The Penta Podcast Channel

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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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Oct 7, 2021 • 33min

Insights: A Conversation with Kelly Wanser of SilverLining

On today's episode of HPS Insights, Michael Steel, Partner at HPS, and Kelly Wanser, Executive Director at SilverLining, discuss the organization's work to drive research and policy on understanding and responding to near-term climate risk.
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Oct 1, 2021 • 41min

Macrocast: A Crazy, Long Week

On today's Macrocast, Bryan, John, and Brendan discuss a hectic week on the Hill, from the averted government shutdown to the urgency surrounding the debt ceiling, infrastructure vote, and reconciliation package. The trio also dug into whether Federal Reserve Chair Powell will be renominated by Biden and how several other Fed governor and regional president seats are likely to be filled in the coming months.
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Sep 24, 2021 • 43min

Macrocast: Evergrande and U.S.-China Relations

On today's Macrocast, Tony, John, and Brendan are joined by former Treasury official Bob Dohner to discuss the consequences of the Evergrande debt crisis, its effects on Chinese domestic politics, the global economy, and U.S.-China relations. The group also looks ahead to next week's CPI numbers and the upcoming election in Germany.
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Sep 17, 2021 • 30min

Macrocast: Another Quiet Week in Washington

HPS Partner Stacy Kerr and John and Brendan from Markets Policy Partners talk through the debt ceiling, budget negotiations, and the latest news from China. Plus, the gang discusses takeaways from California's recall election.
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Sep 10, 2021 • 30min

Macrocast: The President Is Out Of Patience

Bryan, John, and Brendan are joined by John Dick of Civic Science to discuss the implications of Biden's new vaccination plan and what that means for job seekers and return to office plans. They also talk about inflation and its impact on consumer spending—including how long spending habits during the pandemic can go on, and the potential of warming relations between the US & China.
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Sep 3, 2021 • 29min

Macrocast: A Pretty Big Miss

On today's Macrocast, ​Matt McDonald and Market Policy Partners' John Fagan and Brendan Walsh discuss​ ​the broader economic implications of the disappointing August jobs data ​and ​China's recent heavy-handed anti-private sector activity.

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