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 HafeezJohn List on Insights From Uber, Paying Bonuses and Scaling Ideas
This podcast is sponsored by Masterworks, the first platform for buying and selling shares representing an investment in iconic artworks. They are making it…
- Macro Hive Conversations With Bilal Hafeez
Greg Zuckerman on the Inside Story of the Race for a COVID-19 Vaccine
Greg is a Special Writer at The Wall Street Journal. He is the author of A Shot to Save the World: The Inside Story of the Life-or-Death Race for a COVID-19…
- Macro Hive Conversations With Bilal Hafeez
Tania Reif on Leaving Macro Investing For Crypto
Tania Reif is Founder and CIO of Senda Digital Assets. Prior to her cryptocurrency focus she built her investment pedigree at top macro hedge-funds including…
- Macro Hive Conversations With Bilal Hafeez
Alfonso Peccatiello (Alf) on Money Printing, US Risks and ECB Surprises
Alfonso Peccatiello (Alf) is the author of The Macro Compass, a financial newsletter providing educational macroeconomic insights & actionable investment…
- Macro Hive Conversations With Bilal Hafeez
Adam Iqbal on Carry Trades, Volatility and Trading Options
Adam is a Managing Director and Global Head of G10 FX Options Trading at Goldman Sachs. Prior to this, he was an FX Volatility Portfolio Manager at PIMCO, and…
- Macro Hive Conversations With Bilal Hafeez
Shahin Vallée on Europe's Geopolitical Risks, ECB Policy and French Elections
Shahin Vallée is head of the Geo-Economics Program at the German Council on Foreign Relations (DGAP). Before the German Council, Shahin was a senior economist…
Macro Hive Conversations With Bilal HafeezMark Yusko on the Right Asset Allocation, Avoiding Crypto Scams and 2022 Trades
Mark Yusko is the Founder, CEO and Chief Investment Officer of Morgan Creek Capital Management. Prior to forming Morgan Creek in 2004, Mark was President…
Macro Hive Conversations With Bilal HafeezMark Stanwyck and Rick Seeger on Crypto Use Cases, Earning Yields and GameFi
Mark Stanwyck is the Co-Founder of Avalaunch - the first protocol, exclusively for the Avalanche ecosystem, to offer projects a platform for decentralized…
Macro Hive Conversations With Bilal HafeezAri Paul on Valuing Bitcoin, Ethereum Killers and Metaverse Bubbles
Ari Paul is co-founder and CIO of BlockTower Capital. BlockTower is a crypto and blockchain investment firm, applying professional trading, investing and…
Macro Hive Conversations With Bilal HafeezBilal Hafeez on Inflation, Crypto and Investment Lessons
On this special episode, we turn the tables and Bilal becomes the guest as Andrew Simon, our COO of Macro Hive and business partner, does the interviewing this…
Macro Hive Conversations With Bilal HafeezFabio Natalucci on COVID, Crypto and Climate
Fabio is a Deputy Director of the Monetary and Capital Markets Department at the IMF. He is responsible for the Global Financial Stability Report that gives…
Macro Hive Conversations With Bilal Hafeez[BONUS] Professor Justin Stebbing On COVID Omicron
Omicron, the name of the new Covid-19 variant that has recently emerged, caused panic across the world and a selloff in risk on Friday. Following an influx of…
Macro Hive Conversations With Bilal HafeezNancy Davis on How to Position for True Inflation Risk
Nancy Davis is the founder and managing partner of Quadratic Capital Management. She is the portfolio manager for The Quadratic Interest Rate Volatility and…
Macro Hive Conversations With Bilal HafeezEdward Glaeser on Will Cities Survive After COVID
Edward Glaeser is Professor of Economics at Harvard University. He is perhaps the world's leading expert on cities. He recently authored, along with David…
Macro Hive Conversations With Bilal HafeezRolf Strauch On Europe's Reboot, Managing Sovereign Risk and Euro Growth
Rolf Strauch is Chief Economist and Management Board Member of the European Stability Mechanism (ESM) and the European Financial Stability Facility (EFSF)…
