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. 222: Boris Vladimirov on US Exceptionalism, Europe Risks and China Weakness
Boris is one of the leading macro thinkers in the market. He is a managing director at Goldman Sachs. Before GS, he was partner and portfolio manager at Rokos…
Macro Hive Conversations With Bilal HafeezEp. 221: Vasileios Gkionakis on European Election Fallout, Fed and Fiscal Risks
Vasileios is Head of Europe Economics and Strategy at Aviva Investors – a £226bn global asset management firm. Based in London, he is responsible for…
Macro Hive Conversations With Bilal HafeezEp. 220: George Selgin on Fed Independence, Poor Operations and Inflation
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. 219: Jason Furman on Inflation Persistence, Fed Policy and Debt Levels
Jason Furman is the Aetna Professor of the Practice of Economic Policy jointly at Harvard Kennedy School (HKS) and the Department of Economics at Harvard…
Macro Hive Conversations With Bilal HafeezEp. 218: Gordon Hanson on US-China Trade War, Immigration and US Elections
Gordon Hanson is the Peter Wertheim Professor in Urban Policy at Harvard Kennedy School (HKS). He is also chair of the Social and Urban Policy Area at HKS, a…
Macro Hive Conversations With Bilal HafeezEp. 217: Mustafa Chowdhury on Surging Wealth, Hidden Bond Buyers and Fed Mistakes
Mustafa is a rates guru and member of the research team at Macro Hive. Before this, Mustafa was the Head of Rates, FX, and Derivatives at Voya Investments…
- Macro Hive Conversations With Bilal Hafeez
Ep. 216: Dominique Dwor-Frecaut on Inflation Persistence, Immigration Surge and Trump Effect
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. 215: Nick Rohatyn on How to Navigate Emerging Markets Investing
Nick Rohatyn is Founder and serves as Chief Executive Officer of The Rohatyn Group. TRG is a global asset manager specialising in emerging markets and real…
Macro Hive Conversations With Bilal HafeezEp. 214: Lindsay Politi on Higher Inflation Regime, Recession Risks and Debt Dynamics
Lindsay Politi is Head of Inflation Strategies at One River Asset Management. Lindsay began her career at Wellington Management in Boston where she was head of…
Macro Hive Conversations With Bilal HafeezEp. 213: Bilal Hafeez on Fed Cuts, Dollar Strength and AI Hype
Bilal is the CEO and Head of Research at Macro Hive. Before that, Bilal was Global Head of International Fixed Income Strategy at Nomura, and Head of…
Macro Hive Conversations With Bilal HafeezEp. 212: Nick Baltas on Mastering Systematic Strategies from Alpha to AI
Nick Baltas is a managing director and head of R&D, cross-asset delta-one and commodity systematic trading strategies at Goldman Sachs. Prior to joining…
Macro Hive Conversations With Bilal HafeezEp. 211: John Coates on How a Few Financial Institutions Control Everything
John Coates is the Deputy Dean of Harvard Law School. He has served at the Securities and Exchange Commission, and was a partner at Wachtell, Lipton, Rosen &…
Macro Hive Conversations With Bilal HafeezEp. 210: Mark Koyama on What Makes Some Nations Richer Than Others
This podcast is sponsored by Supernormal (Supernormal - AI That Writes Your Meeting Notes/https://supernormal.com/). Mark Koyama is Associate Professor of…
Macro Hive Conversations With Bilal HafeezEp. 209: Darrell Duffie on Treasury Market Dysfunction, Dollar Dominance and CBDC
Darrell Duffie is a leading expert on bond markets. He is the Adams Distinguished Professor of Management and Professor of Finance at the Graduate School of…
Macro Hive Conversations With Bilal HafeezEp. 208: David Dredge on Inflation, Underpriced Risks and Sharpe Ratio Flaws
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. 207: Dave DeWalt on Cyber Warfare, Attacks on US Election, and AI
Dave DeWalt is Founder, CEO, and Managing Director of NightDragon, an investment and advisory firm focused on growth and late-stage cybersecurity, safety…
Macro Hive Conversations With Bilal HafeezEp. 206: Nigel Toon on How AI Thinks and How We Can Control It
This podcast is sponsored by Supernormal (https://supernormal.com/). Nigel Toon is the founder of Graphcore, which builds unique IPU chips designed for AI. He…
Macro Hive Conversations With Bilal HafeezEp. 205: Gary Gerstle on Unprecedented Trump, Unrecognised Biden, and Unusual Times
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. 204: Claudia Sahm on Inflation Risks, Fed Cuts, and Recession
Claudia Sahm is a well-known, highly regarded, Washington-based expert on monetary and fiscal policy and forecasting. She has advised decision-makers at the…
Macro Hive Conversations With Bilal HafeezEp. 203: Melanie Mitchell on Can Artificial Intelligence Beat Human Thinking
Melanie Mitchell is one of the leading AI researchers in the world. She is Professor at the Santa Fe Institute. Her current research focuses on conceptual…
