The Penta Podcast Channel
Penta
The Penta Podcast Channel is home to all of Penta's podcasts, including the Macrocast and What's At Stake: A Penta Podcast. The Macrocast, produced by Penta and Markets Policy Partners, features weekly insight and analysis on the latest macroeconomic trends. What's at Stake: a Penta Podcast features in-house experts and often special guests for analysis on the biggest issues shaping business and public policy.
Episodes
Mentioned books
May 5, 2020 • 22min
Insights: Oil’s New Refrain: "Don’t Drill Baby, Drill"
HPS Managing Director Stratton Kirton and Associate Bryce Campanelli join Managing Director Bryan DeAngelis to discuss their recent analysis on global and domestic oil markets. As oil producers are pumping millions more barrels of oil each day than the market needs, and storage is running out, Stratton and Bryce explain the short- and long-term economic and policy impacts.
May 1, 2020 • 38min
Macrocast: April: In Like A Lion, Out Like A Lamb
Tony, John, and Brendan discuss the first virtual press conference from the Federal Reserve and stimulus measures from the Fed and the ECB. The crew also breaks down how state reopenings might impact markets, the latest developments with the PPP program, and big tech earnings. Plus, they take a look ahead at next week's jobs numbers.
Apr 24, 2020 • 32min
Macrocast: Have We Reached The Bottom Yet?
Matt McDonald steps in for Tony this week bringing with him a fun game of "bottom or not" for different markets. The gang also discusses the most recent stimulus package, the implementation of PPP, and the important data and earnings calls coming up next week.
Apr 22, 2020 • 29min
Insights: Viruses Know No Borders: COVID-19 & The Developing World
HPS Partner Tony Fratto hosts President & Editor-in-Chief of Devex Raj Kumar to discuss the impact of the coronavirus on the developing world. The two cover the unique challenges that developing nations face confronting the coronavirus, the global nature of the pandemic, and the effect of oil prices on all of this. They also discuss Raj's new book "The Business of Changing the World."
Apr 17, 2020 • 35min
Macrocast: We're Gonna Need A Trillion Dollars
Tony, John, and Brendan discuss the Paycheck Protection Program, bank earnings, and jobs numbers. The crew also talks about lessons from remote work and what reopening the economy might look like.
Apr 15, 2020 • 38min
Macrocast: It Was Supposed To Be Tax Day
On this week's bonus episode, Tony, John, and Brendan discuss corporate earnings for banks and the healthcare industry, along with expectations for recovery and market sentiment heading into more weeks of virus-fueled volatility. The crew also discusses the latest updates in oil markets and pricing as talks between Texas producers and regulators continue.
Apr 10, 2020 • 44min
Macrocast: Tossing Around Trillions
Tony, John, and Brendan break down the Federal Reserve's broad efforts to help the economy, including new lending programs and supporting riskier debt. They also discuss the latest OPEC deal, the impacts of growing public and private debt, and additional stimulus on the horizon.
Apr 8, 2020 • 39min
Macrocast: "I Was Supposed To Be On Spring Break"
On this week's bonus episode, Tony and the Markets Policy gang discuss the COVID-19 outbreak's impact on markets, small business relief, and the Eurozone's response to the crisis. They also look at how crude oil is impacting markets and how to approach data during these uncertain times.
Apr 3, 2020 • 38min
Macrocast: If You're Not At The Table, You're On The Menu
On this Jobs Day episode of the HPS Macrocast, Tony, Matt, John, and Brendan are joined by special guest Adrian Stewart to discuss the latest jobs numbers, small business lending, and the Paycheck Protection Program. The crew also discusses recent swings in oil prices and considers how the economy will fare over the coming quarters.
Apr 1, 2020 • 24min
Insights: Dust Off The Bookcase: Tips And Tricks For Remote Television Appearances During A Global Pandemic
HPS Partner Michael Steel hosts HPS Director Molly Mitchell for a discussion on how COVID-19 has changed the media landscape and how to master remote television appearances. They discuss everything from at-home camera set-up to how to look your best without professional hair and makeup assistance.
