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 HafeezJim Leitner On Growth vs Value, Digital Options And Bitcoin
This episode is supported by private equity platform Moonfare. One of our most popular guests, legendary Jim Leitner, returns on this episode. He gives his…
Macro Hive Conversations With Bilal HafeezProfessor Kevin Dowd On The Problem With MMT, Banking's Lack Of Capital And Free Markets
In this show, I talk with Professor Kevin Dowd. He is professor of finance and economics at Durham University and an adjunct scholar at the Cato Institute. He…
Macro Hive Conversations With Bilal HafeezMickey Down And Konrad Kay On Their New HBO Finance Show Industry
This episode is supported by private equity platform Moonfare. I'm a big fan of the new HBO show Industry. It follows a group of young graduates competing for…
Macro Hive Conversations With Bilal HafeezProfessor Yaneer Bar-Yam On Ending COVID, Vaccine Complacency And Business Responsibility
This episode is supported by private equity platform Moonfare. In this show, I talk with Professor Yaneer Bar-Yam. He is the founding president of the New…
Macro Hive Conversations With Bilal HafeezDirk Willer On Emerging Markets Rallying, EM Inflation And Latam Challenges
This episode is supported by private equity platform Moonfare. In this show, I talk with Dr. Dirk Willer. He's a Managing Director and Global Head of Emerging…
Macro Hive Conversations With Bilal HafeezProfessor Justin Stebbing On Vaccine Breakthroughs And Herd-Immunity By Summer
This episode is supported by private equity platform Moonfare. In this show, I talk with Professor Justin Stebbing. I had him as a guest in July when he argued…
Macro Hive Conversations With Bilal HafeezGary Gerstle On Trump Not Conceding, Democrat Failures And The Upcoming Test Of The US Political System
The US election did not see the Democrat wave that many had expected, so I have US Presidential history expert of Cambridge University, Gary Gerstle, return to…
Macro Hive Conversations With Bilal HafeezMichael Melvin On Quant Strategies In Currencies, Impact Of QE And Machine Learning
Michael was Managing Director and Senior Research Advisor in Multi-Asset Strategies at BlackRock. Prior to that he was head of Currency and Fixed Income…
Macro Hive Conversations With Bilal HafeezJohn Kay On Smaller Government And Business Failure, And Why Greed Is Dead
John Kay is one of the UK's leading economists. His books on the tax system, corporate strategy and banking have been widely praised. He helped establish the…
Macro Hive Conversations With Bilal HafeezGary Gerstle On Trump Authoritarianism, Biden's Challenges, And Polarisation
Gary is Paul Mellon Professor of American History at Cambridge University. Before that, he was at Vanderbilt University where he was James G. Stahlman…
Macro Hive Conversations With Bilal HafeezCorey Hoffstein On How The Fed, Passive Investors And HFT Create Liquidity Cascades
Corey recently wrote an excellent piece on market liquidity and I had to have him as a guest. For background, he is co-founder and Chief Investment Officer of…
Macro Hive Conversations With Bilal HafeezHelen Thompson On Brexit Deals, Boris Leadership And Scottish Independence
Helen is Professor of Political Economy at Cambridge University. She has been at Cambridge since 1994, and is at present, Deputy Head of the School of the…
Macro Hive Conversations With Bilal HafeezVitor Constancio On ECB Inflation Targeting, Monetary Policy Limits And Europe Risks
Vitor was the Vice President of the ECB until a few years ago. And before that held numerous high-profile roles including being Portugal's finance minister…
Macro Hive Conversations With Bilal HafeezCharlie McElligott On Everything Duration, Secular Growth Trades And US Elections
Charlie McElligott is the leading experts on all things positioning, flow, sentiment and quant factors. He is a Managing Director and Cross-Asset Macro…
Macro Hive Conversations With Bilal HafeezMichael Pettis On China Exporting Of Debt, Class War And Role Of Chinese Yuan
Michael Pettis is someone who I have followed closely over my career and he is one of the most widely followed China experts in the investor community. He is…
Macro Hive Conversations With Bilal HafeezLyn Alden On Tesla, Finding Quality Stocks And The Impact Of High Debt
I'm always on the lookout for podcast guests with unconventional backgrounds, and on this episode, we have one such guest, Lyn Alden. Lyn has an academic…
Macro Hive Conversations With Bilal HafeezProfessor Laura Veldkamp On How the COVID Shock Will Lower Growth For Decades
In this episode, I talk with Professor Laura Veldkamp. Laura presented one of the key papers at the Federal Reserve's 2020 gathering at Jackson Hole. Her paper…
Macro Hive Conversations With Bilal HafeezDavid Beckworth On The Problems With The Fed And How To Fix It
In this episode, I talk with David Beckworth. David is the host of one of my favourite economics podcasts, Macro Musings. He is also a Senior Research Fellow…
Macro Hive Conversations With Bilal HafeezShahraab Ahmad On New York Real Estate, Corporate Fraud And SPACs
In this episode, I talk with Shahraab Ahmad. Shahraab was previously the Chief Investment Officer of the credit fund Decca Capital. Prior to launching the fund…
Macro Hive Conversations With Bilal HafeezStephen Roach On The Dollar's Coming 35% Decline
In this episode, I talk with Stephen Roach. Stephen is well known for his 30-year stint at Morgan Stanley, where he was Chairman of Morgan Stanley Asia and…
Macro Hive Conversations With Bilal HafeezGovernor Dr Reza Baqir On Pakistan's FX Reforms, Inflation Fight And Crisis Management
