Shows / Macro Hive Conversations With Bilal Hafeez
Macro Hive Conversations With Bilal Hafeez
We talk economics and markets with leading policymakers and investors.
Episodes
Macro Hive Conversations With Bilal HafeezEp. 382: Shahin Vallée on French Political Risk, Le Pen's Rise, and European Bond Spreads
Shahin Vallée is a former advisor to the President of the European Council (Herman Van Rompuy) and to the French Minister of Economy (Emmanuel Macron). He is…
Macro Hive Conversations With Bilal HafeezEp. 381: Tomasz Nadrowski on Energy Chokepoints, Asymmetric Warfare, and Critical Minerals
Tomasz Nadrowski is a portfolio manager at the Amvest Terraden Critical Minerals Fund. He was a former Director at the World Economic Forum and Vice President…
Macro Hive Conversations With Bilal HafeezEp. 380: Alex Edmans on Market Bubbles, Investor Biases, and the Madness of Markets
Alex Edmans is a Professor of Finance at London Business School and is one of the world's leading academics on company purpose, social value, and profit. Alex…
Macro Hive Conversations With Bilal HafeezEp. 379: Paul Cavey on East Asia's AI Tech Boom, Semiconductor Exports, and Macro Dynamics
Paul Cavey is a China-focused Asia economist with twenty-five years of experience covering the region. He runs East Asia Econ. Previously, he was a macro…
Macro Hive Conversations With Bilal HafeezEp. 378: Apurv Jain on Alternative Data, Real-Time Macro Nowcasting, and AI's Economic Role
Apurv Jain is the Founder and CEO of MacroX, a San Francisco-based startup building a real-time measurement layer for the global economy using alternative…
Macro Hive Conversations With Bilal HafeezEp. 377: Jay Pelosky on the Tripolar World, the Spending Super Cycle, and the Global Earnings Boom
Jay Pelosky is the founder of TPW Advisory. He has over 35 years of buy-side and sell-side financial market experience. Before going independent, Jay was at…
Macro Hive Conversations With Bilal HafeezEp. 376: Rory Johnston on $100 Oil, the Refined Product Crisis, and China's Swing Power
Rory Johnston is a Toronto-based oil market researcher, the founder of Commodity Context, a lecturer at the University of Toronto's Munk School of Global…
Macro Hive Conversations With Bilal HafeezEp. 375: Bilal on How to Use AI to Turbocharge Your Market Analysis
In this solo episode, Bilal flips the script to pull back the curtain on his personal research workflow, addressing a surge of questions from peers on how to…
Macro Hive Conversations With Bilal HafeezEp. 374: Dominique Dwor-Frecaut on the K-Shaped US Economy, AI Supply Shocks, and Fed Hikes
Dominique Dwor-Frecaut is the Chief US economist and macro strategist for Macro Hive and is based in Los Angeles. Before that, she worked at various hedge…
Macro Hive Conversations With Bilal HafeezEp. 373: Jon Turek on the 'Owl' Fed, the US Treasury's Bond Buybacks, and AI Capex Durability
Jon Turek is the founder and CEO of JST Advisors, a hedge fund advisory service that publishes a weekly research note with global macro trade ideas. JST…
Macro Hive Conversations With Bilal HafeezEp. 372: Branko Milanović on China's Rise, the Shift to National Market Liberalism, and Inequality
Branko is a research professor at the Stone Center on Socio-Economic Inequality at the City University of New York. He received his PhD from the University of…
Macro Hive Conversations With Bilal HafeezEp. 371: Paul Krake on AI's Post-Cyclical World, 10% Unemployment Risks, and the End of Friction
Paul Krake is an investor, strategist, and independent researcher with three decades across macroeconomics, policy, and capital markets. In 2011, he founded…
Macro Hive Conversations With Bilal HafeezEp. 370: Eric Beinhocker on Market Humanism, the End of Neoliberalism, and Human Flourishing
Eric Beinhocker is a professor at the University of Oxford's Blavatnik School of Government and the founder and executive director of the Institute for New…
Macro Hive Conversations With Bilal HafeezEp. 369: Marvin Barth on US Re-Industrialisation, Trump 2.0, and the Localisation Thesis
Marvin Barth is the creator of Thematic Markets and Seriously, Marvin?!. Thematic Markets is rigorous, institutional-quality research aimed at market…
Macro Hive Conversations With Bilal HafeezEp. 368: Richard Clarida on the Warsh Fed, the AI Capex Boom, and Global Economic Fragmentation
