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. 322: Rerelease – Adam Frank on Aliens, AI and Climate Collapse
Adam Frank is a professor of astrophysics at the University of Rochester. A self-described 'evangelist of science,' Adam regularly writes and speaks about…
Macro Hive Conversations With Bilal HafeezEp. 321: Antonio Del Favero on Favourite Rates Trades, Fed and Dollar
Antonio Del Favero is a macro strategist at Macro Hive. He focuses mainly on the US economy and G3 rates markets. Formerly, he worked at various macro hedge…
Macro Hive Conversations With Bilal HafeezEp. 320: Dominique Dwor-Frecaut on Weak US Growth, Fed Independence and AI Impact
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. 319: Phil Suttle on Slowing US, Delayed Tariff Impacts and China Investment
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. 318: Brad Setser on Trump Tariffs, China's Surging Surplus and Dollar Policy
Brad Setser is the Whitney Shepardson senior fellow at the Council on Foreign Relations. His expertise includes global trade and capital flows, financial…
Macro Hive Conversations With Bilal HafeezEp. 317: George Selgin on Trump Tariffs, Fed Independence and Dollar Vulnerability
George Selgin is a senior fellow and director emeritus of the Center for Monetary and Financial Alternatives at the Cato Institute and professor emeritus of…
Macro Hive Conversations With Bilal HafeezEp. 316: Kyle Keane on AI, Forecasting and Turning Blind
Dr. Kyle Keane is a Senior Lecturer in Assistive Technologies at the University of Bristol, where he leads research at the intersection of artificial…
Macro Hive Conversations With Bilal HafeezEp. 315: Keyu Jin on What Everyone Gets Wrong on China
Keyu Jin is a global economist and author. She is an academic member of the China Finance 40 Group and has worked with the World Bank, the IMF, and the China…
Macro Hive Conversations With Bilal HafeezEp. 314: Marvin Barth on Trump's US Resurgence, No Fed Cuts and Dire Europe
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. 313: Tom Montag on the Undiscovered Potential of Carbon Markets
Tom Montag is the founding Chief Executive Officer of Rubicon Carbon. Tom has over 20 years of experience in financial markets. Previously, he was the Chief…
Macro Hive Conversations With Bilal HafeezEp. 312: Deepak Gurnani on Five Steps for Using AI in Investing
Deepak Gurnani is the Founder and Managing Partner of Versor Investments. He is the former CIO of Investcorp's Hedge Fund Group and was one of its founding…
Macro Hive Conversations With Bilal HafeezEp. 311: Ralph Sueppel on Quant Trading Macro the Right Way
Ralph Sueppel is Managing Director for Research and Trading Strategies at Macrosynergy. Previously, he was an Executive Member and Portfolio Manager at Graham…
Macro Hive Conversations With Bilal HafeezEp. 310: Helen Thomas on Trump's Controlled Demolition Strategy
Helen Thomas is the CEO of Blonde Money, an independent consultancy firm that analyses and monitors mispriced risks in financial markets in the US, UK and the…
Macro Hive Conversations With Bilal HafeezEp. 309: Adam Frank on Aliens, AI and Climate Collapse
Adam Frank is a professor of astrophysics at the University of Rochester. A self-described 'evangelist of science,' Adam regularly writes and speaks about…
Macro Hive Conversations With Bilal HafeezEp. 308: Tobias Harris on Why Japan Matters
Tobias Harris is the Founder and Principal of Japan Foresight LLC. He has observed Japan as a political risk analyst at Teneo Intelligence and as a researcher…
Macro Hive Conversations With Bilal HafeezEp. 307: Michael Sandel on Populism, Saving Democracy, and Tyranny of Merit
Michael Sandel teaches political philosophy at Harvard University. His writings – on justice, ethics, democracy, and markets – have been translated into more…
Macro Hive Conversations With Bilal HafeezEp. 306: Ken Rogoff on Dollar Decline, Debt Worries and Fed Independence
Kenneth Rogoff is Maurits C. Boas Professor at Harvard University, and former chief economist at the IMF. He has long ranked among the top dozen most cited…
Macro Hive Conversations With Bilal HafeezEp. 305: James van Geelen on 'Haves vs Have Nots' Theme, AI and Tariffs
James van Geelen, founder of Citrini Research, which specializes in illuminating and demystifying the transformative 'megatrends' poised to shape societies…
Macro Hive Conversations With Bilal HafeezEp. 304: Zongyuan Zoe Liu on Calculated China vs Unpredictable US
Zongyuan Zoe Liu is a senior fellow for China studies at the Council on Foreign Relations (CFR). Her work focuses on international political economy, global…
Macro Hive Conversations With Bilal HafeezEp. 303: Mirza Baig on Trump's Trade Strategy, China Risks and Canada's Dilemma
