

• 34 min
Macrocast: The economics of holiday shopping
The Penta Podcast Channel
Play
In this week's episode of the Macrocast, hosts Ylan Mui, John Fagan, and Brendan Walsh are joined by Matt Dell Orfano, Discovery Capital senior analyst and professor at Columbia Business School. The group sheds light on holiday shopping activity and its wider impact on the economy, specifically highlighting changes in pricing and shifts in consumer behavior.
The group unpacks credit card usage and debt, and how they're reshaping consumer financing. They cite the steady rise in aggregate credit card debt and discuss how fluctuating wages and inflation could skew future consumer spending habits. The group also discusses the potential repercussions of a Fed policy misstep and the need for small businesses to have adequate access to financing.

Government • Business • 450 episodes
The Penta Podcast Channel
Latest episode
Show notes
The Penta Podcast Channel is home of Penta's podcast - "What's At Stake". "What's at Stake" features in-house experts and often special guests for analysis on the biggest issues shaping business and public policy.Fed under fire: Examining the future of the central bank and U.S. economy under President Trump
30 min
The $4 Trillion Question: What’s Really in the “One Big, Beautiful Bill?”
26 min
Reputation, Regulation and Relationships: What’s driving policymaker priorities in 2025
27 min
Crypto Counsel: How Ripple’s Top Lawyer Navigates Uncharted Waters
29 min
More episodes