Markets Policy Partners Macrocast
A pod at the intersection of financial markets and government policy
Episodes
26 episodes since 2024
Fed Insights with Neil Dutta from Renaissance Macro
This week we are joined by Neil Dutta, Chief Economist of Renaissance Macro, to discuss his views on what the Fed will do next week.
September 13, 2024
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32:31
Market Indicators and Economic Policy Agendas
In this week's episode, Brendan Walsh and John Fagan of Markets Policy Partners, along with Ed Hill from Forbes Tate Partners, discuss the potential for a recession and what the yield curve indicates for the markets. They also explore the compe...
September 06, 2024
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32:42
Labor Market Dynamics, NVIDIA Earnings, and Economic Agendas
In this week's episode, Markets Policy Partners Brendan Walsh and John Fagan and Forbes Tate Partner Ed Hill discussed the labor market, NVIDIA earnings, and market sentiment. They also spoke about potential economic priorities under a Harris v...
August 29, 2024
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27:47
Fed Chair Remarks and the Upcoming Election: What's Next for the Federal Reserve?
In this week's episode, Markets Policy Partners' Brendan Walsh and John Fagan, along with Forbes Tate Partner Ed Hill, were joined by SWF Insights Inc. Founder Brai Valerio-Esene. During their discussion, they touched on Federal Reserve Chair J...
August 23, 2024
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34:46
Fed Gets Good News on the Inflation Front
This week Ed and Brendan discuss the latest inflation data and what that means for the Fed and markets. We also discuss the latest economic agenda out of the Harris campaign.
August 16, 2024
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17:27
Market Tremors: How Election Shake-Ups and Fed Rates are Shaping the Economic Forecast
In this week’s episode, Markets Policy Partners' Brendan Walsh and Forbes Tate Partners' Ed Hill discuss the latest developments in the 2024 election, including Vice President Harris’s decision to select Minnesota Governor Tim Walz as her runni...
August 09, 2024
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26:42
Unexpected Jump in Consumer Sentiment with Civic Science Founder John Dick
This week we get our monthly update on the ESI from John Dick of Civic Science where the results showed a surprise jump in sentiment. We also discuss the latest jobs data, earnings and the Fed
August 02, 2024
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31:11
The Road Ahead for Harris Campaign With Elizabeth Greer
This week John, Ed and Brendan are joined by Forbes-Tate Partner Elizabeth Greer to discuss Vice President Harris' nascent campaign plans for president and the political landscape in the months ahead. We finish with a discussion of the latest c...
July 26, 2024
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41:24
State of the Election and Implications on the Fed
This week John, Ed and Brendan discuss the RNC Convention, possibility of President Biden drop out of the race and the tough decisions that face the Fed at their July meeting.
July 19, 2024
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28:21
Perspectives on the Fed with Ed Hill
This week we are joined by Ed Hill of Forbes-Tate to discuss recent inflation data, the Fed and Chair Powell's Humphry-Hawkins testimony to Congress.
July 12, 2024
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31:34
Perspectives on the US Consumer from John Dick of Civic Science
On this episode of the MPP Macrocast, John and Brendan are joined by our frequent guest, the always insightful John Dick of Civic Science, to discuss the US consumer trends he is observing in their surveys. John identifies some canaries in the ...
June 28, 2024
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25:58
Political and Policy Risk with Meghan Pennington
On this episode of the MPP Macrocast, John and Brendan are joined by Meghan Pennington, longtime friend of the pod and founder of Forest Drive Strategic Partners, a public affairs consultancy based in Washington DC. Megan discusses her views on...
June 24, 2024
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39:01
Markets and Geopolitics with Eitan Danon from Chainalysis
On this episode of the MPP Macrocast, John and Brendan are joined by Eitan Danon, the Manager of Investigations for Chainalysis, a blockchain intelligence company. Eitan shares his views on the economic and market ramifications of geopolitical ...
June 14, 2024
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39:19
On the Road from Ukraine to Washington with Journalist Jack Wright
Jack Wright joins us (Washington Post, Australian Review, Intersection Podcast) to discuss his recent trip to Ukraine. We then delve into the upcoming US election and discuss the current state of China.
June 05, 2024
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31:15
Markets Policy Partners Macrocast - Fed Inflation, 2024 Election, and China
In today's episode, Brendan Walsh and John Fagan discussed the latest inflation numbers and the Fed before diving into the state of play in China. They closed out the conversation with the potential market effects of the 2024 election cycle.&nb...
May 31, 2024
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24:20
Minutes Reprice Fed Rate Cuts
We discuss the recent data and Fed Minutes and the repricing of rate cuts
May 24, 2024
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21:53
Markets Policy Partners Macrocast: A Conversation with Logan Wright, Director of China Market Research at Rhodium Group
On this episode of the MPP Macrocast, we are joined by Logan Wright, Partner and Director of China Market Research at Rhodium Group. Logan provides his insights on China’s growth outlook, the troubled property sector, fiscal matters, Beijing’s ...
May 17, 2024
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35:30
Markets Policy Partners Macrocast: State of the Consumer with John Dick of CivicScience
This week we are joined by John Dick of CivicScience to dig into their extensive survey data to gain insights into the state of the US consumer and the economy overall. See their work at www.civicscience.com
May 10, 2024
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31:49
Markets Policy Macrocast: A Conversation with Justin Bernier, Co-Founder of National Security Index
On this week's Macrocast, we are joined by Justin Bernier, Co-Founder and CEO of National Security Index to discuss how he has structured his unique investment products to align with US geopolitical interests. Justin also provides insights at t...
May 03, 2024
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37:19
Markets Policy Partners Macrocast: Fed, Consumer, Inflation and Earnings with Matt Del Orfano
On this week's Macrocast we are joined by Matt Dell Orfano to discuss the recent macro data and its implications for the Fed and global markets. We also dig into the recent corporate earnings season and close with risks on the horizon that migh...
April 26, 2024
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41:13
Markets Policy Partners Macrocast: Inflation Creates a Sticky Situation for the Fed
On this week's Macrocast John and Brendan discuss the latest inflation figures and what that means for the Fed as well as the kickoff of first quarter earnings season.
April 12, 2024
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16:35
Markets Policy Partners Macrocast: Supply Chain Discussion with Loren Smith from Skyline Policy Risk Group
In this episode of the MPP Macrocast, we are joined by Loren Smith from the Skyline Policy Risk Group to discuss the key stressors impacting global supply chains – Red Sea attacks, metastasizing conflict in the Middle East, the Key Bridge disas...
April 09, 2024
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31:15
Markets Policy Partners Macrocast: Political Landscape with Declan Garvey from the Dispatch
This week we are joined by Declan Garvey from the Dispatch to discuss the overall political and economic landscape facing the country up to the election and discuss the current state of the news industry.
March 26, 2024
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30:24
Markets Policy Partners Macrocast: Survey Says! A deep dive into consumer attitudes with John Dick of Civic Science
In this installment of the MPP Macrocast, we are joined by our regular guest, the always insightful John Dick of Civic Science, to parse the signals about consumer sentiment from their Economic Sentiment Index (ESI) https://info.civicscience.co...
March 15, 2024
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30:04
Markets Policy Partners Macrocast: US Dollar Dominance: Durable or Doubtful? A conversation with Steve Kamin (AEI) and Mark Sobel (OMFIF)
This week we are joined with Steve Kamin (AEI) and Mark Sobel (OMFIF) to discuss their paper on the future of the US dollar. We also discuss their outlook on the economy and the Fed.
March 07, 2024
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Season 1
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Episode 2
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35:04