The Penta Podcast Channel

On this episode of the Macrocast, Tony joins live from Davos, where he updates John and Brendan in the HPS studio on what international leaders have been discussing at the World Economic Forum, including stakeholder capitalism and President Trump's appearance. They also touch on how investors and market participants are addressing climate change, the impact of the coronavirus on markets and China's economy, and take a look ahead to a big week of Q4 earnings coming up.

Ahead of Tony's trip to the World Economic Forum in Davos, he joins John and Brendan to discuss the new lockup protocols at the Bureau of Labor Statistics, analyze corporate earnings trends, and pick apart the "phase one" trade deal between the U.S. and China. 

On the first episode of season two, HPS partner Matt McDonald joins Tony and John in D.C. to discuss new Jobs Day numbers and comments from former Federal Reserve chairs Ben Bernanke and Janet Yellen at the American Economic Association's annual meetings in San Diego. The guys also discuss the global market effects of tensions between the United States and Iran, and look forward to all that's to come in 2020. 

On a bonus episode of the Macrocast, Tony, John, and Brendan discuss their career paths, how they ended up together, and why they set out to do the Macrocast. The gang also gives tips on where to get news and who to watch in macroeconomics, as well as a few good reads for the holiday break. 

On the last Macrocast episode of 2019, Tony joins John and Brendan from New York City to discuss the year's biggest stories, including the crazy inverted yield curve and the Fed's series of rate hikes and cuts. The guys also preview what's to come in 2020 for USMCA, the U.S.-China trade agreement, and impeachment's effects on markets. 

On this week's episode of the HPS Macrocast, Tony joins John and Brendan in D.C. to discuss the new U.S.-China trade deal and USMCA trade agreement. The gang also discusses the latest on Brexit after the UK general election, Christine Lagarde's first press conference as president of the European Central Bank, and what to expect before 2019 wraps up.

On this week's episode of the HPS Macrocast, Matt McDonald joins John Fagan and Brendan Walsh to make sense of new jobs numbers and what they mean for the broader U.S. economy. After talking through the importance of USMCA, the team discusses the intersection of markets and geopolitics with the latest on OPEC, Saudi Arabia, and Aramco's IPO.

On a Black Friday edition of the Macrocast, Tony, John, and Brendan talk with special guest Matt Dell Orfano about Black Friday and Cyber Monday's impact on the economy, what retailers are doing to navigate tariffs and a changing shopping landscape, and what the shortened shopping season might mean for sales. Plus, the team gives thanks for the Macrocast, and John gives thanks for Skechers.

On this week's episode, Tony joins John and Brendan in D.C. to discuss expectations for ongoing trade negotiations. The gang also tries to make sense of Fed Chairman Powell's meeting with President Trump, upcoming Fed activity, as well as market and economic expectations for 2020.

This week our favorite special guest, Matt McDonald, fills in for Tony and joins Brendan and John to talk about the growing optimism in markets and the expected impacts of the forthcoming "Phase One" trade deal. The gang also discusses global turmoil and its ramifications for markets, as well as how to make sense of domestic political activity on both impeachment and the 2020 presidential race.