Macro Hive Conversations With Bilal HafeezAlex Gurevich On Trading COVID, Inflation and Games
Alex Gurevich is the Founder and CIO of HonTe Advisors, LLC. Alex has been involved in trading for over 20 years; holding various roles on Wall Street that…
Macro Hive Conversations With Bilal HafeezScott Lynn on Investing In Art, Diversification and NFTs
Scott is the Founder and CEO of Masterworks, a platform for investing in art markets. Scott has been an active collector of contemporary art for more than…
Macro Hive Conversations With Bilal HafeezAzeem Azhar On the Exponential Age, Unlimited Companies and Tech Challenges
Azeem is the creator of Exponential View, a leading platform for in-depth tech analysis. His weekly newsletter is read by 200,000 people from around the world…
Macro Hive Conversations With Bilal HafeezBoris Vladimirov on Reverse Goldilocks, Central Bank Credibility, and Market Winners
Boris is one of the top 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 HafeezMarc Rubinstein on Understanding Banks, the Crypto Challenge and Private Equity
Marc is author of Net Interest – a leading weekly newsletter on the world of finance. Before this, Marc spent ten years at leading hedge fund Lansdowne…
Macro Hive Conversations With Bilal HafeezAnas Alhajji On the Energy Outlook, Climate Change and Arctic Oil
This episode is sponsored by Masterworks. Dr. Anas Alhajji is a leading energy markets expert, and advises governments, companies, and financial institutions…
Macro Hive Conversations With Bilal HafeezRichard Muirhead On VC Investing, Picking Winners and Web 3.0
Richard is a co-founder and Managing Partner at Fabric Ventures – a VC fund adapting the early, technical, and patient approach of venture capital to investing…
Macro Hive Conversations With Bilal HafeezDavid Dredge On Defining Risk, Profiting from Extreme Moves, and Convexity
David has over 30 years' experience of managing risk across global markets. David is the CIO of Singapore-based Convex strategies - which focuses on risk…
Macro Hive Conversations With Bilal HafeezTodd Edgar On Managing Money, China and Advice from Paul Tudor Jones
Todd Edgar has over 28 years' experience in financial markets. He has spent the last 2 years as CIO of Atreaus Family, a family office, allocating capital to…
Macro Hive Conversations With Bilal HafeezDavid Woo On Persistence Of COVID, Stagflation, and Political Taboos
David is the author of the blog, David Woo Unbound. Before that, he was Head of Global Rates, FX and EM Fixed Income Strategy & Economics Research at BofA…
Macro Hive Conversations With Bilal HafeezNikhil Shamapant On Ethereum to $150,000, Triple Halving and NFTs
Nikhil recently published an influential investment report titled 'Ethereum, The Triple Halving', and has been researching cryptocurrencies and the Ethereum…
Macro Hive Conversations With Bilal HafeezSaeed Amen On Trading Models, Alternative Data And Python [Replay]
In this episode, I talk with Saeed Amen. He is the founder of Cuemacro, which provides investors with quant research and analysis. Over the past fifteen years…
Macro Hive Conversations With Bilal HafeezAlberto Gallo on China Risks, Corporate Inequality and Accelerated History
Alberto is Head of Global Credit strategies and Portfolio Manager of the Algebris Global Credit Opportunities fund, a global strategy investing in bonds…
Macro Hive Conversations With Bilal HafeezAnna Raytcheva on Trading Regime Changes, Reflation and Crypto
This episode is supported by private equity platform Moonfare. Anna founded Sonya Capital Management in December 2016. Prior to that, Anna spent over twenty…
Macro Hive Conversations With Bilal HafeezRoger Garside On China Fragility, Coup Risks, and US Policy
Roger is a former diplomat, development banker, and capital market development advisor, who twice served in the British Embassy in Beijing, and is the author…
Macro Hive Conversations With Bilal HafeezRoshun Patel on Bitcoin, Crypto Lending and Futures Trading
