Macrocast: Supply Chain State of Play
In this week's edition of the Macrocast, Loren Smith from Skyline Policy Risk Group joins Tony, John, and Brendan to discuss all things supply chain, diving into the "subplots" behind this ongoing cri...
14 Jan 202240min
Macrocast: Don't Get Too Far Over Your Skis
In the first HPS Macrocast of Season Four and of the new year, Tony, John, Brendan, and HPS' Matt McDonald discuss the last jobs report data of 2021, potential actions the Fed will take in 2022, and t...
7 Jan 202239min
Macrocast: A (Tumultuous) Year in Review
To wrap up Season Three of the HPS Macrocast, Tony, Brendan, and John look back on another tumultuous year in markets, politics, and society. The group assesses the Biden administration's performance ...
22 Dec 20211h 2min
Macrocast: Central Bankapalooza
On today's Macrocast, guest host @mdpen and @MarketsPolicy discuss central bank developments in response to worsening inflation, the state of Build Back Better, and Democratic politics in the Senate.
17 Dec 202137min
Insights: A Conversation with General Stanley McChrystal and Anna Butrico
Today's leaders must adapt to growing risks when it comes to public health, security, the environment, and more. But even when these risks are known, leaders are often unprepared to face them. In this...
16 Dec 202139min
Macrocast: Build Back Better Drama
On this edition of the HPS Macrocast, Tony, John, and Brendan discuss the latest CPI number and monetary policy responses to inflation in the U.S. and abroad. They also talk about the debt ceiling, th...
10 Dec 202136min
Macrocast: The End of "Transitory" Inflation—At Least For Now
On this Jobs Day edition of the HPS Macrocast, Tony, John, and Brendan are joined by HPS' Stratton Kirton to discuss Jobs Day numbers, Chairman Powell's recent testimony on the potential inflation imp...
3 Dec 202138min
Macrocast: Is Black Friday Back?
On this Black Friday edition of the HPS Macrocast, Tony, John, and Brendan are joined by John Dick to discuss the holiday shopping season and the expected impact of inflation and supply chain disrupti...
23 Nov 202134min
