Macrocast by Forbes Tate Partners & Markets Policy Partners
A pod at the intersection of financial markets and government policy
Episodes
42 episodes
Market Data and Trump’s Economic Playbook
In today’s episode, the Macrocast team welcomes Trevor Hanger, Senior Vice President at Forbes Tate Partners, to discuss key market trends and policy developments. They examine inflation data, recent bank earnings, and the Fed outlook. The conv...
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28:37
Global Power Shifts and the Future of U.S. Influence
In this episode, the Macrocast team is joined by global forecaster and author David Murrin. Using Murrin’s international relations theories as a framework for analysis, they take a macro-level view o...
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28:36
Kicking Off 2025: Speaker Showdown and GOP Priorities
This week on Macrocast, the team welcomes Democratic strategist Libby Greer and Republican strategist Frank Steinberg of Forbes Tate Partners. With a razor-thin GOP House majority, they analyze the Speaker vote, President-elect Tr...
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31:01
Inflation Challenges and Budget Negotiations
In this episode, John Dick from CivicScience joins the Macrocast team to analyze the latest consumer sentiment, including solidified post-pandemic self-care trends and growing uncertainty about the long-term economic outlook. The discussion als...
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26:07
Inflation, Tariffs, and Tech Shifts
In this episode, the Macrocast team unpacks inflation data and explores the incoming Trump administration’s economic policy stance, including proposed tariffs and key administration appointees. They also provide insight into Big Tech during the...
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23:22
Shaping Policy and Markets: Jobs and Political Transitions
In this episode, the Macrocast team breaks down the latest jobs report and inflation metrics while analyzing key cabinet appointee picks and their market implications. They also examine the GOP’s narrow House majority and priorities for the fir...
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31:02
Consumer Trends and Preferences with CivicScience's John Dick
In this episode, the Macrocast team welcomes John Dick from CivicScience to discuss how economic sentiments differ between Republicans and Democrats post-2024 election. They delve into recent company earnings and Black Friday trends, concluding...
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30:29
Navigating Markets: Fed Autonomy, Inflation, and the Road Ahead
In this episode, the Macrocast team dives into the latest inflation data and explores the future of the Fed, with a particular focus on its autonomy under the incoming Trump administration. They also examine potential cabinet picks and the Sena...
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31:55
2024 Election: Market Ripples and Policy Shifts
In this episode, the Macrocast guys analyze the aftermath of the 2024 election, including its impact on the bond and stock markets. They also explore the incoming Trump Administration's policy priorities, focusing on tariffs, taxes, and governm...
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35:20
Polling Deep Dive with Doug Usher from Forbes Tate Partners
In today's episode, the Macrocast team is joined by Doug Usher, a partner and head of the Insights and Analytics department at Forbes Tate Partners. They provided a comprehensive overview of polling ahead of the 2024 election and a snapshot of ...
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35:08
Insights on Consumer Sentiment and Election Polling with John Dick from CivicScience
In today’s episode, Markets Policy Partners' Brendan Walsh and John Fagan, along with Ed Hill from Forbes Tate Partners, are joined by John Dick, CEO and Founder of CivicScience, a survey and data company. Their discussion covered topics includ...
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36:37
The Election Economic Outlook with POLITICO’s Victoria Guida
In this episode, POLITICO’s Victoria Guida joins the Macrocast guys to delve into the current state of the U.S. presidential race as it heads into the final weeks. Victoria highlights how prediction markets have diverged from traditional polls,...
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36:27
Economic Indicators and the 2024 Election
In this episode, Brendan Walsh and John Fagan from Markets Policy Partners and Ed Hill of Forbes Tate Partners break down the latest Consumer Price Index data and updates from they fed. They also delve into key developments in the rapidly...
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31:07
Job Numbers, Oil Prices, and Geopolitical Updates
In today's episode, Brendan Walsh and John Fagan of Markets Policy Partners, along with Ed Hill from Forbes Tate Partners, discussed the latest job numbers and oil prices. They also explored geopolitical issues, including the turmoil in the Mid...
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30:36
China Economic Outlook with Logan Wright from Rhodium Group
In this week's episode, Markets Policy Partners' Brendan Walsh and John Fagan and Forbes Tate Partners' Ed Hill spoke with Rhodium Groups' Logan Wright, a leading expert on China policy. The discussion offers a comprehensive analysis of China's...
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35:40
Interest Rate Cuts, the Government Funding Deadline, and International Monetary Policy
In today’s episode, Markets Policy Partners Brendan Walsh and John Fagan, along with Forbes Tate Partner Ed Hill, discussed the implications of this week's interest rate cuts, the looming government funding deadline, international monetary poli...
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34:30
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.
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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...
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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...
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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...
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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.
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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...
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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
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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...
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41:24