The Penta Podcast Channel

The second episode of HPS Insights' special series on higher education features Brent Colburn, Vice President for Communications and Public Affairs at Princeton University. Brent joins Stacy, Matt, and Elliott to discuss COVID-19's effect on the university environment and how colleges are coping with unpredictable changes for attendance, athletic events, conferences, and more. They also discuss how universities handle costs and financial resources, student aid, federal loans, student debt, and endowment management. 

On the first episode of HPS Insights' special series on higher education, Stacy Kerr hosts Matt McDonald and Elliott Owensby to discuss their new analysis on the higher education landscape. They preview their conversations with investment officers, university presidents, and public affairs officers in the higher education sector and break down the results of their research findings on endowments, tuition costs, the net price of higher education, and the future of universities. 

CivicScience CEO John Dick joins Tony, Brendan, and John to discuss the tricky side effects of reopening during the pandemic and how consumer sentiment impacts the economy. The guys break down the three themes that have the largest impact on economic recovery and discuss some possible and surprising permanent shifts in consumer behavior that could last long past the pandemic's end. 

Tony, John, and Brendan talk through the return of the selloff after the rally and the growing gap between Main Street and Wall Street. They discuss how reopening and a resurgence in cases plays a role, and how the Federal Reserve can use its fiscal programs to respond. Plus, the crew takes a second look at the jobs report and how it stacks up to weekly claims data.

Matt joins Tony, John, and Brendan to address the importance of this current moment. The gang also analyzes May's surprising jobs report and what this illuminates about PPP, markets, and November's election.

Tony, John, and Brendan discuss the constantly-evolving U.S-Chinese relationship and how it may impact American politics in the future. The gang also breaks down what has changed in the stock market, the impact of reopening, the new European Commission recovery plan, and what's happening on Twitter.

HPS Partners Stacy Kerr and Michael Steel are joined by New York Times bestselling author Kate Andersen Brower to discuss her newest book, "Team of Five: The Presidents Club in the Age of Trump." They discuss the collegial relationships and norms for presidents and how the former presidents view their roles during the Trump administration. Plus, Kate offers a behind-the-scenes look into the private bonds between the former American leaders. 

 Tony, John, and Brendan discuss Chair Powell and Secretary Mnuchin's joint hearing this week and give an inside look on how the Treasury might have decided to revive the 20-year bond. The crew also talks through what economic recovery could look like,  the latest buzz on U.S.-China tensions, and the EU's plan for economic relief.   

Matt joins John and Brendan to discuss this week's comments from Fed Chair Jay Powell, Fed fund futures, US-China relations, and how policymakers use the stock market as a barometer for economic health. The crew also plays a game of "Hail Mary," predicting the most likely and least likely scenarios in the coronavirus pandemic, 2020 election, and the eventual return of sports leagues, all before looking ahead to state jobs numbers and PMIs to be released next week. 

On this Jobs Day episode of the HPS Macrocast, Tony, Matt, John, and Brendan unpack the historic jobs numbers, discuss near-term stabilization in oil markets, and dive into what to expect in upcoming relief package negotiations in Washington. They also discuss potential long-term effects of COVID-19 on remote work policies and the future of the leisure and hospitality industry.