Mirza has a track record of 20 years in the field of researching and trading global foreign exchange. His methodology is built on comprehensive research on…
Macro Hive Conversations With Bilal HafeezEp. 302: Vania Stavrakeva on Macro News, Investor Flows and Trading Markets
Vania Stavrakeva is an Assistant Professor of Economics at the London Business School and has a PhD from Harvard. She has extensively studied exchange rate…
Macro Hive Conversations With Bilal HafeezEp. 301: Andrew Polk on China's Bet on Tech Supremacy
Andrew Polk is the co-founder and head of economic research at Trivium China, a Beijing-based strategic advisory firm. Before founding Trivium, he was China…
Macro Hive Conversations With Bilal HafeezEp. 300: Gary Gerstle on Decoding Trump: Power & Chaos (Live at Cambridge University)
Gary Gerstle is the Paul Mellon Professor of American History Emeritus and Paul Mellon Director of Research at the University of Cambridge. He is the author…
Macro Hive Conversations With Bilal HafeezEp. 259: Thanos Papasavvas on Trump's (Unsurprising) Geopolitical Shock
Thanos is the Founder and CIO of ABP Invest, which he founded in 2015. He began his career as an Economist for the UK Government Economic Service through the…
Macro Hive Conversations With Bilal HafeezEp. 258: Randy Schwimmer on Why Private Credit Is Performing
Randy Schwimmer is Vice Chairman of Churchill, where he oversees the Investor Solutions Group. Previously, he served as Co-Head of Senior Lending, responsible…
Macro Hive Conversations With Bilal HafeezEp. 257: Joe Lavorgna on Trump Supercharging US Growth
Joe Lavorgna is a Managing Director and Chief Economist for SMBC Nikko Securities. He was previously the Chief Economist for the Americas at Natixis. While…
Macro Hive Conversations With Bilal HafeezEp. 256: Max Stier on Trump Ripping Up Government
Max Stier is President and CEO of the Partnership for Public Service. The Partnership has been widely praised as a thought leader on federal government…
Macro Hive Conversations With Bilal HafeezEp. 255: Chris Johnson on Trump vs China
Chris Johnson spent nearly two decades at the CIA focusing on China and Asia. Today, Chris is the President and CEO of China Strategies Group. He also serves…
Macro Hive Conversations With Bilal HafeezEp. 254: Jonny Matthews on US Economy and Why the Fed Will Not Cut in 2025
Jonny Matthews is a senior portfolio manager at Fortem Capital and creator of SuperMacro, an institutional-level macroeconomic research platform. Before that…
Macro Hive Conversations With Bilal HafeezEp. 253: Barry Eichengreen on Trump Trade Policy, Dollar Status and Debt Crises
Barry Eichengreen, Professor of Economics and Political Science at the University of California, Berkeley, is a former senior policy adviser at the…
Macro Hive Conversations With Bilal HafeezEp. 252: Jay Pelosky on How US Equities Could Underperform Rest of the World
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. 251: Phil Suttle on Fed Hiking in 2025
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. 250: Dominique Dwor-Frecaut on Non-Consensus View on Fed and Trump 2.0
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. 249: Mark Rzepczynski on Wicked Markets and Understanding Risk
Mark Rzepczynski is the managing member and CEO of AMPHI Research and Trading, a consulting firm to institutional investors and hedge funds on derivatives…
Macro Hive Conversations With Bilal HafeezEp. 248: Shawn Edwards on How Bloomberg Is Using AI (Replay)
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. 247: Julia Azari on Trump's Second Term, Constraints and Priorities
Julia Azari is Professor in the Department of Political Science at Marquette University. She holds a Ph.D in political science from Yale University. Her…
Macro Hive Conversations With Bilal HafeezEp. 246: Tomasz Nadrowski on Navigating Global Chaos
Tomasz is a portfolio manager at Amvest Capital – a natural resources-focused investment management firm. He has over 25 years of expertise in mining…
Macro Hive Conversations With Bilal HafeezEp. 245: Frank Kelly on Why Everyone Underestimates Trump
Frank Kelly, Founder and Managing Partner of Fulcrum Macro Advisors, an independent strategic advisory firm. Frank began his career as a writer for President…
Macro Hive Conversations With Bilal HafeezEp. 244: In Memoriam - Professor Ian Shipsey on How Physics Can Change the World
In late September, I had the honour of recording a conversation with the late Professor Ian Shipsey, Head of Physics at Oxford University. Tragically…
Macro Hive Conversations With Bilal HafeezEp. 243: Charles Engel on Currency Models, Carry Trades and Capital Flows
Charles Engel is Donald Hester Professor of Economics at the University of Wisconsin. He is also a Research Associate at the National Bureau of Economic…
