15 episodes
Markets Policy Partners Macrocast Markets Policy Partners
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- Business
A pod at the intersection of financial markets and government policy
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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 the impending US election and how she is framing the race for her clients, as well as the policy ramifications of either a Biden or Trump victory. She closes with some social commentary and a glimmer of hope around the edges of the dark clouds
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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 fragmentation, turbulence, and uncertainty as the “Axis of Upheaval” confronts the Western powers. Whether China’s designs on Taiwan, the Israel/Gaza war, Russia’s invasion of Ukraine, or the upcoming US election, there is no shortage of global politica...
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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.
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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.
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Minutes Reprice Fed Rate Cuts
We discuss the recent data and Fed Minutes and the repricing of rate cuts
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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 manufacturing-led stimulus push, the wobbly renminbi, the outlook for US-China relations and tariffs, and risks around Taiwan and China’s geopolitics in general. Don’t miss this exceptionally important episode for anyone trying to understand China bette...