Nov 19, 2021 • 38min

Macrocast: It's Not The '70s Anymore, Right?

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.
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Nov 12, 2021 • 39min

Inflation: How Much of It Is Here to Stay?

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.
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Nov 8, 2021 • 39min

Insights: A Conversation With Former Senator Ben Nelson

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. 
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Nov 5, 2021 • 41min

Macrocast: A Juicy & Newsy Jobs Day

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. 
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Oct 29, 2021 • 39min

Macrocast: Infrastructure: It's Time to Roll

On this week's Macrocast, Tony, John, and Brendan discuss the prospects of the infrastructure bill in the House, reconciliation, key factors influencing the Virginia gubernatorial election, and what the Fed can do to ease supply chain woes.
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Oct 22, 2021 • 34min

Macrocast: The Economic Outlook: Clear as Mud

On today's Macrocast, Tony, John, and Brendan discuss inflation and global supply chain concerns, the potential impact of the infrastructure and reconciliation bills on economic growth, and more. 
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Oct 15, 2021 • 33min

Macrocast: How Consumers View Inflation

On today's Macrocast, John Dick from CivicScience joins Bryan and Brendan to discuss the public's perspective on inflation. Plus, the gang breaks down the latest HPS Economic Sentiment Index reading, bank earnings, and the outlook for President Biden's nomination for Chair of the Federal Reserve. 
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Oct 8, 2021 • 42min

Macrocast: There's A Lot Of Noise, But Also A Lot Of Hope

On this week's episode of the Macrocast, Tony, John, and Brendan are joined by Matt McDonald to break down the latest jobs numbers, including what they mean for the U.S. economy going forward and how they will influence Fed decision making. They also talk about gas price volatility around the world, the increase in the debt ceiling, infrastructure bill developments, and the upcoming Virginia Governor's race. Tune in!

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