Dr Clarida is a managing director and global economic advisor at PIMCO. Prior to rejoining PIMCO in 2022, he was the firm's global strategic advisor from 2006…
Macro Hive Conversations With Bilal HafeezEp. 367: Brendan Greeley on The Almighty Dollar, 500 Years of History, and the Eurodollar Market
Brendan Greeley has spent twenty years as a journalist, covering economic and monetary policy. He was the US economics editor at the Financial Times and…
Macro Hive Conversations With Bilal HafeezEp. 366: Mikihiro Matsuoka on Japan's Inflation, BOJ Policy Shifts, and the Weak Yen Challenge
Matsuoka-San is the Chief Economist of SBI Securities in Japan. Before that, he was the Chief Economist for Japan at Deutsche Bank. Overall, he has been…
Macro Hive Conversations With Bilal HafeezEp. 365: Stefan Jansen on Agentic AI, ML Workflows, and the Evolution of Machine Learning for Trading
Stefan Jansen is the founder and CEO of Applied AI. He advises Fortune 500 companies, investment firms, and startups across industries on data & AI strategy…
Macro Hive Conversations With Bilal HafeezEp. 364: William Beach on the US Fiscal Precipice, Tax Reform, and AI's Impact on Labour
William W. Beach is the Senior Fellow in Economics at the Economic Policy Innovation Center (EPIC) and the Coffin Fellow at the Calvin Coolidge Presidential…
Macro Hive Conversations With Bilal HafeezEp. 363: Martin Wolf on AI's Colossal Impact, Central Banking Risks, and the Democratic Recession
Martin Wolf is the chief economics commentator at the Financial Times in London. He was awarded the CBE (Commander of the British Empire) in 2000 'for services…
Macro Hive Conversations With Bilal HafeezEp. 362: Dan Rasmussen on Private Equity's Stranded Assets, Private Credit, and the AI Bubble
Daniel Rasmussen is the founder and managing partner of Verdad Advisers, an investment firm with over $1 billion in assets under management across multiple…
Macro Hive Conversations With Bilal HafeezEp. 361: Neil Dutta on the US Economic Outlook, Fed Policy Stasis, and AI's Role in Consumer Wealth
Neil Dutta is Head of Economic Research at Renaissance Macro Research (renMac). He leads their macroeconomic research efforts, with an emphasis on analysing…
Macro Hive Conversations With Bilal HafeezEp. 360: Dirk Willer on Trading Global Macro Regimes, the End of QE, and Navigating Equity Bubbles
Dr. Dirk Willer is a Managing Director and Global Head of Macro and Asset Allocation at Citi Research in New York. Prior to this role, Dirk headed global…
Macro Hive Conversations With Bilal HafeezEp. 359: Dylan Smith on the Hormuz Supply Shock, US Macro Regimes, and Private Market Evolution
Dylan is the founder of arcMacro, where he analyses macro and private markets. His previous roles include serving as an economist at Goldman Sachs and…
Macro Hive Conversations With Bilal HafeezEp. 358: Shawn Edwards on Engineering Trust in AI, The Bloomberg Way, and the Terminal's Future
Shawn Edwards is Bloomberg's Chief Technology Officer. Based in New York, he oversees the development of Bloomberg's global technology strategy. In 2017, Shawn…
Macro Hive Conversations With Bilal HafeezEp. 357: Andrew Perry on the Five Pillars of Global Macro, Liquidity, and Australia's Macro Risks
Andrew Perry is the creator of Macro Pillars, a macro research product servicing a bespoke selection of global banks, hedge funds, and sophisticated investors…
Macro Hive Conversations With Bilal HafeezEp. 356: Tina Fordham on the Geopolitics Super Cycle, Iran's Oil Shock, and Trump's Global Impact
Tina Fordham is a Geostrategist, Author and Advisor to board and C-Suite leaders on a mission to transform how leaders navigate the changing global…
Macro Hive Conversations With Bilal HafeezEp. 355: Phil Suttle on Oil Market Shocks, Inflationary AI, and the Fed's Hawkish Pivot
Phil is the founder of Suttle Economics – a leading research consultancy. Before that, he held senior roles at Tudor, the Institute of International Finance…
Macro Hive Conversations With Bilal HafeezEp. 354: Nader Itayim on Iran's Hormuz Stranglehold, GCC Tensions, and the Oil Market's Recovery
Nader is Argus' Middle East editor, based in Dubai. Argus is a leading independent provider of global energy and commodity market intelligence. Nader has more…
Macro Hive Conversations With Bilal HafeezEp. 353: Rory Johnston on the Hormuz Ceasefire, Oil Supply Losses, and Navigating Energy Security
