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Macrocast: Latched To The Mast Like Ulysses Sep 18, 2020

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Matt McDonald and Stacy Kerr join John and Brendan to discuss the latest from the Federal Reserve, including inflation targets, calls for fiscal stimulus, and muted market reactions to recent announcements. The crew also explores the possibility of another stimulus bill and the realities of election outcomes for 2020 before looking ahead to what's to come as the clock keeps ticking toward November 3rd.

Insights On 2020: A Conversation With Uber On Get Out The Vote Efforts Sep 17, 2020

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As part of our continuing look at the 2020 elections, HPS partner Michael Steel speaks with Danielle Burr, Uber's head of federal affairs, about Uber's get out the vote efforts this year. With more private sector companies taking an active role in improving voter accessibility in 2020, Burr discusses how and why Uber is using its unique platform to help people get to the polls.

Macrocast: A Day To Never Forget Sep 11, 2020

Show notes

Tony, John, and Brendan take some time this week to reflect on the impact and legacy of 9/11 and how both it, and COVID-19, have redefined national security. The gang also makes sense of current market dynamics, what is happening to stay-at-home stocks, and where the market is headed. Looking ahead, the gang breaks down expected global central bank activity and the likelihood of a new round of federal stimulus relief.

Macrocast: The Potential End Of Unprecedented Fiscal Support Sep 04, 2020

Show notes

Matt joins Tony, John, and Brendan to discuss new Jobs Day figures, what jobs are coming back, and what jobs are not. The team also discusses the market selloff, whether the pandemic-driven technology revolution has been oversold, and how markets react to vaccine news. Finally, the squad discusses ECB complaints on a strong Euro and upcoming inflation data.

Insights: The History And Future Of The Middle Class Economy Sep 04, 2020

Show notes

Michael Steel and Bryan DeAngelis sit down with Jim Tankersley, New York Times tax and economics reporter, to discuss changes in the middle class economy from the 1950s through today and talk about Jim's new book on the topic, "The Riches Of This Land." They also discuss how the fallout of COVID-19 is impacting middle class families and which corporate and federal policies can help build a more inclusive future economy.

Macrocast: Norm-Busting Aug 28, 2020

Show notes

On this week's episode of the Macrocast, Tony and John are joined by guests Michael Steel and Bryan DeAngelis to break down the RNC convention and discuss the current state of politics. The gang also discusses the Fed's new approach to inflation and what this means both in practice and for markets.

Macrocast: Unconventional Convention Aug 21, 2020

Show notes

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 race, discusses the DNC, and looks ahead to the RNC.

Macrocast: Yield For A Vaccine Aug 14, 2020

Show notes

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 another federal stimulus package. Plus, they discuss housing data, increased fees on mortgages, and what this all means for the housing market.

Macrocast: Trying To Read Tea Leaves Aug 07, 2020

Show notes

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. and China. The team also discusses ongoing negotiations over the next stimulus package and a possible executive order, the performative aspects of congressional dealmaking, and what's behind the smoke and mirrors of Microsoft's potential deal with TikTok.

Macrocast: "Check Your Grandparents' Stock Portfolios" Jul 31, 2020

Show notes

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 negotiations stand on a phase four coronavirus relief bill.

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