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: A False Sunrise For The Market?
Consumers' feelings toward the economy may be sour, but their spending tells a different story. In this edition of the Macrocast, Tony, John, and Brendan are joined by John Dick of CivicScience to discuss the latest ESI report and the strength of the consumer, despite inflation and rising prices.
The group also dives into what summer travel demand means for airlines and shares their takes on the stock market—including an optimistic outlook for the second half of the year.
Read this week's HPS-CivicScience Economic Sentiment Index here.
Insights: Advancing Equity in Graduate Public Policy Education
In this edition of HPS Insights, HPS Partner Tony Fratto and Senior Director Stephanie Dodge host Fanta Traore, Executive Director and Co-Founder of the Sadie Collective, and Young-Chan Lim and Doug Ortiz, members of the working group for the Cross-Policy School White Paper on Anti-Racism, for a conversation on racial equity in graduate public policy programs. Fanta, Young-Chan, and Doug discuss the Sadie Collective's upcoming white paper, which draws on input from students across the country to offer recommendations for making graduate public policy programs more inclusive. The group also discusses how using a racial equity & inclusion (REI) lens over a diversity, equity, and inclusion (DEI) lens can lead to better outcomes, both for students of color at public policy programs and policymaking itself.
Read more about the Sadie Collective here.
Read more about Fanta Traore, Executive Director of the Sadie Collective, here.
Macrocast: The Worst Of All Worlds
Recession fears abound, and market volatility is up–but will inflation come down enough? In this edition of the Macrocast, Dennis DeBusschere, President and founder of 22V Research, joins guest host and HPS Managing Director Meghan Pennington and John and Brendan from Markets Policy Partners. The group discusses the latest turmoil in equity and crypto markets, where investors are pricing in recession concerns, even as doubt lingers about the Fed's capacity to rein in inflation.
Read about 22V Research here.
Read Markets Policy Partners' latest Five Minute Macro post here.
Crypto Convos With Grayscale's Craig Salm
On the latest episode of Crypto Convos, host Bryan DeAngelis is joined by Grayscale's Chief Legal Officer, Craig Salm. The pair discussed Craig's background in law and his interest in crypto, how Grayscale combines crypto with traditional investing, the company's campaign for a Bitcoin spot ETF, and what's next in crypto.
Grayscale's SEC Comment Letter Submission PageCNBC: Grayscale Tells SEC That Turning Biggest Bitcoin Fund Into ETF Will Unlock $8 Billion For InvestorsUpdated SEC Comment Letter From Davis Polk, Grayscale's Law Firm'A New Argument for a Bitcoin ETF' By Craig Salm@CraigSalm on Twitter
Don't Knock Your Crypto Stock
MPP's John and Brendan are joined by HPS Partner Bryan DeAngelis on today's episode of the Macrocast. The group chats about the many news-worthy market updates from this busy week, including what is happening with tech and crypto stocks. Despite the volatility, the group explains why they feel that comparisons between the current financial moment and the 2008 financial crisis are unfounded.
Insights: A Conversation With Niki Christoff
On today's episode of HPS Insights, Bryan DeAngelis and Elliott Owensby interview Niki Christoff, CEO of Christoff & Co. and host of the Tech'ed Up podcast. The group dives into Niki's unique tech-sector and communications background, which she has leveraged to educate key audiences on important topics like decentralized finance (DeFi) and crypto. Niki also speaks to the ongoing digital currency debates in Washington, D.C.
Niki Christoff WebsiteTech'ed Up with Niki Christoff Podcast@NikiChristoff on Twitter
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!
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.