Rory Johnston is a Toronto-based oil market researcher, the founder of Commodity Context, a lecturer at the University of Toronto's Munk School of Global…
Macro Hive Conversations With Bilal HafeezEp. 352: Richard Schimel on Platform Evolution, Collaborative Culture, and Navigating Market Risks
Richard Schimel is the Co-Founder and Co-CIO of Cinctive Capital Management – a leading multi-strategy alternative asset manager. Rich has over 30 years of…
Macro Hive Conversations With Bilal HafeezEp. 351: Tyler Goodspeed on Recession Myths, the Reality of Economic Shocks, and Policy Hubris
Dr. Tyler Goodspeed chaired the White House Council of Economic Advisers from 202-21. During his tenure on the council, he also chaired the Economic Policy…
Macro Hive Conversations With Bilal HafeezEp. 350: Tomasz Nadrowski on China's Mineral War, Western Supply Chain Gaps, and Global Resilience
Tomasz Nadrowski is a portfolio manager at the Amvest Terraden Critical Minerals Fund. He was a former Director at the World Economic Forum and Vice President…
Macro Hive Conversations With Bilal HafeezEp. 349: Nader Itayim on Iran's Regional War, the Hormuz Choke Point, and Global Energy Disruption
Nader is Argus' Middle East editor, based in Dubai. Argus is a leading independent provider of global energy and commodity market intelligence. Nader has more…
Macro Hive Conversations With Bilal HafeezEp. 348: Alex Campbell on Commodity Diversification, AI strategies, and the Moneyball Approach
Alex has 20 years of experience at the intersection of finance and data. He has been a global macro investor at firms like Bridgewater Associates and a…
Macro Hive Conversations With Bilal HafeezEp. 347: Raphaël Gallardo on Austrian Economics, Wobbling AI Bubbles, and Trump Risk Parity
Raphaël Gallardo is Chief Economist within the Cross-Asset team at Carmignac. Carmignac is a leading European investment management boutique established in…
Macro Hive Conversations With Bilal HafeezEp. 346: Alex Gurevich on US Return to Zero Rates, AI Productivity, and Managing Portfolio Paralysis
Alex Gurevich is the founder of HonTe Investments. After earning a PhD in mathematics from the University of Chicago, he leveraged his passion for strategic…
Macro Hive Conversations With Bilal HafeezEp. 345: Marc Elovitz on Private Market Evolution, Crypto's Regulatory Shift, and AI Explainability
Marc Elovitz is Global Head of Investment Management Regulatory at McDermott Will & Schulte – a leading global law firm. Marc advises private fund managers on…
Macro Hive Conversations With Bilal HafeezEp. 344: Sean McGould on Multi-Strategy Investing, Trump 2.0, and the AI 'Digital Tool' Era
Sean McGould – the founder/CEO of the Lighthouse Group – an approximately $17 billion investment management firm. Prior to Lighthouse, Sean was the Director of…
Macro Hive Conversations With Bilal HafeezEp. 343: Srividya Jandhyala on Changing Corporate Behaviour to Geopolitical Risks, and 'The Great Disruption'
Srividya Jandhyala is a professor of Management at ESSEC Business School in Singapore. Her research focuses on global strategy, geopolitics, and international…
Macro Hive Conversations With Bilal HafeezEp. 342: Rory Johnston on Trump's Bullish Impact on Oil Markets, and the Bearish Risks Ahead
Rory Johnston is a Toronto-based oil market researcher, the founder of Commodity Context, a lecturer at the University of Toronto's Munk School of Global…
Macro Hive Conversations With Bilal HafeezEp. 341: Phil Suttle on Trump's Populism, the Productivity Mystery, and Global Disruption
Phil is the founder of Suttle Economics – a leading research consultancy. Before that, he held senior roles at Tudor, the Institute of International Finance…
Macro Hive Conversations With Bilal HafeezEp. 340: Robert Koenigsberger on EM Cycles, China's Turnaround, and the New Era of Private Credit
Robert is Founder, Chief Investment Officer and the Managing Partner of the $5bn EM fund, Gramercy. He founded Gramercy in 1998. Robert has 36 years of…
Macro Hive Conversations With Bilal HafeezEp. 339: Jay Pelosky on Tech Bubble (or Not), China vs. US, Clean Energy Plays
Jay Pelosky is the founder of TPW Advisory. He has over 35 years of buy-side and sell-side financial market experience. Before going independent, Jay was at…
Macro Hive Conversations With Bilal HafeezEp. 338: Ken Tropin on Talent Recruitment, Fed Risks, and Biggest Underpriced Trade
