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© 2026 Macrocast by Forbes Tate Partners & Markets Policy Partners
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A pod at the intersection of financial markets and government policy
96 Episodes
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This week on the Macrocast, the team is joined by John Dick of CivicScience to discuss AI adoption, consumer behavior, and the growing anxiety around AI tools. This episode also dives into economic data, including the latest PPI report, which came in much higher than expected and could eventually feed through to consumer prices, along with broader implications for markets and policy. Plus, a look at Fed-related news, including insights on Kevin Warsh and the nomination process for the F...
This week on the Macrocast, the team unpacks the latest inflation and employment data, examining what stubborn price pressures and the labor market mean for the Fed and the economy. They dive into the ongoing small government shutdown, equity market trends, and why chatter about a potential U.S. military engagement in Iran hasn’t moved markets. Tune in for a clear, concise breakdown of the numbers, policy developments, and market sentiment shaping today’s economic landscape. For more about th...
This week on Macrocast, the team covers stronger-than-expected January jobs and inflation data, along with shifting consumer sentiment. They also explore the Fed outlook, the upcoming Senate confirmation process for Fed Chair nominee Kevin Warsh, and the ongoing Fed investigation. In addition, they dig into the Japanese economy, the latest crypto selloff and regulatory updates, and the risk of a partial government shutdown as Congress heads into recess. For more about the hosts, please ...
This week on The Macrocast, the team is joined by Trevor Hanger of Forbes Tate Partners, to discuss the surge in AI investment, what it means for markets, and where the broader economy may be headed as technology, policy, and market momentum continue to collide. This episode dives into broader economic outlook, including market expectations under the Trump administration, speculation around future Federal Reserve leadership, and the growing debate over how AI could reshape the workforce...
This week on The Macrocast, the episode dives into growing speculation over future Federal Reserve leadership, with former Fed governor Kevin Warsh emerging as the likely successor. It explores how a more dovish versus more hawkish chair could shape markets, borrowing costs, and the broader economic outlook in the years ahead. The episode also covers Trump-era tariffs and the Supreme Court’s delayed ruling, recent developments in crypto policy, and the latest PPI release as we look toward nex...
This week on Macrocast, the team welcomes frequent guest contributor John Dick of CivicScience to unpack consumer sentiment takeaways from 2025 and what they signal for 2026. The discussion also covers the crypto market and how large banks are beginning to adopt digital assets through new services. The episode ends with developments around Greenland and their market implications, along with the latest Fed updates—including the Supreme Court case and President Trump’s search for a Fed chair.&n...
This week on Macrocast, the team discusses the fallout from the Department of Justice’s investigation into Fed Chair Powell and how the news is reverberating through markets and Washington. They cover President Trump’s push to lower prices by rolling out new policies on credit card interest rates and mortgages as Republicans look to boost their 2026 election prospects. The discussion also touches on appropriations bills moving through Congress, the Supreme Court’s looming tariff decision, and...
Macrocast is kicking off 2026 with a roundup of major economic, policy, and geopolitical developments from recent weeks. The team covers the latest jobs data, dive into Fed updates—including questions around Fed independence ahead of a Supreme Court case—and examine the implications of a possible reversal of President Trump’s IEEPA tariffs for U.S. companies. The episode closes with analysis of U.S. policy toward Venezuela, the role of oil and natural resources, and the Administrations focus ...
Special guest John Dick of CivicScience returns to The Macrocast in the thick of the holiday season. The episode takes a deep dive into seasonal retail trends and the surprising resilience of consumers. Inflation has cooled to 2.7% year-over-year, beating forecasts, but concerns remain about job security, economic pressures, and overall consumer confidence. The conversation explores the resilient mindset of shoppers navigating rising costs, debt, and ongoing uncertainties in the labor market....
This week on Macrocast, the team welcomes Shanita Penny, executive director of the Coalition for Cannabis Policy, Education, and Regulation, for an in-depth look at the evolving cannabis industry. Their wide-ranging discussion explores the current regulatory and business landscape, challenges facing small business owners, and the latest hemp policy developments. The conversation also touches on President Trump’s recent meeting with cannabis executives and what the rescheduling process c...