Macro Hive Conversations With Bilal HafeezEp. 202: Alberto Gallo on Trump, Fiscal Risks, and Market Outlook
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. 201: Henry Ritchotte on Managing Banks, Start-Ups, and the New Investment Era
Henry Ritchotte is the Founder of RitMir Ventures, investing in financial services businesses with a focus on regulatory- and technology-driven business…
Macro Hive Conversations With Bilal HafeezEp. 200: Julia Azari on Trump's Dictatorial Powers, Biden's Unpopularity, and US Elections
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. 199: Dominique Dwor-Frecaut on Fed Slashing Rates and Trump Winning
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. 198: Chris Rauh on How to Use AI to Predict Conflicts
Chris Rauh is a Professor of Economics and Data Science at the University of Cambridge. He works with complex datasets and applied methodologies, including…
Macro Hive Conversations With Bilal HafeezEp. 197: John Floyd on the Biggest Trades and Risks for 2024
John was previously Head of Macro Strategies at Record Currency Management, an $80 billion currency manager. Prior to that, John was Chairman and CIO of Floyd…
Macro Hive Conversations With Bilal HafeezEp. 196: Rerelease: Niall Ferguson on Cold War 2, Middle East Conflict and Woke Students
This podcast was recorded in March 2023. Niall Ferguson is the Milbank Family Senior Fellow at the Hoover Institution, Stanford University, and a senior…
Macro Hive Conversations With Bilal HafeezEp. 195: Bilal Hafeez on 2023 Surprises, Getting AI Right, and Best TV of 2023
Bilal is the CEO and Head of Research at Macro Hive. Before that, Bilal was Global Head of International Fixed Income Strategy at Nomura, and Head of…
Macro Hive Conversations With Bilal HafeezEp. 194: Liang Ding on Can China Avoid a Hard Landing
Liang is currently based in Shanghai and has close to twenty years of market experience as a currency strategist, China economist, portfolio manager, and quant…
Macro Hive Conversations With Bilal HafeezShiloh Bates on Demystifying CLO Myths
Shiloh Bates is the Chief Investment Officer of Flat Rock Global in 2018 – a $750mn credit manager. Prior to joining Flat Rock Global, Shiloh was a Managing…
Macro Hive Conversations With Bilal HafeezYesha Yadav on Crypto Bankruptcies, Stablecoin, and Treasury Market issues
Yesha Yadav is Associate Dean and Professor of Law at Vanderbilt University Law School. She is one of the world's leading experts on financial and securities…
Macro Hive Conversations With Bilal HafeezGreg Lippmann on The Big Short, Latest US Housing View, and Finding Alpha in Structured Products
Greg Lippmann is the Managing Founding Partner and the Chief Investment Officer of the $9.8bn asset management firm, LibreMax. Prior to founding LibreMax, Greg…
Macro Hive Conversations With Bilal HafeezCharlie McElligott on Year-End Rally, Duration Buying, and Carnivore Diets
Charlie McElligott is the leading expert on all things positioning, flow, sentiment, and quant factors. He is a Managing Director and Cross-Asset Macro…
Macro Hive Conversations With Bilal HafeezDr Douglas Greenig on Trend-Following, the End of Pax-Americana, and Why He ls Long Volatility
Dr Douglas Greenig is the CEO, CIO, and founder of Florin Court Capital, a systematic, trend-following asset manager uniquely broad in its focus on over 500…
Macro Hive Conversations With Bilal HafeezMarc Goldwein on the Unprecedented US Budget Problem and How to Fix It
Marc Goldwein is the Senior Vice President and Senior Policy Director for the Committee for a Responsible Federal Budget, where he guides and conducts research…
Macro Hive Conversations With Bilal HafeezMacro Hive Webinar: (The Weekly Call Recorded 1 November 2023)
This week we have a special podcast episode for you! Listen to the Macro Hive Pro Markets Webinar and hear the key views of our leading researchers on their…
Macro Hive Conversations With Bilal HafeezBoris Vladimirov on Macro Volatility, US Yields, and Recession Risks
Boris is one of the leading macro thinkers in the market. He is a managing director at Goldman Sachs. Before GS, he was partner and portfolio manager at Rokos…
Macro Hive Conversations With Bilal HafeezDaniel Rock on How AI Will Reshape Economies
This episode is sponsored by Masterworks (www.masterworks.art/macrohive) Professor Daniel Rock is an Assistant Professor of Operations, Information, and…
Macro Hive Conversations With Bilal HafeezMartin Lueck On the Scientific Investing, Trend Models and Macro Divergences
Marty co-founded Aspect Capital, which manages over $8bn in a range of systematic investment solutions. He is the Research Director and oversees the Research…
Macro Hive Conversations With Bilal HafeezJason Halliwell on Value Investing, Systematic Macro and Carry