Cross-exchange arbitrage in crypto How lending works in bitcoin and crypto Futures and interest rates on bitcoin Dynamics of the May bitcoin correction…
Macro Hive Conversations With Bilal HafeezCharley Ellis on Active Investors Underperformance, Index Investing and Character
Dr. Charles D. Ellis is the founder and former managing partner of Greenwich Associates, an international consultancy where he advised large institutional…
Macro Hive Conversations With Bilal HafeezChristian Angermayer on Exponential Growth, Revolutionising Healthcare and Overcoming Fear
Christian Angermayer is an entrepreneur and investor and the founder of Apeiron Investment Group, his family office and merchant banking business. Apeiron…
Macro Hive Conversations With Bilal HafeezFormer Deutsche Bank Chair/CEO Josef Ackermann On Running a Bank and the Future of Banking
This episode is supported by private equity platform Moonfare. Josef Ackermann is the former chairman of the management board and the group executive committee…
Macro Hive Conversations With Bilal HafeezJohn Butler on Stagflation, Gold and Bitcoin
John Butler has 25 years' experience in international finance. He has served as a Managing Director for bulge-bracket investment banks in research, strategy…
Macro Hive Conversations With Bilal HafeezCharles Goodhart on Money Printing, Inflation and Ageing
This episode is sponsored by Masterworks. Charles Goodhart CBE is Emeritus Professor of Banking and Finance at the LSE, having previously been its Deputy…
Macro Hive Conversations With Bilal HafeezProfessor Adrian Williams on Everything You Wanted to Know About Sleep
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 HafeezFormer UK Chancellor Sajid Javid On Inflation, Climate Change and Post-Brexit Britain
This episode is supported by private equity platform Moonfare. Sajid is currently the Conservative Member of Parliament for Bromsgrove. He has held two of the…
Macro Hive Conversations With Bilal HafeezThemos Fiotakis on Mispriced US Stimulus, Inflation Spikes and Neglected EM
Themos is the Head of Research at the macro hedge fund, Glen Point Capital. His previous roles included being Head of Fundamental Strategy at UBS and Head of…
Macro Hive Conversations With Bilal HafeezDominique Dwor-Frecaut on US Labour Supply, Inflation and Timing the Bond Sell-Off
Dominique is one of my favourite macro thinkers and economists – she's so good, we hired her to work for Macro Hive. As for her background, she's worked at…
Macro Hive Conversations With Bilal HafeezPhil Suttle on Coming High Inflation, Goods Recessions and Fed in Play
Phil is one of my favourite global economists. Currently, he runs his own economic research outfit. Before that he worked at JPMorgan, the Fed, World Bank…
Macro Hive Conversations With Bilal HafeezWolfgang Münchau on Germany's Political Risks, Fiscal Stimulus and Euro Instability
This episode is supported by private equity platform Moonfare. Wolfgang Münchau is co-founder and director of Eurointelligence. He was a Financial Times…
Macro Hive Conversations With Bilal HafeezJeff Snider on Deflation, Central Bank Failure, and Understanding Money
This episode is sponsored by Masterworks. Jeff is Head of Global Investment Research for Alhambra Investment Partners. He started his career in portfolio…
Macro Hive Conversations With Bilal HafeezBoris Vladimirov on Inflation Permanence, European Banks and BRICS Outlook
This episode is supported by private equity platform Moonfare. Boris focuses on global macro and EM. He is a managing director at Goldman Sachs. Before GS, he…
Macro Hive Conversations With Bilal HafeezBobby Vedral on Taxing Big Tech, Europe's Edge, and Biden's China Policy
This episode is supported by private equity platform Moonfare. Bobby is partner and portfolio manager at Toscafund Asset Management. He is author of the widely…
Macro Hive Conversations With Bilal HafeezDavid Riley On US Debt Sustainability, the Reflation Trade and Corporate Defaults