Macro Hive Conversations With Bilal HafeezEp. 242: Alberto Gallo on Trump Impact, Geopolitics and Favourite Markets
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. 241: Gary Gerstle on Trump's Big Win and the Future of American Politics
Gary Gerstle is the Paul Mellon Professor of American History Emeritus and Paul Mellon Director of Research at the University of Cambridge. He is the author…
Macro Hive Conversations With Bilal HafeezEp. 240: Ebrahim Rahbari on US Election Trades, Fed Cycle and German Challenges
Ebrahim Rahbari is an independent strategist and economist. Previously, he was Chief Currency Strategist and Global Head of Foreign Exchange Analysis at Citi…
Macro Hive Conversations With Bilal HafeezEp. 239: Thomas Drechsel on Measuring Political Pressure on Fed, Predicting Fed, and Better Nowcasts
Thomas Drechsel is Assistant Professor at the Economics Department of the University of Maryland. His research focuses on monetary policy, the role of…
Macro Hive Conversations With Bilal HafeezEp. 238: Rory Johnston on Oil to $65, Middle East Risks and Trump Agenda
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. 237: Antonio Del Favero on the Fed's Mistake, Inflation Risks and Financial Conditions
Antonio Del Favero is a macro strategist at Macro Hive. He focuses mainly on the US economy and markets and G5 FX. Formerly, he worked at various macro hedge…
Macro Hive Conversations With Bilal HafeezEp. 236: Sean McMeekin on the Return of Communism
Sean McMeekin PhD was educated at Stanford University and the University of California, Berkeley. Having visited American and European battlefields, libraries…
Macro Hive Conversations With Bilal HafeezEp. 235: Christian Schwarz on AI Bubbles, Using AI in Trading and Synthetic Data
Christian is Managing Director and Head of Data Science in the financial markets division at Standard Chartered. He focuses on credit and previously worked at…
Macro Hive Conversations With Bilal HafeezEp. 234: Jay Pelosky on Bullish Equities, Early Cycle US and Trump Losing
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. 233: Mirza Baig on Best EM Trades, Fed Easing and China Carry Trade
Mirza Baig is a senior EM strategist at Macro Hive. He has been researching and trading global FX and rates products for 20 years. His career boasts…
Macro Hive Conversations With Bilal HafeezEp. 232: Bob Elliott on US Recession Odds, Fed Policy and Equity Risks
Bob Elliott is the Co-Founder of Unlimited, which uses machine learning to create index replication ETFs of alternative investments, like hedge funds. Prior to…
Macro Hive Conversations With Bilal HafeezEp. 231: J. Doyne Farmer on Making Sense of Chaos
J. Doyne Farmer is Director of the Complexity Economics Programme and Professor of Complex Systems Science at the University of Oxford. He is also External…
Macro Hive Conversations With Bilal HafeezEp. 230: Shawn Edwards on How Bloomberg Is Using AI
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. 229: Brad Setser on Yen Carry Trade, US-China Trade, and US Profit Offshoring
Brad Setser is the Whitney Shepardson senior fellow at the Council on Foreign Relations. His expertise includes global trade and capital flows, financial…
Macro Hive Conversations With Bilal HafeezEp. 228: Liang Ding on China's Economy and Markets
My colleague Mirza Baig hosted this podcast on my behalf. Liang is a markets professional, with 20 years' experience as a portfolio manager, quantitative…
Macro Hive Conversations With Bilal HafeezEp. 227: Álvaro Cartea on AI Manipulating Markets (and What to Do About It)
Álvaro Cartea is Professor of Mathematical Finance in the Mathematical Institute, University of Oxford, and director of the Oxford-Man Institute of…
Macro Hive Conversations With Bilal HafeezEp. 226: Gary Gerstle on Kamala Impact, Trump Policies and Political Realignments
Gary Gerstle is the Paul Mellon Professor of American History Emeritus and Paul Mellon Director of Research at the University of Cambridge. He is the author…
Macro Hive Conversations With Bilal HafeezEp. 225: Dr Pippa Malmgren on Trump's Plans, Peace Dividend, and Space Tech
Dr. Pippa Malmgren is an economist who makes sense of the world economy by writing books, founding tech businesses, advising policymakers around the world and…
- Macro Hive Conversations With Bilal Hafeez
Ep. 224: Philipp Carlsson-Szlezak and Paul Swartz on Macro Shocks, Crises, and False Alarms
Philipp Carlsson-Szlezak is Boston Consulting Group (BCG)'s Global Chief Economist and a managing director and partner in the firm's New York office. Paul…
Macro Hive Conversations With Bilal HafeezEp. 223: Shahin Vallée on French Election Fallout, Second Round Scenarios, and Germany's Debt Brake
My colleague Henry Occelston hosted this podcast on my behalf. Shahin Vallée is a senior fellow at the German Council on Foreign Relations (a German think…