The Penta Podcast Channel

In the first Marcoast episode of Season 3, guest host Matt McDonald, John and Brendan from Markets Policy Partners, and Bryan DeAngelis, discuss the fast-moving start to 2021 — from the Georgia Senate elections to the insurrection at the Capitol to the December jobs report. The crew talks market reactions to both and makes predictions on how the Trump presidency will come to a close. They also discuss the December jobs report. 

In the final Macrocast episode of 2020, Tony, John, and Brendan discuss the wild and unpredictable year — from the COVID-19 pandemic to its economic impacts and the government's fiscal and monetary policy reactions to both. The squad also talks about the socioeconomic and racial divisions highlighted in the past year and makes some predictions looking ahead to 2021. 

On this week's Macrocast, Tony, John, and Brendan discuss the last-minute stimulus drama, what to expect in the bill, and the impact this will have on the economy. The gang also discusses the news coming out of the Fed's recent FOMC meeting and what this means for its changing monetary mandate heading into 2021, the (continuing) Brexit drama, and the important consumer metrics to look for next week.

John Dick, Founder and CEO of Civic Science, joins Tony, John, and Brendan to talk through the emerging bipartisan and White House stimulus plans and how the market is reacting to the soon-to-run-out enhanced unemployment benefits. The gang also discusses the recent bifurcation in American consumers' behavior as holiday retail sales pick up before diving into the data expected next week and what it means for 2021. 

Bryan DeAngelis and Tony Fratto are joined by Steve Adamske, the Vice President and Head of Communications and Public Affairs for FIA, and former Director of Public Affairs to four CFTC chairmen and Deputy Assistant Secretary for Public Affairs at the Treasury Department. Steve joins Bryan and Tony to discuss the current state of the economy and how the newly announced Biden economic team can best help jumpstart the economic recovery. Based on their long history of government experience working on economic policy, the group covers best practices and advice on how Congress and the new Administration apply lessons learned from the 2009-2010 recovery to the current crisis. 

Matt, John, and Brendan talk through the disappointing jobs report, the market reaction, and a vaccine and potential stimulus on the horizon. The crew also breaks down the Biden administration's economic picks. Plus, the team takes a look ahead across the pond at Brexit negotiations and the ECB meeting.

HPS partners Stacy Kerr and Michael Steel host Jon Selib, Senior Vice President for Global Policy at Pfizer, to discuss the COVID-19 vaccine development and approval process, from the early stages of the pandemic to clinical trials and the vaccine's official approval in the UK. The trio talks about the impact of the important project on the internal culture at Pfizer, the value of working alongside other pharmaceutical companies, and the various considerations involved in vaccine distribution worldwide. 

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 how consumers are responding to the latest surge of COVID cases. The gang also discusses the first round of Biden Cabinet picks, the impact of the continued positive vaccine news on the economy, and the economic data to look for as we head into December. 

HPS Managing Director Bryan DeAngelis hosts Dan Cox, a research fellow in polling and public opinion at the American Enterprise Institute (AEI) and director of the Survey Center on American Life, to discuss some of his recent research on the role and impact of conspiracy theories following the 2020 Presidential election. Bryan and Dan also discuss how the media, polarization, and the current political landscape are altering American life and posing challenges for the polling industry moving forwards. 

Senior Director Meghan Pennington joins John and Brendan to discuss the unprecedented argument between the Fed and the Treasury Department over unused CARES Act funds and what it means for the possibility of new stimulus. The crew also discusses markets' reactions to the Georgia Senate runoffs, how a divided government could work in 2021, and the latest news about presidential race recounts.