David Riley is Partner and Chief Investment Strategist of BlueBay Asset management – a USD70bn fixed income fund. Before Bluebay, David was global head of…
Macro Hive Conversations With Bilal HafeezBenn Eifert On Retail Options Boom, Over-Complex Derivatives, and Managing Tail Risk
Benn is the managing member and CIO of QVR. He was previously co-founder and co-portfolio manager of Mariner Coria in New York. Before that he was Head of…
Macro Hive Conversations With Bilal HafeezMarco Monroy On Carbon Taxes, ESG Investing and Maradona
Marco is Founder and CEO of MGM Innova Group, which includes a private equity and green infrastructure fund, and a multinational firm specializing in…
Macro Hive Conversations With Bilal HafeezZac Prince on Earning Interest on Bitcoin, and the Future of Crypto Finance
Zac is the CEO and Founder of BlockFi – a leading wealth management firm for crypto investors. Prior to starting BlockFi, he led business development teams at…
Macro Hive Conversations With Bilal HafeezJames Aitken On Stock Vigilantes, Yield Curve Control and Inflation Paths
This episode is sponsored by Masterworks. James Aitken is the Founder and Managing Partner of Aitken Advisors, a research boutique for institutional investors…
Macro Hive Conversations With Bilal HafeezPeter Tertzakian on Energy Transitions, Electric Vehicles and Big Oil
Peter is Deputy Director of the ARC Energy Research Institute, a Managing Director of ARC Financial Corporation, an energy-focused private equity firm, and the…
Macro Hive Conversations With Bilal HafeezCiamac Moallemi On Quant Investing, Machine Learning and Trading Styles
This episode is sponsored by Masterworks. Ciamac is Professor of Business in the Decision, Risk, and Operations Division of the Graduate School of Business at…
Macro Hive Conversations With Bilal HafeezJay Pelosky on the Coming Boom, Mega-Tech Weakness and Big Government
Jay is the founder of TPW Advisory and former top ranked head of asset allocation at Morgan Stanley. In this podcast, we discuss: The implications of a…
Macro Hive Conversations With Bilal HafeezChristian Hille on Exponential Growth, Avoiding Low Returns, and Errors in Risk Management
Christian Hille is the General Manager and Head of Wealth Management at Fürstlich-Castell'sche Bank (FCB) in Germany. FCB was founded in 1774 and is one of the…
Macro Hive Conversations With Bilal HafeezJon Turek on the New Fed Put, the Brainard US Curve Steepener and the Dollar
Jon is the author of the widely followed Cheap Convexity blog and always has excellent insights on Fed policy, rates markets and the dollar. In this podcast…
Macro Hive Conversations With Bilal HafeezBarry Eichengreen on Dollar Dominance, Crypto Hype, and Reforming International Finance
This episode is supported by private equity platform Moonfare. Barry Eichengreen is one of the leading thinkers on international economics and exchanges rates…
- Macro Hive Conversations With Bilal Hafeez
Eli Dourado on the Key Tech Breakthroughs For the 2020s
Eli is an economist and regulatory hacker living in Washington, DC, and a senior research fellow at the Center for Growth and Opportunity at Utah State…
Macro Hive Conversations With Bilal Hafeez12 Investment Ideas For 2021 From Our Listeners
Happy new year and welcome to our first podcast of 2021. In this episode, we try something different and have curated the best investment ideas from our…
Macro Hive Conversations With Bilal HafeezMichael Auerbach On Launching A Cannabis SPAC With Jay-Z
Michael Auerbach is the Founder of Subversive Capital, which is dedicated to investing in radical companies. He sits on the Board of Directors of Tilray, Inc…
Macro Hive Conversations With Bilal HafeezAshley Lenihan On The Politics Of Cross-Border M&A, CFIUS And Sensitive Sectors
Dr Ashley Lenihan is a leading expert on the relationship between foreign direct investment and national security and is the author of 'Balancing Power without…