The Penta Podcast Channel

On the first edition of Macrocast Live, Tony, John, and Brendan are joined by three economic policy experts with decades of experience watching markets: Victoria Guida of Politico, Jim Pethokoukis of AEI, and Nathan Sheets of Citi. They discuss inflation dynamics, future Fed actions, and the impact of geopolitical turmoil on the global economy. This is an episode you do not want to miss! Show Notes: Jim's Substack: Faster, Please!  Jim's Twitter: @JimPethokoukis Victoria's Twitter: @vtg2 Victoria's Latest Work From Politico Guest Biographies Victoria Guida: Economics reporter covering the Federal Reserve, Treasury, and broader economy for Politico. Victoria has spent her Washington career writing about bank regulations, monetary policy, and trade negotiations. Jim Pethokoukis: The Dewitt Wallace Fellow at the American Enterprise Institute, where he writes and edits the AEIdeas blog, hosts a weekly podcast, "Political Economy with James Pethokoukis," and writes the substack Faster, Please!  Nathan Sheets: Citi's Global Chief Economist, where he oversees the global economics team and leads research across all areas of economics. During the Obama administration, Sheets served as Undersecretary of the U.S. Treasury for International Affairs. 

On the newest episode of HPS' Crypto Convos, HPS Partner and series host Bryan DeAngelis is joined by Aaron Klein, senior fellow in Economic Studies at the Brookings Institution, focused on financial technology, financial regulation, and more. Bryan and Aaron unpack President Biden's new executive order on digital assets and discuss the importance of crypto and digital financial assets to cross-border remittances. The pair also look ahead to the future of commercial and central bank digital currencies (CBDCs) and how crypto is changing the nature of war, as evidenced by its role in the Ukraine conflict. Show Notes: FACT SHEET: President Biden to Sign Executive Order on Ensuring Responsible Development of Digital Assets President's Working Group Report on Stablecoins Federal Reserve of Boston's Project Hamilton

On today's Macrocast, John Dick from CivicScience joins Tony and John Fagan to discuss the latest economic sentiment reading. The conflict in Ukraine is threatening to drag the consumer outlook to a new low, eclipsing the pandemic as consumers' primary concern. Plus, the group contrasts how the U.S. and Europe are weathering the dual crises of inflation and Ukraine. Read the latest economic sentiment index update here. Read more insights from CivicScience here.

In today's episode of HPS Insights, Bryan DeAngelis interviews his good friend and Director of Engagement & Special Projects for Delaware Governor John Carney, Emily David Hershman. Bryan and Emily dive deep into how states like Delaware have managed the pandemic over the past two years, coordinated with other states and the federal government, and worked to develop lasting trust in statewide institutions. Follow Emily on Twitter (@emdave3)and check out more details in the show notes below! Show Notes: VisitDelaware.com Delaware COVID-19 Dashboard First COVID-19 case in Delaware on March 11, 2020 Only 50% of Delawareans ages 18-35 were vaccinated by June 2021 Delaware engaged in door-knocking to spread COVID vaccine information California SMARTER coronavirus plan John Gallagher Jr. COVID-19 Video Elena Delle Donne COVID-19 Video

On this week's episode of the Macrocast, Tony and Brendan are joined by HPS Partner Matt McDonald to discuss the strong February jobs report. They also debate the impact of Russia's invasion of Ukraine on inflation dynamics, supply chains, U.S.-China relations, and Europe. Tune in for a recap of a busy week around the world.Show Notes:February Jobs Report Fact Sheet (From Hamilton Place Strategies)February's Jobs Report (From the Bureau of Labor Statistics)

In this edition of HPS Insights, Tony Fratto hosts HPS Managing Directors and Hill alums Jonathan Graffeo and Kriston McIntosh for a discussion on President Biden's  State of the Union address. The group evaluates the President's efforts to build unity around Ukraine, the pandemic, the remnants of BBB, and more. Read the full transcript of the State of the Union address here. Find Jonathan Graffeo's bio here. Find Kriston McIntosh's bio here.

In today's episode, HPS Managing Director and Russia expert Stratton Kirton joins Bryan, John, and Brendan to discuss Russia's invasion of Ukraine and its economic implications. Stratton breaks down the latest sanctions on Russia and how they'll impact Putin's strategic calculus and global markets. The group also looks ahead to how central banks may respond to the crisis, with the next Fed meeting set for early March.

In this episode of HPS Insights, Meghan interviews HPS's Andrea Christianson, JinAh Kim, Maggie Wang, and Parker St. Jean about their recent project, Capitol Chatter: A Quarterly Analysis of Congressional Tweets. The team chats about how Twitter mentions of certain issues can differ from mainstream media coverage. They also discuss emerging trends in elected officials' approach to Tweeting, contrasting recent posts about inflation from Democratic and Republican Members of Congress as an example. This week's guests also explain how the analysis has changed over time and give a preview on changes we'll likely see in future quarters.

On this week's Macrocast, Tony, John, and Brendan are joined by John Dick to discuss the Economic Sentiment Index's (ESI) record drop and people's "sour" outlook that extends past just the economy. The group also dives into the uncertainties present in the Ukraine-Russia situation, the Fed's tough job ahead, and what to expect next week—from PMIs to the Iran Nuclear Deal talks and more.

In this installment of Crypto Convos, Will McDonough, CEO of Corestone Capital and Vice Chairman of Valkyrie Investments, joins HPS Partners Matt McDonald and Bryan DeAngelis and Markets Policy Partners' Brendan Walsh to discuss the maturing regulatory landscape around crypto assets. McDonough shares his experience navigating the SEC approval process for Valkyrie's groundbreaking, crypto-based ETFs and offers insights into some of the fundamental questions about the nature of crypto and its regulatory future. You can read more about Valkyrie here.