258 episodes

The HPS Podcast Channel is home to all of Hamilton Place Strategies' original podcasts, including the HPS Macrocast and HPS Insights. The HPS Macrocast, produced by Hamilton Place Strategies and Markets Policy Partners, features weekly insight and analysis on the latest macroeconomic trends. HPS Insights features in-house experts and often special guests for analysis on the current events impacting the business and political communities.

HPS Podcast Channel Hamilton Place Strategies

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    • 5.0 • 46 Ratings

The HPS Podcast Channel is home to all of Hamilton Place Strategies' original podcasts, including the HPS Macrocast and HPS Insights. The HPS Macrocast, produced by Hamilton Place Strategies and Markets Policy Partners, features weekly insight and analysis on the latest macroeconomic trends. HPS Insights features in-house experts and often special guests for analysis on the current events impacting the business and political communities.

    Macrocast: Whatever Markets Are Fearing, Consumers Are Not Seeing

    Macrocast: Whatever Markets Are Fearing, Consumers Are Not Seeing

    On this week's episode of the Macrocast, Tony, John, and Brendan are joined by John Dick of Civic Science and Mark Sobel of the Official Monetary and Financial Institutions Forum. The group starts by discussing the increasing divergence between market economic fears and positive U.S. consumer sentiment. The quintet then talks about recent bond market volatility and central banks worldwide hiking rates before ending the episode by touching on historic dollar strength, and how global policymakers should respond. 

    • 42 min
    The Macroeconomy And Midterm Elections

    The Macroeconomy And Midterm Elections

    On this week's episode of the Macrocast, Jonathan Graffeo, managing director at HPS, joins Brendan and John of Markets Policy Partners. The group starts by debriefing the latest CPI reading and the impact it might have on the Fed's next interest rate decision. They also address the latest issues and developments impacting the global energy market, including the potential impact winter weather might have on the European energy market. John, Brendan, and Jonathan finish the show by talking about how current economic conditions in the U.S. might impact the midterm elections. 

    • 39 min
    Macrocast: Long Live The King

    Macrocast: Long Live The King

    Yesterday, Queen Elizabeth II passed and became the second longest-serving monarch in modern history. In this edition of the Macrocast, Tony, John, and Brendan talk about the political and economic changes that occurred during her 70-year reign. 
    To wrap up the show, the trio dives into Chairman Powell's speech at the CATO institute, the Fed's whatever it takes approach to conquer inflation, and their prediction for next week's CPI data. 

    • 41 min
    Macrocast: Payroll Palooza

    Macrocast: Payroll Palooza

    In this edition of the Macrocast, HPS Partner Matt McDonald joins Tony, John, and Brendan to analyze the August jobs report. According to the most recent numbers, unemployment is up, but that's not bad news: As Matt explains, the increase in labor force participation and the addition of over 300,000 jobs bodes well for the economy. Plus the group goes beyond the "quiet quitting" headlines to discuss what the phenomenon really means for workers and their managers. Will workers stagnate without going the extra mile? Or are they simply taking more time for what matters most to them? 
    One thing is for sure: Many workers are still spending more time at home, even as remote work recedes from its pandemic high. To close, the group discusses what workers might be doing with the extra time at home.

    Read this week's Five Minute Macro report from Markets Policy Partners here.
    Learn more about career opportunities at HPS, including associate and analyst roles, here.

    • 36 min
    Insights: Ali Vitali on Why We're Still Waiting for a Woman to Reach the White House

    Insights: Ali Vitali on Why We're Still Waiting for a Woman to Reach the White House

    In this edition of HPS Insights, HPS senior director Rebecca Buck interviews NBC News Capitol Hill Correspondent and former MSNBC "Road Warrior" Ali Vitali about her new book, "Electable: Why America Hasn't Put a Woman in the White House . . . Yet." 
    Drawing on her experiences covering the 2020 presidential campaign, Ali discusses the unique hurdles women face in running for the highest office in the land. Ali and Rebecca reflect on how more women running for the presidency has changed the national conversation on historically overlooked issues like child care and paid parental leave. 
    What will it take to finally elect a woman to the presidency? And why hasn't it happened already? Listen to the show to find out.  
    Order find Ali Vitali's book here.
    Follow Ali on Twitter here.
    Read more about Ali here.

    • 26 min
    Macrocast: Chairman Powell's "Grim Determination to Carry On"

    Macrocast: Chairman Powell's "Grim Determination to Carry On"

    On today's Macrocast, HPS' Matt McDonald, John Fagan of Markets Policy Partners, and John Dick of Civic Science recap Fed Chair Jerome Powell's Jackson Hole speech. The group examines Chair Powell's speech from different angles, arguing that a 9 minute speech shows not only that the Fed didn't want to share any new information, but also signals a "grim determination to carry on" with recent policy decisions. Consumer economic sentiment was also a focus of the conversation, as John Dick provided highlights from Civic Science's latest data, discussing the changes to consumer sentiment over the past several weeks. John, John, and Matt also cover the Administration's recent student loan relief plan and the potential economic impacts of this historic move.  

    Watch Fed Powell's Jackson Hole speech. Read HPS' most recent GDP analysis and HPS and Civic Science's latest economic sentiment analysis.

    • 35 min

Customer Reviews

5.0 out of 5
46 Ratings

46 Ratings

none01089 ,

Great insight

This is a nice way to keep a finger on the pulse of what’s happening around the world at the intersection of markets and policy. I listen as I walk home from work. Well done MPP!

SeattleJane ,

Expert commentary with a global perspective

Everything one needs to know about the markets and the economy, from inverted yield curves to Brexit and trade wars, in just a half hour.

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