This episode is sponsored by Masterworks Jason Halliwell is the head of GMO's Systematic Global Macro team and a partner of the firm. GMO is a leading…
Macro Hive Conversations With Bilal HafeezBarry Eichengreen on Fixing the Debt Problem, Dollar Demise and Tech Impacts
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 HafeezPhil Suttle on US Recession Risks, AI Impact, and BoJ to 1%
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 HafeezDominque Dwor-Frecaut on What Everyone Gets Wrong on Inflation, Recessions and Fed Policy
Dominique Dwor-Frecaut is a Senior Macro Strategist for Macro Hive based in Los Angeles. She has been producing alpha-generating trade ideas in FX and rates in…
Macro Hive Conversations With Bilal HafeezMustafa Chowdhury on Fed Policy, US Industrial Policy and Housing Risks
Mustafa is a rates guru and member of the research team at Macro Hive. Before this, Mustafa was the Head of Rates, FX, and Derivatives at Voya Investments…
Macro Hive Conversations With Bilal HafeezProfessor Adrian Williams on Everything You Wanted to Know About Sleep [Replay]
Dr. Adrian Williams is the UK's first Professor of Sleep Medicine. Adrian graduated from University College, London, UK, and after a lectureship at The…
Macro Hive Conversations With Bilal HafeezDenise Shull on Emotions as a Dataset and Avoiding Investment Mistakes [Replay]
Denise Shull is the Founder and CEO of ReThink. In that role, she uses neuroscience and modern psychoanalysis to help clients become successful in investing…
Macro Hive Conversations With Bilal HafeezMichael Schrage on How Recommendation Engines Create Value
Michael is a research fellow with the MIT Sloan School of Management's Initiative on the Digital Economy. His research focuses on the behavioural economics of…
Macro Hive Conversations With Bilal HafeezBill Bernstein On the Four Essentials To Investing Successfully
Bill Bernstein is a neurologist turned investment advisor. He is also the author of several books, including The Intelligent Asset Allocator, The Four Pillars…
Macro Hive Conversations With Bilal HafeezStephen Roach on US and China's Accidental Conflict
Stephen is a faculty member at Yale University and former chairman of Morgan Stanley Asia. He is the author of Unbalanced: The Codependency of America and…
Macro Hive Conversations With Bilal HafeezSebastian Mallaby on the Rise of Venture Capital and Their Impact on the World
Sebastian is the Paul A. Volcker senior fellow for international economics at the Council on Foreign Relations (CFR). An experienced journalist and public…
Macro Hive Conversations With Bilal HafeezPeter Stella on Fed Losses, Backdoor Fiscal Stimulus and Credit Easing
Peter Stella is former head of the Central Banking and Monetary and Foreign Exchange Operations Divisions at the IMF. Currently, he provides macroeconomic…
Macro Hive Conversations With Bilal HafeezTrevor Greetham on Spike-Flation, Equities and Removing Biases
Trevor Greetham is Head of Multi Asset at Royal London Asset Management - a £150bn fund. Prior to joining Royal London in 2015, Trevor was asset allocation…
Macro Hive Conversations With Bilal HafeezSean McGould on Creating an Investing Edge, Hedge Funds and Inflation Opportunities
Sean McGould – the founder/CEO of the Lighthouse Group – a $15bn investment management firm. Prior to Lighthouse, Sean was the Director of the Outside Trader…
Macro Hive Conversations With Bilal HafeezBob Elliott on Bridgewater's Success, US Inflation and Fed's Error
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 HafeezMartin Wolf on Why Capitalism and Democracy Need Each Other
This episode is sponsored by Kalshi.Inc Martin Wolf is chief economics commentator at the Financial Times, London. He was awarded the CBE (Commander of the…
Macro Hive Conversations With Bilal HafeezAlberto Gallo on Investor Complacency, Crisis Risks and Fed's Dilemma
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 HafeezDeepak Gurnani on Building Winning Investment Strategies
This episode is sponsored by Kalshi.Inc Deepak Gurnani is the Founder and Managing Partner of Versor Investments - $2bn quantitative investment firm. Deepak is…
- Macro Hive Conversations With Bilal Hafeez
Jim Rogers on the Demise of the Dollar, Inflation and China
This episode is sponsored by Kalshi.Inc Jim Rogers co-founded the Quantum Fund, a global-investment partnership. During the next 10 years, the portfolio gained…
- Macro Hive Conversations With Bilal Hafeez
Stefan Jansen on How to Use ChatGPT and AI in Finance
Stefan Jansen is the author of the widely read 'Machine Learning For Algorithmic Trading'. He is the founder and Lead Data Scientist at Applied AI. He advises…
- Macro Hive Conversations With Bilal Hafeez
Gavyn Davies on Inflation, Asset Allocation and ChatGPT
Gavyn Davies is a Founder and the Chairman of Fulcrum – a $5bn independent asset management firm. Prior to Fulcrum, Gavyn was Chairman of the BBC from 2001. He…