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Artwork for Macrocast by FTP & Markets Policy Partners

Macrocast by FTP & Markets Policy Partners

FTP & Markets Policy Partners
Federal Reserve
Tariffs
Inflation
Artificial Intelligence
China
Fed
United States Economy
Oil Prices
Government Shutdown
Iran
Consumer Sentiment
Japan
Consumer Confidence
Supreme Court
Crypto Regulation
Economic Sentiment Index
Housing Market
Oil
AI (artificial Intelligence)
NVIDIA

A pod at the intersection of financial markets and government policy

PublishesWeeklyEpisodes118Founded2 years ago
Number of ListenersCategories
GovernmentBusinessInvesting

Listen to this Podcast

Artwork for Macrocast by FTP & Markets Policy Partners

Latest Episodes

This week, the Macrocast team examines the Federal Reserve's latest policy meeting, where Chair Kevin Walsh held rates steady while maintaining his stance against forward guidance, a decision that drove Treasury yields higher and weighed on equities.... more

This week on the Macrocast, John Fagan and Ed Hill examine the renewed U.S.-Iran conflict and its effect on oil markets, with Brent crude climbing above $100 a barrel. The discussion turns to the Federal Reserve, where Chair Kevin Warsh's approach of... more

This week on the Macrocast, Brendan and Ed were joined by frequent guest John Dick of CivicScience to review his latest Economic Sentiment Index. John discussed the continued improvement of consumer sentiment, indicating that, while still below last ... more

This week on Macrocast, the team breaks down Chair Warsh's first moves at the helm of a divided FOMC and what the June meeting minutes reveal about the growing rift between hawks and doves. Market odds on a rate hike remain low for now but are expect... more

Key Facts

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Recent Guests

Barrett Thornhill
Partner, life sciences and biotechnology policy
FTP
Episode: The Macro Picture: China, Rates, and Healthcare ft. Special Guest Barrett Thornhill
Ed Hill
Analyst guest making a brief appearance
Episode: Inflation, Energy Shocks, and a Busy Week of Economic Data
Trevor Hanger
Policy expert guest on macro and AI policy topics
Forbes Tate / Markets Policy Partners
Episode: AI, Policy, and Market Moves with Trevor Hanger
Shanita Penny
Executive director of the Coalition for Cannabis Policy, Education, and Regulation (CPAR)
CPAR / Forbes Tate
Episode: What’s Next for the Cannabis Industry with Shanita Penny
Tori Smith
Trade and tariff policy expert
Forbes Tate Partners
Episode: Tariffs on Trial: The Supreme Court, Trade Policy, and What Comes Next
Frank Steinberg
Partner at Forbes Tate; expert on research policy and higher education
Forbes Tate Partners
Episode: The Cost of Federal Funding Cuts for Scientific Research with Dr. Ramaswamy from American University
Vasudeva Ramaswamy
Postdoctoral fellow at American University's Institute for Macroeconomic and Policy Analysis
American University
Episode: The Cost of Federal Funding Cuts for Scientific Research with Dr. Ramaswamy from American University
John Dick
Frequent contributor from Civic Science
Civic Science
Episode: Driving Headlines: Fed Firestorm and Crypto Regulations
John Fagan
Guest mentioned as being off the grid during the recording
Episode: One Big Beautiful Bill Passed: Looking Forward

Hosts

Ed Hill
Host of Macrocast; affiliated with Forbes Tate Partners & Markets Policy Partners.
Brendan Walsh
Co-host on Macrocast; affiliated with Forbes Tate Partners & Markets Policy Partners.
John Fagan
Host of Macrocast; affiliated with Forbes Tate Partners / Markets Policy Partners.

Reviews

5.0 out of 5 stars from 8 ratings
  • Great knowledge base

    This podcast is phenomenal and full of high level information that changes the game for market knowledge. Stay up to date here and you have a lot of your need to know updates in the market.

    Apple Podcasts
    5
    Zach Howder
    United States10 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Great for listeners tracking AI, crypto regulation, and macro trends.
Guests provide timely data-driven analysis.
Listeners praise high-level market insights that help understand policy impacts.
The host trio offers clear explanations of complex policy and markets.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#34
Brazil/Business/Investing
Apple Podcasts
#120
Brazil/Business

Talking Points

Recent interactions between the hosts and their guests.

One Big Beautiful Bill Passed: Looking Forward
Q: What about the rare earths and the Mountain Pass investment—what's the bigger takeaway for national strategy?
The investment signals a shift toward actively securing critical minerals domestically, potentially reshaping supply chains and inviting further state-backed support to reduce dependence on foreign sources.
One Big Beautiful Bill Passed: Looking Forward
Q: So now, I guess, August 1st is the new kind of deadline, right?
They expect significant clarity by August 1st on tariffs and trade measures, though not all decisions will be permanent and can be revisited later.
Summer Consumer Habits and Economic Insights: Special Guest John Dick
Q: Is inflation trending up, down, or about the same according to your surveys?
Dick states that price concerns are about the same versus earlier in the year and emphasizes that near-term perceived price pressures have cooled since tariff discussions waned, though some pull-forward behavior persists depending on policy expectations and future price expectations.
Summer Consumer Habits and Economic Insights: Special Guest John Dick
Q: Take it away, John, what are we seeing from your surveys?
John Dick explains that the Economic Sentiment Index fell sharply due to concerns about the job market, with widespread unease about employment prospects, even as consumer spending remains resilient in many areas. He notes a divergence between sentiment and actual spending behavior and highlights pockets like beauty/cosmetics where demand remains strong.
What’s Next for the Cannabis Industry with Shanita Penny
Q: How does hemp regulation relate to broader cannabis regulation at the federal level?
Closing the hemp loophole clarifies federal authority and sets a foundation to regulate hemp-derived products while laying groundwork for future cannabis regulation under a consistent federal standard.

Audience Metrics

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Listeners per Episode
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Location
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Frequently Asked Questions About This Podcast

What is This Podcast about and what kind of topics does it cover?

Macro-focused discussions blend financial markets with policy, touching on inflation, the housing landscape, energy, and AI/governance themes. Episodes often center on consumer sentiment, labor data, and regulatory developments in crypto and AI, with hosts providing timely interpretation of data and policy shifts for investors, operators, and decision-makers. Notable are the data-driven host dynamics and the presence of guests from policy and research groups, which give macro context to market moves. Listeners are likely drawn to clear explanations of how policy, technology, and economics intersect, plus practical implications for investing, corporate strategy, and PR/marketing in the financial sector.

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Which podcasts are similar to this podcast?

These podcasts share a similar audience with this podcast:

1. RenMac
2. The Julia La Roche Show
3. Odd Lots
4. Bloomberg Surveillance
5. Making Sense

How many episodes of this podcast are there?

this podcast launched 2 years ago and published 118 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on this podcast?

Recent guests on this podcast include:

1. Barrett Thornhill
2. Ed Hill
3. Trevor Hanger
4. Shanita Penny
5. Tori Smith
6. Frank Steinberg
7. Vasudeva Ramaswamy
8. John Dick

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