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
Aug 16, 2019 • 42min
Macrocast: The Crazy Inverted Yield Curve Show
"Slow August" has not been the case so far this month. Tony, John, and Brendan discuss the inverted yield curve and the difficult job of the Treasury debt management team; U.S. consumers staying strong; U.S.-China trade issues; and a look ahead at the Jackson Hole Economic Symposium next week.
Aug 9, 2019 • 36min
Macrocast: Just the Right Amount of Wrong
Tony, John, and Brendan discuss the ongoing trade dispute between China and the United States; domestic and international growth and monetary policy; and the impact of recent earnings reports on markets.
Aug 2, 2019 • 38min
Macrocast: The Summer Economic Cliffhanger
With Brendan away, HPS' Matt McDonald joins Tony and John on this week's HPS Macrocast. In the first segment, the guys deep-dive on Jobs Day numbers, take a look at wage growth, and discuss global and domestic manufacturing performance. In the second segment, Tony, John, and Matt give their reaction to the Fed's decision to cut rates and President Trump's threat of new tariffs on China.
Jul 26, 2019 • 40min
Macrocast: Neither Going Big Nor Going Home
In a jam-packed show, Tony, John, and Brendan discuss the global economy, the Fed’s focus on the yield curve, equity markets, and competition in the tech sector.
Jul 19, 2019 • 29min
Macrocast: A Strong Dollar Policy No More?
In this week's episode, Tony, John, and Brendan discuss dovish interest rate outlooks across the globe, how the U.S.' strong dollar days might be over, and the big winners of earnings season thus far.
Jul 12, 2019 • 33min
Macrocast: Waving The Red Cape In Front Of The Treasury Market Bull
This week Tony, John, and Brendan discuss Fed Chair Jerome Powell's day on Capitol Hill, 2nd quarter earnings, and if the Treasury will intervene in the foreign exchange market.
Jul 5, 2019 • 22min
Macrocast: Happy Birthday, America! A July Fifth Jobs Day Report
The Macrocast celebrates the Independence Day weekend with an analysis of the BLS jobs report for June. Tony, Matt, and Brendan discuss how demographics are driving economic performance. Plus, we look ahead to the latest news on leadership of the ECB, and next week’s testimony from Jerome Powell.
Jun 28, 2019 • 31min
Macrocast: Politicians: TV Stars With Opinions
In this episode, guest host and HPS partner Matt McDonald joins John and Brendan to preview this weekend's G20 Summit and discuss what market analysts (and the Fed) will be watching for in trade talks between President Trump and China's Xi Jinping. They then turn to politics, recapping the Democratic debate doubleheader and examining whether and how markets are baking in political risk.
Jun 21, 2019 • 35min
Macrocast: A Doveish Outlook From Europe
In this special episode of Macrocast, Tony joins from Brussels with John and Brendan in Washington, DC. This episode covers several international topics, including the possibility of a currency war, the Italian lira, and Facebook's new Libra.
Jun 14, 2019 • 29min
Macrocast: "Rate Cuts Are Like Potato Chips - You Can't Have Just One"
This week, Tony, John and Brendan discuss how inflation and oil prices are affecting market activity -- with a special preview to next week's episode live from Europe.
