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Macrocast: Christmas In Washington? Dec 11, 2020

Show notes

John Dick, Founder and CEO of Civic Science, joins Tony, John, and Brendan to talk through the emerging bipartisan and White House stimulus plans and how the market is reacting to the soon-to-run-out enhanced unemployment benefits. The gang also discusses the recent bifurcation in American consumers' behavior as holiday retail sales pick up before diving into the data expected next week and what it means for 2021.

Insights: The Road to Recovery With Former Obama Official Steve Adamske Dec 10, 2020

Show notes

Bryan DeAngelis and Tony Fratto are joined by Steve Adamske, the Vice President and Head of Communications and Public Affairs for FIA, and former Director of Public Affairs to four CFTC chairmen and Deputy Assistant Secretary for Public Affairs at the Treasury Department. Steve joins Bryan and Tony to discuss the current state of the economy and how the newly announced Biden economic team can best help jumpstart the economic recovery. Based on their long history of government experience working on economic policy, the group covers best practices and advice on how Congress and the new Administration apply lessons learned from the 2009-2010 recovery to the current crisis.

Macrocast: Welcome To The End Of The V Dec 04, 2020

Show notes

Matt, John, and Brendan talk through the disappointing jobs report, the market reaction, and a vaccine and potential stimulus on the horizon. The crew also breaks down the Biden administration's economic picks. Plus, the team takes a look ahead across the pond at Brexit negotiations and the ECB meeting.

Insights: Developing The COVID-19 Vaccine With Pfizer's Jon Selib Dec 03, 2020

Show notes

HPS partners Stacy Kerr and Michael Steel host Jon Selib, Senior Vice President for Global Policy at Pfizer, to discuss the COVID-19 vaccine development and approval process, from the early stages of the pandemic to clinical trials and the vaccine's official approval in the UK. The trio talks about the impact of the important project on the internal culture at Pfizer, the value of working alongside other pharmaceutical companies, and the various considerations involved in vaccine distribution worldwide.

Macrocast: Is Black Friday Still A Thing? Nov 24, 2020

Show notes

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 how consumers are responding to the latest surge of COVID cases. The gang also discusses the first round of Biden Cabinet picks, the impact of the continued positive vaccine news on the economy, and the economic data to look for as we head into December.

Insights: Polling, Conspiracy Theories, And Polarization, Oh My! Nov 23, 2020

Show notes

HPS Managing Director Bryan DeAngelis hosts Dan Cox, a research fellow in polling and public opinion at the American Enterprise Institute (AEI) and director of the Survey Center on American Life, to discuss some of his recent research on the role and impact of conspiracy theories following the 2020 Presidential election. Bryan and Dan also discuss how the media, polarization, and the current political landscape are altering American life and posing challenges for the polling industry moving forwards.

Macrocast: A Public Spat Into The Dark Winter Nov 20, 2020

Show notes

Senior Director Meghan Pennington joins John and Brendan to discuss the unprecedented argument between the Fed and the Treasury Department over unused CARES Act funds and what it means for the possibility of new stimulus. The crew also discusses markets' reactions to the Georgia Senate runoffs, how a divided government could work in 2021, and the latest news about presidential race recounts.

Macrocast: "COVID Is Back In The Driver's Seat" Nov 13, 2020

Show notes

On this week's show, Bryan DeAngelis fills in for Tony and is joined by John and Brendan to discuss the rollercoaster week for markets and how the surge in COVID cases, news of a potential vaccine, and results of the Presidential election are swaying investors. The gang also looks at news coming from the Biden transition and what to expect from the Trump administration during the lame duck on geopolitics and the Fed.

Insights: Raising The Steaks: A Conversation On Cell-Based Meat Products With Memphis Meats' Eric Schulze Nov 09, 2020

Show notes

HPS Partner Tucker Warren hosts Eric Schulze, VP of Product and Regulation at Memphis Meats, for a conversation about cell-based meat products, the rise in companies developing these innovative products, and the regulatory procedures behind bringing cell-based meat products to market. Tucker and Eric discuss Memphis Meats' origins and how the company is working to provide consumers with sustainable choices that are healthy and environmentally friendly. The pair also talks about innovations in agriculture and the meat industry globally, how new products are regulated, and new trends in the cell-based meat industry that consumers can expect to see in the coming years.
To learn more about Memphis Meats, visit memphismeats.com.

Macrocast: The Strangest Lame Duck Ever Nov 06, 2020

Show notes

On this Jobs Day Friday and Election Day +3, Matt joins Tony, John, and Brendan to discuss strong jobs numbers, the shape of the recovery, and the state of the election as well as the future of economic policymaking. The squad also talks about the fiscal and monetary policy outlook coming out of the latest FOMC meeting.

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