Macrocast by Forbes Tate Partners & Markets Policy Partners
A pod at the intersection of financial markets and government policy
Episodes
105 episodes
Powell's Unconventional Exit, Warsh's Entry, and the Near-Term Fed Outlook
This week on Macrocast, the team examines Fed Chair Powell’s decision to remain beyond his tenure as chair and what it means for Fed independence as Kevin Warsh prepares to take over. The discussion also touches on the labor market and...
Groundhog Day Markets, Iran Tensions, and What’s Next
This week on the Macrocast, the team digs into the latest economic data and what it is signaling for the broader outlook, though as they joke, it is starting to feel a bit like Groundhog Day. Geopolitical tensions with Iran contin...
Inflation, AI, and the Market Pulse with Special Guest John Dick
This week on the Macrocast, the whole team, with special guest John Dick returning, breaks down the latest inflation data and what it signals for the U.S. economy. They go through CPI, recent inflation trends, and moves in gas pri...
Inflation, Energy Shocks, and a Busy Week of Economic Data
This week on the Macrocast, John Fagan and Brendan Walsh discuss a busy stretch of economic data coming out this week, along with key developments in markets and geopolitics.Geopolitical risk tied to Iran continues to drive vola...
Spring Outlook: Inflation, the Fed, and Iran
This week on the Macrocast, John Fagan is joined by special guest Trevor Hanger to examine the outlook for the U.S. economy as markets balance resilient data with rising risks. They cover shifting expectations for monetary policy, with...
Geopolitics, Gas, and Economic Ripples
This week on the Macrocast, the team examines rising oil prices and their impact on gas markets, along with heightened market volatility amid global uncertainty. Geopolitical tensions in Iran continue to influence investor sentiment, w...
March Madness and This Week in Markets
This week on the Macrocast, special guests Trevor Hanger and John Dick join the team to break down key developments across the economy, politics, and markets. John Dick shares new survey data and insights on consumer sentiment and risi...
Markets Watch: Housing, Iran, and DHS
This week on the Macrocast, the team covers the Senate’s bipartisan ROAD to Housing Act and its potential effects on housing markets. They break down the ongoing DHS funding impasse, discuss the planned Kevin Warsh hearing in the Senat...
Global Conflict and the Road to the 2026 Midterms
This week on the Macrocast, Trevor Hanger of Forbes Tate Partners joins the team to discuss the conflict with Iran, assessing energy market volatility and its domestic ripple effects. Shifting focus to the 2026 election cycle, the grou...
AI Anxiety, Surprising PPI, and Fed Chair Watch with John Dick
This week on the Macrocast, the team is joined by John Dick of CivicScience to discuss AI adoption, consumer behavior, and the growing anxiety around AI tools.This episode also dives into economic data, including the latest PPI ...
Economic Signals Today: Inflation, Jobs, and Geopolitics
This week on the Macrocast, the team unpacks the latest inflation and employment data, examining what stubborn price pressures and the labor market mean for the Fed and the economy. They dive into the ongoing small government shutdown,...
January Economic Data, The Latest Fed Outlook, and More
This week on Macrocast, the team covers stronger-than-expected January jobs and inflation data, along with shifting consumer sentiment. They also explore the Fed outlook, the upcoming Senate confirmation process for Fed Chair nominee K...
AI, Policy, and Market Moves with Trevor Hanger
This week on The Macrocast, the team is joined by Trevor Hanger of Forbes Tate Partners, to discuss the surge in AI investment, what it means for markets, and where the broader economy may be headed as technology, policy, and market mo...
Fed Succession and the Market Impact
This week on The Macrocast, the episode dives into growing speculation over future Federal Reserve leadership, with former Fed governor Kevin Warsh emerging as the likely successor. It explores how a more dovish versus more hawkish cha...
Consumer Sentiment, Crypto Currency, and Fed Leadership Updates
This week on Macrocast, the team welcomes frequent guest contributor John Dick of CivicScience to unpack consumer sentiment takeaways from 2025 and what they signal for 2026. The discussion also ...
Fed Fallout and Trump’s Push on Prices
This week on Macrocast, the team discusses the fallout from the Department of Justice’s investigation into Fed Chair Powell and how the news is reverberating through markets and Washington. They cover President Trump’s push to lower prices by r...
What to Watch in 2026: Fed Independence, Housing Affordability, and More
Macrocast is kicking off 2026 with a roundup of major economic, policy, and geopolitical developments from recent weeks. The team covers the latest jobs data, dive into Fed updates—including questions around Fed independence ahead of a Supreme ...
Holiday Spending and Market Trends with Special Guest John Dick
Special guest John Dick of CivicScience returns to The Macrocast in the thick of the holiday season. The episode takes a deep dive into seasonal retail trends and the surprising resilience of consumers. Inflation has cooled to 2.7% yea...
What’s Next for the Cannabis Industry with Shanita Penny
This week on Macrocast, the team welcomes Shanita Penny, executive director of the
ADP Jobs Slide, Fed Cut Looms: What to Watch
Tune in to today’s Macrocast episode for a breakdown of the latest ADP jobs report, which shows U.S. private employment falling by more than 30,000. With the Fed widely expected to cut interest rates this December, the discussion also examines ...
Clouded Jobs Data and Market Jitters
In this week’s Macrocast episode, the team breaks down the delayed jobs report and the mixed signals it is sending to markets, along with what it could mean for the Fed’s December interest rate decision. They also dig into the recent m...
AI Hype, Bitcoin Buzz, and the End of the Shutdown
This week on the Macrocast, the team unpacks the end of the 43-day government shutdown—the longest in U.S. history—and what the government’s reopening could mean for markets and economic confidence. The conversation then tu...
Tariffs on Trial: The Supreme Court, Trade Policy, and What Comes Next
This week on Macrocast, the team welcomes Tori Smith, Senior Vice President at FTP and a trade policy expert, for an in-depth discussion on the latest tariff developments. They unpack the Supreme Court case challenging President Trump’...
From the Fed to the Supreme Court: A Busy Week in Policy
In today’s Macrocast episode, the team discusses the Federal Reserve’s rate cut and its increasingly hawkish tone. They also cover the meeting between President Trump and President Xi in South Korea, including the agreement they reache...