Ken Tropin is a legend in the macro space. He is the Chairman and the founder of Graham Capital Management (GCM) - $20bn fund. Ken founded GCM in 1994 and has…
Macro Hive Conversations With Bilal HafeezEp. 337: Sangeet Paul Choudary on What Everyone Is Getting Wrong on AI
Sangeet Paul Choudary is the best-selling co-author of Platform Revolution and author of the new book Reshuffle. He has advised leadership teams at over 40…
Macro Hive Conversations With Bilal HafeezEp. 336: David Dredge on Sharpe Ratio Fallacy, Capturing Upside and Managing Uncertainty
David Dredge is the Chief Investment Officer of Convex Strategies, which is an agnostic value investor in volatility. David has over 30 years' experience…
Macro Hive Conversations With Bilal HafeezEp. 335: Marc Rubinstein on AI Bubble, Private Credit, Jane Street Rise
Marc Rubinstein is author of Net Interest – a leading weekly newsletter on the world of finance. Before this, Marc spent ten years at leading hedge fund…
Macro Hive Conversations With Bilal HafeezEp. 334: Mark Farrington on Dollar Dominance, China's Gold Play and Crisis Catalysts
Mark Farrington is a Global Macro and Geopolitical Strategist and author of the 'Watchtower Reports,' which cover topics ranging from geopolitical risk to Bank…
Macro Hive Conversations With Bilal HafeezEp. 333: David Samra on Value Investing, AI Returns, and Bad Management Teams
David Samra is a managing director of Artisan Partners – the $180bn global multi-asset investment platform. He is founding partner of the International Value…
Macro Hive Conversations With Bilal HafeezEp. 332: Miguel Gutierrez on Argentina's Transformation, Latin American Opportunities, and Private Market Arbitrage.
Miguel Gutiérrez is a Partner and Head of Private Markets, at The Rohatyn Group (TRG) - a global asset manager that specialises in emerging markets and real…
Macro Hive Conversations With Bilal HafeezEp. 331: Gordon Hanson on US Manufacturing Fetishisation, Job Loss, and the Middle Class
Gordon Hanson is the Peter Wertheim Professor in Urban Policy at Harvard Kennedy School and Academic Dean for Strategy and Engagement at Harvard Kennedy…
Macro Hive Conversations With Bilal HafeezEp. 330: Paul Cavey on US-China Trade War, Japan Politics and Taiwan Imbalances
Paul Cavey is a China-focused Asia economist with twenty-five years of experience covering the region. He runs East Asia Econ. Previously, he was a macro…
Macro Hive Conversations With Bilal HafeezEp. 329: Shiloh Bates on CLO Risks, Private Credit and Macro Read-Through
Shiloh Bates is a Partner and Chief Investment Officer. Prior to that, he was a Managing Director at Benefit Street Partners. During his 20-year career, Mr…
Macro Hive Conversations With Bilal HafeezEp. 328: Diane Coyle on GDP, Digital Gaps and Invisible AI Economy
Diane Coyle is the Bennett Professor of Public Policy at the University of Cambridge. She is the Research Director at the Bennett School of Public Policy…
Macro Hive Conversations With Bilal HafeezEp. 327: Ryan Hass on China's Patient Power Play, and US-China Relations
Ryan Hass is director of the John L. Thornton China Center and the Chen-Fu and Cecilia Yen Koo Chair in Taiwan Studies at Brookings. He is also a senior fellow…
Macro Hive Conversations With Bilal HafeezEp. 326: Jon Turek on Fed Cuts, Recession Risks and Political Risks
Jon Turek is the founder and CEO of JST Advisors, a hedge fund advisory service that publishes a weekly research note with global macro trade ideas. JST…
Macro Hive Conversations With Bilal HafeezEp. 325: Chris Hughes on Misunderstood Fed Chairs, Fed Balance Sheet and Offshore Dollars
Chris Hughes is an economist and author who now serves as Chair of the Economic Security Project, a leading nonprofit advocating for economic power for all…
Macro Hive Conversations With Bilal HafeezEp. 324: Alberto Gallo on Western Debt Crisis, Real Assets and US Surprises
Alberto Gallo is Chief Investment Officer and Co-founder at Andromeda Capital Management. Prior to that, Alberto initiated and ran the Global Credit…
Macro Hive Conversations With Bilal HafeezEp. 323: Jonathan Xiong on China, Dollar and Using AI in Asset Management
Jonathan Xiong is the founder and CEO/CIO of Arrowpoint Investment Partners, a new Asia-focused hedge fund. Prior to starting Arrowpoint, Jonathan was the…