The Penta Podcast Channel

Penta Group
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Nov 15, 2019 • 30min

Macrocast: Recession Risk In The Rearview Mirror?

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.
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Nov 8, 2019 • 40min

Macrocast: He Said, Xi Said feat. Ross DeVol

This week, Tony, John, and Brendan were joined by special guest Ross DeVol, President & CEO of Heartland Forward, a new "think and do" tank focused on economic renewal in the American Heartland. They discussed the nuances of recent U.S.-China trade talks and how the pressures of globalization and trade are impacting markets and American communities. Ross shared his insights on how entrepreneurship, innovation, and young firms are impacting the Heartland in the changing economy, and the team took a look ahead at next week's economic data. Learn more about Heartland Forward: https://heartlandforward.org/
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Nov 1, 2019 • 32min

Macrocast: Tricks and Treats in the Labor Market

In the wake of a windy Halloween, Matt McDonald joins Tony, Brendan, and John for a deep dive into supernaturally good jobs figures, the hauntingly low prospects of US-China tariff rollbacks, and premonitions of upcoming trade data.
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Oct 25, 2019 • 36min

Macrocast: Politics and Markets ft. Catherine Lucey

This week John, Brendan, and Tony are joined by special guest, Wall Street Journal White House Reporter Catherine Lucey, to discuss recent policy movement, impeachment, the 2020 election, and the Administration's impact on markets. Besides politics, the gang tackles Brexit, Q3 earnings, and important upcoming economic indicators.
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Oct 18, 2019 • 36min

Macrocast: The Trade War in Asia ft. Ahmed Saeed

With the World Bank and IMF Annual Meetings ongoing, Ahmed Saeed, Vice President of Operations at the Asian Development Bank, joined the Macrocast this week to discuss how the US-China trade war is affecting emerging markets in Asia, along with a look into the unique ways multilateral development banks can address economic issues facing middle-income countries. Then, Tony, John, and Brendan discuss the latest on Brexit and the start of an unexpectedly positive earnings season.
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Oct 11, 2019 • 35min

Macrocast: Where Do China And The US Go From Here?

On this week's episode of the Macrocast, Tony, John, and Brendan dive into some of the most pressing geopolitical issues. From trade negotiations, to the NBA, to how companies are coping with increased Chinese censorship, they break down what U.S.-China tensions mean for markets.
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Oct 7, 2019 • 25min

Insights: On The Impeachment Inquiry

As impeachment dominates news coverage and conversations in Washington, DC and across the country, HPS Partners Stacy Kerr and Michael Steel joined Managing Director Bryan DeAngelis for a special edition of the HPS Macrocast to answer how impeachment will impact the Congressional legislative agenda and the 2020 campaign cycle. 
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Oct 4, 2019 • 36min

Macrocast: "Anything Could Happen"

On this week's Macrocast, John and Brendan are joined by special guest Matt McDonald to make sense of this week's jumbled economic data, including the new jobs report, the IPO market impact, upcoming Fed activity, and the current political chaos' effect on the markets. 
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Sep 27, 2019 • 32min

Macrocast: Does Impeachment Matter For Markets?

On the heels of a busy week, Tony, John, and Brendan discuss new economic data and fiscal policy discussions, the ins and outs of impeachment, and how it might impact markets. Plus, a look ahead at next week's full slate of economic data, including U.S. jobs day. Listen to Clover's Healthy Aging podcast here on Apple podcasts: https://apple.co/2kMyOcv, and here on Google: https://bit.ly/2lYo1Mp Check out HPS' job opening for a Mid-Level Public Affairs Professional: https://jobs.lever.co/hamiltonps/a2fb2201-75a1-4a48-8c31-6caa024bd04d
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Sep 20, 2019 • 29min

Macrocast: "All I Got Was $65 A Barrel!"

This week, John and Brendan are joined by HPS Partner Michael Steel for a lively discussion of monetary and fiscal policy, oil prices in the wake of attacks on Saudi infrastructure, and how companies are navigating global trade uncertainty.

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