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Insights: A Conversation On Healthcare Disparities With Linda Goler Blount of The Black Women's Health Imperative Feb 17, 2021

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HPS Partner Stacy Kerr and Managing Director Kriston McIntosh are joined by Linda Goler Blount, the President & CEO of the Black Women's Health Imperative (BWHI). Linda discusses the work of BWHI to help protect and advance the health of Black women and women of color. She also explores the impact of COVID-19 on the Black community and the potential for future action to remove discriminatory barriers to accessing quality healthcare. Linda also highlights her work developing the first-of-its-kind Rare Disease Diversity Coalition that brings together leading health experts to combat the challenges facing minorities with rare diseases.

Macrocast: Too Little Or Too Much Feb 12, 2021

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Tony, John, and Brendan discuss the economic debate on the stimulus package prompted by Larry Summers' op-ed. The group discusses the Fed's approach to inflation and how optimism on vaccinations are impacting markets. Plus, they talk through the latest on bitcoin and cryptocurrency.

Macrocast: Larry Runs The Numbers Feb 05, 2021

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Tony, Matt, John, and Brendan unpack the complicated jobs report, discuss the Biden stimulus package and its critics, and take a moment to review the Trump economy — including discussing how the jobs numbers would have played out in an alternate universe with no pandemic. They also chat about the potential for a pandemic-related baby bust and its economic impact.

Macrocast: You Can’t Outlaw Stupid Jan 29, 2021

Show notes

Tony, John, and Brendan talk about short squeezes - from Piggly Wiggly to Reddit campaigns, the Federal Reserve’s attempts to talk markets down, and next week’s jobs numbers. The crew reluctantly discusses GameStop and goes long on its implications for how we understand SIFIs and the Fed’s blunt recovery instruments.

Macrocast: "Now Is Not The Time To Cut Out Alcohol" Jan 22, 2021

Show notes

Tony, Brendan, & John are joined by John Dick from CivicScience to discuss the outlook for consumers and investors after President Biden's inauguration and first executive actions. The gang discusses the impact of the latest stimulus and the lingering concerns of an unequal, K-shaped recovery. As Tony puts it, "We don't have an output problem, we have acute problems in really important parts of the economy."

Insights: A Peek Into The 50-50 Senate’s Future With Former Senator Chris Dodd Jan 19, 2021

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HPS Managing Director Bryan DeAngelis speaks with former Senator Chris Dodd (D-CT) about Joe Biden’s inauguration and how he will accomplish the enormous tasks he faces upon assuming office. Senator Dodd, one of President-elect Biden’s closest friends, spent nearly three decades serving alongside the President-elect in the United States Senate and worked closely with then Vice President Biden during the passage of Dodd-Frank. Bryan and Senator Dodd discuss life in an evenly divided Senate, bipartisanship, and what this will mean for the Democrat’s legislative agenda.

Macrocast: The $1.9 Trillion Dollar Question Jan 15, 2021

Show notes

Tony, John, and Brendan assess President-Elect Biden's stimulus plan, how markets are reacting, and the implications of going big with the initial package. The crew talks through Federal Reserve Chair Powell's recent remarks from his kitchen and Trump's impeachment. As inauguration approaches, they also talk through the Biden administration's road ahead.

Macrocast: Turning The Page Jan 08, 2021

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In the first Marcoast episode of Season 3, guest host Matt McDonald, John and Brendan from Markets Policy Partners, and Bryan DeAngelis, discuss the fast-moving start to 2021 — from the Georgia Senate elections to the insurrection at the Capitol to the December jobs report. The crew talks market reactions to both and makes predictions on how the Trump presidency will come to a close. They also discuss the December jobs report.

Macrocast: The Decade That Was 2020 Dec 22, 2020

Show notes

In the final Macrocast episode of 2020, Tony, John, and Brendan discuss the wild and unpredictable year — from the COVID-19 pandemic to its economic impacts and the government's fiscal and monetary policy reactions to both. The squad also talks about the socioeconomic and racial divisions highlighted in the past year and makes some predictions looking ahead to 2021.

Macrocast: "Bad Economics Is Never Good Politics" Dec 18, 2020

Show notes

On this week's Macrocast, Tony, John, and Brendan discuss the last-minute stimulus drama, what to expect in the bill, and the impact this will have on the economy. The gang also discusses the news coming out of the Fed's recent FOMC meeting and what this means for its changing monetary mandate heading into 2021, the (continuing) Brexit drama, and the important consumer metrics to look for next week.

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