Tune in to today’s Macrocast episode for a breakdown of the latest ADP jobs report, which shows U.S. private employment falling by more than 30,000. With the Fed widely expected to cut interest rates this December, the discussion also examines how workplace AI could influence the central bank’s policy decisions. The episode wraps up with insights on President Trump’s potential Fed Chair pick, Japan’s historically high government bond yields, and the upcoming Congressional appropriations bills...
In this week’s Macrocast episode, the team breaks down the delayed jobs report and the mixed signals it is sending to markets, along with what it could mean for the Fed’s December interest rate decision. They also dig into the recent market volatility driven by concerns about a potential AI bubble, even as NVIDIA posts strong earnings. Finally, the conversation turns to global financial developments, including Japan’s ongoing efforts to stabilize its economy.
This week on the Macrocast, the team unpacks the end of the 43-day government shutdown—the longest in U.S. history—and what the government’s reopening could mean for markets and economic confidence. The conversation then turns to the fast-evolving world of AI, where policymakers, investors, and analysts are debating whether the sector’s rapid growth reflects genuine innovation or valuations that may be getting ahead of themselves. The hosts also take a look at the latest volatility in c...
This week on Macrocast, the team welcomes Tori Smith, Senior Vice President at FTP and a trade policy expert, for an in-depth discussion on the latest tariff developments. They unpack the Supreme Court case challenging President Trump’s use of IEEPA tariffs, exploring how trade laws and policies could allow tariffs to continue even if the Court rules against the administration. The conversation also covers the U.S.–China relations, the rare earth market, the government shutdown, and the lates...
In today’s Macrocast episode, the team discusses the Federal Reserve’s rate cut and its increasingly hawkish tone. They also cover the meeting between President Trump and President Xi in South Korea, including the agreement they reached on tariffs, export controls, and trade. The episode concludes with a look at the Supreme Court’s consideration of President Trump’s tariffs under IEEPA and the government shutdown. For more about the hosts, please see below: Forbes Tate Partners Ma...
On today’s Macrocast episode, CivicScience CEO John Dick joins to unpack the growing economic impact of the ongoing government shutdown, exploring how uncertainty in Washington is shaping consumer sentiment and holiday retail forecasts. The discussion also dives into debates over cryptocurrency regulation, the latest inflation trends and Federal Reserve analysis, and concludes with timely updates on U.S.-China relations. For more about the hosts, please see below: Forbes Tate Part...
This week on Macrocast, the team examines escalating tensions between the U.S. and China ahead of their upcoming meeting at the APEC summit in South Korea, including the global impact of China’s rare earth controls. They also discuss the recent fraud incidents involving Zions Bancorp and Western Alliance Bancorp, exploring what these cases reveal about the broader health of regional banks. The episode wraps up with an update on the ongoing government shutdown and the sharp rise in gold prices...
On today’s Macrocast episode, the team unpacks the nuances of the government shutdown, examining partisan dynamics and the impact on the federal workforce. They also take a critical look at the Federal Reserve’s interest rate policy and speculate on the Fed’s target interest rate, discuss market investments, AI, and U.S. – China trade policy. For more about the hosts, please see below: Forbes Tate Partners Markets Policy Partners
Tune in to Macrocast this week for the latest on the government shutdown, including the political calculus within the Republican and Democratic parties and President Trump’s threat to fire furloughed federal employees. The team also shares predictions for the Fed and explores the growing tension it faces between inflation and rising unemployment, with ADP data highlighting the strain while official jobs reports remain on hold during the shutdown. For more about the hosts, please see below: Fo...
This week, the Macrocast team welcomes frequent guest contributor John Dick, CEO of CivicScience, to unpack the state of the American consumer. They discuss the decline in long-term economic optimism, growing unease in the job market, and how the political divide is reflected in consumer sentiment. The conversation also touches on housing demand and the Fed’s recalibration of interest rates. For more about the hosts, please see below: Forbes Tate Partners Markets Policy Partn...
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