In this episode, I talk with Governor Dr Reza Baqir who became the 20th Governor of the State Bank of Pakistan in May 2019. He took the helm as Pakistan…
Macro Hive Conversations With Bilal HafeezJohn Llewellyn On The Challenge Of Returning To Pre-COVID Output, MMT And Climate Change
In this episode, I talk with John Llewellyn. John is the co-founder of Llewellyn Consulting – a leading independent economic advisory firm. Before setting up…
Macro Hive Conversations With Bilal HafeezEdward Misrahi On Decluttering Your Investment Process, EM Crises, And Current Risks
In this episode, I talk with Edward Misrahi. Edward is the CIO and Founder of Ronit Capital – a leading emerging markets focused hedge fund. He founded the…
Macro Hive Conversations With Bilal HafeezProfessor Justin Stebbing On Expecting A COVID Vaccine Before The US Election
In this episode, I talk with Professor Justin Stebbing. He is a professor in the Faculty of Medicine at Imperial college London. He initially trained at…
Macro Hive Conversations With Bilal HafeezSamm Sacks On The US-China Data War, TikTok And EU Data Sovereignty
In this episode, I talk with Samm Sacks. She is a Cybersecurity Policy and China Digital Economy Fellow at New America. Her research focuses on emerging…
Macro Hive Conversations With Bilal HafeezRaghuram Rajan On Why MMT, Authoritarianism And Bailouts Won't Work
This episode is sponsored by SGX – the largest Asian FX exchange. In this episode, I talk with Raghuram Rajan. He is currently Professor of Finance at Chicago…
Macro Hive Conversations With Bilal HafeezChris Crowe On End Of Safe Asset Shortage
In this episode, I talk with Chris Crowe. Chris is Head of Economic & Flow Research at one of the world's leading hedge funds, Capula Investment Management. He…
Macro Hive Conversations With Bilal HafeezSaeed Amen On Trading Models, Alternative Data And Python
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 HafeezLord Mervyn King On The Wrong Use Of Monetary Policy In A Radically Uncertain World
In this episode, I talk with Lord Mervyn King. He needs no introduction, except to say he is one of the leading figures in central banking over the past few…
Macro Hive Conversations With Bilal HafeezDominique Dwor-Frecaut On The V-Shaped Recovery And Return Of Inflation
In this episode, I talk with Dominique Dwor-Frecaut. She's an accomplished macro thinker that has worked at leading hedge fund Bridgewater, the NY Fed and the…
Macro Hive Conversations With Bilal HafeezProfessor Alex Edmans on How Great Companies Deliver Both Purpose And Profit
In this episode, I talk with Professor Alex Edmans from the London Business School. He's one of the world's leading academics on company purpose, social value…
Macro Hive Conversations With Bilal HafeezEmiel Van Den Heiligenberg On Leaning Against The Rally
In this episode, I talk with Emiel Van Den Heiligenberg. He is the Head of Asset Allocation at one the world's largest asset managers, Legal and General. His…
Macro Hive Conversations With Bilal HafeezAlfonso Prat-Gay On How To Save Emerging Countries
In this episode, I talk with Alfonso Prat-Gay. He was Governor of the central bank of Argentina from 2002 to 2004 and later Argentina's Finance Minister…
Macro Hive Conversations With Bilal HafeezJuliette Declercq On Why Equities Are Not Overvalued
In this episode, I talk markets with Juliette Declercq. She's a leading macro strategist and runs JDI research. She has close to twenty years market…
Macro Hive Conversations With Bilal HafeezBobby Vedral On Euro Area Tensions, Brexit And US Elections
In this episode, I talk politics and markets with Bobby Vedral. He's a top macro and political analyst who runs Macro Eagle. He is also the UK representative…
Macro Hive Conversations With Bilal HafeezMartin Wolf On The Scale Of The COVID Crisis, Future Debt Problems And US Isolationism
In this episode, I have a wide-ranging conversation with the FT's Chief Economics Commentator, Martin Wolf. He brings a depth to any topic that is often…
Macro Hive Conversations With Bilal HafeezAlex Gurevich On The Eternal Appeal Of Bonds, Fed's Path To Zero And The Europe Bull Case
In this episode, I have a conversation with the super-smart and provocative thinker and investor, Alex Gurevich. In our wide-ranging chat, we discuss recent…
Macro Hive Conversations With Bilal HafeezJim Leitner On The Dollar, Equities And The Economy Of Bits And Things
In this episode, I have a conversation with one of the top macro investors that I've come across, Jim Leitner. He has an impressive track-record, but more…
Macro Hive Conversations With Bilal HafeezPhil Suttle On V-Shaped Recoveries, Inflation And Euro Break-Up Risks
In this episode, I have a conversation with one of my favourite global economists, Phil Suttle. He's got the credentials having worked at J.P. Morgan, the Fed…
Macro Hive Conversations With Bilal HafeezJohn Butler On Why Gold Could Go To $5,000
In this episode, I have a conversation with one of the leading experts on gold, John Butler. He has spent 25 years in the financial industry, worked at some of…
Macro Hive Conversations With Bilal HafeezAn Original Take On The COVID Crisis – Time As A Symptom
In this episode, we're lucky to have a conversation with one of the most original macro thinkers, the Macro Dilettante. He prefers not to disclose his name…
Macro Hive Conversations With Bilal HafeezGeorge Goncalves On Whether The Fed Can Save Markets
With the country in lockdown, we've decided to launch a podcast show to better reach our audience. In our inaugural episode, I speak to George Goncalves about…