The Penta Podcast Channel

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. 

On this week's show, Bryan DeAngelis fills in for Tony and is joined by John and Brendan to discuss the rollercoaster week for markets and how the surge in COVID cases, news of a potential vaccine, and results of the Presidential election are swaying investors. The gang also looks at news coming from the Biden transition and what to expect from the Trump administration during the lame duck on geopolitics and the Fed. 

HPS Partner Tucker Warren hosts Eric Schulze, VP of Product and Regulation at Memphis Meats, for a conversation about cell-based meat products, the rise in companies developing these innovative products, and the regulatory procedures behind bringing cell-based meat products to market. Tucker and Eric discuss Memphis Meats' origins and how the company is working to provide consumers with sustainable choices that are healthy and environmentally friendly. The pair also talks about innovations in agriculture and the meat industry globally, how new products are regulated, and new trends in the cell-based meat industry that consumers can expect to see in the coming years.To learn more about Memphis Meats, visit memphismeats.com. 

On this Jobs Day Friday and Election Day +3, Matt joins Tony, John, and Brendan to discuss strong jobs numbers, the shape of the recovery, and the state of the election as well as the future of economic policymaking. The squad also talks about the fiscal and monetary policy outlook coming out of the latest FOMC meeting.

On this week's Macrocast, HPS partners Stacy Kerr and Michael Steel join Tony, John, and Brendan to discuss the state of the Presidential and Congressional races and what different election results could mean for markets. Tony, John, and Brendan also dive into this week's economic data, taking a look at the noteworthy earnings calls, what newly released economic data shows about the state of the economy, and the impact the new COVID surge may have on businesses and markets. 

John Dick, CEO of CivicScience, joins Tony, John, and Brendan to discuss how a delayed stimulus package, pre-Election Day polling, and the prolonged pandemic are affecting consumer sentiment. The crew also talks about what's on consumers' minds heading into the holiday spending season before diving into next week's announcements about the U.S. and Eurozone's Q3 GDP, housing data, and new product announcements in tech. 

On the last episode in our series on the Presidential and Vice Presidential Debates, Senior Director Meghan Pennington is joined by Partners Michael Steel and Stacy Kerr to talk through the unusually calm final debate. They discuss how the moderator and muting changed the tone of the debate, the conversation on COVID, and what to expect in the final days before the election.

A new cast of characters joins this episode of the Macrocast. HPS Partner Matt McDonald is joined by HPS Partner Michael Steel and Senior Director Meghan Pennington, as well as Brendan Walsh from Markets Policy Partners, to discuss the speculation on a stimulus deal and what it means for markets. They talk through the dynamics in Congress and the election that are impacting the likelihood and scale of a stimulus package. Plus, the crew takes a look ahead at earnings next week.