Macrocast: Unconventional Convention
Tony, John, and Brendan are joined by Stacy Kerr and Michael Steel to discuss Fed minutes, unemployment claims, and phase four pandemic package negotiations. The crew also talks about the presidential...
21 Aug 202043min
Macrocast: Yield For A Vaccine
Tony, John, and Brendan discuss the steepening yield curve, Treasury and muni markets, and how the Fed can tweak lending facilities to meet the moment. The crew also talks through the likelihood of an...
14 Aug 202036min
Macrocast: Trying To Read Tea Leaves
Matt joins Tony, John, and Brendan to discuss new Jobs Day figures, the impacts of the pandemic on individual sectors' jobs numbers, and market reactions to the latest interactions between the U.S. an...
7 Aug 202036min
Macrocast: "Check Your Grandparents' Stock Portfolios"
Tony, John, and Brendan discuss Big Tech's antitrust hearing & Q2 earnings, national security issues in the pharmaceutical supply chain, and this week's FOMC meeting. They also talk about where negoti...
31 Juli 202037min
Macrocast: This Is The Alamo
John Dick, Founder and CEO of Civic Science, joins Tony, John, and Brendan to discuss the latest economic sentiment index readings—from price sensitivity and savings, to the end of unemployment insura...
24 Juli 202038min
Macrocast: A Tale Of Two Economies
To cap off a relatively "normal" week, Tony, John, and Brendan talk through what we've learned so far from Q2 earnings and how they represent the divergence in how companies have fared during the pand...
17 Juli 202037min
Insights: How Can We Create A More Inclusive Economy?
Sonal Shah, the Founding Executive Director of the Beeck Center for Social Impact + Innovation at Georgetown and former Deputy Assistant to President Obama, joins Stacy Kerr and Tony Fratto to discuss...
17 Juli 202053min
Insights: Higher Ed Episode Four: Duke's Matt Perault
In a new episode of HPS Insights' special series on higher education we talk to Matt Perault, Director of the Center on Science & Technology Policy and former Head of Global Policy Development at Face...
15 Juli 202036min
